SOFTWARE 💾 vs AI 🧠

Thank you for recording my thoughts over the past weeks and months 😁 I agree with your assessment (as I have already stated here countless times in the recent past) that the high-quality software companies have been punished far too severely. I am invested in $NOW, $SHOP, $ADBE and $DT, as well as in cybersecurity at $CRWD and $FTNT, where there have also been some blatant setbacks. I am convinced of all of them and am particularly confident that there will be significant upside in software thanks to AI and no real, sustainable disruption from AI. They are all established players who know what they are doing and will be able to adapt to the "new normal" accordingly.

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22H

@Get_Rich_or_Die_Tryin I would love to join $CRWD! At $NOW I have, as you already know, already collected a bit but can be more 😬

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21H

@Aktienhauptmeister At $CRWD, the price is currently still perfectly acceptable. You could at least throw in a first tranche. And we agree on $NOW anyway.😉

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Klein-Anleger@Klein-Anleger

Thank you for highlighting this, a very good report. As so often, it makes me think. Perhaps even more to philosophize about. Like me, many of us are borrowers. But even some experts would not have thought that what has happened would be possible so quickly. The speed at which this revolution, or I should say revolutions, are progressing is enormous. Let's add quantum technology, robotics, autonomous driving and so on. That's why I'm in the fog, as I'm sure some others are too. Because it's all so incredible and happening so fast. I think you can feel that in the uncertainty of the stock market. Just small flashes of news cause AI values to explode and then plummet again the next day. No one can say exactly where the journey is going, but everyone wants to be part of it. We can see this in the CAPEX of companies. What is said today no longer applies tomorrow. Sometimes it's the big AI models, sometimes it's the small ones. Sometimes it's cloud, then it's edge again. All of this creates uncertainty, which is poison for the markets.

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Umut Y.@7digitbaki

I think many software companies will be eaten up by AI, but by no means companies as strong as $NOW $SAP etc., which will not only be AI profiteers but will be able to expand their margins and win more customers due to the extinction of many software companies

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Chris@Multibagger

My favorites with opportunities are
$PLTR
$NOW
And $DDOG

Critically I see
$ADBE
$ZM
$TEAM

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@Multibagger At what price would you enter $PLTR in the long term? The price is getting more and more exciting 😅 below 100-110 I think I would put the first trancve. At €70-80 I would fill the position...
Are you convinced of Palantir in the long term? Or do you mean just for the short trade?

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Chris@Multibagger

22H

@Klein-Anleger It was all about promising software stocks and which ones are not. I'm still long. Even if it's quite underwater. In general, I would find them interesting below 100$.

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Kate🦋@Iwamoto

Thanks for tagging but I'll probably have to take a day off to read it 🤪

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@Iwamoto I asked you a question yesterday. You don't need a day's vacation for that 🙈😂

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Kate🦋@Iwamoto

@Tenbagger2024 wo 🫣

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@Iwamoto Bei $MDLZ

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23H

@Iwamoto Just before going to sleep, works too 😂 you don't need to take a vacation for that haha

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In my opinion, this uncertainty will remain for the time being. My personal thesis as a lender would be That companies like Palantir, which are able to connect very different systems with each other, will continue to profit. As can be seen from the share price. Will original apps and software programs survive? I think there will only be one control unit in which we give the commands for what we want to do. That's why the best language models should be able to benefit here. Advertising has dominated our lives for decades. And precisely tailored advertising will become increasingly interesting. To be able to recognize and read the wishes of consumers, we need all the information and data. That's why the big players who have control over our data are the big players. Alphabet, Meta, Amazon and so on. But also the companies that analyze this data and make it AI-capable. Like EXL Service, Innodata etc.. But to return to advertising, applovin remains a player for me here.

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@Tenbagger2024 $ZETA😉 And since all the AI workloads have to be controlled: $NOW. And then for monitoring the workloads $DT.😏

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@Get_Rich_or_Die_Tryin I believe that we are always up to date thanks to our daily exchanges and are on the right track. infrastructure such as arista and celestrica will also continue to benefit for the time being. Celestica is also involved in other areas. I hope you have studied the presentation

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@Tenbagger2024 I have, I found it good and also really interesting.👍🏻 is on the watch.😅

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22H

@Tenbagger2024 I would like to get back into ARISTA/Vertiv 😬 . I also believe that the uncertainty will keep us busy for a while. But at some point it has to be priced into the share price, just be patient. 😬 Thank you for your view and thesis, my dear.
I would love to add all your shares to my watchlist, but that would be too much of a good thing 😂

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22H

@Aktienhauptmeister Thank you my dear. After the small crash on Friday, $IESC could now also be a good opportunity. For me, this is a long-term runner and a quality company, you can take a look at it. I also think $FIX is a top stock, but unfortunately it is already highly valued and there are only a few corrections there

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21H

@Tenbagger2024 $IESC I already looked at it when you introduced it, but I personally still rate it highly, just like $FIX. I would like to wait and see.
I have an alternative, perhaps the company would also be something for you & I've had @Get_Rich_or_Die_Tryin
$AIT on my watch for a long time, but have always lost sight of it. Long-term runner in the smallcap segment. Could be a good alternative. Maybe you can take a quick look at what you think of the company?

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21H

@Aktienhauptmeister not uninteresting in itself, but the market is of course fierce. To be honest, neither growth nor margins really blow me away (both are rather thin). You're competing with names like $FAST, $GWW and $MSM. That's a really tough market.

To be honest, in this sector, I would most likely go with $FAST. You know what you have there. Moderate growth, with margins twice as high as $AIT. Plus the size, dealer network, etc. More specialized in the product selection, but that hasn't hurt $FAST so far either.

All in all, the rating premium is quite justified in my view. Simply take $FAST as the "king of screws".🤷🏼‍♂️

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