Dan Ives: Why the ‘Software Apocalypse’ is actually a generational buying opportunity
Twenty-five years. That’s how long Dan Ives has been covering tech stocks. And he’s never seen anything like what’s happening right now.
“This structural sell-off in software is unlike anything I’ve ever seen,” Ives told Bloomberg this week. He’s not talking about a normal correction. He’s talking about Wall Street acting as if software companies have no future in the AI age whatsoever.
