Software U.S. Community
Our community narratives are driven by numbers and valuation.
Software U.S. Investing Ideas
Adobe: A Probabilistic Case for Undervaluation
Adobe sits in the middle of the AI disruption debate, but the view here is that rivals will struggle to unseat it as the default toolset for creative and marketing work anytime soon. The key question is whether the market is overreacting to new AI tools and missing how sticky Adobe’s products and customer habits remain.Read more
Horizon Quantum Holdings (HQ) presents a compelling, if high-risk, thesis for a 2x valuation over the next two years.
Horizon Quantum Holdings (HQ) presents a compelling, if high-risk, thesis for a 2x valuation over the next two years. While the company is currently in a "trough" characterized by negative earnings and the volatility typical of a recent SPAC debut, its structural position as a hardware-agnostic software layer could prove indispensable as the quantum industry matures.Read more
A 30-Year-Old Prescription for the Physical Automation Era
A little-known safety layer called QNX sits behind many of the “smart” systems going into cars and industrial machines, and it may be the missing piece that makes real-world automation safe enough to scale. Big chipmakers are teaming up with it, but the key question is whether that tech edge turns into real sales.Read more
Oracle: The AI Capex Spree Is Consuming the Cash Machine
Oracle’s push to build more AI-ready cloud capacity is starting to squeeze the very cash engine that made it so dependable for years. The upside hinges on whether customers keep filling those new data centers fast enough to justify the spending—and whether a few big clients end up holding too much power over Oracle’s growth.Read more
Good foundation, but now it's all about the next steps
Okta now reaches profitability, but the bigger question is whether its CEO can turn that milestone into steady, lasting profit as customer loyalty slips. The story hinges on new pricing, added services, and even a possible tie-up with CrowdStrike to unlock the next phase.Read more
The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all
Snowflake is trying to turn its data platform into an easy on-ramp for business use of AI by bringing Anthropic’s Claude models directly into where companies already store their data. The big question is whether this new push can keep Snowflake ahead as Databricks ramps up competition in cloud data warehousing.Read more
Expect EPAM's fair value to reach 59.38
EPAM’s boom in tech spending is fading, and customers are pushing back on what they’re willing to pay. At the same time, turmoil in its traditional talent hubs and a lack of its own AI infrastructure could leave it looking more like a replaceable staffing partner than a premium tech leader.Read more
NOW is an established SAAS positioned for accelerated growth over the next 5 years.
ServiceNow looks like it’s entering a faster-growth chapter as demand for its AI tools and cloud software picks up again across the sector. It’s also pushing deeper into heavily regulated industries and expanding into security-related products, which could open new ways to grow.Read more
IREN's Trump Card: How Federal Policy Could Unlock Massive Value in AI Infrastructure
A new push from Washington to speed up approvals for big data-centre builds could land right in IREN’s lap, since it’s already lining up large sites in Texas powered by renewable energy. The big question is whether it can execute fast enough to justify today’s high expectations as it shifts from bitcoin mining toward selling computing power for AI.Read more
