Rob Sechan 2.4 3 ideas

Software stocks are oversold, but the market is questioning their "Terminal Growth Rates" due to AI disruption. While the "death of SaaS" is exaggerated, the market requires proof that these companies can monetize AI agents rather than be replaced by them. Jensen Huang's commentary (that agents will run *on* these platforms) is the bullish thesis, but price action remains weak. WATCH. Likely to be long eventually, but not calling the absolute bottom yet. AI agents bypassing the user interface of these apps, reducing seat-based pricing power.