The creator believes most software companies will use AI as a tailwind, not be disrupted by it, presenting opportunities when prices are low.
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I'm Buying More Meta After The Settlement - Here's Why
Aug 28, 2026
The creator discusses Meta's recent settlement, analyzing its impact on the business and share price. They also touch upon the rally in software stocks and the end of the "SAS apocalypse." The settlement's financial and legal implications for Meta are detailed, with the creator concluding that the financial impact is non-material to Meta's overall business and thesis, and that the removal of the large legal overhang is bullish for the company.
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Adobe stock has also seen momentum amid the broader software sector rally.
Service Now has seen momentum as part of the broader software stock rally.
Salesforce has been rallying hard, along with other software stocks, as the SAS apocalypse appears to be ending.
Viva Systems has rallied over 20% in the past couple of days, indicating a potential end to the SAS apocalypse and a strong recovery in software stocks.
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