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The creator discusses the significant decline in software stocks, suggesting that AI may be a threat to the...

Feb 5, 2026

The creator discusses the significant decline in software stocks, suggesting that AI may be a threat to the sector. They highlight that many software stocks are down 40-70% from their highs and question the performance of specific companies like UiPath, Adobe, Salesforce, and Snowflake, implying they are 'dying' or facing a challenging future.

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SNOWNeutralLow ConvictionResearch Only

Snowflake's stock chart shows a steep decline, with the creator questioning its future.

CRMNeutralLow ConvictionResearch Only

Salesforce's stock chart is shown, with the creator questioning its performance.

ADBENeutralLow ConvictionResearch Only

Adobe's stock chart is presented, with the creator questioning its performance.

PATHNeutralLow ConvictionResearch Only

UiPath's stock chart is shown with a steep decline, questioning its performance.

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