The A.I. "Arms Race"
Don't Discount Out This Software Company....
We have now reached a tipping point in the development of Artificial Intelligence. It is now a full blown “arms race” for world domination.
AI is not going away anytime soon. So, the question that we must now face is how will AI re-shape the world as we know it?
Insurance stocks took a beating this week. What about an insurer that underwrites a Company that uses AI and the AI program makes an egregious error? Who is liable – the insurance company or the insured client?
Wealth management stocks took a beating as well. Will AI be able to assess a client’s investment objectives and make investment suggestions? Will a human investment advisor even be needed anymore?
Commercial real estate companies came under duress as well. As AI replaces white collar workers, will companies need to lease as much office space?
Software companies also came under pressure this week. Will companies now be able to use large language models to design in-house software? Or, will they continue buying software from software providers?
In this post I take a look at a company whose share price has been under pressure since November 1, 2025 when the heliocentric planetary alignment at the time created a shift in human emotion. While other companies saw their share prices recover from the ensuing selloff, the company in question that I will introduce shortly has seen continued pain.
However, do not count them out just yet. They may have another home run left in them…. Investors who see the AI arms race through a “glass half full” instead of a “half empty” mindset may be looking at the opportunity of a lifetime…
