ServiceNow is noted as being significantly off its lows, indicating a potential recovery or re-rating in the SaaS sector.
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Nvidia Is STILL Cheap at $5 Trillion? | Feat. Brad Freeman
Aug 23, 2026
The creator discusses Palantir (PLTR) with Brad Freeman, highlighting its strong company fundamentals and execution in the AI space, though Freeman regrets not buying it at $100. The conversation then shifts to the broader "mag seven" tech companies and their capital expenditure decisions related to AI, with Freeman expressing skepticism about public market incentives aligning with long-term company strategy.
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Workday is mentioned as a SaaS company that has been rewarded, specifically for an M&A rumor, and is enjoying significant multiple expansion.
Atlassian is highlighted as a SaaS company that has been rewarded for a great quarter, experiencing significant multiple expansion.
The creator mentions ASML in the context of AI infrastructure, suggesting it's a company that benefits from increased spending in the sector, though they prefer an ETF approach due to industry volatility.
Oracle is mentioned as one of the few companies, alongside the 'Neoclouds', that might not be as aggressively impacted when the memory chip cycle eventually turns.
Marvell is mentioned as one of the emerging competitive pressures in AI infrastructure that is potentially taking market share or pressure away from previous leaders like Broadcom.
The creator avoids SanDisk, grouping it with other memory chip companies that are vulnerable to the unpredictable cyclical nature of the industry, expecting eventual pricing pressure and margin contraction.
Apple is attempting to secure supply from Chinese sources, which is seen as a strategic move against Micron.
The creator expresses a preference for investing in Taiwan Semi over Micron, citing its stronger position in the AI supply chain.
Adobe faces a pressing risk from AI disruption, and while not a death sentence, the company must innovate effectively to respond.
