"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners

"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners – Monetary Matters with Jack Farley

Bullish:

$CYBERSEC - Cybersecurity companies have unique advantages with rapid customer acquisition and constant demand for new solutions due to evolving threats.
$INFRA - Infrastructure software companies have strong moats as they are embedded in core workflows and difficult to replace.

Bearish:

$COSTCUTSOFT - Cost-cutting and automation software is being majorly affected by AI, with barriers to entry collapsing and easy for competition to enter.