Posts

SaaS Is Dying — And That's Exactly Why NVIDIA Will Keep Winning

Image
 Let me start with a question that Wall Street has been asking all month: If AI is destroying the software industry, why is the company that builds AI chips about to report the most profitable quarter in semiconductor history? On February 3, 2026 — a day traders have already branded "Black Tuesday for Software" — the cloud software sector lost roughly $300 billion in market cap in a single trading session. Salesforce. Workday. Adobe. ServiceNow. All cratered. The iShares Expanded Tech-Software ETF (IGV) plunged over 23% year-to-date, entering a technical bear market. The term "SaaSpocalypse" was born on trading floors overnight. And yet, on February 25 — just three weeks later — NVIDIA is expected to report $66 billion in quarterly revenue , up 67% year-over-year. Blackwell GPUs are sold out through mid-2026. Jensen Huang called demand "off the charts." Here's what the panic-sellers are getting completely wrong: SaaS dying is not bad news for AI. I...
Post a Comment
Read more

It's Over: The Supreme Court Just Killed Trump's Tariffs. Now What?

Image
 In one of the most consequential legal decisions for U.S. markets in recent memory, the Supreme Court delivered a 6-3 ruling on February 20, 2026, striking down the sweeping tariffs President Donald Trump imposed under the International Emergency Economic Powers Act (IEEPA). Chief Justice John Roberts wrote the majority opinion, joined by five other justices, concluding that IEEPA "does not authorize the President to impose tariffs." For American investors, this isn't just a political headline — it's a seismic event with immediate and long-term implications for your portfolio. Let's break down exactly what happened, what it means for global trade, and how to position yourself. What the Court Actually Ruled Trump first began invoking IEEPA to impose tariffs shortly after taking office, culminating in what became known as "Liberation Day" in April 2025 — a sweeping round of "reciprocal" tariffs targeting nearly every U.S. trading partner. At...
Post a Comment
Read more