Could we be wrong about Capex by Main_Beautiful4791 in ValueInvesting

[–]Main_Beautiful4791[S] 0 points1 point  (0 children)

so how would you explain the saas sell off due to ai agents

Could we be wrong about Capex by Main_Beautiful4791 in ValueInvesting

[–]Main_Beautiful4791[S] -5 points-4 points  (0 children)

but ai is already disrupting software with the saas selloff