Selling Software Until No One Is Left To Buy It

RiskReversal Pod

RiskReversal Media

Business News, Business, Investing, News

4.7 • 836 Ratings

🗓️ 11 March 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami discuss ongoing market volatility and rotation, noting persistent software underperformance versus semiconductor strength, with a brief IGV rebound from late-February lows that has faded as investors return to AI and semis when risk feels “all clear.” They highlight IGV’s concentration in Microsoft, Palantir, Salesforce, and Oracle, and focus on Microsoft’s lack of a meaningful bounce and key technical levels. The conversation also examines Palantir as a valuation-sensitive “story stock” amid narratives around war-driven demand and government contracts. They preview Oracle’s earnings against concerns about AI infrastructure commitments, remaining purchase obligations, margins, and negative cash flow, alongside questions about OpenAI funding and potential diversification of tenants. They close by warning that repeated shallow selloffs may be reinforcing dip-buying and speculative “bubble” behavior despite Mag 7 cooling. Article Mentioned Oracle and OpenAI End Plans to Expand Flagship Data Center (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.1	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:13.9	market forces impacting deal flow and find out how companies, investors are shifting their
0:18.8	strategies to drive growth and unlock value.
0:21.6	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.6	Guy, I'm sure you're already up to speed on all things current.
0:31.0	Of course I am. Their app makes managing your money saving even building credit super easy,
0:35.7	Dan. They have a new feature called Paycheck Advance.
0:38.6	You can get up to $500 before payday when you switch your paycheck and qualify.
0:43.2	Now that I didn't know.
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0:49.6	And it's super easy to get started.
0:51.2	Just go to current.com slash okay.
0:53.5	That's okay-a-y. That's current.
0:56.0	com slash okay. Current is a financial technology company, not a bank. Banking services provided by
1:02.5	Choice Financial Group member FDIC and Cross River Bank member FDIC. Paycheck Advance is offered by
1:08.8	Finco Advance LLC, a financial technology company,
1:12.2	not a bank. Eligibility and available amounts may vary and are subject to change at any time.
1:17.2	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:26.9	Welcome to the OK Computer.
1:28.6	I'm Dan Nathan.
1:29.4	Guy Adami joining me here.
	...

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