#market-vulnerability
#market-vulnerability

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A new scorecard shows which software companies will win or lose in AI

AI-driven 'SaaSpocalypse' indicates a structural reset in enterprise software, reshaping private-equity portfolios and exposing vulnerabilities in many companies.

Venture

from24/7 Wall St.

1 month ago

Michael Burry Says Palantir Is Worth $46. The Stock Trades at $130. Who's Right?

Michael Burry has made massive put bets against Palantir and AI stocks, liquidating his fund similarly to 2008, predicting PLTR stock could fall to $46 despite current trading near $130.

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#market-vulnerability#market-vulnerability

A new scorecard shows which software companies will win or lose in AI

Michael Burry Says Palantir Is Worth $46. The Stock Trades at $130. Who's Right?

#market-vulnerability
#market-vulnerability