$MicroSectors FANG+ Index 3X Leveraged ETN (FNGU.US)$$Direxi...
The next year or two
The big model arms race will accelerate
The high valuations and CAGR of the bull market for small SaaS companies may require repricing and will also be eroded by profits. $SaaS Solutions(BK2520.US$
Wall Street likes narratives with predictable, stable cash flow, high CAGR, and high valuations, but disruptive innovation poses an uncontrollable risk to the next SaaS stock type.
This is also one of the reasons why group funding is so crowded and concentrated
Network effects Economies of scale Intellectual property
Next, AI applications, who owns the moat of the three or two. Then it's Meta and CRM from ten years ago
Software is eating up the world
AI disrupts SaaS
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