CrowdStrike is mentioned as a comparison point for cash flow yield, which is noted as being less than 1%.
Source Post
The Software Stock Bottom is IN: Is it TOO LATE to Buy?
Aug 29, 2026
The creator discusses a potential bottom in software stocks, highlighting Salesforce, Palantir, and UiPath as examples of companies that have seen significant recovery. Despite the recent surge, the creator believes there is still upside potential in these names, citing attractive valuations and future growth prospects, particularly in relation to token integration.
Linked Mentions
Tickers discussed in this post
The creator mentions Amazon in the context of cloud services, noting that Claw Force runs Salesforce headlessly through Claude, which could potentially impact cloud providers.
Intuit (QuickBooks) is mentioned as one of the lagging software stocks, though it has recovered most of its earnings pain.
Axon is mentioned as one of the software companies that has bottomed.
Monday.com is mentioned as one of the software companies seeing a recovery.
Workday is mentioned as one of the software companies seeing a recovery, though not as much as others.
ServiceNow is mentioned as one of the software companies seeing a recovery.
Atlassian is mentioned as one of the software companies seeing a recovery.
UiPath is mentioned as part of the software recovery, with the creator stating it has 75% upside from $32, though they personally believe it's closer to $40-$45.
Palantir, bought around $118, has exploded in Q3, and despite a current 25 PEG, the creator believes it's undervalued with 50% upside, suggesting the fair value estimate of $222 is 20-30% too low.
