I think we might want to go to the fundamentals, we saw market panic selling on software stocks, but are we seeing individuals and companies around the world stop using these softwares? It definitely feels like the sky is falling when you see red across the board for eight straight sessions, but the answer whether the world is stopping to use these softwares is No, the world is not stopping the use of software. In fact, Gartner actually projects that software spending will grow by 14.7% in 2026, reaching over $1.4 trillion. What you are seeing is not a "death of software" but a violent "re-pricing" of it. Here is the breakdown of why this is happening and what might finally stop the bleeding. Why the Panic Selling? (The "Disruption" Fear) The current panic was largely triggered in early Fe

🌟🌟🌟There are market shocks you forget in a week and then there are the ones that remain in your memory.  April 2025 was one of those.  When the tariff announcement blindsided global markets, we watched nearly USD 1 Trillion evaporate in a single session.  Tech collapsed.  Semiconductors cratered.  Investors ran for exits like the floor was on fire. Fast forward to today and the deja vu is unmistakable.  6 straight sessions of software selling.  USD 830 billion erased since January 28.  A sector down from its October highs.  Anthropic unveils new automation tools for legal work flows and suddenly the entire software universe trades like its margins just got rewritten. A Goldman tracked software index plunges 6%.  The Nasdaq 100 sheds US

We should embrace the uncertainty and analysis the outlook of any m&a prior to trading the particular shares.

Will go up soon,patience 

Investors have become risk-averse and rotated out of tech stocks and crypto. It is hard to tell when the interest will be back.

$SPDR S&P 500 ETF Trust(SPY)$  no, it is temporary. Just hold and ride the wave

Short seller took control. 

Wow! Wow! Wow! Wow! Wow! Wow! Wow! Wow! Wow! Wow! Wow! Wow!

This looks more like a positioning and narrative shock than the start of a structural bear phase for software. What is really driving the selloff The catalyst was not earnings deterioration but perceived disruption risk. The announcement by Anthropic reframed Al from “software tailwind” to “software margin threat”, particularly for legal tech, workflow automation, fintech tooling, and parts of asset management. That narrative shift hit a sector that was already crowded, richly valued, and sensitive to duration. Once selling began, ETF and factor unwinds amplified the move. Six consecutive down sessions, coupled with sharp index-level drawdowns, suggest forced de-risking rather than fresh fundamental discovery. Does software continue to dip Near term, volatility can persist. When thematic l

This is a great chance to buy the dip as people panic sell.

B) Overreaction. Agree with Jensen Huang that AI is more like an efficiency layer than a full replacement. Just like we didn’t rebuild Excel from scratch when new technology appeared, AI will be added into existing tools to make them faster and easier to use. The software that will survive are the ones people already depend on every day, such as spreadsheets, design tools, and business systems, because they are deeply built into how work gets done. Weaker or nice-to-have apps may disappear, since AI can easily copy what they do. In the end, AI doesn’t replace everything, it strengthens the most important software and quietly pushes out the rest.

This is a critical moment for the market. The scale and velocity of the selloff demand a nuanced view that separates narrative-driven panic from fundamental repricing. 1. How I View This "Panic Selling": A Necessary Reckoning This is not a broad "market crash," but a violent, concentrated repricing in the most speculative and AI-hyped sector: software. The Trigger: Anthropic's announcement was merely the catalyst, not the cause. It served as a stark reminder that the AI revolution, while real, is deflationary for incumbents. It threatens to automate high-margin services (legal, coding, consulting) and compress software pricing power, directly attacking the "growth at any price" thesis. The Cause: The selloff is the result of a perfect storm: Extreme Valuation: Software stocks traded at fro

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Interestingly, tiger actually sent us all an email a few weeks ago warning us about pump and dump scams. Their is no market crash what so ever in my humble opinion. But there is definitely a lot of pumping and dumping.  My strategy going forward is simple. Hold stocks you know and trust. Don't trust the daily bs. Trust you own research. If those stocks get pumped, maybe trim. If they get dumped, perhaps buy more. and 2026 is not a good year to invest in anything that has an expiration date. I will not buy calls, I will not sell puts, I'll just hold the stock.  @MillionaireTiger  @TigerTrade  @Tiger_SG 

It’s a correction not over reaction. This entire sector was hyped on AI. Now that the Capex in AI is becoming obvious, what is the ROI is the major question on investors minds. Seems slim. And will all companies come a winner or only a few? How about new innovations, if tomorrow someone creates an AI agent that can work at 1/10 the resources, what will that do to chips and the data centres.? So many questions

Probably an over reaction, softwares are still much needed. A correct definitely is due, but not so overt.

Overall in the SaaS industry:  the moat of enterprise software has never been the code itself, as the release of the first generation software accounts for only about 2% of the total development. The remaining 98% are scale, maintenance, iteration, superposition of features, security audits, compliance certification, and integration entanglement with a large number of older systems. The SaaS giant who believes that AI can dismantle the SaaS giant, who has accumulated 20 years of institutional knowledge overnight, is just a fantasy of podcasters leaving reality.

AI will not kill software companies. But moats are diminishing. Some products don't command premium pricing. More competitors will appear since everyone can use AI to create/improve similar software.

🌟🌟🌟Walmart $Wal-Mart(WMT)$ recent ascent to USD 1 trillion market capitalisation, proves that in an age of digitalisation, physical scale  is the ultimate superpower. No Agentic AI can replicate the sheer physical grit of 5,000 stores or the complex machinery of global fulfilment. By using its massive footprint into high velocity AI hubs & a high margin advertising juggernaut, Walmart has successfully shed its old retail skin to become a tech powered titan. Walmart isn't just selling groceries anymore.  It is selling an automated hyper efficient future where logistics is the new software. While the SaaS sector may tremble, Walmart's trillion dollar milestone is an achievement that the late great Sam Walton, Founder would be proud of