The creator sold their position in Estee Lauder to reallocate funds into other investments.
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ServiceNow ($NOW) and Salesforce ($CRM) Might Win AI
The RoseMar 15, 2026
The creator discusses Service Now (NOW) and Salesforce (CRM) as potential AI winners, despite current market sentiment against SaaS companies. Both companies are experiencing stock price declines due to fears of AI disruption, but the creator argues AI will bolster, not destroy, these businesses. Strong earnings, subscription revenue growth, and high renewal rates for Service Now, along with Salesforce's significant buyback program and attractive valuation, are highlighted as positive indicators. The creator expresses a slight preference for Service Now due to its healthy growth and valuation.
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The creator sold their position in Abercrombie & Fitch to reallocate funds into other investments.
The creator is actively adding to their Adobe position, which is part of their SaaS holdings.
Microsoft is the largest Software as a Service (SaaS) position in the creator's portfolio.
Oscar Health is a healthcare-related company in the portfolio that is slightly down.
United Healthcare is a healthcare-related company in the portfolio that is slightly down.
The creator is currently down almost 7% on their Novo Nordisk position, indicating a negative short-term performance.
Salesforce is a potential buy due to its attractive forward valuation and significant share buyback program, despite slower growth compared to Service Now.
Service Now is a buy due to strong earnings, consistent subscription revenue growth, high renewal rates, and a cheap valuation, with potential for significant upside.