{"id":6576,"date":"2026-04-17T07:11:43","date_gmt":"2026-04-17T07:11:43","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/6576\/"},"modified":"2026-04-17T07:11:43","modified_gmt":"2026-04-17T07:11:43","slug":"burry-buys-the-dip-in-salesforce-and-other-software-stocks-after-sell-off","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/6576\/","title":{"rendered":"Burry buys the dip in Salesforce and other software stocks after sell-off"},"content":{"rendered":"<p>Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more by technical factors than deteriorating business fundamentals. The &#8220;Big Short&#8221; investor said in a Wednesday Substack post that a &#8220;reflexive positive feedback loop&#8221; between falling equity prices and stress in bank debt tied to software companies helped accelerate their declines, creating what he sees now as a buying opportunity. &#8220;I do not believe the technical pressures brought on by the private credit\/software debt issues are big enough to affect these stocks for much longer,&#8221; he wrote. The move back into the stocks comes as fears mount that artificial intelligence could upend large portions of the software industry, challenging business models and long-held growth assumptions. The iShares Expanded Tech-Software Sector ETF , for example, has slumped about 28% from its September peak, pushing the group into a bear market and highlighting how quickly sentiment has soured on what had been one of Wall Street&#8217;s favorite sectors. IGV 1Y mountain iShares Expanded Tech-Software Sector ETF one year Burry disclosed he opened a roughly 3.5% position in PayPal, while maintaining holdings in Fiserv , Adobe , Autodesk and Veeva Systems . He said he planned to add positions in Salesforce and MSCI early Thursday. None of these companies rely on private credit markets, Burry said. Retail investors have been pulling money from a group of private credit funds for the past couple months, and many of the loans were tied to software companies. &#8220;I do see several handfuls of companies seriously affected by advanced [large language models] for specific reasons of the business models,&#8221; Burry said. &#8220;I do not see this for my selected companies and a good number of others, all of which I have just about finished analyzing forensically, competitively, and fundamentally as to investment potential.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more&hellip;\n","protected":false},"author":2,"featured_media":6577,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[4093,24,25,6037,339,1957,1095,133,148,6036,1096,1108,2118,286,6039,6035,2120,1104,1820,134,6038,701],"class_list":{"0":"post-6576","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-adobe-inc","9":"tag-ai","10":"tag-artificial-intelligence","11":"tag-autodesk-inc","12":"tag-breaking-news-business","13":"tag-breaking-news-investing","14":"tag-breaking-news-markets","15":"tag-breaking-news-technology","16":"tag-business-news","17":"tag-fiserv-inc","18":"tag-investment-strategy","19":"tag-ishares-expanded-tech-software-sector-etf","20":"tag-ishares-north-american-tech-software-etf","21":"tag-markets","22":"tag-msci-inc","23":"tag-paypal-holdings-inc","24":"tag-regwall-pro","25":"tag-salesforce-inc","26":"tag-stock-markets","27":"tag-technology","28":"tag-veeva-systems-inc","29":"tag-wall-street"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/6576","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=6576"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/6576\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/6577"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=6576"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=6576"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=6576"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}