Futurum Equities Podcast | Ep. 9

Futurum Equities Podcast
12/08/2025 58 min Episodio 8
Futurum Equities Podcast | Ep. 9

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Episode Synopsis

Daniel and Shay discuss urgent trends in the software industry, focusing on challenges faced by SaaS companies amid rising AI technologies. Insights from Monday.com's earnings report indicate cautious future expectations. Predictions suggest many SaaS companies may not survive. The conversation also covers market dynamics, investment strategies, and the impact of volatility on trading, with a focus on companies like Nvidia and AMD, and national security concerns regarding technology exports.

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