Jun. 27 at 3:07 PM
Software is setting up one of the biggest sector opportunities we’ve seen in this cycle.
Here are my top names with 3-year targets:
$ZETA -
$66
AI-driven marketing platform sitting in a deep discount phase relative to growth. Still early in enterprise AI ad stack adoption, with ecosystem links across data + AI partners.
$NOW -
$320
One of the key enterprise workflow orchestrators. If AI is reshaping enterprise ops, this is one of the pipes it flows through.
$APP-
$1360
AI ad-tech with strong monetization and aggressive margin expansion profile. High beta, high conviction growth name.
$TEAM -
$330
Collaboration + dev workflow platform gradually embedding deeper AI into its ecosystem. Slower but very steady compounding profile.
Not saying this rotation happens tomorrow - but when it does, software won’t move evenly. It will move violently and selectively.
Next alert dropping soon. If notifications are off, you’ll likely see it after the move is already done.
