The AI Trade Just Turned on Software Stocks

AI was meant to expand software margins. Instead, it may be compressing them. In this video, Marcus Padley explains how AI is lowering barriers to entry across software, why pricing power may come under pressure, and how the so-called "AI trade" may be shifting. The discussion goes beyond tech, exploring whether financial stocks and white-collar employment could face second-order effects if AI disruption accelerates. Marcus also outlines where the beneficiaries may sit – including semiconductors, memory chips and data-centre infrastructure – and explains why the Strategy Portfolio is currently positioned defensively while volatility plays out. — 📈 Free Trial – Explore Marcus Today Marcus Today provides daily market insights, portfolio updates, education, and investing ideas for self-directed investors. Clear, practical commentary designed to help you make better decisions without the noise. 👉 Start your free 14-day trial https://bit.ly/mt-trial-yt — 💼 MT20 – Our Managed ETF Portfolio MT20 is a professionally managed portfolio run by Marcus Padley and the team, using a disciplined investment approach developed and refined since 2018. It invests through ASX-listed ETFs, uses active market timing, and has the ability to move to cash when conditions change. 👉 Learn more about MT20 https://bit.ly/mt20-yt 👉 Register to explore MT20 (no obligation) https://bit.ly/mt20-register-yt — 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. AI disruption, software stocks, SaaS sell off, AI trade, financial stocks risk, white collar jobs AI, margin compression, semiconductor stocks, data centre investing, stock market volatility