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SECTOR ETFAIQBOTZBULLISHCore thesis · 5/5

No single ticker was named. Artificial intelligence ETFs are one way for retail investors to get exposure. Not a recommendation.

AI agentic fear overdone in SaaS

The guest argued the market's fear of AI agents disrupting SaaS companies is overblown, as many SaaS firms have the DNA to adapt and are already making credible adjustments.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
AI agentic fear overdone in SaaS · Zortix