Want to create an interactive transcript for this episode?
Podcast: The Real Investment Show (Full Show)
Episode: 2-26-26 Software Stocks - Steal or Zero?
Description: Is AI killing software stocks — or creating the buying opportunity of the decade?
Lance Roberts & Michael Lebowitz review: Since peaking in September 2025, the software ETF (IGV) has crashed 30% while semiconductors (SMH) surged 30% and broad tech stayed flat. The market is pricing in a "SaaSpocalypse" — the idea that generative AI will make traditional SaaS companies obsolete. But is that narrative right?
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
Rate us on Google: https://bit.ly/4b9JtEo
0:00 - INTRO
0:49 - National Chili Day & Demise of What...