Source Post

Why I’m Buying Software Stocks

The creator argues the software selloff is overdone and says he is selectively buying durable names despite AI-driven uncertainty around seat-based pricing.

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Tickers discussed in this post

CRWDBullishLow ConvictionSignal-backedSecondary

CrowdStrike is referenced within the broader high-quality software watchlist in the ongoing selloff.

CRMBullishMedium ConvictionSignal-backedSecondary

Salesforce is treated as part of the discounted software cohort the creator is willing to accumulate selectively.

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