Meta Platforms has delivered exceptional returns for the creator.
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Is The SaaS Sell-Off EVER Ending?
Value InvestorApr 23, 2026
The creator discusses the ongoing sell-off in SaaS stocks, noting significant year-to-date underperformance for companies like Adobe, CRM, and Service Now. Despite strong fundamentals and revenue growth, these stocks are being heavily impacted by AI disruption fears and a sector-wide sentiment shift. The creator believes many SaaS companies are now undervalued and that AI will likely enhance, rather than replace, existing software services.
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AMD is highlighted as a recent successful investment with substantial gains.
Google (Alphabet) has seen significant gains, indicating the creator's positive long-term view on tech investments.
AppLovin is mentioned as an example of a stock that is also down, but not a primary focus.
Uber is mentioned as an example of a stock that is also down, but not a primary focus.
Service Now's strong earnings were overlooked, leading to a sell-off, but its core business remains solid.
CRM is a buy as it's oversold and AI won't replace its core business.
Adobe is a buy due to its strong fundamentals and revenue growth, despite recent sell-off.
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