Is AI killing software stocks — or creating the buying opportunity of the decade?

Lance Roberts & Michael Lebowitz review: Since peaking in September 2025, the software ETF (IGV) has crashed 30% while semiconductors (SMH) surged 30% and broad tech stayed flat. The market is pricing in a "SaaSpocalypse" — the idea that generative AI will make traditional SaaS companies obsolete. But is that narrative right?

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP

Produced by Brent Clanton, Executive Producer

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0:00 - INTRO

0:49 - National Chili Day & Demise of Whataburger

3:04 - Nvidia & SalesForce Report

7:25 - Markets Are "Stable"

12:17 - Blizzards & Chili

13:21 - The Incredible Nvidia Numbers

15:37 - The Lack of Market Reaction to Nvidia Report

17:02 - Where Will the Capital Come From?

23:22 - Why the Market Isn't Enthusiastic (about Nvidia)

24:30 - SalesForce & The Software Apocalypse

30:15 - Who Will Survive?

33:13 - Will AI Create a New Spreadsheet

36:19 - Tariffs: Old vs New: Markets Are Calm

40:49 - Betting on Tariff Refunds?

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Watch Today's Full Video on our YouTube Channel:

https://youtube.com/live/6DavZVDY7OQ

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Articles Mentioned in Today's Show:

"Software Stocks: Navigating The SaaSpocalypse"

https://realinvestmentadvice.com/resources/blog/software-stocks-navigating-the-saaspocalypse/

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Watch our previous show, "Q & A Wednesday: Straight Talk About Your Money" here:

https://youtube.com/live/oW7OkyOvYC4

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The latest installment of our new feature, Before the Bell, "100-DMA Support at Risk," is here:

https://youtu.be/tiE6S1qaBn0

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Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/

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