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

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

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

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

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

Will go up soon,patience 

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

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

Short seller took control. 

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.

Tech Sell-Off Sees Smart Money Cap Micron and Buy the Dip in Shopify On Tuesday, U.S. stocks saw a clear tech sell-off, with Nasdaq sliding about 2% as risk appetite weakened sharply. With earnings season approaching and valuations still elevated, investors moved to reduce exposure to high-volatility names, setting a cautious tone across the market. As enthusiasm around the AI narrative cooled, both semiconductors and software came under pressure. Chip stocks weakened ahead of earnings from $Advanced Micro Devices(AMD)$   , with $NVIDIA(NVDA)$   down roughly 5%,  $Broadcom(AVGO)$&nb

Investment Analysis: Is Anthropic Breaking the Software Business? Let's get real about this: Anthropic is legitimately shaking the foundations of the traditional software business, and the market's violent reaction over the past few days proves it. No sugarcoating—Claude Cowork's plugins (dropped on January 30) just triggered one of the ugliest sector sell-offs we've seen in years, wiping out an estimated $285 billion in combined market value from software, legal tech, professional services, and related names in a single brutal session, with the pain spilling into a second day.The numbers don't lie: Thomson Reuters plunged 15-18% (its worst single-day drop ever), RELX down 14%, Wolters Kluwer around 13%, LegalZoom getting hammered nearly 20%. Even broader plays like Sage, Pearson, Experian

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 

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

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

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Palantir, Microsoft, Sandisk Short Sellers Pare Trading Volume $Palantir Technologies Inc.(PLTR)$   short sellers pared their trading activities, before the company reported fourth quarter revenue and full year outlook that blew past analysts' estimates, sending shares climbing Tuesday. Trading in borrowed Palantir shares declined for a second session to 3.66 million shares Monday, representing about 5% of the shares that changed hands that day, when the stock closed 0.8% higher. That somehow weakens the blow from the stock's surge Tuesday. $Microsoft(MSFT)$  's short volume declined for a second straight session, as the software