Back
“Software multiples slide further as AI agents threaten seat-based revenue, dropping a software basket that still trades richer than the chipmaker powering AI despite far slower growth.”
Source
Brad GerstnerYouTube“John Gruber, Kyle Kuzma, Brad Gerstner”125:36
“So now they're trading at about 22, 23 times real, SBC included, GAAP earnings. That's about where the market is trading. Yeah. So now just follow me on this. Software is trading— most software names are trading at a higher multiple than NVIDIA. Yeah, right. NVIDIA is trading about 13 times earnings for 70% growth for the thing that is the most essential thing in AI.”
Performance
Entry$101.61
Current$93.57
Since call+7.92%
Confidence72%
How this was scored
Entry$101.61May 29, 2026 · 20:05 UTC · paste.trade
Resolution$93.57Jul 3, 2026 · 13:34 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:34 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.