Source Post

The creator lists their top 5 software stocks to buy, shifting focus from AI and semiconductors. The list i...

Jul 3, 2026

The creator lists their top 5 software stocks to buy, shifting focus from AI and semiconductors. The list includes Palo Alto Networks, ServiceNow, Palantir, CrowdStrike, and Microsoft, with an ETF (IGV) also mentioned as a broader software sector investment.

Linked Mentions

Tickers discussed in this post

IGVBullishMedium ConvictionSignal-backedSecondary

The IGV ETF is suggested for investors interested in the broader software sector, tracking top software names.

MSFTBullishHigh ConvictionSignal-backedPrimary

Microsoft is listed as the fifth stock to buy, with the creator holding a position and mentioning other software names like IBM.

CRWDBullishHigh ConvictionSignal-backedPrimary

CrowdStrike Holdings is recommended as a buy, recognized as a major player in the cyber security sector.

PLTRBullishHigh ConvictionSignal-backedPrimary

Palantir Technologies is included in the top picks for its AI software and data capabilities, bolstered by large government contracts.

NOWBullishHigh ConvictionSignal-backedPrimary

ServiceNow is recommended as a buy for its software solutions that automate workflows for other companies.

PANWBullishHigh ConvictionSignal-backedPrimary

Palo Alto Networks is highlighted as a top stock to buy due to its leading position in cyber security, network, and cloud operations.

Linked Signals

Tracked calls opened from this post

PLTR
buy opened Jul 3, 2026
-4.87%
PANW
buy opened Jul 3, 2026
-9.74%
NOW
buy opened Jul 3, 2026
+8.88%
MSFT
buy opened Jul 3, 2026
+0.01%
CRWD
buy opened Jul 3, 2026
-7.53%