SaaS Stocks Just Exploded. Here's What I'm Actually Doing

Micron is mentioned as a company that has experienced significant growth.

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.

Snowflake has risen 113% from its lows, reflecting the positive trend in software and data-related stocks.

CrowdStrike has gained 113% from its lows, showing strong performance in the cybersecurity sector.

Datadog is up 152% from its lows, indicating a strong recovery in the SaaS sector.

Arm is up nicely today, likely benefiting from the announcement of new Nvidia-powered PCs and laptops.

Qualcomm is down today, likely due to the new Nvidia-powered PC announcement impacting its market.

AMD was down slightly, but the creator notes its primary focus remains on data centers, not consumer devices.

Intel is down today, likely due to the new Nvidia-powered PC announcement impacting its market.

Nvidia is up significantly due to a new PC/laptop announcement with Nvidia chips, positioned as a competitor to Apple's M-series.

The creator wants to accumulate more Meta shares at around $600, viewing it as undervalued compared to other high-multiple companies and a potential SpaceX IPO.