Software U.S. Community
Our community narratives are driven by numbers and valuation.
Software U.S. Investing Ideas
The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all
Snowflake pushes deeper into business AI by bringing Anthropic’s Claude models into its data platform, letting companies work with their data without moving it around. But a fast-moving rival is closing in, and the next phase depends on whether Snowflake can keep customers loyal as the market shifts.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
Adobe: A Probabilistic Case for Undervaluation
Some investors worry that new AI design tools will weaken Adobe, but this view argues the threat is getting more attention than it deserves. The case is that Adobe stays the go-to choice for creative and marketing work, and the business keeps turning sales into reliable cash even as competition grows.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
AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter
AppLovin’s AXON ad engine is moving beyond mobile gaming into online retail, a shift that could open a much bigger pool of customers if it works. The key moment is a new self-serve launch that could prove whether this expansion drives the next leg of growth—or exposes the company’s heavy debt and big price swings.Read more
Samsara’s 30% ARR Growth Could Drive 70%+ Upside
Samsara is a pioneering IoT platform company focused on connecting data from physical operations such as transportation, construction, and logistics. In fiscal year 2026 (ending January 2026), Samsara’s annual recurring revenue (ARR) reached $1.89 billion, growing 30% year-over-year.Read more
Microsoft: Real‑Terms Economic Value Anchored in Durability, Not Growth Assumptions
Microsoft leans into huge spending on new AI data centers and its own chips to stay ahead, even if it squeezes profits in the near term. A key change in its OpenAI relationship also reshapes how it competes in cloud and AI, with big upside if its long-shot quantum bet works—and real damage if it misreads the next platform shift.Read more
Microsoft will achieve a future PE ratio of 24.626979x by leveraging strong growth
Valuation In 3–5 years, I think Microsoft becomes even more dominant in enterprise AI, cloud infrastructure, and productivity software. Azure and Copilot are probably the biggest growth drivers, while Windows, Office, LinkedIn, GitHub, and gaming remain huge cash generators.Read more
