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[return to "Why software stocks are getting pummelled"]
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1. bnchrc+IZ1[view] [source] 2026-02-02 19:35:14
>>peteth+(OP)
QQQ is up 20% over the last year.

GOOG is up 70% over the last year.

"Pummelled" seems extremely sensational...

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2. jen729+r32[view] [source] 2026-02-02 19:51:14
>>bnchrc+IZ1
You didn't read the article. The first graph plots Workday, Salesforce, SAP, and ServiceNow. Google isn't mentioned.
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3. bnchrc+4f2[view] [source] 2026-02-02 20:37:41
>>jen729+r32
Maybe they shouldve said ERP stocks are getting "pummelled"
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4. nategl+vT2[view] [source] 2026-02-02 23:20:03
>>bnchrc+4f2
It basically does

> The value of listed American enterprise-software companies is down by 10% over the past year.

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