Jul. 13 at 10:42 PM
Rotation from Semis and Memory names into SaaS names
$TTD
$NOW
$ADBE
$FICO
$MSFT
The great rotation! As capital rotates from hot Semis into resilient SaaS, which software giant holds the sturdiest long-term potential?
We are witnessing a major structural shift. As high-flying hardware consolidates, investors are hunting for sticky recurring revenue and pricing power across elite B2B tech:
$MSFT &
$NOW: The definitive anchors of enterprise AI monetization. Microsoft (MSFT) and ServiceNow (NOW) command deeply entrenched workflow moats, translating massive cloud capex into highly visible long-term cash flow.
$ADBE &
$TTD: Value inflection after the "SaaSpocalypse" fear. Adobe (ADBE) and The Trade Desk (TTD) are showcasing powerful relative strength as early AI-disruption anxieties clear out, leaving behind asymmetric risk-reward profiles.
$FICO: Uncompromising scoring monopoly driving defensive outperformance.
Stop chasing late-cycle semi tops and start positioning in software value!
