STOCK//SHORTER / THE DAILY SHORT
The Daily Short.
Daily research briefs on AI disruption of software stocks: churn signals, guidance cuts, displacement evidence — and the short-side setups they imply. Research, not investment advice.
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The Daily Short: Report #3
Fiverr, Adobe, and Salesforce are the top three AI-disruption short-asymmetry setups for the next 90 days.
READ THE BRIEF →Five Churn Signals That Show Up Before the Guidance Cut
Guidance cuts are the last domino, not the first. These five public signals — from NRR footnotes to customer job boards — tend to fire quarters earlier.
READ THE BRIEF →The Seat Recession: How AI Agents Break SaaS Pricing
Per-seat pricing built the $2 trillion SaaS industry. AI agents un-build it. Here's the mechanism short sellers are watching — and the metrics that show it first.
READ THE BRIEF →Get tomorrow's obituaries, tonight.
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