To The Moon

Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So

Probably an over reaction, softwares are still much needed. A correct definitely is due, but not so overt.

Overall in the SaaS industry:  the moat of enterprise software has never been the code itself, as the release of the first generation software accounts for only about 2% of the total development. The remaining 98% are scale, maintenance, iteration, superposition of features, security audits, compliance certification, and integration entanglement with a large number of older systems. The SaaS giant who believes that AI can dismantle the SaaS giant, who has accumulated 20 years of institutional knowledge overnight, is just a fantasy of podcasters leaving reality.

AI will not kill software companies. But moats are diminishing. Some products don't command premium pricing. More competitors will appear since everyone can use AI to create/improve similar software.

🌟🌟🌟Walmart $Wal-Mart(WMT)$ recent ascent to USD 1 trillion market capitalisation, proves that in an age of digitalisation, physical scale  is the ultimate superpower. No Agentic AI can replicate the sheer physical grit of 5,000 stores or the complex machinery of global fulfilment. By using its massive footprint into high velocity AI hubs & a high margin advertising juggernaut, Walmart has successfully shed its old retail skin to become a tech powered titan. Walmart isn't just selling groceries anymore.  It is selling an automated hyper efficient future where logistics is the new software. While the SaaS sector may tremble, Walmart's trillion dollar milestone is an achievement that the late great Sam Walton, Founder would be proud of

🌟🌟🌟The market is currently witnessing a fundamental shift as the traditional software sector faces a decoupling from the new AI driven economy. Mid tier companies like AppLovin and Unity are struggling against the "death loop" created by generative AI tools like Anthropic's Claude.  Claude is increasingly automating mid level knowledge workflows.  The reasoning is that if  a software only automates a workflow that an AI agent can do it for free, the business model is walking the plank. However $Palantir Technologies Inc.(PLTR)$ is gaining traction because it isn't just a tool.  Palantir  is the operating system for the AI era.  While others are being replaced by AI, Palantir's AIP or Artificial Intelligence Platform

b over reaction

Market correction after strong gains in 52weeks, AI still nothing that is going to fade off soon. Suggest a buy with cautious 

B this is an overreaction with not all features of software companies able to be easily replicated by large technology companies

Think B) an overreaction that creates a buying opportunity. Recent trends show market section rotation and "AI won't replace software".

[Miser]  

Replying to @Shyon:Come and join yo my friend @nomadic_m @1PC @koolgal @rL @icycrystal @Barcode @SPACE ROCKET @GoodLife99

From my perspective, this isn’t “software is dead” — it’s the market aggressively repricing which software actually has a moat. The narrative flipped fast, and crowded positioning made the selloff look brutal. This feels more like fear-driven de-rating than fundamentals suddenly breaking. $Wal-Mart(WMT)$ hitting $1 trillion makes sense because AI is amplifying businesses with physical scale and operational complexity. AI turns Walmart’s logistics and supply chain into real profit leverage, while many software companies now have to prove they’re essential, not optional. So I lean toward B: this is an overreaction, not the end of software. But the

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it's always an over reaction. how can the whole sector suddenly be killed by AI. then who's winning. now all tech stocks down. it's just manipulation for us to sell our shares. hold tight and watch netflix

Investment Analysis: Is Anthropic Breaking the Software Business? Let's get real about this: Anthropic is legitimately shaking the foundations of the traditional software business, and the market's violent reaction over the past few days proves it. No sugarcoating—Claude Cowork's plugins (dropped on January 30) just triggered one of the ugliest sector sell-offs we've seen in years, wiping out an estimated $285 billion in combined market value from software, legal tech, professional services, and related names in a single brutal session, with the pain spilling into a second day.The numbers don't lie: Thomson Reuters plunged 15-18% (its worst single-day drop ever), RELX down 14%, Wolters Kluwer around 13%, LegalZoom getting hammered nearly 20%. Even broader plays like Sage, Pearson, Experian

The recent unveiling of Anthropic's new automation tools has indeed sent shockwaves through the software industry, leading to a significant selloff in U.S. software stocks. The $285 billion loss in market value is a substantial blow, and it's natural to wonder about the implications for the industry and Anthropic's potential IPO. Regarding the question of being bullish on Anthropic's IPO, it's essential to consider the company's innovative approach to automation and its potential to disrupt traditional legal workflows. If Anthropic can successfully execute its strategy and demonstrate significant revenue growth, it could be an attractive investment opportunity. As for the software industry as a whole, the current downturn might present a buy-the-dip opportunity for investors with a long-te

Software stocks are facing a survival challenge for AI, which is a structural revaluation of value.

The share price of traditional professional services/software companies such as Thomson Reuters, RELX and Wolters Kluwer have all gone down. Market interpretation: Previously, the market thought that AI would make these companies more efficient (lido); now, the market believes that if AI can directly help lawyers review contracts and prepare reports for accountants, who would need to subscribe to these expensive traditional software?

Palantir, Microsoft, Sandisk Short Sellers Pare Trading Volume $Palantir Technologies Inc.(PLTR)$   short sellers pared their trading activities, before the company reported fourth quarter revenue and full year outlook that blew past analysts' estimates, sending shares climbing Tuesday. Trading in borrowed Palantir shares declined for a second session to 3.66 million shares Monday, representing about 5% of the shares that changed hands that day, when the stock closed 0.8% higher. That somehow weakens the blow from the stock's surge Tuesday. $Microsoft(MSFT)$  's short volume declined for a second straight session, as the software

Tech Sell-Off Sees Smart Money Cap Micron and Buy the Dip in Shopify On Tuesday, U.S. stocks saw a clear tech sell-off, with Nasdaq sliding about 2% as risk appetite weakened sharply. With earnings season approaching and valuations still elevated, investors moved to reduce exposure to high-volatility names, setting a cautious tone across the market. As enthusiasm around the AI narrative cooled, both semiconductors and software came under pressure. Chip stocks weakened ahead of earnings from $Advanced Micro Devices(AMD)$   , with $NVIDIA(NVDA)$   down roughly 5%,  $Broadcom(AVGO)$&nb

Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So

Investment Analysis: Is Anthropic Breaking the Software Business? Let's get real about this: Anthropic is legitimately shaking the foundations of the traditional software business, and the market's violent reaction over the past few days proves it. No sugarcoating—Claude Cowork's plugins (dropped on January 30) just triggered one of the ugliest sector sell-offs we've seen in years, wiping out an estimated $285 billion in combined market value from software, legal tech, professional services, and related names in a single brutal session, with the pain spilling into a second day.The numbers don't lie: Thomson Reuters plunged 15-18% (its worst single-day drop ever), RELX down 14%, Wolters Kluwer around 13%, LegalZoom getting hammered nearly 20%. Even broader plays like Sage, Pearson, Experian

Overall in the SaaS industry:  the moat of enterprise software has never been the code itself, as the release of the first generation software accounts for only about 2% of the total development. The remaining 98% are scale, maintenance, iteration, superposition of features, security audits, compliance certification, and integration entanglement with a large number of older systems. The SaaS giant who believes that AI can dismantle the SaaS giant, who has accumulated 20 years of institutional knowledge overnight, is just a fantasy of podcasters leaving reality.

Probably an over reaction, softwares are still much needed. A correct definitely is due, but not so overt.

🌟🌟🌟Walmart $Wal-Mart(WMT)$ recent ascent to USD 1 trillion market capitalisation, proves that in an age of digitalisation, physical scale  is the ultimate superpower. No Agentic AI can replicate the sheer physical grit of 5,000 stores or the complex machinery of global fulfilment. By using its massive footprint into high velocity AI hubs & a high margin advertising juggernaut, Walmart has successfully shed its old retail skin to become a tech powered titan. Walmart isn't just selling groceries anymore.  It is selling an automated hyper efficient future where logistics is the new software. While the SaaS sector may tremble, Walmart's trillion dollar milestone is an achievement that the late great Sam Walton, Founder would be proud of

🌟🌟🌟The market is currently witnessing a fundamental shift as the traditional software sector faces a decoupling from the new AI driven economy. Mid tier companies like AppLovin and Unity are struggling against the "death loop" created by generative AI tools like Anthropic's Claude.  Claude is increasingly automating mid level knowledge workflows.  The reasoning is that if  a software only automates a workflow that an AI agent can do it for free, the business model is walking the plank. However $Palantir Technologies Inc.(PLTR)$ is gaining traction because it isn't just a tool.  Palantir  is the operating system for the AI era.  While others are being replaced by AI, Palantir's AIP or Artificial Intelligence Platform

AI will not kill software companies. But moats are diminishing. Some products don't command premium pricing. More competitors will appear since everyone can use AI to create/improve similar software.

Replying to @Shyon:Come and join yo my friend @nomadic_m @1PC @koolgal @rL @icycrystal @Barcode @SPACE ROCKET @GoodLife99

From my perspective, this isn’t “software is dead” — it’s the market aggressively repricing which software actually has a moat. The narrative flipped fast, and crowded positioning made the selloff look brutal. This feels more like fear-driven de-rating than fundamentals suddenly breaking. $Wal-Mart(WMT)$ hitting $1 trillion makes sense because AI is amplifying businesses with physical scale and operational complexity. AI turns Walmart’s logistics and supply chain into real profit leverage, while many software companies now have to prove they’re essential, not optional. So I lean toward B: this is an overreaction, not the end of software. But the

Tech Sell-Off Sees Smart Money Cap Micron and Buy the Dip in Shopify On Tuesday, U.S. stocks saw a clear tech sell-off, with Nasdaq sliding about 2% as risk appetite weakened sharply. With earnings season approaching and valuations still elevated, investors moved to reduce exposure to high-volatility names, setting a cautious tone across the market. As enthusiasm around the AI narrative cooled, both semiconductors and software came under pressure. Chip stocks weakened ahead of earnings from $Advanced Micro Devices(AMD)$   , with $NVIDIA(NVDA)$   down roughly 5%,  $Broadcom(AVGO)$&nb

The recent unveiling of Anthropic's new automation tools has indeed sent shockwaves through the software industry, leading to a significant selloff in U.S. software stocks. The $285 billion loss in market value is a substantial blow, and it's natural to wonder about the implications for the industry and Anthropic's potential IPO. Regarding the question of being bullish on Anthropic's IPO, it's essential to consider the company's innovative approach to automation and its potential to disrupt traditional legal workflows. If Anthropic can successfully execute its strategy and demonstrate significant revenue growth, it could be an attractive investment opportunity. As for the software industry as a whole, the current downturn might present a buy-the-dip opportunity for investors with a long-te

Market correction after strong gains in 52weeks, AI still nothing that is going to fade off soon. Suggest a buy with cautious 

B this is an overreaction with not all features of software companies able to be easily replicated by large technology companies

b over reaction

it's always an over reaction. how can the whole sector suddenly be killed by AI. then who's winning. now all tech stocks down. it's just manipulation for us to sell our shares. hold tight and watch netflix

Think B) an overreaction that creates a buying opportunity. Recent trends show market section rotation and "AI won't replace software".

[Miser]  

[Happy]  [Happy]  [Happy]  [Miser]  [What]  

Palantir, Microsoft, Sandisk Short Sellers Pare Trading Volume $Palantir Technologies Inc.(PLTR)$   short sellers pared their trading activities, before the company reported fourth quarter revenue and full year outlook that blew past analysts' estimates, sending shares climbing Tuesday. Trading in borrowed Palantir shares declined for a second session to 3.66 million shares Monday, representing about 5% of the shares that changed hands that day, when the stock closed 0.8% higher. That somehow weakens the blow from the stock's surge Tuesday. $Microsoft(MSFT)$  's short volume declined for a second straight session, as the software

The share price of traditional professional services/software companies such as Thomson Reuters, RELX and Wolters Kluwer have all gone down. Market interpretation: Previously, the market thought that AI would make these companies more efficient (lido); now, the market believes that if AI can directly help lawyers review contracts and prepare reports for accountants, who would need to subscribe to these expensive traditional software?