Software
On MacroVoices, Lyn Alden argued that bearishness has swung too far against stocks seen on the wrong side of AI, including some software names, noting cheap valuations despite stable or growing earnings, while AI beneficiaries look euphoric and volatile 2. On Max Wiethe’s shows, guests were slated to address the software sell-off, AI disruption narratives, and a “software’s non-apocalypse,” with attention to cybersecurity’s relative strength and the Anthropic S-1 13.
From the window to Jul 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in july 2026.
Mentions
2 in July 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 1 mention
- Nicholas Brooks 1 mention
- Erik Townsend 1 mention
- Patrick Ceresna 1 mention
- Jim Bianco 1 mention
See what your own voices say about Software, every morning.
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