Nvidia is mentioned briefly as a chip stock that is currently up.
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10 Stocks to Buy & Never Sell 💰
Nathan RobertApr 15, 2026
The creator discusses the current downturn in the software sector, attributing it to sentiment rather than fundamental issues. He highlights several software stocks as potential "buy the dip" opportunities, including AppLovin, Microsoft, Uber, Reddit, Fortinet, and Intuit, detailing their recent performance, financial metrics, and future prospects. He also touches upon cybersecurity companies like Palantir and Rubrik, noting their growth but also their current valuations or losses.
Linked Mentions
Tickers discussed in this post
Salesforce is mentioned as a company experiencing a downturn due to software sector sentiment, with concerns about AI disruptions.
Intuit, known for TurboTax and Credit Karma, is a high-quality software company with consistent revenue growth and strong profitability, trading at an attractive 20x forward earnings multiple.
Palantir is a company with strong government and commercial revenue growth and a debt-free balance sheet, but its high valuation makes it currently too expensive to buy.
Rubrik is a cybersecurity company with impressive revenue growth, but it is still losing money, though it is narrowing its losses and beating expectations.
Fortinet is a recommended cybersecurity software stock with a resilient subscription revenue model, strong net income, and a wide economic moat, trading at an attractive valuation.
Reddit is presented as a strong growth company with a fortress balance sheet, significant cash on hand, and potential revenue streams from LLM training data licensing.
Uber is recommended as a quality software stock to buy, with strong growth in its ride-sharing and delivery businesses, significant free cash flow, and a cheap valuation.
AppLovin is highlighted as a top software stock to buy the dip on, praised for its phenomenal core advertising business, strong organic growth, and impressive net margins.
Amazon is mentioned as a way to gain exposure to Anthropic, owning 18% of the company, and is considered a bullish investment by the creator.
Microsoft is presented as a top software, cloud, and AI play with strong fundamentals, a reasonable valuation, and significant OpenAI ownership, making it a highly bullish investment.
Adobe is mentioned as an example of a software company experiencing significant losses, with potential concerns about AI replacing Photoshop.