Software is dead? I don't think so and I have said it multiple times in the last months

I am betting on the enterprise software (workflow, security, infrastructure, data) so embedded that switching is not an option. These are not just survivors, they will heavily monetize AI

Watch these names

• Servicenow $NOW

• SAP $SAP

• Cadence $CDNS

• Dassault Systemes $DSY

• Salesforce $CRM

• Adobe $ADBE

• Automatic Data Proc $ADP

• Fortinet $FTNT

• Palo Alto Networks $PANW

• Snowflake $SNOW

• Synopsys $SNPS

• Autodesk $ADSK

• Datadog $DDOG

• Kinaxis $KXS

• Veeva $VEEV

• PTC $PTC

• Cloudflare $NET