Eric Jackson Is Short Salesforce And Other Software Stocks: Inside 'AI Paradox' Market Hack
salesforcesalesforce(US:CRM) Benzinga·2026-03-31 19:13

NVDA stock is climbing. See the chart and price action here. SaaS ShortsJackson says his bearish position is rooted in what he calls the "AI Paradox." After reading 716 corporate earnings transcripts, Jackson claims to have found a statistically significant pattern: the more a company talks about artificial intelligence, the worse its forward stock returns — by an average 5.4% relative to peers."The companies that talk about AI the most have the worst forward stock returns," Jackson wrote. "It's statistical ...

salesforce-Eric Jackson Is Short Salesforce And Other Software Stocks: Inside 'AI Paradox' Market Hack - Reportify