The AI Bubble Sell Off: Why Software Stocks Are CRASHING Pga Championship [6VTP4p2aSt9]

Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT

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Software stocks have seen a huge correction lately, for a handful of reasons that paul george I discuss in today's video. I personally don't think there was one "thing" that triggered the recent sell-off but a handful of things that I try to explain from both finance, AI, and macroeconomics perspective.

My opinion is that it is still an overreaction given how early we are in the AI capex investment cycle. I don't think SaaS is dead but rather will be forced to pivot/innovate/adjust, In lieu of AI developments, investors want to understand where the value prop is.

Let me know if you enjoy this style of video with longer analysis.

TIMESTAMPS

00:00 Introduction

00:34 The Big Picture Concern Right Now

01:20 The First Problem (Valuation)

03:10 The Second voyage Problem (ROI On Capex)

03:34 Oracle Raising $50 Billion

04:21 Are We In A Bubble?

05:07 AI Developments: Agentic AI

05:39 AI Developments: Vibe Coding

06:49 martin landaluce AI Developments: Claude Code

07:30 AI Developments: The LLM Arms Race