{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Avory - Markets and Investing","title":"Are we closing in on a Software Bottom or No?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/43465f95\"></iframe>","width":"100%","height":180,"duration":896,"description":"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:\nAre we getting close to a bottom in software?\nInsiders are buying.\nBusiness formations are surging.\nSoftware job postings are rising.\nApp creation is accelerating.\nYet sentiment remains stretched.\nWe break down what the data is actually saying.\n 00:00 Welcome + Disclosures\n 00:41 AI & Software Focus\n 01:20 Insider Buying Spike\n 02:50 Tariffs Update\n 05:25 Business Formation Surge\n 06:27 Travel & Dining Stable\n 06:58 Software Washout Signal\n 08:41 AI vs Jobs Data\n 10:05 App Creation Surge\n 11:08 Zoom + Car Wash Update\n 12:37 Big Earnings Week\n 13:50 Are We Near a Bottom? \nAI is reshaping software. But the data suggests expansion, not contraction.\n\nHosted by:\nSean Emory : Founder & Chief Investment Officer, Avory & Co.\n https://www.avory.xyz\n📩 Questions: team@avoryco.com\n🎙 Podcast: Around the Desk\n📺 YouTube: @AvoryCo\nDisclaimer\nThis 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.\n© 2026 Avory & Co. All rights reserved.","thumbnail_url":"https://img.transistorcdn.com/ADRPTmp9Za1lH4Yt9ZONyfvomzdplTO8ScyOf5TslvM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kZTBk/NDJhZTkzMjZiZDAw/MWE5ZTc2OWYyNTg3/OTllMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}