URGENT: Don't Buy Software Stocks Until You Hear This скачать в хорошем качестве

URGENT: Don't Buy Software Stocks Until You Hear This

Software stocks are getting destroyed. Salesforce, Adobe, ServiceNow — the charts are in freefall. But Wall Street is making a massive mistake by treating them all the same. Some of these stocks will recover and create huge returns. Others won't. Here's the 4-box checklist I use to tell the difference. 0:00 — Snowflake replaces Salesforce CRM, saves $5M/year 01:22 — Wall Street lumping all software into one basket 02:17 — Software stock charts breaking down (Salesforce, ServiceNow, Adobe, Trade Desk) 04:08 — The vibe coding bear argument 06:22 — Why Wall Street is making a big mistake 08:02 — Legacy software vs. the new infrastructure layer 10:16 — Software that actually does the work vs. UI software 15:08 — Snowflake proves growth without headcount (30% revenue growth, +37 employees) 17:39 — "Growth is no longer tied to headcount" 23:02 — The 4-Box Checklist begins 24:18 — Box 1: Where does the software live in the stack? 28:01 — Box 2: Is AI adoption accelerating? 31:21 — Box 3: Is revenue decoupling from headcount? 34:03 — Box 4: Does the chart confirm it? 40:54 — Recap and key takeaways