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The creator provides a tier list of software stocks, rating ServiceNow as D tier due to concerns about its...

Andre InvestsJun 1, 2026

The creator provides a tier list of software stocks, rating ServiceNow as D tier due to concerns about its CEO's image, Microsoft and Adobe as A tier for their strong customer base and cloud offerings, and Salesforce and Snowflake as B tier, noting Salesforce's sticky customer base but potential AI disruption, and Snowflake's high growth but rich valuation and lack of profitability.

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Tickers discussed in this post

SNOWNeutralMedium ConvictionSignal-backedSecondary

Snowflake is a B tier stock with high growth, but it is richly valued, not yet profitable, and susceptible to a stock crash if growth slows.

ADBEBullishHigh ConvictionSignal-backedPrimary

Adobe is an A tier stock, considered a free cash flow machine trading at a low valuation and is the hardest to replace due to its dominance in creative work.

CRMNeutralMedium ConvictionSignal-backedSecondary

Salesforce is a B tier stock due to its strong hold on sales and marketing data, making it hard for customers to switch, but AI could decrease the number of seats needed.

MSFTBullishHigh ConvictionSignal-backedPrimary

Microsoft is an A tier stock due to its massive customer base across enterprise and consumer, a large cloud business, and a historically low valuation.

NOWBearishLow ConvictionResearch Only

ServiceNow is placed in the D tier due to concerns about the CEO's image and perceived trustworthiness.

Linked Signals

Tracked calls opened from this post

MSFT
buy opened Jun 1, 2026
-19.01%
ADBE
buy opened Jun 1, 2026
-26.02%