I think the biggest change in the software narrative is that AI is no longer automatically viewed as a threat. Salesforce and CrowdStrike are showing that companies with proprietary data and deeply embedded workflows can monetize AI and potentially increase the value of their platforms.
Personally, I’m most interested in Salesforce & $ServiceNow(NOW)$ because their AI agents are being integrated into enterprise workflows, creating opportunities to charge for agents, tasks and usage instead of just user seats. Microsoft remains a strong contender, but the key is whether AI translates into higher contract values and recurring cash flow.
For me, the next few quarters will be critical. I wouldn’t chase these stocks simply because they jumped after earnings; I want to see sustained AI adoption, improving margins and free cash flow. If those improve, quality SaaS companies could increasingly be viewed as AI beneficiaries rather than victims.
@Tiger_comments @TigerClub @TigerStars
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