$Salesforce(CRM.US) has basically moved sideways, $IBM(IBM.US), $Palo Alto Networks(PANW.US), and $Blackberry(BB.US) have all fallen, with drops ranging from over two to four points 😔
US software stocks have recently undergone a collective revaluation, and the research report stating "capital is rotating out of software" is still fermenting—whether AI is an incremental addition to or a replacement for software, the market is becoming increasingly hesitant in its vote with its feet. Holding software positions hasn't been easy lately, so I've paused my dollar-cost averaging.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
