2026-04-10：The Software Substitution Shock: Why SaaS is Bleeding While Amazon's Silicon Cashes In

For the last decade, Software-as-a-Service was the ultimate infinite-duration premium. Land a client, charge per seat, and print money forever. But yesterday, that physical law broke. Why are institutional growth funds suddenly liquidating their SaaS positions in a panic? Because AI isn't just making software better—it is making human software users entirely redundant. As the seat-replacement shock triggers violent multiple compression in names like Zscaler and ServiceNow, a new infrastructure oligopoly led by Amazon is cashing in on the chaos. Meanwhile, a hidden 10% energy shock threatens to blow up the Fed's rate-cut narrative, and a fragile weekend ceasefire in the Middle East has smart money quietly buying 'The Islamabad Put.' Is your portfolio prepared for the terminal value shock, or are you holding the bag? Discover the high-reward technical setups and the full institutional breakdown here: https://deepmarket.report/en/report/us_stocks/2026-04-10