Palo Alto Networks appears in a list of software stocks on-screen without specific commentary.
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The creator discusses his bearish stance on ServiceNow and his bullish thesis on Atlassian and UiPath, whil...
Aug 11, 2026
The creator discusses his bearish stance on ServiceNow and his bullish thesis on Atlassian and UiPath, while also noting that recent software stock gains may be driven by short covering.
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Datadog appears in a list of software stocks on-screen without specific commentary.
Snowflake appears in a list of software stocks on-screen without specific commentary.
Palantir is mentioned as a past opportunity in a visual overlay.
The creator identifies UiPath as a superior software play compared to ServiceNow.
The creator identifies Atlassian as a superior software play compared to ServiceNow.
The creator views ServiceNow as overhyped and prefers other software stocks.