educated gambler | front runs | extreme degenist
Joined September 2024
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soru retweeted
May 8
Saaspocalyse (also styled as SaaSpocalypse or SaaS-pocalypse) is a portmanteau term that emerged in early 2026 to describe a sharp market sell-off and perceived existential threat to the traditional Software as a Service (SaaS) industry, triggered by rapid AI advancements.
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Bill Nygren on the SaaSpocalypse
"Software stocks are trading cheaper than the S&P 500, their lowest ever relative P/E.
With AI uncertainty now at least partly reflected via lower prices, we believe the risk/reward has improved significantly.
Consider that the software stocks in Oakmark Fund now trade nearly 30% cheaper than average industrial stocks.
This reframes the question: "Are software businesses so much worse than industrials that they deserve such a discount?"
We believe the answer is an emphatic no, especially considering their much higher expected growth.
When stock prices change, the questions investors need to answer also change."
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May 7
The “SaaSpocalypse” is the massive selloff hitting SaaS stocks as AI agents replace traditional software faster than expected. Nearly $2T has been erased from the S&P 500 in weeks. Figma -86%, Duolingo -83%, Microsoft -25%, Amazon -11%, Cloudflare -13%. One Anthropic AI launch alone crushed companies like FactSet overnight. Capital is rotating from SaaS into AI at extreme speed — and this could evolve into the biggest AI bubble yet.
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soru retweeted
Feb 14
Check out $WIFHORSE whilst you're there.... next big meme... bonding tonight!
8hEiqnq2o8cwjXVNjW4AoA1UT9aPLf6SutCT9Eumpump
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10 Sep 2025
what the fuck did I just read chat, these people need god asap.
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10 Sep 2025
thanks to trojan i was able to catch this 50x COOOOK
forget the ‘modern’ junk like axiom.
no gimmicks, just pure efficiency.
t.me/menelaus_trojanbot?star…
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10 Sep 2025
50x from this tweet.
regards from the regard
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10 Sep 2025
go follow this chad
10 Sep 2025
Read this and then read it again
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