Apr. 13 at 6:06 PM
SaaS Sector Rundown: AI Narrative Impact
The AI narrative has hit the SaaS sector hard, and I’m being selective about where I put my money. Here’s the breakdown:
$CRM – Too big, too slow. I prefer
$HUBS in this space—it’s more modern, agile, and has under 10k employees. Salesforce is too rigid if the CRM market gets disrupted.
$TEAM – Never liked it, even before the AI shift. The company doesn’t seem close to being profitable, and the horizon looks unclear.
$ADBE,
$FICO, NOW, WDAY, HUBS – These are my picks! They have strong growth potential and are adapting to the changing landscape.
Stick with the winners—there’s plenty of opportunity in the SaaS space, but it’s all about being smart about the picks.