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'BEST IN BREED': DA Davidson managing director's top software picks

'BEST IN BREED': DA Davidson managing director's top software picks

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  1. 01 MSFT NASDAQ COMPRAR +25,03%
    Entrada $402,29 20 jul 2026
    Atual $502,97 07 ago 2026
    Resultado +$100,68

    I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

    Contexto I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE ... IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

  2. 02 PLTR NASDAQ COMPRAR +25,58%
    Entrada $134,85 20 jul 2026
    Atual $169,34 07 ago 2026
    Resultado +$34,49

    I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

    Contexto I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE ... IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

  3. 03 DDOG NASDAQ COMPRAR -10,66%
    Entrada $263,20 20 jul 2026
    Atual $235,14 07 ago 2026
    Resultado −$28,06

    I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

    Contexto I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE ... IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

  4. 04 SNOW NYSE COMPRAR +18,47%
    Entrada $274,34 20 jul 2026
    Atual $325,00 07 ago 2026
    Resultado +$50,66

    I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

    Contexto I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE ... IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

  5. 05 CRWD NASDAQ COMPRAR +6,47%
    Entrada $198,49 20 jul 2026
    Atual $211,33 07 ago 2026
    Resultado +$12,84

    I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

    Contexto I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE ... IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

  6. 06 INTC NASDAQ VENDER -3,55%
    Entrada $97,06 20 jul 2026
    Atual $100,51 07 ago 2026
    Resultado −$3,45

    YOU ARE NOT THE FIRST, SOMEONE PUT A CELL ON IT LAST WEEK, WHAT'S GOING ON?

  7. 07 ORCL NYSE COMPRAR +19,82%
    Entrada $121,37 20 jul 2026
    Atual $145,42 07 ago 2026
    Resultado +$24,05

    I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

    Contexto I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE ... IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

Transcrição Completa
LAST MONDAY MY NEXT GUEST PUBLISHED IN EQUITY RESEARCH CATTLE CONTROL PLAY ORCHESTRATED AND HARNESSED. DA DAVIDSON, HEAD OF TECHNOLOGY RESEARCH, FIRST TIME I SEEN YOU IN PERSON, AND HONOR AND I LOVE YOUR WORK, LET'S TALK ABOUT THIS, THIS IS BEFORE, JULY 13 SO BEFORE GIVING SO I'LL ASK YOU ABOUT THAT IN A SECOND. ORCHESTRATION AND HARNESS. >> COMPANIES STARTED WORKING DIRECTLY WITH OPEN AI AND IN PUBLIC AND REALIZE IT'S ABOUT IDEA FOR A VARIETY OF REASONS, YOU GIVE YOUR INFORMATION BECAUSE IF IT'S A COLD, YOUR BUSINESS FALLS APART SO YOU HAVE TO PUT SOMETHING ON TOP OF THAT BEFORE YOU BUILD ON. THEY CONTROL PLAY AND PUT HARNESSES ON THE MODELS, THOSE ARE THINGS MICROSOFT AND PALANTIR DO AND OF THE COMPANIES LIKE A SERVICE NOW GOING TO DO THAT, SALESFORCE, THAT'S A WHOLE VALUE THAT'S JUST NOW EMERGING TO HELP US WORK WITH THE MODELS BETTER WITHOUT BEING TOO DEPENDENT ON OPEN AI AND ANTHROPIC. >> SORT OF WHAT ALEX WAS ALLUDING TO WITH THE INFAMOUS RED A COUPLE WEEKS AGO. >> EXACTLY WHAT HE WAS TALKING ABOUT AND WHY PALANTIR DOES THAT FOR THE CUSTOMERS. THEY BUILD SOFTWARE THAT ACCOMPLISHES THE MOST IMPORTANT GOALS WHILE USING AI MODELS WITHOUT ALLOWING A BY MODELS TO BE DIRECTLY CONNECTED AND WITHOUT ALLOWING THEM TO TAKE INFORMATION AWAY FROM THE ENTERPRISE. >> I WANT TO ASK YOU ABOUT SOFTWARE, A BIG PULLBACK, A RUN UP AGAIN AND THAT'S HOLDING UP PRETTY GOOD. THE 50 DAY MOVING AVERAGE, WHAT SPARKS IT FROM HERE? WHAT TAKES IT HIGHER FROM HERE? WANT TO LET THE AUDIENCE KNOW, I LOOKED AT YOUR COVERAGE, ALMOST EVERY SOFTWARE NAME IS A BY, NINE OUT OF TEN AND ONLY HALF OF YOUR HARDWARE IS A BY WHICH IS COUNTERINTUITIVE TO WHERE THE MARKET IS RIGHT NOW. >> HERE IS WHY. I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE. THE LARGEST COMPANIES HAVE A VERY POSITIVE EXPOSURE AI. ANYTHING BELOW THAT AI IS CROWDING THEM OUT, TAKING ALL THE OXYGEN OUT OF THE ROOM AND THEY DON'T HAVE MONEY TO SPEND ON SO SMALL SOFTWARE COMPANIES. >> YOU LOWERED YOUR TARGET, 199 AND THIS IS A BIG NAME, A LOT OF PEOPLE ARE IN, THEY THINK THE COMPANY IS COMING BACK AND IT'S STRUGGLING BUT YOU LIKE IT AS A LIKE SO YOU LOWERED YOUR TARGET BY $20. >> COMPANIES LIKE SERVICE NOW AND ADOBE, GARY COULD COMPANIES, THEY WILL BE THERE IN THE LONG RUN BUT GROWTH IS DECELERATING, AND AS LONG AS THEIR GROWTH IS DECELERATING, IT WILL BE HARD TO OUTPERFORM AND OTHER SOFTWARE COMPANIES I TALKED ABOUT HAVE ACCELERATING GROWTH, MICROSOFT, SNOWFLAKE, DATA DOG ACCELERATING GROWTH AND THAT'S WHY THEY CAN OUTPERFORM THIS YEAR AND THE OTHER STOCKS CAN BE GREAT COMPANIES WHICH SERVICE NOW IS, BUT THE STOCK MAY MOVE UNTIL THEY FIGURE OUT HOW TO TURN THAT CORNER. >> I WANT TO ASK YOU ABOUT THIS IN ONE OTHER STOCK, HE MENTIONED MICROSOFT, DATA DOG IS KILLING IT. THREE UPGRADES TODAY. YOU HAVE THE SMALLEST TARGET. SNOWFLAKE IS KILLING IT. ADOBE I'M WORRIED ABOUT THOUGH. >> SAME, GREAT COMPANY, THEY ARE GOING TO DO WELL AND SURVIVE AI BUT CAN MAKE IT INCREMENTAL SPEND THIS YEAR? THAT'S HARDER WHEN COMPANIES ARE SO FOCUSED ON WHAT THEIR SPEND WILL BE. THEY DON'T HAVE TIME TO EXPAND. >> THEY WILL SURVIVE. >> AND DO WELL. >> YOUR TARGET IS NOT MUCH HIGHER, YOU WOULD HAVE MORE CONVICTION AT LEAST TARGET WISE, YOU DID GET CAUTIOUS ON ANOTHER NAME INTEL. YOU ARE NOT THE FIRST, SOMEONE PUT A CELL ON IT LAST WEEK, WHAT'S GOING ON? >> A PHENOMENAL CEO STRUCK THE GOOD DEALS YOU CAN STRIKE. THE U.S. GOVERNMENT, NVIDIA, APPLE, ELON, GREAT DEALS. HUGE PROMISE FOR THE FUTURE BUT NOW IT'S A MATTER OF EXECUTION. FOR INTEL TO BE WORTH WHAT IS TRADING OUT TODAY, THEY HAVE TO MAKE CHIPS MORE EFFICIENTLY THAN THEY EVER HAVE TO GET GROSS MARGINS, AND PROFITABILITY AND THAT IS A LONG PATH AHEAD AND WE ARE NOT SURE THE COMPANY IS DIFFERENT. THE CEO IS DIFFERENT, HE'S GREAT, IT'S THE SAME COMPANY THAT'S FAILED MULTIPLE TIMES IN THE LAST DECADE. >> TWENTY 25 YEARS AGO, I FELT LIKE THEY WERE SO FIXATED ON THAT IN THE MIDST VOTE ON EVERYTHING IT FEELS LIKE THEY CAN SAYING CATCH UP COUPLE OF DECADES NOW. >> THAT'

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