For those not wanting individual stocks, IGV is an ETF holding companies like Microsoft, Oracle, CrowdStrike, Palantir, and more.
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Energy Physical Ai Software and a few other themes are doing rounds. But these are the Picks & Shovels for...
Road to 100k PortfolioMay 28, 2026
The creator discusses the 'picks and shovels' strategy for the software industry, focusing on companies that benefit from AI advancements. They highlight several stocks, including ServiceNow, Salesforce, Palantir, Microsoft, CrowdStrike, Shopify, Reddit, Cloudflare, and Oracle, as key players in this theme.
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Tickers discussed in this post
Oracle is holding as it becomes a major AI cloud winner, securing compute capacity for large-scale AI workloads.
Cloudflare is a buy as it's becoming the infrastructure for AI apps and internet traffic, providing speed, security, and routing.
Reddit is a hold as it sits on valuable human-generated data sets that AI companies are now paying billions to access.
Shopify is still liked as it positions itself as the backbone for AI-powered e-commerce, where shopping agents may transact.
CrowdStrike is a buy as AI agents multiplying will likely cause cyber security demand to explode.
Microsoft is a hold as it owns the infrastructure, cloud, co-pilot, and AI partnerships, touching almost every enterprise AI workflow.
Palantir is a buy as it helps governments and enterprises deploy AI into real-world operations at scale.
Salesforce is quietly turning into an AI-powered platform with an 'Einstein' force, where businesses pay for AI agents to complete tasks.
ServiceNow is a buy as it builds operating systems for AI agents, benefiting from increased automation of workflows.