[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![RealSimpleAriel Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1251941901101662213.png) RealSimpleAriel [@RealSimpleAriel](/creator/twitter/RealSimpleAriel) on x 22.9K followers
Created: 2025-07-12 17:35:34 UTC

I remember being told the biggest secondary beneficiary of the AI future was going to be software stocks AFTER semiconductors. Well, price is saying something different. Price > opinions. DON'T ARGUE WITH PRICE. $PANW $FTNT $GDDY $CHKP $CPAY $IOT $CYBR $MDB $OKTA $CRM $NOW  $ADSK $WDAY $PAYX $FICO $HUBS  $DUOL and many more are struggling which is a big flashing red sign. Hopeful to be wrong, but for now it's becoming increasingly apparent that not all software stands to benefit from the AI boom.

![](https://pbs.twimg.com/media/GvrJGZbXcAAcaRQ.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944088255369974074/c:line.svg)

**Related Topics**
[payx](/topic/payx)
[okta](/topic/okta)
[iot](/topic/iot)
[gddy](/topic/gddy)
[panw](/topic/panw)
[$fico](/topic/$fico)
[$payx](/topic/$payx)
[$adsk](/topic/$adsk)

[Post Link](https://x.com/RealSimpleAriel/status/1944088255369974074)