The deeper concern lies in business models. The core SaaS logic of seat-based pricing is facing potential disruption

In the past, our workflows required humans to switch between different SaaS tools. Clawdbot is changing the game: it can directly take over tasks via APIs or automation scripts. When AI can deliver results directly — without you even opening a UI

1️⃣ Cloudflare +33.6% growth, FCF margin 16.2%, operating leverage improving. The market rewarded quality growth plus AI narrative exposure. This was a clean beat with expanding profitability. Hence the sharp +17% reaction. 2️⃣ Cisco Raised revenue guidance, but margins guided down to 65.5%. In this tape, margin compression signals pricing pressure or cost creep. Investors care more about forward profitability than headline revenue. Hence the -7% move. 3️⃣ AppLovin: “Beat but Dip” Revenue +66%, net income +84%, EBITDA +82% is objectively strong. The issue is valuation and narrative risk. If “Clawdbot” is perceived as: • lowering SaaS switching costs • compressing software pricing power • automating ad optimisation then multiples contract even if earnings rise. High-beta, high-multiple name

This feels less about “Clawdbot killing SaaS” and more about valuation compression meeting higher quality thresholds. Cloudflare just printed 33% YoY growth with expanding FCF margins — that’s not a broken business. The issue is when a stock trades at premium multiples, even small changes in growth durability or AI monetization timelines can trigger multiple resets. AppLovin’s dip shows how fragile sentiment is when expectations are perfection. In this environment, the market is demanding: • Durable net retention • Clear AI monetization (not just AI narrative) • Expanding operating leverage • Real free cash flow The golden dip vs value trap question comes down to one thing: Is growth decelerating structurally or just normalizing after a hype cycle? If SaaS can pair AI adoption with margin

I think the market is using emergence of AI as an excuse to force a readjustment of the software companies. I for one do not want these AI programmes to do everything for me. I believe there is an opportunity to buy, the biggest issue is knowing whether these software companies have the right idea and direction in mind. This lesson is all the more reasons for software companies to properly work on their products without constantly relying on the AI crutch. Windows is a perfect example of not building on their success, instead they kept trying to chase easy value through their openai investment, then getting caught in no man's land. The software should use AI as a booster, not as a replacement, for what they do best. Constantly trying to short-change their users will only serve to doom the

Don't think of AI agents replacing apps but rather just an interface level which streamlines daily tasks.

The recent earnings reports from Credo Technology and Cloudflare have indeed sent shockwaves of excitement through the markets. Credo Technology's impressive revenue guidance of 404−408M for fiscal Q3, exceeding the consen susestimate of 341M, and the anticipated revenue growth of over 200% for FY2026, are strong indicators of the surging demand for AI data-center solutions, particularly in the areas of AEC (Application-Specific Integrated Circuit) and optical interconnect solutions. Similarly, Cloudflare's Q4 revenue of 614.5M, representing a (+33.6% YoY) and non-GAAP EPS of $0.28, has led to a significant surge in its shares. The notable jump in non-GAAP net income to 106.8M and the near doubling of free cashflow to 99.4M, resulting in a 16.2% margin, demonstrate the compa

🌟🌟🌟Shopify $Shopify(SHOP)$ is one of the rare SaaS winners because it sits at the intersection of discipline , infrastructure and real economic activity. Shopify is one of the largest commerce platforms in the world.  It powers millions of businesses across 175 countries and is the default choice for entrepreneurs, Direct to Consumers brands and fast growing online stores. While Amazon is the biggest market place, Shopify is the biggest merchant owned commerce platform. Shopify is an SaaS winner because it is disciplined by cutting costs, streamlined its operations, has a laser focus on core commerce and  rebuilt their margin profile. The result : Profit beats , expanding operating leverage and a business that scales well. Shopify isn'

🌟🌟🌟Some days the market feels like it is being narrated by Clawdbot - that overly cheerful AI assistant who tells you your favourite SaaS stock is down 25% and then brightly asks if you would like a mindfulness exercise to "process your emotions". Welcome to 2026 where AI is reshaping how we work, how we invest and occasionally how we emotionally stabilise ourselves.  So What Exactly is Clawdbot? Clawdbot began as an open source personal AI assistant, created by a small group of independent developers who believed AI should be transparent, accessible and community driven.  Because it is open source, developers worldwide began contributing at lightning speed and Clawdbot evolved from a simple chatbot into a full conversational operating layer.  Today Clawdbot can: Fetch files

yes ai will make our apps disappear and it's a bargain opportunity

1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. 2. $Uniti Group Inc(UNIT)$ $Unity Software Inc.(U)$ is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further & decrease in value due to loss of market share competing with artificial intelligence

not so fast. the SaaS companies are still growing. not they become so cheap hard to ignore

AI is still too unreliable. Quality of input data is the main issue

From my perspective, AI assistants like Clawdbot won’t make apps disappear, but they will reshape how we use software. Many SaaS products may lose their UI importance and become backend infrastructure, while AI agents sit on top and execute tasks directly. The real value will shift from interfaces to how deeply software is embedded into workflows and how well it integrates with AI. As for $Unity Software Inc.(U)$ 30% drop, I don’t see it as an automatic bargain. These sharp sell-offs often reflect structural uncertainty, not just short-term earnings misses. Without a clear AI monetization story, valuation compression can persist, making “cheap” stocks risky to catch too early. What I’m focused on is the AI efficiency uplift. The winners will be co

The rapid expansion of artificial intelligence (AI) has created one of the largest infrastructure buildouts in modern technological history. While companies such as GPU manufacturers and cloud providers receive the majority of investor attention, a critical layer enabling AI scalability operates behind the scenes. One such company is $Credo Technology Group Holding Ltd(CRDO)$. Credo focuses on high-speed connectivity solutions that allow AI servers and data centers to transmit vast amounts of data efficiently. As AI workloads continue to scale, connectivity increasingly becomes a performance bottleneck, positioning Credo as an important infrastructure enabler within the AI ecosystem. Credo is a semiconductor connectivity company specializing in hi

The recent earnings reports from Credo Technology (CRDO) and Cloudflare (NET) have sparked significant interest and optimism in the SaaS (Software as a Service) sector. To analyze the implications of these reports and assess the potential for a SaaS comeback: Credo Technology's Stunning Guidance Revenue Guidance: Credo's fiscal Q3 revenue guidance of 404−408M, significantly above the 341M consensus, demonstrates the company's strong momentum in the market. This guidance implies a substantial increase in demand for the company's AEC (Active Electrical Cables) and optical interconnect solutions. FY2026 Revenue Growth: The expectation of revenue growth above 200% for FY2026 is a remarkable forecast, driven by surging AI data-center demand. This growth trajectory suggests that Credo is we

The interactive system still requires the recording system as the bottom layer. AI can change how you interact with software, but it cannot change the fact that you need a credible data source. Your AI agent can use a chat interface to help you process your purchase application, but the purchase record ultimately needs to be written into some ERP system.

Software stocks recovered some losses for last week on Friday (06 Feb), and we have some names coming up with their earnings this week. $Cloudflare, Inc.(NET)$ is scheduled to report its fiscal Q4 2025 earnings on Tuesday, February 10, 2026, after the market closes. The company heads into this print with significant momentum, having reaccelerated revenue growth to 31% in Q3. However, with the stock coming off recent all-time highs and a premium valuation, the margin for error is slim. Key Metrics to Watch Investors will focus on whether Cloudflare can maintain its "rule of 40" performance (growth + margin) while scaling its AI and enterprise segments. Strategic Focus Areas The AI Tailwinds: Management has touted that 80% of leading AI companies use