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[return to "Why software stocks are getting pummelled"]
1. AstroB+2V2[view] [source] 2026-02-02 23:27:13
>>peteth+(OP)
If I were confident it were AI as the cause I'd be seriously tempted to buy right now

Take Adobe for example: they're getting pummeled and there's no way it's due to AI

No-one's building an in-house Photoshop clone to replace them

AI also isn't letting any competitors in. Geez if it were as easy as cloning their product you'd have a mile high mountain of VC money to fund it even pre-AI

Code has never been much of a barrier to entry

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2. bagacr+3B7[view] [source] 2026-02-04 05:10:28
>>AstroB+2V2
Do you have a theory what the cause is then? The market moves and pundits write a story to match. There is no telling whether it's right or wrong.
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