---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38837390.md"
description: "Citrini's article on X, which has garnered over ten million reads, depicts a scenario where excessively successful AI technological advancements have destroyed the traditional structures supporting modern economic growth, further fueling the short consensus on software stocks.$iShares Expanded Tech Software Sector ETF(IGV.US)$Palantir Tech(PLTR.US)$Microsoft(MSFT.US)"
datetime: "2026-02-23T15:52:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38837390.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38837390.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38837390.md)
author: "[lyhalfway](https://longbridge.com/zh-CN/profiles/3372973.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/38837390.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38837390.md)


# Citrini's article on X, which has garnered over te…


### 相关股票

- [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-CN/quote/IGV.US.md)
- [Palantir Tech (PLTR.US)](https://longbridge.com/zh-CN/quote/PLTR.US.md)
- [Microsoft (MSFT.US)](https://longbridge.com/zh-CN/quote/MSFT.US.md)

## 评论 (25)

- **lyhalfway · 2026-02-24T02:58:26.000Z · 👍 1**: Why does this article have such a big impact on the IGV sector? It uses three case studies to illustrate how AI is disrupting software business models.Case 1: $ServiceNow(NOW.US) introduced AI into its SaaS services to help customers save costs. Customers reduced their HC by 15%, and Now, which char
  - **毛利** (2026-02-24T05:16:55.000Z): So the issue still comes down to the cost-effectiveness of AI. Looking at it from a cost perspective, if AI is cheaper and more effective than humans, then the value of humans will be greatly diminish
- **壹城 · 2026-02-24T02:32:10.000Z**: Is it time to test patience again? It feels like investors involved in PLTR are all suffering so far in '26.
  - **lyhalfway** (2026-02-24T02:56:38.000Z): Not only PLTR, but application stocks will also suffer greatly.
- **嘿嘿^ · 2026-02-23T19:46:00.000Z · 👍 2**: Impact of old values
- **Owhathappen · 2026-02-23T18:19:34.000Z · 👍 1**: Saw it, didn't click in.
- **粉红色菠萝 · 2026-02-23T17:38:28.000Z**: Has Uncle Yaren seen V God's opposition to Web4?
  - **lyhalfway** (2026-02-24T01:09:10.000Z): Didn't notice, but his view doesn't have much impact on ETH's current trend. ETH is still following BTC.
- **东方华尔街 · 2026-02-23T16:57:54.000Z · 👍 3**: To a certain extent, I think this article actually makes a lot of sense. AI replaces people, leading to unemployment, personal bankruptcy, causing bank bad debts, and ultimately a systemic collapse. The most crucial issue here is the distribution of profits generated by AI—how to distribute it is a 
- **格古达 · 2026-02-23T16:11:40.000Z**: Are Meta's April options about to go cold?
- **hjs557523 · 2026-02-23T16:07:41.000Z**: Does Google count as IGV? Does anything without a large model count as IGV?
  - **lyhalfway** (2026-02-23T16:09:49.000Z): Google is not here
  - **Angel°** (2026-02-23T16:54:15.000Z): Amazon is not here and it's still falling
- **Nick 的交易手册 · 2026-02-23T15:57:34.000Z**: Should we still wait for an opportunity below 120 for Pltr's long call, uncle? 🤔
  - **lyhalfway** (2026-02-23T15:59:10.000Z): Hmm, wait a bit longer for the long call.
  - **Nick 的交易手册** (2026-02-23T15:59:51.000Z): Roger that 🫡
- **政立路第六组副组长 · 2026-02-23T15:57:19.000Z · 👍 5**: There have always been ghost stories on Wall Street, and the risk of following the crowd in stock trading is even greater😂. In the middle of last year, Google was also criticized to the point of almost going bankrupt.
  - **lyhalfway** (2026-02-23T16:00:31.000Z): Not quite the same. In the middle of last year, the application software stocks were performing quite well overall. GOOGL's valuation was compressed due to targeted competition from OpenAI. Now, IGV a
- **Angel° · 2026-02-23T15:54:43.000Z**: What do you think of Microsoft, Yashu?
  - **lyhalfway** (2026-02-23T15:57:17.000Z): It's not advisable to enter IGV before a reversal; it's now a sector-wide consensus.
  - **爱吃菠萝包的猫** (2026-02-23T16:00:56.000Z): IGV largely depends on whether Microsoft can perform, it's too difficult.
  - **逸~** (2026-02-24T03:13:10.000Z): But Microsoft is actually no longer just a software supplier anymore.
- **风风 · 2026-02-23T15:54:40.000Z**: Microsoft hits a new low🤦‍♂️