The SaaSpocalypse Is Hitting Software Stocks

Investors are starting to talk about the “SaaSpocalypse.” Software companies that once benefited from the AI boom are now facing disruption from AI itself. Examples: • Atlassian (NASDAQ: TEAM) • TechnologyOne (ASX: TNE) • WiseTech (ASX: WTC) • Block (ASX: SQ2) Some of these companies were down 40–65% from their highs. Lower barriers to entry. AI-assisted development. Faster competition. The question investors are now asking: which companies are actually AI-proof? — 🧠 Principles – How We Think About Investing Principles is a short video series from Marcus Padley, shaped by 40 years in markets. It's not a course and it's not stock tips. Just clear thinking on timing, behaviour, and better decision-making. 👉 Watch the Principles mini-series https://bit.ly/mt-principles-yt — 🔓 Membership – Join Marcus Today Get full access to Marcus Today, including daily insights, portfolios, education, and the Members Podcast. YouTube viewers can use the code **MTYOUTUBE** for 10% off. 👉 Join here https://bit.ly/mt-join-yt-offer — Disclaimer This content is general information only and does not consider your personal circumstances. It is not personal financial advice. Please consider whether it is appropriate for you or seek professional advice before making investment decisions.