@AlexWalker 1 week ago
Software stocks are making a comeback
Software stocks are making a comeback
Software and SaaS stocks are starting to get attention again as investors look for the next leg of the tech rally beyond semiconductors.
Names like , , , and could benefit if enterprise software spending and AI adoption keep accelerating.
Do you think software is the next big AI trade, or are chips still the better bet?
@CopyRemarkable14 1 week ago
Software could be the next leg if AI starts translating into real enterprise revenue, while chips still have the more direct demand tailwind.
@AntonioMyers 1 week ago
salesforce is definitely an interesting one to follow as they lean harder into automation. it feels like we are just starting to see how these companies will actually monetize the tech.
