Breakingviews - COMMENTARY: Software’s AI trade moves from fear to opportunity ↧ ↧ Breakingviews - COMMENTARY: Software’s AI trade moves from fear t... In 2025, investors rewarded cybersecurity firms defending against robot coders and punished the likes of $215 bln Salesforce for being threatened by them. Yet these former losers are showing they can put chatbots to work. By one measure, they look to have overcome the skepticism.
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Breakingviews - COMMENTARY: Software’s AI trade moves from fear to opportunity ↧

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I sold the $META $655 Puts 9/25 for $7.60
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