Shopify is trading above its median EV/Sales multiple and is not currently considered particularly attractive, despite accelerating revenue growth.
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software bros we're SOOO back
Aug 29, 2026
The creator discusses the resurgence of software stocks following a strong Salesforce earnings report. Several software companies, including Adobe and Zeta, saw significant gains in sympathy. The creator revisits their earlier bearish sentiment during the "SAS apocalypse," noting that their view of these companies being undervalued has proven correct, as the market has now shifted back in favor of software.
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Fiscalai is mentioned as the sponsor of the video and the world's greatest stock research platform.
Atlassian, a speculative software company, also performed well on the day, trading up in sympathy with Salesforce.
monday.com, a more speculative software company, also performed well on the day, trading up in sympathy with Salesforce.
Service Now, another high-profile software company, saw a significant increase of 9% on the day following Salesforce's positive earnings.
Adobe, a portfolio company that has faced trouble, was up 5% in sympathy with Salesforce's strong report.
Salesforce reported an incredible quarter, with the stock rising 23% and driving other software companies higher in sympathy.
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