Jun. 15 at 5:16 PM
AI infra had its run - now software is taking over. This is shaping up to be the strongest sector over the next 2 years. Here are the best setups with my LT targets:
$RDDT
~
$446 Target. One of the fastest-growing platforms right now. Data licensing deals with
$GOOG + OpenAI are turning it into a pure cash-flow story. Still early in its lifecycle.
$NOW
~
$438 target. Heavy insider buying, CEO framing this as a potential
$1T platform. Becoming the control layer for enterprise AI workflows.
$APP
~
$1365 target. AI-native ad platform compounding at 40%+ growth with very high FCF margins (~70%+). Market still underpricing scalability.
$TEAM
~
$843 target. SaaS compounder transitioning into AI-enabled workflow infrastructure. Margins + monetization curve still expanding.
What’s interesting: these were all hit by “AI disruption” fears… yet increasingly benefiting from AI adoption.
If this cycle continues, software could end up being the highest beta AI play-just with cleaner cash flows.