Darren ng63
liked
$Bitcoin (BTC.CC)$ My prediction for the 2026 bull market:
February → Bear trap
March → Bitcoin breakthrough
April → Altcoin season
May → New all-time high, approximately $215,000
June → Bull trap
July → Liquidation cascade
August → Bear market begins
Remember: Over the past decade, I have accurately predicted every major market top and bottom.
I was one of the few who predicted the peak in October, and I will predict it again. This is truly my job.
If you haven't followed me yet, you'll regret it.
February → Bear trap
March → Bitcoin breakthrough
April → Altcoin season
May → New all-time high, approximately $215,000
June → Bull trap
July → Liquidation cascade
August → Bear market begins
Remember: Over the past decade, I have accurately predicted every major market top and bottom.
I was one of the few who predicted the peak in October, and I will predict it again. This is truly my job.
If you haven't followed me yet, you'll regret it.
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Darren ng63
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This is one of the most easily misjudged questions in the capital markets of 2026. Recently, the panic around SaaS essentially stems from a seemingly reasonable inference:Since AI can already generate code and applications, does that mean the moat for SaaS no longer exists?
My conclusion is very clear:SaaS will not disappear, but its core business model and product form are undergoing the most drastic reconstruction since the 'cloud transformation.'
1. What the market is truly panicked about is not actually 'software,' but two things. In the current so-called 'SaaS-pocalypse,' what has truly been shattered are two traditional cornerstones:
1.1 The business model of charging per user
The revenue formula for SaaS in the past was:
Revenue = Price per seat × Number of employees
But AI agents are directly replacing humans in performing a large number of procedural tasks. When the workforce stops growing, or even gets replaced by AI, software that charges per user naturally faces pressure on its revenue model.
1.2 Interfaces reliant on manual operation
If an AI can complete reconciliation, analysis, and decision-making directly in the background, then even the most beautifully designed dashboard becomes redundant.
This is the real source of market panic, not whether 'AI can write code.'
2. Why 'AI can generate software' does not equal 'SaaS will be replaced'
One...
My conclusion is very clear:SaaS will not disappear, but its core business model and product form are undergoing the most drastic reconstruction since the 'cloud transformation.'
1. What the market is truly panicked about is not actually 'software,' but two things. In the current so-called 'SaaS-pocalypse,' what has truly been shattered are two traditional cornerstones:
1.1 The business model of charging per user
The revenue formula for SaaS in the past was:
Revenue = Price per seat × Number of employees
But AI agents are directly replacing humans in performing a large number of procedural tasks. When the workforce stops growing, or even gets replaced by AI, software that charges per user naturally faces pressure on its revenue model.
1.2 Interfaces reliant on manual operation
If an AI can complete reconciliation, analysis, and decision-making directly in the background, then even the most beautifully designed dashboard becomes redundant.
This is the real source of market panic, not whether 'AI can write code.'
2. Why 'AI can generate software' does not equal 'SaaS will be replaced'
One...
Translated
![[Contrarian Logic] Will AI-generated software really replace SaaS (Software as a Service)?](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260208/4755df2b2eb5a0862ecb5fecbab0a423.jpg/thumb?area=102&is_public=true)
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Darren ng63
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This week’s essential US market news and insights ( 2 - 6 Feb 2026 )
Market News
- Investors pivoted toward value and small-cap stocks this week, sparking a notable rotation away from the technology sector. While the $S&P 500 Index (.SPX.US)$ remained relatively flat with a marginal 0.10% dip, the tech-heavy $NASDAQ 100 Index (.NDX.US)$ slid 1.87%. In contrast, the $Dow Jones Industrial Average (.DJI.US)$ and the $Russell 2000 Index (.RUT.US)$ surged 2.50%...
Market News
- Investors pivoted toward value and small-cap stocks this week, sparking a notable rotation away from the technology sector. While the $S&P 500 Index (.SPX.US)$ remained relatively flat with a marginal 0.10% dip, the tech-heavy $NASDAQ 100 Index (.NDX.US)$ slid 1.87%. In contrast, the $Dow Jones Industrial Average (.DJI.US)$ and the $Russell 2000 Index (.RUT.US)$ surged 2.50%...
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Darren ng63
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$NVIDIA (NVDA.US)$We strongly assert the stance that the recent dump for Nvidia is not rooted in fundamentals and facts, but fabricated and manipulated by institutions. In fact, this dump is simply ridiculous. Strongly assert that every new low is a very good opportunity for entry.
The price that Nvidia is at now: that'sthe price if it's upcoming earning call and guidance are a disappointment. But it’s earnings call is stil...
The price that Nvidia is at now: that'sthe price if it's upcoming earning call and guidance are a disappointment. But it’s earnings call is stil...
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Darren ng63
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Goldman's "unconstrained momentum" basket yesterday logged its worst day since 2022, in what traders described as a sharper shock than the post-DeepSeek AI de-risking episode last year. The pain was concentrated in the very trades that had led year-to-date—high-beta, high-volatility winners—rather than a broad, indiscriminate market dump.
Stress first surfaced in high-volatility pockets like precious metals, then spread to software as markets priced in fas...
Stress first surfaced in high-volatility pockets like precious metals, then spread to software as markets priced in fas...
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Darren ng63
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Global semiconductor IP leader $Arm Holdings (ARM.US)$ released its FY26 Q3 earnings after hours, but the stock tumbled more than 7% in the aftermath, dragged down by weak guidance from mobile chip giant $Qualcomm (QCOM.US)$ , which reported earnings simultaneously. Let's peel back the layers of this report to see the true quality of the results and identify exactly what has the market worried.
Three Things to Watch
Data Cent...
Three Things to Watch
Data Cent...
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Darren ng63
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Key Takeaways (AI-Generated)
Financial Performance
- Sales grew 10% in 2025 with operating profit growth of 6% at constant exchange rates
- Gross margin decreased to 81% from 84.7% in 2024, impacted by acquisition and restructuring costs
- Generated close to 120 billion DKK in cash from operating activities from net profit of 102 billion DKK
- Obesity care sales increased 31% to 82 billion DKK, up from 6 billion DKK in 2019
Business Highlights
- F...
Financial Performance
- Sales grew 10% in 2025 with operating profit growth of 6% at constant exchange rates
- Gross margin decreased to 81% from 84.7% in 2024, impacted by acquisition and restructuring costs
- Generated close to 120 billion DKK in cash from operating activities from net profit of 102 billion DKK
- Obesity care sales increased 31% to 82 billion DKK, up from 6 billion DKK in 2019
Business Highlights
- F...
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$Novo-Nordisk A/S (NVO.US)$
is he a fortune teller? how can you tell the investor so certain that the ses will definitely decline so much? why they cant expand to others overseas market like india & South East Asia with so much obesity people
this is the most incapacitated ceo
is he a fortune teller? how can you tell the investor so certain that the ses will definitely decline so much? why they cant expand to others overseas market like india & South East Asia with so much obesity people
this is the most incapacitated ceo
$Novo-Nordisk A/S (NVO.US)$ stupid ceo is on cnbc talking shit
shame on you, your contract will never renew, fcuk resign asap
shame on you, your contract will never renew, fcuk resign asap
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