The AI panic just erased nearly $2 trillion from software stocks.
But here’s the question nobody is asking: Are these companies actually broken… or is Wall Street mispricing the future?

After Anthropic’s Claude Cowork launch triggered “Software-mageddon,” investors stampeded out of enterprise software. ServiceNow. Salesforce. Intuit. Thomson Reuters. All hit indiscriminately.

But earnings tell a very different story.

In this episode of Wall Street Truthbombs, we break down:
Why the AI fear trade may be overdone
The difference between narrative risk and structural risk
Which companies actually benefit from AI
How valuation compression creates opportunity

Truthbomb: The most dangerous trade right now is assuming the sell-off is smarter than the fundamentals.

If you’re a long-term investor, this is where homework matters.

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