Calls
3
Nimrit Kang
CIO, North American Equities, Santander Asset Management
Win Rate
66.7%
return
+25.3%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 20
$80.78
+29.7%
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
Aug 04
$220.04
-0.2%
Earnings growth is accelerating outside the megacap AI names, with non-AI companies growing earnings 17% year over year. The equal-weight S&P 500 is hitting all-time highs, reflecting a broad-based rally as AI trickles down into industrials and other sectors.
Equity Indexes
Long
Apr 15
$177.21
+46.3%
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
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Nimrit Kang has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: IGV, SPY, CRM.
