Software is getting us slightly nervous, expert says
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WE LOVE PALO ALTO.
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OKTA, FOLKS, COULD MOVE 10% AFTER THE CLOSE, BUT IF IT'S DOWN, THAT MIGHT BE A BETTER ENTRY POINT.
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WE THINK THAT HAS STILL GOT 20% TO GO IN THE NEXT 12 MONTHS.
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WE LIKE THEM A LOT. ... I THINK THERE'S 20-25% IN THE STOCK IN THE NEXT 12 MONTH IFS.
Contexto "WE LIKE THEM A LOT. ... I THINK THERE'S 20-25% IN THE STOCK IN THE NEXT 12 MONTH IF[S]."
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IT'S A GREAT STOCK TO BUY.
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I THINK L IRK LLY IS WHERE YOU GO.
Transcrição Completa
STILL TIME FOR INVESTORS TO CONQUER. THANK YOU SO MUCH, IVANA. APPRECIATE IT. >> THANK YOU. CHARLES: WHILE SEMICONDUCTORS HAVE SOARED, THE A.I. REVOLUTION HAS TRIPPED UP SOFTWARE STOCKS. BUT THEY WERE STAGING A PRETTY STRONG REBOUND RECENTLY. THAT REBOUND STALLED TOMORROW. INTUIT ZOOM. LOOK AT THE NUMBERS, THEY EVEN TO TALKED ABOUT A.I., TAKING IT ON THE CHIN AFTER POSTING RESULTS AFTER THE CLOSING BELL YESTERDAY. AND TODAY, THINK ABOUT THIS TODAY, WE GET RESULTS FROM SALESFORCE, CROWDSTRIKE AND OKTA. I WANT TO BRING IN CHRIS McMAN. THE IMPLIED MOVES ARE PRETTY BIG. I KNOW YOU LIKE CYBERSECURITY WITHIN THIS SOFTWARE -- >> YES, SIR. CHARLES: SOFTWARE.COM WAS THE LEADER, YOU KNOW? MARC BENIOFF ALWAYS GOT THE BENEFIT OF THE DOUBT. OKTA AND APPLIED UP 11%. WHERE ARE YOU ON SOFTWARE? NOT -- SANS CYBERSECURITY. >> SOFTWARE AND CRMs ARE GETTING US NERVOUS, CHARLES. THE NUMBERS WILL BE GOOD TODAY, BUT WE'RE SEEING SO MANY COMPETITORS, I DID RESEARCH IN OUR OFFICE, WE WERE APPROACHED BY 31 NEW CRM COMPANIES THAT SAY WE DO IT CHEAPER AND FASTER, AND PEOPLE ARE STARTING TO LISTEN. SMALL COMPANIES ALL OVER THE WORLD, THEY SEE THOSE BIG BUILDINGS WITH SALESFORCE ON IT, THEY BELIEVE IT AND TRUST IT. OF IT'S A BIG ISSUE. WE THINK 30% OF REVENUE TO SALESFORCE IF OVER THE NEXT 5 YEARS. CHARLES: YOU KNOW, INTUIT SAID THE SAME THING, COMPETITION, COMPETITION. IT'S NOT JUST A.I., BUT COMPETITION. SPEAKING OF THIS THOUGH, SOME SPECULATION OUT THERE, PAL LOW ALTHOUGH NETWORKS READY THE MAKE A BIG ACQUISITION. I'M HEARING DATADOG, OKTA PERHAPS -- >> YES. CHARLES: WHAT'S YOUR THOUGHTS ON MAYBE IN THE CYBERSECURITY THREAT -- >> WE LOVE PALO ALTO. WE WERE TALKING ABOUTING IT A YEAR AGO HERE, AND WE THINK THEIR MANAGEMENT TEAM IS SO BRIGHT. THEY DIGESTED THAT ARC FROM LAST YEAR THAT THEY PURCHASED. DATADOG'S A LITTLE BIT NEW KIND OF SILO, THEY GO INTO OKTA, THEY COULD RUN IT AS SMOOTHLY AS POSSIBLE. I THINK THAT'S HIGHLY LIKELY. CHARLES: OKTA, FOLKS, COULD MOVE 10% AFTER THE CLOSE, BUT IF IT'S DOWN, THAT MIGHT BE A BETTER ENTRY POINT. CROWDSTRIKE. >> UNBELIEVABLE HOW THEY'RE POSITIONED. IT USED TO BE A SECTOR, IT USED TO MOVE AND EBB AND FLOW. IT'S EARNED ITS OWN SEAT AT THE TABLE, AND WE THINK THAT HAS STILL GOT 20% TO GO IN THE NEXT 12 MONTHS. CHARLES: YOU LIKE DELL. IT'S INTRIGUING WITH DELL. IT MADE HUGE MOVE, AND IT LIKE, ALMOST ALL THESE OTHER NAMES THAT ARE BENEFITING FROM THE A.I. REVOLUTION, IT DIDN'T GIVE IT ALL BACK. IT'S BEEN MOVING SIDEWAYS AND CONSOLIDATING. YOU DON'T HAVE TO BE A TECHNICIAN TO SEE THAT'S ARE RESOLVE RIGHT THERE. >> SERVERS, A.I.-ENHANCED SERVERS IS WITH -- WHAT THEY'RE DOING. WE LIKE THEM A LOT. CHARLES: WHERE DO YOU THINK IT CAN GO FROM HERE? SHOULD PEOPLE START THINKING THAT WAY? IN THE PAST YOU MADE 20%, AND YOU TAKE THE MONEY. >> NO, EXACTLY. I THINK THERE'S 20-25% IN THE STOCK IN THE NEXT 12 MONTH IFS. THEY'RE WELL POSITIONED. CHARLES: DEERE IS ANOTHER NAME YOU LIKE. CATERPILLAR TOOK OFF LAST YEAR AS A CYBERSECURITY -- AS A A.I. DERIVATIVE PLAY. >> IT WAS A HORRIBLE TIME FOR AGRICULTURAL BIG HEAVY EQUIPMENT FOR LAST FIVE YEARS, THEY STILL DID 23% A YEAR, IT'S UNBELIEVABLE. PEOPLE ARE BUYING THEIR EQUIPMENT OF COURSE WE'RE TALKING ABOUT THAT BROADENING OUT. WHO'S GOING TO BETTER PARTICIPATE IN THAT THAN DEERE? WE DON'T THINK ANYBODY. IT'S A GREAT STOCK TO BUY. CHARLES: THERE'S BEEN A SEXY NICHE WITHIN HEALTH CARE WITH THESE DRUGMAKER, MODERNA NOW LEAPFROGGING EVERYONE ELSE. LILLY, OF COURSE, LOOKED LIKE THEY WON THE WAR TEMPORARILY AGAINST NOVO, BUT NOW THERE'S EVEN MORE EXCITEMENT IN THERE. AGAIN, SHOULD WE BE LOOKING AT THIS OTHER POTENTIAL USES OF GLPs? >> I HEARD SOMEBODY ON THE RADIO SAY IT'S ALMOST IRRESPONSIBLE NOT TO TO TAKE GLPs. IT'S ALL ABOUT ORAL MEDICATIONS AND PEPTIDES AND GLPs. YOU PUT THOSE THREE TOGETHER IN A SAUCE, AND I THINK L IRK LLY IS WHERE YOU GO. CHARLES: JUST YOUR THOUGHTS, WE'VE GOT THESE BIG EARNINGS AFTER THE BELL. JACKSON HOLE, BESSENT'S TRYING SOME THINGS. MAYBE, AGAIN, WE'RE GETTING A GLIMMER OF HOPE OUT OF THE STRAIT OF -- I DON'T EVER WANT TO SAY IT. >> EXACTLY. TODAY IS THE DAY, RIGHT? THEY SAY -- CHARLES: YOU KNOW, A FEW MORE SHIPS S GETTING THROUGH, I'M JUT SAYING. HOW ARE YOU FEELING ABOUT THIS MARKET COMING OUT OF THE SUMMER DOLL DRUMS? >> WE TAKE A STEP BACK AND SAY, LOOK, BETWEEN 30-40% INCREASE IN PROFITS IN THE S&P 500, THAT'S ALL OVER THE BOARD. THERE'S TOO MUCH OPPORTUNITY OUT THERE. AND MOST OF THE STOCKS HAVEN'T CAUGHT UP YET IN THEIR PRICING. THERE'S GREAT OPPORTUNITY. ROME HASN'T FALLEN, WE HAVE TWO MORE EMPIRES TO CONQUER.
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