by Lance Roberts
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| AI is pressuring software margins, but the market has pushed this narrative to an extreme. Just like past cycles, investors are extrapolating disruption into total collapse. SaaS stocks $IGV are now deeply oversold, with many down 40–60% $NOW $CRM and valuations near cycle lows. Some companies will fail, but the entire sector won’t disappear. Stepping away from the hype and analyzing businesses—not headlines—is how real opportunities begin to form, even if the selloff isn’t finished yet. 📺Full episode: -H-lG3A Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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12-30-25 What People Get Wrong About Inflation & Prices ️
2025-12-30
Prices aren’t meant to fall in a healthy economy. Inflation is necessary for growth and rising wages, which is why the Fed targets 2%. In this short video, Tom Zizka and I discuss why falling prices usually signal recession—not relief—and once prices reset higher, they rarely return to old lows. If you like this video, please ❤️like and 🔁share!
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