La IA hundió estas acciones… está creando oportunidades millonarias

In 2026, some of the world's largest software companies saw their stock prices plummet by more than 40% due to fears surrounding artificial intelligence. But the market made a mistake: treating all companies the same. In this video, we analyze which businesses are truly threatened by AI, which ones possess competitive advantages that are difficult to replace, and what metrics a professional investor uses to distinguish genuine opportunities from pitfalls. We'll discuss companies like SAP, Intuit, and ServiceNow, replacement costs, margins, customer retention, and how artificial intelligence can destroy part of the industry… while strengthening another. 💸🚨 Up to 55% OFF until May 21st for INVESTINGPRO, plus an EXTRA 15% (coupon: sergitorrens): https://www.investing-referral.com/se... 📰 JOIN my free newsletter: https://sergitorrens.com/newsletter/ 🚨 Need HELP with YOUR FINANCES and INVESTMENTS?: https://sergitorrens.com/contacto/ 👉 VISIT MY WEBSITE to see how I can help you with your finances: https://sergitorrens.com/ 🚨 Follow me on INSTAGRAM:   / sergitorrens_   00:00 AI sinks software stocks 01:06 The origin of fear: DeepSeek and Claude 03:13 HSBC's report on SAP and Oracle 04:03 Intuit: When AI Is a Threat 04:49 The Key Metric: Net Revenue Retention 05:37 SAP: The Software Nobody Wants to Change 07:30 InvestingPro: A Tool for Analyzing Companies 09:05 Can AI Break Down These Moats? 10:52 The 5 Metrics to Separate Winners and Losers 12:43 The Lesson of the Dot-com Bubble 13:15 The Opportunity Behind the AI ​​Panic 13:29 Closing