Baproll made me make this, not sure how often i'm going to post there rn but if interested - https://open.substack.com/pub/basedgod6900/p/crypto-underperformance-is-not-in?r=7559zv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Illumina looks very interesting

short note about software, but applies -https://substack.com/@basedgod6900/note/c-266810489?utm_source=notes-share-action&r=7559zv

Feels like a general broadening is about to happen from the concentration along the CAPEX beneficiary supply chain to more beaten down names at more attractive valuations where AI applications will help scale, increase margins, give pricing power (like software company integrating AI into its product suite for customers to leverage and hiking prices as a result), and/or generally benefit the business/industry in some capacity

2-3months later everyone scattering for software now kek

VEEV [redacted company in article] outperformed significantly - co's that own their vertical likely continue to

the next narrative i can see brewing is that now everyone realizes software isnt going anywhere soon, AI players like Anthropic/OpenAI will start buying Co's post IPO taking advantage of their inflated equity - easier to intergrate then reinvent, also for the customer data/distribution network, etc