🚀 Software Stocks Facing Their Biggest Threat Yet?
AI agents are coming in hot — and they could soon replace entire software subscriptions by doing tasks faster, cheaper, and without human oversight.
27 US software companies just flagged this risk in their latest filings — double the number from last year. The Software ETF ($IGV) is already down 21% YTD as investors price in the disruption.
Is this the end of the traditional software golden era? 👀