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Nearly $1 TRILLION just got wiped off software stocks… and it’s not because earnings were bad. Goldman Sachs tested a new AI tool from Anthropic and basically fired a warning shot at the whole SaaS world. If you’re holding software names right now, you NEED to see what’s changing (and where the real winners are hiding).

In this video, I break down what this AI disruption really means, which software stocks are getting repriced, which ones can survive the shakeout, and the quiet sleeper that’s avoiding all the chaos. Because evolution don’t ask for permission, y’all… it just pulls up.

AI disruption, software stocks crash, IGV software ETF, SaaS sell-off, Anthropic Claude, Goldman Sachs warning, Microsoft stock, Azure cloud, Salesforce CRM stock, Workday stock, Intuit stock, CrowdStrike stock, Palo Alto Networks stock, Akamai stock, cybersecurity stocks, AI security, cloud security, endpoint security, CDN, edge computing, stock market investing.

Disclaimer: This video is for education/entertainment only. I’m not a financial advisor.

Chapters
00:00 $1T Gone… Goldman Drops the AI Warning
01:42 The Dot-Com Playbook (Newspapers Got Smoked)
02:40 What “Claude Co-Work” Does (And Why It’s Scary)
04:18 AI Ain’t Replacing Workers… It’s Replacing Corporate Jobs
04:46 The Survivor: Why Microsoft Still Wins
06:24 Casualty Watch #1: Salesforce (Seat Licenses = Pressure)
07:36 Casualty Watch #2: Workday (HR/Payroll Gets Automated)
08:07 Casualty Watch #3: Intuit (Friction Drops, Pricing Weakens)
09:01 What Happens When Institutions Start Rotating
09:46 Winner #1: CrowdStrike (AI Makes Threats WORSE)
13:45 Winner #2: Palo Alto (Enterprise Security “Operating System”)
16:13 The Sleeper: Akamai (The Infrastructure Nobody Talks About)
20:00 This Isn’t “Software Dying”… It’s Risk Getting Repriced
20:36 Final Word: Stop Holding Yesterday’s Leaders

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