In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:

Are we getting close to a bottom in software?

Insiders are buying.

Business formations are surging.
Software job postings are rising.
App creation is accelerating.

Yet sentiment remains stretched.

We break down what the data is actually saying.

00:00 Welcome + Disclosures
00:41 AI & Software Focus
01:20 Insider Buying Spike
02:50 Tariffs Update
05:25 Business Formation Surge
06:27 Travel & Dining Stable
06:58 Software Washout Signal
08:41 AI vs Jobs Data
10:05 App Creation Surge
11:08 Zoom + Car Wash Update
12:37 Big Earnings Week
13:50 Are We Near a Bottom?

AI is reshaping software. But the data suggests expansion, not contraction.

Hosted by:
Sean Emory : Founder & Chief Investment Officer, Avory & Co.

https://www.avory.xyz

📩 Questions: team@avoryco.com
🎙 Podcast: Around the Desk
📺 YouTube: @AvoryCo

Disclaimer

This content is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Opinions expressed are as of the recording date and are subject to change. We may hold positions in companies discussed. Investing involves risk, including potential loss of principal. Please conduct your own research or consult a licensed financial advisor before making investment decisions.