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Subject
Quote from Video
What I think that my signal is saying is that software is going to continue lower. On any rally software stocks I am going to short them.
“What I think that my signal is saying is that software is going to continue lower. On any rally software stocks I am going to short them.”
Subject
Quote from Video
If software is your business model, you are screwed. Same with large-scale data analysis.
“If software is your business model, you are screwed. Same with large-scale data analysis.”
Subject
Quote from Video
And then this is where Jensen goes on CNBC and he makes this argument that, 'Oh, don't worry. Uh, software companies shouldn't sell off because AI agents well they could just go use the software instead of humans and like why go make a new software just use that software'
“And then this is where Jensen goes on CNBC and he makes this argument that, 'Oh, don't worry. Uh, software companies shouldn't sell off because AI agents well they could just go use the software instead of humans and like why go make a new software just use that software'”
Subject
Quote from Video
At the end of the day, there's a lot of companies that are still growing significantly. They're having meaningful margins.
“At the end of the day, there's a lot of companies that are still growing significantly. They're having meaningful margins.”