Software U.S. Community
Our community narratives are driven by numbers and valuation.
Software U.S. Investing Ideas
Salesforce
16.0% undervalued intrinsic discount
New
Salesforce: From Selling Seats to Selling Governed Work
View narrativeHE
Published 8 Sep
Oracle
31.7% undervalued intrinsic discount
New
Oracle: The backlog is starting to show up in the P&L
View narrativeAN
Published 10 Sep
Nebius Group
13.6% undervalued intrinsic discount
Prepare for Nebius Group's Revenue to Soar by 49.8%
View narrativeWO
Published 1 Sep
Microsoft
26.2% undervalued intrinsic discount
Microsoft: Quality Compounder Buying the AI Backbone
View narrativeDU
Published 3 Sep
Rezolve AI
75.9% undervalued intrinsic discount
What's behind the counter?
View narrativeAL
Published 30 Aug
Oracle
59.7% undervalued intrinsic discount
Oracle: The AI Capex Spree Is Consuming the Cash Machine
View narrativeED
Published 8 Jun
IREN
38.7% undervalued intrinsic discount
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
View narrativeBL
Updated 28 Aug
Accenture
38.9% undervalued intrinsic discount
High-quality global services company facing an AI-driven valuation reset.
View narrativeWA
Published 11 Jul
Adobe
21.2% undervalued intrinsic discount
Adobe: A Probabilistic Case for Undervaluation
View narrativeHA
Updated 12 Jun
