teve Koenig and Dan Romanoff discuss the software sector, which has taken a beating from AI disruption fears. Steve sees some “pretty compelling” investment theses for the sector with valuations compressing. Dan agrees, noting that earnings are still strong: “there’s no real evidence that the, sort of, AI impact is happening.” Steve likes Datadog (DDOG), Autodesk (ADSK), and Zscaler (ZS). Dan likes Guidewire (GWRE), Tyler Technologies (TYL), and Shopify (SHOP).

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