We More Than Survived Software Earnings Week

Software earnings week is officially in the books and long term investors who held through the volatility should be feeling good right now. AI is not disrupting these software companies, it is the layer that when used correctly is driving extraordinary productivity gains inside them. Paul Tudor Jones is also reportedly adding to his AI stock positions, which is worth noting. This morning I go over the brief recap of the week, talk about what it means to be a long term investor and the whole point of what this podcast is about.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #AIstocks #SoftwareStocks #EarningsSeason #IGV #AppLovin #APP #Palantir #PLTR #Cloudflare #NET #Datadog #DDOG #PaulTudorJones #LongTermInvesting #BuyAndHold #stockanalysis #marketwatch #RigatoniCapital$APP $PLTR $DDOG $NET $IGV $QQQ