FELIX PREHN DAILY MARKET NEWS By Goat Academy · Felix Prehn

Felix Prehn - Goldman’s Shocking Warning + Stock Market News 13 February 2026 (Goat Academy)

·31 min·2 clips

Nearly a trillion dollars has been wiped from software stocks globally.

1. FELIX PREHN DAILY MARKET NEWS By Goat Academy focuses on Goldman Sachs’ buy-and-sell list for software stocks on 13 February 2026. 2. Felix Prehn hosts the episode as an ex-investment banker and founder of Goat Academy, and he says Winston helps him access bank research. 3. The episode asks which software companies can survive AI pressure and which names Goldman Sachs sees as vulnerable. 4. Felix says nearly a trillion dollars has been wiped from software stocks globally, with the iShares software ETF down 22% this year. 5. He names Salesforce down 27% year to date, Intuit down 34%, and Workday down 30% as examples of the selloff. 6. Felix says UBS called AI an “unresolvable existential threat” to software, which he uses to explain why Wall Street is paying attention. 7. He says Anthropic’s 3 February release of Claude with a legal plugin triggered a further wave of fear across software shares. 8. Felix says the legal plugin targets contract review, NDAs, compliance tracking, and legal briefing, which are services that legal software companies charge thousands for. 9. He names Thomson Reuters, LegalZoom, and RELX as examples of legal software or data businesses that sold off after the Anthropic announcement. 10. Felix says the selling spread from SaaS into private credit, insurance brokers, financial services, real estate services, and logistics firms. 11. He says Goldman Sachs’ winners need physical execution, regulatory protection, or deep integration into company operations. 12. Felix adds that cybersecurity and direct AI beneficiaries like cloud, data infrastructure, and security services also fit the winner side. 13. He says the biggest loser pattern is workflow automation with low switching costs, because AI can describe and execute those tasks in plain language. 14. Felix gives Salesforce as the clearest example and says its per-user model is threatened by “seat compression” if AI replaces sales tasks. 15. He says Intuit faces pressure because QuickBooks and TurboTax automate bookkeeping and tax filing, which AI can increasingly do. 16. He says Workday’s HR and finance software is vulnerable because onboarding, payroll, and benefits administration are routine workflows. 17. The tone is a fast, opinionated market explainer with repeated side remarks, direct address to viewers, and a sales-oriented structure. 18. Felix mixes stock commentary with course promotion, personal anecdotes, and repeated calls to join a Saturday live training. 19. Best for retail investors tracking AI disruption in software. 20. Skip it if you want a calm, non-promotional market briefing.

As heard by us

A blunt take on the software selloff, with a clear case for selective selling over reflexive dip-buying.

Goldman Sachs' software call anchors the episode, but the real focus is wider: AI pressure, a sharp software selloff, and the uneasy job of knowing when to sell.

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Why you'd press play

You want a blunt buy-sell map for software stocks under AI pressure.

Read the full recommendation in PlayNext →

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