When Can AI Software Stocks Move Off the Bottom? From Value Reset to Market Repricing
Executive Summary For AI software stocks to move off the bottom, it is not enough to ask whether share prices have already fallen far enough. The more important question is whether the market has seen enough evidence that these companies can still create monetizable value in the AI era. This article argues that the process requires two resets and one valuation threshold. The first is a value reset. Software companies need to prove that they