🌟🌟🌟The market is currently

🌟🌟🌟The market is currently witnessing a fundamental shift as the traditional software sector faces a decoupling from the new AI driven economy.

Mid tier companies like AppLovin and Unity are struggling against the "death loop" created by generative AI tools like Anthropic's Claude. Claude is increasingly automating mid level knowledge workflows. The reasoning is that if a software only automates a workflow that an AI agent can do it for free, the business model is walking the plank.

However $Palantir Technologies Inc.(PLTR)$ is gaining traction because it isn't just a tool. Palantir is the operating system for the AI era. While others are being replaced by AI, Palantir's AIP or Artificial Intelligence Platform is the one doing the replacing, helping enterprises integrate the very models like Claude that are disrupting everyone else.

Verdict : The software era is evolving into the Agentic era. Adapt or evaporate.

@Tiger_comments @Tiger_SG @TigerStars @TigerClub

Market Crash! $830B Wiped Out: Would Panic Selling Last?

The S&P 500 Software & Services Index has fallen for six straight sessions, erasing roughly $830B in market value since Jan 28 and sliding 26% from its October peak. After Anthropic unveiled new automation tools aimed at legal workflows, U.S. software stocks suffered their worst selloff since April. A Goldman-tracked software index plunged 6%, while the Nasdaq 100 slid 1.6%, wiping out roughly $285B in market value across software, fintech, and asset managers. Will software continue to dip? Buy-the-dip opportunity or not? How do you view the panic selling?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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