Twilio is noted as a key messaging infrastructure provider that is seeing re-acceleration due to AI agent adoption.
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Software has been quietly rallying yet most are still completely focused on semis. Here are 3 stocks I’m pa...
Aug 12, 2026
The creator discusses a sector rotation from semiconductors into software, highlighting three software stocks he is watching for potential investment.
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Braze is highlighted as a marketing software company that leverages AI to optimize customer engagement.
Snowflake is identified as a foundational data layer for AI that the creator is watching closely.
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