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5 Software Stocks AI Can't Replace
Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice.
Chapters:
0:00 Intro
0:21 What's happening to software stocks in AI era?
0:49 Why "plumbing" companies will win in software.
2:10 How to pick a winning software stock.
5:02 Stock 1 - Palo Alto Networks (PANW)
7:09 Stock 2 - CrowdStrike (CRWD)
8:54 Stock 3 - Datadog (DDOG)
11:30 Stock 4 - Rubrik (RBRK)
14:22 Stock 5 - Cloudflare (NET)
Our thanks to Fatima Boolani for joining us on Ticker Take!
If you're just discovering us, subscribe so you don’t miss our next investing video!
Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of our content here:
● Free investing newsletter: https://jonerlichman.substack.com/
● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● Website - https://www.tickertakeonline.com/
About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
#stocks #investing #technology
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Jon ErlichmanSoftware was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice.
Chapters:
0:00 Intro
0:21 What's happening to software stocks in AI era?
0:49 Why "plumbing" companies will win in software.
2:10 How to pick a winning software stock.
5:02 Stock 1 - Palo Alto Networks (PANW)
7:09 Stock 2 - CrowdStrike (CRWD)
8:54 Stock 3 - Datadog (DDOG)
11:30 Stock 4 - Rubrik (RBRK)
14:22 Stock 5 - Cloudflare (NET)
Our thanks to Fatima Boolani for joining us on Ticker Take!
If you're just discovering us, subscribe so you don’t miss our next investing video!
Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of our content here:
● Free investing newsletter: https://jonerlichman.substack.com/
● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● Website - https://www.tickertakeonline.com/
About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
#stocks #investing #technology
Learn more about your ad choices. Visit megaphone.fm/adchoices