Zortix matched this thesis to Technology ETFs as one way for retail investors to get exposure. Not a recommendation.
Software sentiment may have bottomed
The guest argued against the notion that 'software is dead', suggesting sentiment in the sector may have bottomed over the summer and could be poised for upside.
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The story so far
CONTESTED · 16 MENTIONS · 14 EPISODES · 6 SHOWS
12 SEP 2025 — 3 AUG 2026 · 2W AGO
7 SUPPORT · 1 CHALLENGE · 2 REPEAT · 6 MENTIONED
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- Software sentiment may have bottomed · THIS IDEA
7 EPISODES BETWEEN · 7 MENTIONS
- ANIMAL SPIRITS
- THE COMPOUND AND FRIENDS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- ANIMAL SPIRITS · 2 MENTIONS
- CNBC FAST MONEY
- CNBC FAST MONEY
- CNBC FAST MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD