"Exploring Vibe-Coding in Gas Town: A Guide to the Software Market Decline Featuring 4 Attractive Stock Selections."
Market Trends: There has been a significant selloff in software stocks, particularly affecting software-as-a-service (SaaS) companies.
Cultural References: Various playful terms have emerged to describe the situation, such as "SaaSpocalypse," highlighting the dramatic nature of the declines.
Timing of Declines: The downturn in software stocks began in January, indicating that the issues are not solely recent developments.
Naming Challenges: Attempts to create catchy phrases to describe the selloff, like "Valentine’s Day SaaSsacre" and "SaaSquatch," have faced challenges in relevance and accuracy.
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- Core Earnings Growth: Pacific Gas and Electric Company reported a core earnings per share of $1.50 for 2025, reflecting a 10% increase over 2024, marking the fourth consecutive year of double-digit growth, which underscores the company's commitment to safe, reliable, and affordable service.
- 2026 Guidance Raised: The company has tightened its 2026 core EPS guidance to a range of $1.64 to $1.66, implying a 10% growth, which reflects confidence in future performance and a commitment to investors.
- Safety and Reliability Improvements: In 2025, the company achieved a 43% reduction in serious injuries and fatalities, alongside a 19% improvement in system reliability, enhancing customer satisfaction and building greater brand trust.
- Rate Reductions and Customer Benefits: The company has implemented its fourth electric rate reduction in two years, resulting in an 11% decrease in residential bills compared to 2024, which not only alleviates customer burdens but also lays the groundwork for future economic growth and investment attractiveness.
- Winter Storm Alert: A powerful winter storm is forecasted to begin on February 16, 2026, bringing widespread rain and low-elevation snow with wind gusts up to 60 mph, potentially causing damage to electric equipment and outages in typically unaffected areas.
- Emergency Response Planning: PG&E is activating its Emergency Operations Center and developing resource and preparedness plans to ensure a safe and efficient response to weather-related damage, demonstrating the company's strong commitment to customer safety.
- AI Utilization: PG&E's expanded use of AI and machine-learning enhanced weather models integrates real-time atmospheric data and historical outage patterns to strategically pre-position electric equipment and crews, thereby improving restoration efficiency.
- Customer Communication and Safety Tips: PG&E encourages customers to monitor weather updates, prepare for possible outages, and take necessary safety precautions, ensuring safety during the storm while providing updates on outage status and estimated restoration times.
- Winter Storm Warning: A powerful winter storm is forecasted to begin on February 16, 2026, bringing widespread rain and low-elevation snow, prompting PG&E to pre-position resources to address potential damage to electric equipment and power outages, ensuring customer safety.
- Meteorological Predictions: PG&E meteorologists predict wind gusts up to 60 mph and rainfall ranging from 0.5 to 3 inches, particularly in mountainous and coastal regions, which could lead to outages in areas not typically affected by such weather.
- AI Utilization: PG&E's expanded use of artificial intelligence and machine-learning enhanced weather models provides early insights into storm impacts on electric infrastructure, allowing for strategic pre-placement of crews and equipment to streamline restoration efforts.
- Customer Safety Tips: PG&E encourages customers to monitor weather updates and prepare for outages, providing safety recommendations such as using flashlights instead of candles during outages to mitigate fire hazards.

Market Trends: There has been a significant selloff in software stocks, particularly affecting software-as-a-service (SaaS) companies.
Cultural References: Various playful terms have emerged to describe the situation, such as "SaaSpocalypse," highlighting the dramatic nature of the declines.
Timing of Declines: The downturn in software stocks began in January, indicating that the issues are not solely recent developments.
Naming Challenges: Attempts to create catchy phrases to describe the selloff, like "Valentine’s Day SaaSsacre" and "SaaSquatch," have faced challenges in relevance and accuracy.

- Core Earnings Growth: PG&E reported a core earnings per share of $1.50 for 2025, reflecting a 10% increase over 2024, marking the company's fourth consecutive year of double-digit growth, which underscores its robust profitability.
- 2026 Guidance Raised: The company tightened its 2026 core EPS guidance to a range of $1.64 to $1.66, implying a 10% growth, further solidifying its growth outlook with expectations of over 9% annual growth from 2027 through 2030.
- Customer Bill Reductions: PG&E achieved its fourth electric rate reduction in two years, resulting in bundled residential electric rates being 11% lower than January 2024, which is expected to enhance customer satisfaction and strengthen market competitiveness.
- New Technology Partnership: PG&E launched the Emberpoint initiative in collaboration with Lockheed Martin to accelerate the deployment of wildfire solutions at the lowest societal cost, which is anticipated to provide long-term cost savings and service improvements for customers.
- Significant Revenue Growth: PG&E reported income available for common shareholders of $2.593 billion in 2025, translating to a diluted EPS of $1.18, which is an increase from $2.475 billion and $1.15 in 2024, reflecting the company's positive progress in customer capital investment and operational savings.
- Non-GAAP Core Earnings Increase: The company's non-GAAP core earnings reached $3.307 billion, or $1.50 per diluted share in 2025, compared to $2.923 billion and $1.36 per share in 2024, indicating a sustained improvement in financial performance when excluding non-core items.
- Electricity Price Reduction Strategy: PG&E has lowered electric prices four times over the past two years, bucking the national trend of rising prices, which not only enhances customer satisfaction but also strengthens the company's appeal in a competitive energy market.
- Tightened 2026 Earnings Guidance: PG&E has adjusted its 2026 non-GAAP core earnings guidance to a range of $1.64 to $1.66 per share, reflecting confidence in future earnings while indicating ongoing efforts in customer capital investment and cost management.



