2026-01-18 22:40:31

The AI narrative is weighing heavily on software equities lately. Despite showing attractive valuations on paper, software stocks continue getting sold off as market sentiment around AI economics remains uncertain. Investors are recalibrating expectations—even beaten-down prices aren't pulling in enough buying interest. The disconnect between fundamentals and market action suggests this sector rotation has more room to run. Whether this is capitulation or just the start of a longer repricing remains to be seen.

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PanicSeller

· 2h ago

Software stocks really can't hold up this time. They look cheap on paper but no one wants them. What does that mean... The AI concept has already been blown up to the sky.

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FomoAnxiety

· 2h ago

Software stocks have dropped quite ridiculously this time, it doesn't seem to be a genuine fundamental issue, it's purely AI hype reaching its peak and the market is venting. Being so undervalued yet no one is buying? It shows everyone is aware, and the bottom is still a long way off.

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HashBrownies

· 2h ago

The recent decline in software stocks is really quite outrageous. The paper valuations are ridiculously cheap, yet no one is stepping in to buy? No one really understands how the AI economy is calculated. This round of decline has just begun, and it still feels like there’s hope. The fundamentals are so detached from the stock price—who knows where the bottom is? Wait, is this another routine of harvesting retail investors? Honestly, no one dares to buy the dip; everyone is just watching and waiting.

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CodeSmellHunter

· 2h ago

Software stocks are probably still going to fall this wave; no matter how good the fundamentals are, they can't save the market's panic.

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SelfCustodyIssues

· 2h ago

Software stocks are really underperforming this time; no one wants them even at lower valuations.

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ProtocolRebel

· 2h ago

The recent drop in software stocks is really outrageous. Valuations are so cheap, yet no one dares to buy the dip? I think this is because the market hasn't figured out yet how much AI is really worth.

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PonziWhisperer

· 3h ago

The recent sell-off in software stocks is purely an overreaction by the market, and the fundamentals haven't worsened... I really doubt whether these people even look at the financial reports. --- After the AI narrative collapsed, why are software stocks still falling? The bottom signal seems to be quite obvious now. --- The paper valuation is so cheap and still no one is buying, indicating that the panic hasn't fully set in yet. --- The greater the disconnect between fundamentals and stock prices, the greater the opportunity. It's a simple logic. --- Another round of damn sector rotation. The decline in software stocks isn't over yet, right? --- Let's wait and see how low it will go... but this price is indeed a bit outrageous. --- Investors are recalibrating? They're just following the trend and dumping their shares. --- History will prove how absurd the current prices are. --- Has the bottom arrived? Feels like we're still missing a big bearish candle... --- Who is optimistic about this rebound? Raise your hand. I've already started adding to my position.

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