# Don't sleep on software

Page: https://stenobird.com/podcast/investing-experts-5798955/don-t-sleep-on-software
Text version: https://stenobird.com/podcast/investing-experts-5798955/don-t-sleep-on-software.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-08-25T21:26:10+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:dont_sleep_on_software
Audio file: https://api.spreaker.com/download/episode/74688070/utf_8_q_alex_king_ie_8_25_8_25_26_3_15_e2_80_afpm_mp3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/don-t-sleep-on-software
Duration seconds: 2584

## Resource

Alex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season (33:50) Show Notes: Ice Cold, Zen-Like Investing With Alex King Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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## Transcript

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