Software U.S. Community
Our community narratives are driven by numbers and valuation.
Software U.S. Investing Ideas
Oracle
32.9% undervalued intrinsic discount
Oracle: The backlog is starting to show up in the P&L
View narrativeAN
Published 10 Sep
Microsoft
26.5% undervalued intrinsic discount
Microsoft: Quality Compounder Buying the AI Backbone
View narrativeDU
Published 3 Sep
Salesforce
19.3% undervalued intrinsic discount
Salesforce: From Selling Seats to Selling Governed Work
View narrativeHE
Published 8 Sep
Accenture
39.8% undervalued intrinsic discount
High-quality global services company facing an AI-driven valuation reset.
View narrativeWA
Published 11 Jul
IREN
34.7% undervalued intrinsic discount
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
View narrativeBL
Updated 28 Aug
Salesforce
7.0% undervalued intrinsic discount
The Market Priced the Funeral. Salesforce Only Has to Live
View narrativeMI
Published 22 Jun
Accenture
32.9% undervalued intrinsic discount
A value stock that's undervalued.
View narrativeLI
Updated 30 Aug
Nebius Group
14.0% undervalued intrinsic discount
Prepare for Nebius Group's Revenue to Soar by 49.8%
View narrativeWO
Published 1 Sep
Rezolve AI
76.1% undervalued intrinsic discount
What's behind the counter?
View narrativeAL
Published 30 Aug
