FICO is a viable buy due to its durable business model, pricing power, and data advantages, despite not being dirt cheap.
Source Post
The Market Is Green… So Why Are Software Stocks Crashing?
Apr 10, 2026
The creator discusses a significant sell-off in software stocks, contrasting it with the strength in other tech sectors like semiconductors and AI infrastructure. The primary driver appears to be a growing market concern that AI advancements, particularly from companies like Anthropic, might disrupt or even harm traditional software businesses, leading to a re-evaluation of their valuations.
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Service Now may be an opportunity as AI could strengthen its workflow automation platform rather than replace it.
Microsoft is mentioned as an example of a software company facing existential questions due to AI.
Fortinet is down, reflecting the broader impact of AI disruption fears on cybersecurity stocks.
Palo Alto Networks has a reasonable setup but not the most attractive risk-reward due to its valuation.
CrowdStrike is down significantly, showing the negative effect of AI disruption fears on cybersecurity firms.
Palantir is down significantly, indicating the impact of AI disruption fears on software and cybersecurity stocks.
Oracle is down significantly from its highs, reflecting the broader software sector's weakness.
Intuit is down significantly from its highs, showing the severe impact on software stocks.
Salesforce is red, highlighting its participation in the software sector's decline.
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