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Weapons of mass disruption…

  • Writer: Marcus Nikos
    Marcus Nikos
  • 2 hours ago
  • 2 min read

Violent selloffs one day, record highs the next.


It’s a story we’ve seen before. Back in the late 1990s, we went through the same kind of violent, confusing price action as the internet started to reshape everything.

In March 2000, stocks like Cisco were trading at 200 times earnings... then lost 80-90% of their value over the next two years as investors suddenly lost faith, all at once.

Meanwhile, old-economy icons like General Motors and Sears would have random price surges whenever someone published a report saying something like “brick-and-mortar isn't dead”.

It was chaotic and messy.

And most people had no idea what they were looking at.

But if you could see the pattern underneath… if you understood that capital was migrating from the old system to the new one… you could position yourself ahead of one of the greatest wealth transfers in history.

I helped readers take early positions in quality companies like Amazon, Qualcomm, Adobe, and Broadcom. Investments that would have generated millions for the people who followed my lead.

What's happening now is many times bigger.

Reuters reports that nearly $1 trillion in market value got wiped from software stocks in the recent rout.

Why?

Well, it started with a seemingly minor announcement…

Anthropic added legal features to their Cowork assistant… now able to take on tasks like basic compliance tracking, document review – the kind of jobs currently done by teams of mid-level (human) employees.

Legal-tech stocks got hammered. Then the selloff spread across software, through the broader tech sector over two brutal days of trading. And this wasn't the first time.

A few months back, OpenAI's Software As A Service (SaaS) tools triggered a similar panic. Now, after this latest AI shock, software stocks are down nearly 30%...

The fear is justified. These new tools are not just good for administrative work, they’re collapsing software development timelines (and costs) a hundred-fold:

So, investors are suddenly asking:

"Wait…is AI about to replace an entire industry?"

The volatility we’re seeing isn’t really panic. It’s millions of people suddenly realizing they’ve been looking at something the wrong way, this whole time.

Some companies are going to adapt to this new reality. Some will end up dominating it. And a whole load of others are going to get crushed. And that's why we created Tech Collision '26…

To slow all this down and show you what's really happening as AI sweeps through practically every sector and company on the planet…

Specifically, the opportunities it’s creating as it collides with two other powerful, trillion-dollar technologies.

In the broadcast, I’m joined by one of the best investors I’ve ever met, Erez Kalir…

To show you how he’s already delivered extraordinary returns for his readers from what’s unfolding… and why the confusion you're seeing right now is creating some of the best opportunities of his career.

If you want to see the pattern underneath all the chaos, understand which sectors (and specific companies) could be upended next, and get our best ideas on how you could position your money to profit…

 
 
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