Detailed view for this entity.
“At the end of the day, there's a lot of companies that are still growing significantly. They're having meaningful margins.”
“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'”
“If software is your business model, you are screwed. Same with large-scale data analysis.”
“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.”