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Software-mageddon: The Market Got This WRONG
The AI panic just erased nearly $2 trillion from software stocks.But here’s the question nobody is asking: Are these companies actually broken… or is Wall Street mispricing the future?After Anthropic’s Claude Cowork launch triggered “Software-mageddon,” investors stampeded out of enterprise software. ServiceNow. Salesforce. Intuit. Thomson Reuters. All hit indiscriminately.But earnings tell a very different story.In this episode of Wall Street Truthbombs, we break down:Why the AI fear trade may be overdoneThe difference between narrative risk and structural riskWhich companies actually…
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