niiko

[niiko @Sea_suite]

@Agrippa_Inv Why does it say “paid” but I can read it? Is there more to read somewhere? A paid version?

[Ricardo @Ric_RTP]

This is the biggest irony in tech history.

Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap.

Salesforce reported growth. Stock fell 5.6%.

ServiceNow beat earnings. Stock crashed 11%.

SAP beat projections. Stock dropped 16%.

Entire software sector entered bear market territory. Down 22% from peak.

These are the companies everyone said would WIN from AI.

They spent billions BUYING AI companies.

ServiceNow: $7.75 billion for Armis.
Salesforce: $8 billion for Informatica.

They launched AI products. Built AI workflows. Hired AI teams.

And the market said: You're all dead.

Because investors just realized something nobody wanted to admit:

AI doesn't make software companies stronger.

AI makes software companies OBSOLETE.

Morgan Stanley:

"In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative."

Good earnings aren't enough anymore.

The market is pricing in a world where AI replaces the software these companies sell.

ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift."

Market response: 11% crash.

Because here's what he didn't say:

If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses?

The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency.

One AI agent replaces 10 seats.
One prompt replaces months of custom development.
One LLM call replaces entire software categories.

Klarna already proved it. CEO said they pulled Salesforce out of their stack.

Built everything themselves using AI.

And that's just the beginning.

The software apocalypse hit hardest on companies that INVESTED IN AI:

Atlassian: down 12.6%
Intuit: down 7.8%
HubSpot: down 11.5%
Zscaler: down 6.3%

Meanwhile, the companies ENABLING AI made money:

Nvidia: up
Semiconductor stocks: surging
Memory firms: rallying

The divide is brutal.

Hardware companies print cash.
Software companies get destroyed.

Because in an AI-first world, you need GPUs to build the models.

But you don't need software subscriptions when the AI builds the software for you.

Jim Cramer called it the "P/E multiple compression crisis."

Translation: Investors don't care about earnings anymore.

They care about whether your business model survives the next 5 years.

And right now software business models look doomed.

They're literally stuck:

If they DON'T invest in AI, they fall behind.
If they DO invest in AI, they cannibalize their own products.

It's a death spiral with no exit.

ServiceNow spent $12 BILLION on acquisitions in 2025 alone.

Trying to buy their way into relevance.

And yesterday the market cooked them.

The craziest thing to me tho...

Most software companies beat earnings.

Revenue was solid. Growth was fine.

But it didn't matter.

Because the market stopped pricing software on what it earns TODAY.

It's pricing software on what it's worth in a world where AI does the job for free.

And in that world these companies are worth nothing.

This is the biggest sector repricing since 2008.

$500 billion in market value gone in ONE DAY.

And it's not stopping.

Because every company watching this is thinking the same thing:

"If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?"

The answer used to be: "Because you need enterprise-grade reliability."

But now? AI agents are getting reliable. Fast.

Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens.

You can't win a pricing war against free.

The companies that spent BILLIONS preparing for AI are getting killed BY AI.

What an irony.

[niiko @Sea_suite]

@joecarlsonshow $mstr

[niiko @Sea_suite]

$mstr is $meta june 2022.

[niiko @Sea_suite]

@edward_petez This wont age well 😂but I respect the post/transparency

[niiko @Sea_suite]

@PaperBagInvest we need to tap into more OEMs! @PaperBagInvest have you ever heard them wanting to tap into B2B? Equipment like John Deere, CAT, Komatsu etc...?

[niiko @Sea_suite]

@shai_wininger @Tesla the same thing could happen with GM, Ford, etc.. it's just a matter of data privacy and how "open" these manufacturers feel about sharing their customer's data. I work in IOT space and the data LMND could have with the OEMs is crazy. They could even expand to equipment (B2B)

[niiko @Sea_suite]

@alc2022 $root

[niiko @Sea_suite]

@AdamBLiv Read the amazon description and Im scared of the thruth Adam…

[niiko @Sea_suite]

@Strategy @BitcoinMagazine @BitcoinForCorps @grok
can you send me a summary of the MSTR Q2 earnings call when available?

[niiko @Sea_suite]

@Agrippa_Inv This post didnt age well 😂

[niiko @Sea_suite]

@HolySmokas @RemindMe_OfThis 3 years

[niiko @Sea_suite]

@StockTrader_Max Max, it’s only going to be a good story to tell in a couple of years.

[niiko @Sea_suite]

@zayed_hashimi done

[niiko @Sea_suite]

@Cedrff11 A must read.

[BlueBTC @Cedrff11]

https://t.co/dexvy4Jmag

[niiko @Sea_suite]

@aletechview @aletechview as a paid member, I need to know how you build those charts😖

[niiko @Sea_suite]

@alc2022 The question is, will they be able to do personalization at scale without getting sued.

[niiko @Sea_suite]

@alc2022 What if it’s just about having a different investment philosophy (ie: You not buying BTC)?