Dan Ives: This is the most disconnected trade I've seen in my career

Why would anybody want to emulate software companies right now. I thought software companies are on their way out. >> I know.Look, I I think this continues to be, you know, I think a very white knuckle period for software companies because I think it's really an AI ghost trade. It's the view that these LLMs or anything that comes out is going to be the demise of software. I continue to view it as the most disconnected trade that I've seen in my career.I think it's just way oversold and I think this is going ...