educated gambler | front runs | extreme degenist
Joined September 2024
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soru retweeted
Saaspocalyse (also styled as SaaSpocalypse or SaaS-pocalypse) is a portmanteau term that emerged in early 2026 to describe a sharp market sell-off and perceived existential threat to the traditional Software as a Service (SaaS) industry, triggered by rapid AI advancements.
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Bill Nygren on the SaaSpocalypse
"Software stocks are trading cheaper than the S&P 500, their lowest ever relative P/E.
With AI uncertainty now at least partly reflected via lower prices, we believe the risk/reward has improved significantly.
Consider that the software stocks in Oakmark Fund now trade nearly 30% cheaper than average industrial stocks.
This reframes the question: "Are software businesses so much worse than industrials that they deserve such a discount?"
We believe the answer is an emphatic no, especially considering their much higher expected growth.
When stock prices change, the questions investors need to answer also change."
The “SaaSpocalypse” is the massive selloff hitting SaaS stocks as AI agents replace traditional software faster than expected. Nearly $2T has been erased from the S&P 500 in weeks. Figma -86%, Duolingo -83%, Microsoft -25%, Amazon -11%, Cloudflare -13%. One Anthropic AI launch alone crushed companies like FactSet overnight. Capital is rotating from SaaS into AI at extreme speed — and this could evolve into the biggest AI bubble yet.
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soru retweeted
you might like this one sling
teapawt.net/wifhorse/status/202342…
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soru retweeted
@wifhorse
Join the neigh society
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soru retweeted
Neighver will I
@wifhorse
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what the fuck did I just read chat, these people need god asap.
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soru retweeted
Every revolution for peace starts with awareness. $strawhat joins hands to spotlight the struggles in Nepal and build a better tomorrow. @a1lon9 do you support our movement
thanks to trojan i was able to catch this 50x + COOOOK
forget the ‘modern’ junk like axiom.
no gimmicks, just pure efficiency.
t.me/menelaus_trojanbot?star…
