Core Viewpoint - Software stocks, particularly in the SaaS sector, are experiencing significant pressure following the launch of Anthropic's Agentic platform called Cowork, which has led to a negative impact on related stocks [1] Group 1: Market Analysis - The software sector, represented by the IGV index, is currently facing challenges due to competitive pressures from new platforms [1] - The investment strategy focuses on identifying attractive risk/reward opportunities that can outperform the S&P 500, emphasizing the importance of price action analysis combined with fundamental analysis [1] Group 2: Investment Strategy - The investment group Ultimate Growth Investing aims to identify high-potential opportunities across various sectors, particularly focusing on stocks with strong growth potential and those that are undervalued [1] - The approach includes avoiding overhyped stocks while capitalizing on beaten-down stocks that have significant upside recovery potential [1]

Software stocks ( IGV ) are feeling the hit yet again, as Anthropic's launch of its Agentic platform called Cowork then sent related SaaS plays sprawling for cover. However, theJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well abo ...