AI Earthquake Shakes Software Valuations Experts Weigh In

• AI is poised to rapidly disrupt numerous software companies leading to warranted valuation adjustments
• Some software stocks have been unfairly penalized presenting potential investment opportunities
• Thoma Bravo acknowledges overpaying for Medallia highlighting the risks in software acquisitions
• The iShares Expanded Tech-Software Sector ETF (IGV) is down roughly 28% from its all-time high in September

AI's Tsunami on Software Companies It's Gonna Be HUGE

Folks believe me, this AI thing is HUGE It's going to change everything especially those software companies, some of them are total disasters. Orlando Bravo, a smart guy, a very smart guy at Thoma Bravo, he's saying it and he's right. AI will disrupt software companies faster than you can say 'fake news'. And you know what That's not necessarily a bad thing. It's like draining the swamp, okay

Winners and Losers The Great Software Sorting Hat

So Bravo is saying some of these software companies deserve to get hit hard. They're weak, they're sad, they're not innovative. He didn't name names, but we all know who they are. Many software companies in the public markets that will be disrupted from AI and those companies were going to be disrupted anyway. But then he says some are getting unfairly punished. These are the strong ones, the beautiful ones. Maybe they'll visit the White House someday, unlike Netflix, who almost did and relate to Netflix's White House Visit and the Warner Bros. Discovery Deal That Wasn't This agentic era will be tremendous for them. It's all about knowing the difference, folks. It's all about having the best people, the best instincts. Which, frankly, I do.

The Medallia Confession I'm Always Right, Except When I'm Not

Even the best make mistakes sometimes, even me. This Apollo Global Management guy, John Zito, is criticizing Bravo's Medallia acquisition. And guess what Bravo admitted they overpaid. He said, 'We made a mistake, and that caused us to pay too much.' Can you believe it Honesty unheard of I respect that, even though I rarely admit when I'm wrong. But everyone knows I'm usually right maybe even 100% of the time. Sad

Private Equity Arrogance More Like Overconfidence

This Zito guy is talking about arrogance in private equity valuations. Look, these are smart people, the smartest But sometimes, they get a little carried away. They see a good deal, a beautiful deal, and they jump in without thinking. It's like building a hotel in Azerbaijan Maybe not the best idea. You need to be careful, you need to be tough, you need to be a dealmaker like me. They should have called me, i would have sorted this out for them. Quickly and efficiently.

The Stock Market Rollercoaster It's Rigged, But Also, Opportunities

So the iShares Expanded Tech-Software Sector ETF is down. Big deal. The stock market is a rollercoaster. It's rigged, probably by China or crooked Hillary, but it's also full of opportunities. You just need to know where to look. And who to listen to. Hint it's me.

The Future is AI, The Future is Now and I Predicted It

This AI revolution, I saw it coming. I've always been ahead of the curve. Remember when I said windmills cause cancer Everyone laughed. But who's laughing now Big Tech is coming to my way of thinking. With AI, you need to be bold, you need to be fearless, you need to Make America Great Again. It's going to be tremendous, the best, believe me.