RJ Hamster
Why Software Is Slumping Again
Why Software Is Slumping Again
The same technology that once lifted SaaS multiples is now forcing investors to rethink the value of the entire group
APR 10
Software stocks got hit again today, but the real story is bigger than one ugly session.
This looks like a repricing of belief across the whole sector. Investors are asking a new question: who actually wins in an AI-first world?
That is what I dig into in today’s article.
Find out where the opportunities and traps are here.
Talk soon,
Dustin Pass
Founder, Market Traders Daily
