Melius’ Ben Reitzes: Software is going through a ‘generational transition’

Welcome back. Software is pulling back today after rallying over the last week. Our next guest says investors need to be careful trading the sector as these AI disruption fears persist.Let's bring in Ben Ritz, head of technology research over at Nelius joins us here at Post 9B. It's always our pleasure. Good to see you. >> Great to see you.>> What does that mean. Be careful. Don't trust this recovery. >> Well, I don't trust it.Um I think that we're going through a generational transition here in software wh ...