Software Stocks Still Lingering in a slump
Since the beginning of this year, most US-listed software stocks have been slammed in a panic sell-off, trigger the oversold software, due to the AI panic, and are still largely lingering in a slump. This post examines the long-term competitiveness of major US-listed software companies (excluding the financial sector) in the AI era—Oversold software, moat weaken and should abandon?
The table
List of Software Stocks That Should Be Abandoned, Whose Competitiveness Has Been Greatly Reduced, and Which Have Been Wrongly Punished.
The table below is a list I compiled personally. I want to emphasize that this is only my personal opinion based on tracking these individual stocks and should only be used as a reference. Investors should make their own judgments.
| Classification | Tickers |
| Because AI has been severely damaged, it should be abandoned | ASAN、MNDY、DUOL、TEAM、HUBS、BILL、WIX、DT、FIG |
| Due to the damage to the AI moat, the valuation was revised downward | WDAY、ADBE、CRM、NOW、ORCL、ACN、CTSH、CRWD、PANW、NET、DDOG、FTNT、OKTA |
| The moat was strong and was wrongfully killed | MSFT、PLTR、SAP、IBM、SHOP、ADSK、AVGO |
Related articles
- “Oversold software, moat weaken and should abandon“
- “AI fear selloff is overblown“
- “Tech giants’ AI strategy are shifting“
- “AI jeopardizes cash flow and profits“
- “AI job openings tripled in past five years“
- “How Much Does Generative AI Cost?“
- “Hidden Concerns Beneath the AI Frenzy“
- “Major artificial intelligence companies in US stocks market“
- “Artificial intelligence investment trap“
- “The artificial intelligence bubble in the capital market is forming“
- “OpenAI, the Generative Artificial Intelligence rising star and ChatGPT“
- “The Importance of Small Language Models (SLM) in AI, how is Apple AI different from others?“
- “Artificial intelligence benefits industries“
- “Four chip companies account for one-third of S&P 500 gains so far this year＂
- “Top five lucrative artificial lucrative intelligence listed companies“
- “DeepSeek routed the global AI and stock“
- “Chinese AI progress and top companies“
- “AI Agent will be the next wave of software industry“
- “Geoffrey Hinton, 2024 Nobel Physics winner, inadvertently helped Nvida transform to AI overlord“
- “2024 Nobel Chemistry Prize awarded to 3 AI experts, accurately predict the 3D structure of proteins“
- “Why software underperforming amid the AI craze?“
Disclaimer
- The content of this site is the author’s personal opinions and is for reference only. I am not responsible for the correctness, opinions, and immediacy of the content and information of the article. Readers must make their own judgments.
- I shall not be liable for any damages or other legal liabilities for the direct or indirect losses caused by the readers’ direct or indirect reliance on and reference to the information on this site, or all the responsibilities arising therefrom, as a result of any investment behavior.
