The S&P's technology software index has been cut by 32% since September due to AI fears. It seems like no one wants to touch enterprise software companies right now, but... could this actually mark the bottom? What if AI will actually HELP these companies more than hurt? I think that's a very real possibility and I lay out the data-backed case in today's video!
0:00 Why the software sector has been decimated since September
3:09 Several software stocks are bucking the trend and outperforming (here's why)
4:56 Where Bears have it wrong
7:27 What NEEDS to happen for the narrative to switch back to bullish
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at:
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