---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38874203.md"
description: "Market Manipulation of NarrativesSince the beginning of the year, ghost stories about AI disrupting software stocks have emerged one after another. As market panic spread, IGV has been falling all the way. However, there seems to be a turning point recently. Several major banks (Deutsche Bank, HSBC) have released research reports to reconstruct the narrative, shifting the discussion from AI replacing software to AI expanding the boundaries of software. There are signs of a reversal in this narrative manipulation, which reminds me of the DeepSeek moment last year. Manipulating narratives through public opinion is an old trick on Wall Street. Let's first review the process of this round.Step 1: Concept Surprise AttackCoworker was released, directly challenging the business model foundation of SaaS seats.Step 2: Emotional Contagion, Collective Punishment Across the IndustryAgent ghost stories targeted various sectors; whichever was targeted got hit, with indiscriminate selling across the board, including gaming, logistics, and cybersecurity.Step 3: Panic and DisruptionCritini's short essay went viral, intensifying panic. However, this method of spreading emotions through exaggerated ghost stories rather than facts is usually a sign that the short side is running out of steam.Step 4: Institutions Step In to EndorseIGV has fallen to a low point. Research reports from major banks like Deutsche Bank and HSBC guide the narrative reconstruction, such as "Software won't be swallowed by AI; AI will integrate into software and expand TAM." Next, we'll see if IGV can stabilize and rebound.Does the above storyline look very familiar? Last year, DeepSeek was the same, and the subsequent story is known to everyone.$iShares Expanded Tech Software Sector ETF(IGV.US)$Microsoft(MSFT.US)$Palantir Tech(PLTR.US)"
datetime: "2026-02-25T07:26:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38874203.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38874203.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38874203.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# Market Manipulation of NarrativesSince the beginni…


### Related Stocks

- [IGV.US](https://longbridge.com/en/quote/IGV.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)

## Comments (15)

- **元首的交易员しき · 2026-02-25T17:57:39.000Z**: How can one see the future expectations for subsequent software stocks?
- **康康先森 · 2026-02-25T14:35:22.000Z**: Such a realistic script.
- **顺心财来 · 2026-02-25T11:24:59.000Z**: Bro, can we open a position in PLTR now?
  - **壮志凌云，特斯拉** (2026-02-25T15:06:37.000Z): Wait a bit longer, weak.
- **‭‭‭‭ · 2026-02-25T10:57:19.000Z · 👍 1**: I just love these kinds of ghost stories! Otherwise, how can us retail investors get on board! Got on Microsoft at 429 and averaged down at 416! But I've always hoped it would fall even more! Only Microsoft makes me think this way! The stronger the company, the more I buy when it falls! Hope one day
- **风风 · 2026-02-25T10:48:32.000Z**: What does Uncle Yaren think about hood?
  - **lyhalfway** (2026-02-25T11:19:13.000Z): Hood is a good company, and its founder is also excellent, but recently its valuation has been hit by the combination of two weak markets, software and crypto. It rose too much before, so it's a bit d
  - **风风** (2026-02-25T11:23:31.000Z): Thank you, Uncle Masato.
- **满仓pltr长持 · 2026-02-25T08:11:08.000Z · 👍 1**: Violently shaking out positions, how can you pick up cheap chips without writing a short essay? 🤣
- **人皆寻梦 · 2026-02-25T07:47:37.000Z**: Uncle Yaren, I don't have a position in PLTR, can I buy a little bit of the stock now?
  - **lyhalfway** (2026-02-25T07:50:02.000Z): Hmm, I think it's okay.
- **SSerpens · 2026-02-25T07:46:10.000Z · 👍 4**: I hope to get a new one every year 🙏, otherwise it's too expensive to buy.
  - **啊？哥你这是八位数啊** (2026-02-25T08:04:51.000Z): Bloody chips, eaten with tears
- **无限制星级格斗士 · 2026-02-25T07:33:24.000Z · 👍 8**: That's all good news, otherwise, looking at the financial reports, they all look very strong, and there's simply no direct reason to be bearish. 😂
  - **lyhalfway** (2026-02-25T07:36:36.000Z): Yes, washing out the chips, but what's different is that DeepSeek only targets NVDA, and with solid enough performance, it can still rise back up. In this wave of AI, some software stocks are hard to