4 ms·

First slowly then all at once. [1] [1]: https://finance.yahoo.com/sectors/technology/software-application/ https://finance.yahoo.com/sectors/technology/softwar

• wwfn 8mo ago
  That looks demonstrative! For those that don't want to click, from Aug to Feb S&P is up 10%. "Software - Applications" is down 21%. But in this context, is Uber[9% weight, down ~4% YTD] a transportation company that roles it's own software for competitive advantage? I think other's in the composition are similar. The takeaway is maybe that the tech landscape is changing or LLMs have spooked investors and they're running without direction. But that doesn't necessarily speak to bespoke software uptake (already) cutting into profits(?) Uber would be fine in that case?