Not All Software Stocks Survive AI. These Will.

AI euphoria has turned into AI fear.

Software stocks have been aggressively re-rated as investors question whether AI agents will replace traditional SaaS platforms entirely.

But history shows that during major technological shifts, not all companies survive – and not all companies fail.

In this video, we break down the ongoing AI shakeout and analyse which software stocks may be positioned to endure… and which ones could struggle.

We cover valuation resets, growth expectations, reverse DCF assumptions, free cash flow profiles, and where the market may be overreacting.

Companies discussed include:

ServiceNow (NOW)

Salesforce (CRM)

Intuit (INTU)

Adobe (ADBE)

Snowflake (SNOW)

Synopsys (SNPS)

Zscaler (ZS)

Okta (OKTA)

Topics covered:

Nvidia’s earnings reaction and what it signals about rotation

AI disruption risk vs AI integration opportunity

Multiple compression in software

Margin of safety analysis

Long-term growth pricing vs reality

This is not about buying software indiscriminately.

It’s about identifying durable businesses where expectations may have reset too far.

If you enjoy deep-dive valuation analysis and long-term asymmetric setups, consider subscribing.

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