Micron is mentioned as a company that has experienced significant growth.
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SaaS Stocks Just Exploded. Here's What I'm Actually Doing
Jun 1, 2026
The creator discusses the recent surge in SaaS and cybersecurity stocks after a period of underperformance, contrasting it with the continued strength in AI and data center stocks. They highlight specific companies like Datadog, CrowdStrike, and Snowflake showing significant gains from their lows, while also noting Meta's current dip and Intel, AMD, and Qualcomm's decline due to a new Nvidia-powered PC announcement. The creator expresses a desire to accumulate more Meta shares at current prices.
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ServiceNow is also considered not cheap, with its valuation metrics being high.
Google is in a very good position due to its ecosystem and user base, which LLMs will enhance.
IBM's CEO discusses the AI market, suggesting that while many companies will thrive, not all will survive, and some infrastructure build-out may be ahead of demand.
Workday is up 30% from its lows, indicating a strong recovery in the SaaS sector.
Salesforce is up closer to 20% from its lows, reflecting the recent positive momentum in the software sector.
Axon has seen significant gains from its lows, contributing to the positive trend in certain software stocks.
Shopify's valuation metrics (PE, EV/Sales, EV/EBITDA) remain high, though currently below its three-year mean.
Palantir is up 27% (closer to 30%) from its lows, reflecting the positive momentum in certain software stocks.
Fortinet is up 95% from its lows, highlighting the strong rebound in cybersecurity stocks.
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METAbuy opened Jun 1, 2026
-1.10%