Jul. 10 at 11:45 PM
$ADBE $CRM $NOW $INTU I have asked Copilot where the money will flow when agentic AI will arrive. It has identified that software names are a key beneficiaries of the next investment phase.
It told me semiconductor/GPU's were the picks and shovel but software is the gold, because they are workflow owners.
It also give me a tier list and all the tagged names are tier 1 winners.
I also ran a reverse DCF on the names. The expectations are very low for software names. I would suggest that they are one of the most mispriced group.