Covers software sector strategies; reported on aggressive buybacks, leadership changes, and analyst fights as companies counter AI disruption narrative.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Software companies facing investor skepticism about AI replacement risk are resorting to aggressive financial engineering — Salesforce borrowed $20.5B to execute a $25B buyback, paying interest to boost morale while AI products fail to show revenue acceleration.