AI is Eating Software — Is This Sell-Off Overdone? | In the Money with Amber Kanwar

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AI is Eating Software — Is This Sell-Off Overdone? | In the Money with Amber Kanwar

AI was supposed to supercharge software. Instead, it’s threatening to disrupt it. Ivana Delevska, Founder & CIO of Spear Advisors, joins In the Money with Amber Kanwar to break down whether the brutal software sell-off is justified — or overdone. As hyperscalers ramp capex and next-generation AI agents get more powerful, investors are questioning which business models survive and which get left behind. Ivana explains why AI is no longer one broad trade, why valuation suddenly matters again, and where she believes the real opportunity now sits in the value chain.

In the mailbag, Ivana tackles your biggest stock questions: Is the drop in Oracle (ORCL) a buying opportunity despite its leverage and OpenAI exposure? What does the reset in software mean for Constellation Software (CSU.TO)? After strong growth and free cash flow, did the market overreact to Shopify (SHOP)? Is Snowflake (SNOW) simply too expensive at current multiples? And what should investors do with Palantir (PLTR), Nvidia (NVDA), and Micron (MU) as the AI cycle rotates from chips to memory to infrastructure?

In Pro Picks, Ivana begins by revisiting her past calls — including Constellation Energy (CEG), Nvidia (NVDA), and Marvell (MRVL) — explaining where she’s taken profits, reduced exposure, and why parts of the AI trade have shifted from offensive to defensive. She then shares where she sees the next leg of upside: Coherent (COHR) in optical networking, KLA Corp (KLAC) in semiconductor capital equipment, and Arista Networks (ANET) in AI networking — areas she believes can still compound strongly as the AI spending cycle moves deeper into hardware and connectivity.

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Timestamps
00:00 Show trailer
02:05 intro
04:00 What is happening to the AI trade?
05:50 Is the sell-off in software overdone?
08:00 Investors should look at the hardware value chain
11:00 Is the financing environment a risk?
14:00 These companies need to spend on capex
15:30 ITM Mailbag: Oracle stock (ORCL)
17:20 Constellation software stock & Cloudflare stock(CSU, NET)
21:30 Shopify stock (SHOP)
23:45 Snowflake stock (SNOW)
25:35 Palantir stock (PLTR)
26:50 Nvidia (NVDA)
28:20 Micron stock (MU)
30:45 Ivana’s Past (CEG, NVDA, MRVL) & Pro Picks (COHR, KLAC, ANET)

Sponsors
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Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information

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DISCLAIMERS
The content provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. In this episode we discuss Constellation Software and Micron which are both stocks Amber owns.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

Contact: [email protected]

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