---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39823992.md"
description: "The recent sell-off in software stocks like $iShares Expanded Tech Software Sector ETF(IGV.US) is still influenced by Anthropic's release of a new model. Anthropic announced the new Claude Mythos model but simultaneously stated they do not plan to publicly release it. The reason is that this model can discover long-standing, undetected security vulnerabilities within existing software systems, which directly impacts the value proposition of the entire cybersecurity sector.However, Cloudflare's moat is not just "security," but its infrastructure layer:- Global edge network- CDN / DNS / DDoS protection- Zero Trust access- Developer platforms like Workers / R2 / AI Gateway- Increasing AI traffic routing and verificationAfter the rise of AI, the frequency of demand for security and verification has exploded. In this field, $CloudFlare(NET.US) holds an absolute advantage."
datetime: "2026-04-10T05:25:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39823992.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39823992.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39823992.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# The recent sell-off in software stocks like $iShar…


### Related Stocks

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

## Comments (8)

- **‭‭‭‭ · 2026-04-10T08:51:54.000Z · 👍 1**: Software stocks have found it as difficult as climbing to the sky to rebound recently! Even the broader market can't lift them! Whether they'll be phased out by technology, who knows! Heavily investing in Microsoft was a major blunder! It's not that it's painful that it's not rising, it's that it's 
- **Charles_v68WDR · 2026-04-10T07:17:43.000Z · 👍 2**: Should Uncle Yaren still hold PLTR? 🥹 Feels like both volume and price are falling.
  - **lyhalfway** (2026-04-10T07:21:28.000Z): Of course, hold it.
  - **Charles_v68WDR** (2026-04-10T07:25:16.000Z): Thanks!
- **风风 · 2026-04-10T06:10:37.000Z · 👍 1**: Uncle Yaren, if you want to open a position in PLRT and NET, can you wait a bit longer?
  - **lyhalfway** (2026-04-10T06:12:21.000Z): Wait a bit longer for PLTR. The trading volume during the recent decline has been too large; it's not just simple panic, there should be institutional activity involved. Below 180 is a good position f
  - **风风** (2026-04-10T06:12:55.000Z): Alright, got it. Thanks, Uncle Yaren.
- **石来运转 · 2026-04-10T05:53:26.000Z · 👍 1**: Good stock, can start buying in batches when there's a suitable opportunity.