Jun. 29 at 1:06 PM
5 I’d own, ranked.
$TTD is my strongest. Largest independent ad platform on earth at the cheapest multiple of its public life, down 85% from its high while the business never cracked. 12% growth, 78% margins, 95% retention, zero debt, 1.4B in cash. Overhangs clearing and Aug 6 is the proof. The selling was the multiple, not the company.
2
$ADBE. Most hated of the group, repriced low on an AI fear that is actually a tailwind. Cheap, massive cash flow, Firefly scaling. Same misprice setup as TTD.
3
$CRM. Agentforce is the clearest AI revenue story in big cap software. Fair multiple, fat free cash flow, steady buyback.
4
$NOW. Highest quality here. 98% retention, becoming the AI workflow layer of the enterprise. Priciest of the five, but you pay up for the compounder.
5
$PLTR. Biggest grower, best momentum, AIP demand is real. Priced for perfection though, so the highest risk if sentiment turns.
