Software stocks got crushed. Did they have it coming?

If you look at these companies, the big business software companies like Adobe, Intuitit, Workday, Service Now, Salesforce, Oracle, they are trading at kind of 40%, maybe even a third of their recent highs. Yet, they're still growing businesses. The AI bomb has not yet landed on these companies.It's just a vision of the future, not what's happening in the present that has caused these huge moves in these stocks. >> Is your hunch that some of these like individual stocks and look, we're not in the business o ...