Are we closing in on a Software Bottom or No?

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:Are we getting close to a bottom in software?Insiders are buying.Business formations are surging.Software job postings are rising.App creation is accelerating.Yet sentiment remains stretched.We break down what the data is actually saying. 00:00 Welcome + Disclosures 00:41 AI & Software Focus 01:20 Insider Buying Spike 02:50 Tariffs Update 05:25 Business Formation Surge 06:27 Travel & Dining Stable 06:58 Software Washout Signal 08:41 AI vs Jobs Data 10:05 App Creation Surge 11:08 Zoom + Car Wash Update 12:37 Big Earnings Week 13:50 Are We Near a Bottom? AI is reshaping software. But the data suggests expansion, not contraction.Hosted by:Sean Emory : Founder & Chief Investment Officer, Avory & Co. https://www.avory.xyz📩 Questions: [email protected]🎙 Podcast: Around the Desk📺 YouTube: @AvoryCoDisclaimerThis content is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Opinions expressed are as of the recording date and are subject to change. We may hold positions in companies discussed. Investing involves risk, including potential loss of principal. Please conduct your own research or consult a licensed financial advisor before making investment decisions.© 2026 Avory & Co. All rights reserved.