Calls
2
Nimrit Kang
CIO, North American Equities, Santander Asset Management
Win Rate
50.0%
return
+6.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 20
$80.78
+14.9%
The market has been "indiscriminately selling" software stocks due to fears that AI will disrupt them. Not all software is doomed. Companies with "proprietary data sets" (e.g., insurance analytics) have a moat and will become AI enablers, not victims. The market has prematurely discounted these "AI survivors." LONG. Look for software companies with unique data that have been thrown out with the bathwater. AI disruption accelerates faster than expected, rendering legacy SaaS obsolete before they can pivot.
The market has been "indiscriminately selling" software stocks due to fears that AI will disrupt them. Not all software is doomed. Companies with "proprietary data sets" (e.g., insurance analytics) have a moat and will become AI enablers, not victims. The market has prematurely discounted these "AI survivors." LONG. Look for software companies with unique data that have been thrown out with the bathwater. AI disruption accelerates faster than expected, rendering legacy SaaS obsolete before they can pivot.
Thematic ETFs
Long
Apr 15
$177.21
-2.0%
Software stocks have become value stocks and are attractive because business processes remain the same and these companies can adapt with new tools, such as AI, to capture customer information and improve efficiency.
AI Software
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Nimrit Kang has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: IGV, CRM.
