Jun. 1 at 3:35 PM
Not all SaaS is created equal
$NOW — fully positioned to benefit from agentic AI → getting the biggest boost
$HPE /
$IBM — hardware + software + cloud exposure → also getting premium attention
$HOOD /
$SOFI not really touching agentic AI → price is getting compressed
Lesson?
The AI wave isn't a free-for-all. The market rewards where actual exposure and relevance exist.
Some names rocket. Some names just tread water. Some get left behind entirely.
Know where the value is before hopping in