O que está acontecendo com as empresas software?

Separating real opportunities from value traps is what Dolarame Consulting does for you: https://r.dolarame.com.br/30-dolarame... The American software sector, which for years was a darling of the stock market, is experiencing one of its worst moments in recent times. The IGV ETF, which includes names like Microsoft, Oracle, Salesforce, and Adobe, has already accumulated a drop of almost 15% this year and even fell more than 35% from peak to trough. Not surprisingly, the market has already nicknamed this movement the "SaaSpocalypse". In this video, I explain what's behind this fall: how AI is changing the rules of the game for software companies, from the change in the per-user billing model to the risk of giant companies fighting for the same space, and even the most extreme scenario of superintelligence making traditional software obsolete. But not all falls are the same. I'll show you the three types of market downturns and how to apply this filter to analyze companies like ServiceNow, Palantir, and Adobe, looking at growth, contract portfolio, cash flow, and current and future P/E multiples. Ultimately, the question remains: is the market pricing in a total collapse of the sector, or is it throwing away good companies along with the general panic? A complete X-ray for those who want to understand if this is a buying opportunity or a value trap. Dolarame (Recommended portfolios, consulting and courses): https://www.dolarame.com.br/ Watch until the end: "What is happening to software companies?" ⏱Video Minutes: 00:00 - Introduction 00:53 - General Context 02:28 - What's Behind the Drops 06:22 - The 3 Types of Market Drops 09:17 - Microsoft 00:00 - Palantir (PLTR) 12:55 - Adobe (ADBE) 14:54 - Opportunity or Value Trap? 20:30 - Comments Welcome to the Leo Fittipaldi channel. #investments #dollar #dividends The main tip is to always study, and never be too courageous, be attentive, and careful not to fall into financial traps. Learn first where to invest, how to invest, and only then think about making money. Remember that our videos are not recommendations to buy or sell financial assets, they are just my opinions on various topics. Our goal is to be a channel that provides quality financial education, including economics, politics, finance, smart investing, the stock market, ETFs, real estate funds, REITs, and stocks.