Main theme ricocheting through markets is AI. A few sub-themes ! - Spenders of Capex vs Earners of Capex - Capex heavy stocks are getting punished - think hyperscalers - $goog, $amzn 2 - Redundancy through AI - unironically, software is the theme getting torched here deeply 3 - BUT, not all SaaS is created equal, some will benefit and have more usage (APIs) others - meant for human dashboarding will have subscription numbers dropping
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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