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Feb 18
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LONG
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@SeekingAlpha
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Despite a recent selloff, the acceleration of AI suggests a strong underlying growth trend for software companies, potentially making the current valuation an attractive entry point. |
@SeekingAlpha
Software Selloff Shows AI Acceleration $SPX $...
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Feb 17
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LONG
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@unusual_whales
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JPMorgan believes the recent selloff in software stocks is overdone, fueled by exaggerated concerns about near-term AI disruption, suggesting a potential rebound. |
@zerohedge
Civil Rights Leader Rev. Jesse Jackson Dead A...
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Feb 03
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SHORT
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@abcampbell
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The speaker believes the software sector is "dead" and discloses an active short position, implying a bearish outlook on software companies. |
@abcampbell
Software is dead
(Disclosure I’m short softw...
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