Software stocks decline: Is it a crisis or an opportunity? (Reference companies: Palantir, Salesforce, Microsoft, etc.)

At the start of 2026, the S&P Software Index fell more than 20%, with the market filled with fears that 'AI will disrupt the SaaS business model.' MSFT$Microsoft (MSFT.US)$, CRM$Salesforce (CRM.US)$ 、Palantir$Palantir (PLTR.US)$Palantir and other stocks under pressure, investors are panicking: Has the golden age of software stocks really ended?

This live stream will take you through a detailed analysis of reports from institutions like JPMorgan, HSBC, and Morgan Stanley.

We will discuss:

· Is this sell-off rational risk aversion or irrational panic?

· Is AI the 'terminator' for software stocks, or their 'savior'?

· At the market's lowest point, which companies truly have a 'moat'?

$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$BigBear.ai Holdings (BBAI.US)$$Tesla (TSLA.US)$ $Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Webull (BULL.US)$$Robinhood (HOOD.US)$$PayPal (PYPL.US)$$Costco (COST.US)$$Palantir (PLTR.US)$ $NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$

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