Last Updated on February 16, 2026 by stlplace
Moved this WordPress website (again)
SaaS and SaaS stocks apocalypse
Thinking somewhat more bullet proof idea in this space is Constellation Software Inc., which is a Canada based software conglomerate (TSE:CSU; OTCMKTS:CNSWF). And I looked at both Robinhood and Schwab, it appears the former doen’t have it, the latter one has to pay $6.95 to buy the Over the counter market stocks. I don’t think $7 fee should be a deal breaker if one is truly believer of the company and the stock, though. Also, refer to this YT video Broken Compounder or Rare Sale? Constellation Software Stock Explained by Drew Cohen. And his stock researches here.
From software to real estate, U.S. sectors under the grip of AI scare trade | Reuters – (this is a quote) AI-focused logistics firm Algorhythm Holdings (RIME.O), which previously sold karaoke machines, said its SemiCab unit boosted customers’ freight volumes by 300% to 400% “without a corresponding increase in operational headcount”.
The news triggered a rout in stocks such as Landstar System (LSTR.O), opens new tab and C.H. Robinson (CHRW.O), opens new tab. The Dow Jones Transportation Average (.DJT), opens new tab fell 4.4%.
Jefferies analysts, however, said the reaction was disconnected from fundamentals. “Proprietary freight data and physical networks remain durable moats,” they said.
The company seems problematic for me, to say the least, looking at its stock price here. And here is its linkedIn profile (Algorhythm Holdings Inc. and SemiCab).
Anxiety of AI among white collar workers and parents, high school and college kids
Two sad incidents
I came across this news today: Man who fatally shot woman in Starbucks drive-thru robbed someone in different drive-thru days earlier, police say NY Post article.
And it reminds me of another incident I read about recently. ‘Was just like a war’: Rideshare driver gunned down in Ferguson was unintended target – As a former Uber driver, I felt incredible sad… I have been to Ferguson a few times in my short Uber driving tenure (10/2024 to 09/2025).