The creator lists Adobe as one of the three software stocks he currently owns.
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The creator argues that software stocks are the next sector to benefit from the AI infrastructure build-out...
Aug 31, 2026
The creator argues that software stocks are the next sector to benefit from the AI infrastructure build-out, noting they have underperformed other AI-related sectors like power, networking, and chips. He highlights three specific software holdings in his portfolio and suggests the sector's recent recovery is just the beginning.
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The creator lists UiPath as one of the three software stocks he currently owns.
The creator lists Atlassian as one of the three software stocks he currently owns.
The creator includes ServiceNow as a core software holding in his portfolio.
The creator identifies Salesforce as a key software holding benefiting from the AI infrastructure build-out.
The creator notes that cloud stocks have seen significant growth.
The creator notes that chip stocks have already exploded in value.
The creator notes that networking stocks have already run up significantly.
The creator notes that power stocks have already run up significantly.