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This is as nervous as I've seen tech investors going back to last April and we're in a sort of AI goose narrative where good is bad, bad is worse. But I just I take a step back. I look at open AI with the funding round check. You look at the data center revenue from Nvidia, check. I think software is going to start to bottom here, especially after the anthropic event, Salesforce Service Now and others.
So this is a turbulent period, but we're our our thesis is unchanged. I'd say more bullish relative to the overall thesis talked about in terms of the worries that's happening here in terms of the entrenched players. But but our view is these are the times to look at who are the winners on chips. Nvidia, AMD, Micron, the winners in the hyperscaler side, Microsoft, Amazon, others.
And then you look what's happened in software. And I think we're going to look back as brutal as this week's been a horror show in terms of the nervousness. These will be the opportunities given we follow the capex spending and ultimately where the spending is on the enterprise and AI and that will dictate where these stocks go over the next 12 18 24 months.
Imagine the software sector battered and bruised by AI disruptions and market turmoil finally turning the corner in 2026. Rising like a phoenix from the ashes of Armageddon as Wall Street's tech oracle, Dan Ives boldly declares, "After a brutal sell-off that hammered valuations, I've sees the bottom forming right now with explosive AI tailwinds propelling select winners to unprecedented heights.
The drama unfolds in real time. Layoffs loom for the weak, but fortunes await the bold who spot the rebound early. Amid the chaos, optimism surges because fundamentals are unbreakable. Record revenues, soaring customer growth, and agentic AI innovations that redefine enterprise efficiency. Yet, urgency grips the markets.
Institutions are piling back in windows for entry are narrowing. And missing this inflection could mean watching from the sidelines as trillions shift. Buckle up because the software revival isn't just coming. It's igniting today. Fueled by conviction that AI will supercharge demand, not destroy it.
Stock number one, Palenter Technologies, ticker PLTR, the AI data powerhouse poised for dominance, Palander Technology stands as IV's flagship pick for 2026. lauded for its ability to harness AI across government and commercial sectors with shares recently trading around $45 amid a post earnings dip despite stellar results.
In its Q4 FI 2025 earnings released February 2nd, 2026, Paliner crushed expectations with revenue soaring to 1.407 billion, up 70% year-over-year and 19% sequentially, driven by US revenue of 1.0 076 billion, 93% Y growth. US commercial revenue exploded 137% to $57 million, while government revenue rose 66% to $570 million.
The company closed over $4.2 billion in total contract value, up 130% YO, and flipped to profitability with adjusted EPS of 18, beating estimates. Guidance for FI 2026 radiates confidence. Revenue growth of 61% Y far exceeding Wall Street's 40% consensus fueled by AI platforms like Foundry and AIP. Latest updates include a major US Army contract expansion and partnerships with hyperscalers positioning PLTR for unthinkable multiples as AI adoption accelerates.
Analysts see 50% plus upside, but I've warned the window is closing fast. Stock number two, Snowflake, ticker SN, the cloud data giant accelerating in AI. Snowflake, another IV's favorite in his five stocks to own amid software Armageddon, is revolutionizing data analytics with its AI data cloud with shares hovering near $180 after a 2% post earnings pop on strong customer wins.
The company's Q4 FI 2025 results announced February 26th, 2026 delivered a beat. Product revenue hit $1.23 23 billion up 30% YI powering total revenues to $1.28 billion 30.1% growth and non-GAAP EPS of 32 cents surpassing estimates by 19%. Customer metrics shown with $580 clients exceeding $1 million in trailing 12-month revenue, 27% growth, and remaining performance obligations of $6.9 billion.
33% YOI. A record $400 million plus deal with a financial services giant underscores its AI momentum converting data into actionable insights. For FI 2026, Snowflake guides to 5.66 billion in product revenue, 27% growth above consensus amid integrations with agent force and hyperscalers. Recent news highlights acquisitions bolstering AI security and a Forb's global 2000 customer base of 745 5% growth.
Ives projects major tailwinds implying 40% plus upside as the sector bottoms. Stock number three Salesforce ticker CRM the AI CRM leader scaling agentic enterprises. Salesforce rounds out IV's top software survivors, transforming into the operating system for the Agentic Enterprise with its Agent Force platform as shares trade around $300 following FI 2026 close that exceeded milestones.
In Q4 FI 2025 earnings on February 25th, 2026, Salesforce reported record revenue of 11.2 2 billion up 12% Y capping FI 2025 at 41.5 billion 10% growth current remaining performance obligations hit $ 35.1 billion 16% Y total RPO $72 billion 14% growth and non-GAAP EPS $381 beating by 25% Agent Force ARR surged to $800 million 169% % Y with 2.4 billion agentic work units and 19 trillion tokens processed closing 29,000 deals 50% Q growth guidance for FI 2026 projects 45.8 to 46.2 billion in revenue 10 to 11% growth with subscription/sup support up nearly 12% plus a dividend hike to 44 cents 5.8% 8% increase and $50 billion buyback expansion.
Latest developments include AI acquisitions and hyperscaler tie-ups countering core business softness. Ives envisions 30% plus potential as AI explodes demand. These three stocks aren't mere survivors. They're the vanguard of a software rebound backed by Danivives's bullish outlook. Explosive Q4FI 2025 fireworks and AIdriven catalysts that promise lifealtering gains in 2026.
The urgency is real. With the sector bottoming, institutions are loading up and valuations could stretch as breakthroughs unfold. Yet, the optimism prevails. History rewards those who bet on innovation during inflections. Don't just observe this revival, seize it. Dive deeper into these picks. Position wisely and stay alert for catalysts.
What are your takes on PLTR, Snow, or CRM? Share in the comments. Like if this sparked your fire. Subscribe for more insights and enable notifications. Let's conquer the AI software era
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