Workday is mentioned as a company expected to grow revenues by about 10% while focusing on efficiency, fitting into the broader software sector discussion.
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Software Stocks Have Crashed… I’m Buying One
Jun 21, 2026
The creator discusses the significant decline in software stocks like Adobe, Salesforce, and Intuit, questioning if they are now undervalued or if AI disruption poses a permanent threat. Despite market fears, these companies are recognized for their AI exposure, and the creator plans to rank them based on their buy potential, considering factors like quality, recent numbers, AI risk, valuation, and margin of safety.
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ServiceNow is mentioned as a software company with AI exposure, ranked #11 on an AI-related list, but is part of the broader sector decline.
Intuit, down 67% from its highs, is discussed as a software giant facing sector-wide repricing, with its valuation needing careful consideration.
Salesforce, down 45% from highs and 20% in June, is presented as the most interesting buy due to compressed revenue multiples and potential for efficiency gains.
Adobe has fallen 50% from its highs, but is considered a potential buy candidate despite AI disruption fears.
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CRMbuy opened Jun 21, 2026
+12.51%