Artificial Intelligence Is Killing Software.

Описание: Bitcoin Rejection at $73K: The Great Rotation & Software Opportunities

Bitcoin is hitting a wall at $73K, and the "smart money" is making a move. As early adopters and major funds rotate out of digital assets and back into the historical safety of gold and silver, we have to ask the hard questions about what we actually own.

In today’s episode, I break down the shifting sentiment in crypto—including the looming threat of quantum computing on blockchain security—and why I’m doubling down on high-conviction software plays while others are panic selling.

The Flight to Quality: Why funds are ditching "theoretical" assets for historical safety.

Software Selloff Deep Dive: I’m disclosing my buys today in CRM (Salesforce) and NOW (ServiceNow). I’ll explain why their "Rule of 40" status, massive FCF, and aggressive buybacks make them the ultimate "Asset Light" plays.

The AI ROI Reality: Is AI killing software, or is it the ultimate margin expander? We look at the actual data.

The CEO Mindset: How I’m using "Vibe Coding" and AI to slash labor expenses and front-run the competition.

Mastering Exit Timing: When to cut your winners and losers before the market turns.

Important Updates & Housekeeping

Consolidation: I’ve simplified the channel. All video and audio formats are now consolidated right here on YouTube. This is your one-stop shop.

New Cadence: I am moving to a daily schedule. I will do my best to pre-announce travel days etc., but stay tuned for consistent daily insights.

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Have thoughts on the $73K rejection or the software dip?

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Email: [email protected]

Disclaimer

This video is for educational and entertainment purposes only. The content shared here represents my personal opinions and moves; it is not investment or financial advice. I am not a financial advisor. Trading and investing involve significant risk. Always conduct your own due diligence and consult with a professional before making any financial decisions.