Nice post! I would agree with -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nice post! I would agree with all the options, where only software leaders with moat and adapting to the agentic AI including business model changes will only survive and enrich further.
The business and enterprise softwares are differrent to the cyber security softwares, so while both grows, cyber requirement on AI usage is inevitable, hence has the edge!

The disruption on SaaS will still be incoming later according to the AI' wider adaptation by the people and enterprise for bespoke development along with the high capital technology companies like MAG7 and OpenAI, Anthropic, SpaceX and more new companies building new SaaS products.

Hence the high moat quality software investment with periodical portfolio review helps!
Thanks.

Palantir Surges 29% — Did Short Sellers Just Lose $3 Billion in a Day?

Palantir +29.45% Tuesday, taking the whole after-hours gap and then some, and carrying the S&P 500 and the Dow to records together. The move has put roughly $3 billion of mark-to-market losses on the shorts, and the covering feeds the tape. Fundamentals are underneath it: Q2 revenue +93% year-over-year, commercial revenue up ~150%. Snap ran the same script, +14.88% on 19% revenue growth and a net loss narrowing to $164 million from $263 million. The app layer has moved from story to earnings — but the last leg was short covering. What holds the price once there's nothing left to cover?

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I would agree with all the options, where only software leaders with moat and adapting to the agentic AI including business model changes will only survive and enrich further. The business and enterprise softwares are differrent to the cyber security softwares, so while both grows, cyber requirement on AI usage is inevitable, hence has the edge! The disruption on SaaS will still be incoming later according to the AI' wider adaptation by the people and enterprise for bespoke development along with the high capital technology companies like MAG7 and OpenAI, Anthropic, SpaceX and more new companies building new SaaS products. Hence the high moat quality software investment with periodical portfolio review helps! 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