Netflix is mentioned as a company that has seen a significant stock drop, but no specific investment advice is given.
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The creator discusses the potential impact of AI on SaaS companies, highlighting seven stocks that are pois...
BdinvestinggFeb 26, 2026
The creator discusses the potential impact of AI on SaaS companies, highlighting seven stocks that are poised to benefit or are currently undervalued due to market fears. The video features stock charts and brief explanations for each pick.
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Microsoft is mentioned as a partner for Snowflake, but no direct investment advice is given.
Crowdstrike is a buy because AI makes launching cyber attacks cheaper, but Crowdstrike uses AI to stop these threats.
Cloudflare is a buy as a cybersecurity company whose platform speeds up traffic and is now used for AI, with partnerships with Amazon AWS.
Constellation Software is a buy because it acquires niche software businesses that are extremely profitable and AI-resistant.
Shopify is a buy as a Canadian e-commerce giant that partnered with Google, Amazon, and TikTok Shop.
AppLovin is a buy as its AI decides which ads users see on phones, and it's expanding into TV and web advertising.
Snowflake is a buy because it stores data needed for AI, and has a new deal with Microsoft Azure.