Calls
3
Paul Krake
Author, "Growth Without You"; founder, View from the Peak
Win Rate
100.0%
return
+0.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 19
$170.77
+0.0%
AI will be embedded into existing enterprise software, making the tools themselves more efficient and allowing companies to reduce headcount. The software vendors own the customer relationship, making switching costly; they will capture the AI value by adding AI features to their existing platforms (e.g., SAP financial software, Salesforce CRM, Oracle). This provides a high-margin, sticky revenue stream, and the sell-off in software may be overdone. Caterpillar’s finance department could shrink from 80 to 60 people using AI-augmented software, illustrating the productivity gain.
AI Software
Long
Jul 19
$126.41
+0.0%
AI will be embedded into existing enterprise software, making the tools themselves more efficient and allowing companies to reduce headcount. The software vendors own the customer relationship, making switching costly; they will capture the AI value by adding AI features to their existing platforms (e.g., SAP financial software, Salesforce CRM, Oracle). This provides a high-margin, sticky revenue stream, and the sell-off in software may be overdone. Caterpillar’s finance department could shrink from 80 to 60 people using AI-augmented software, illustrating the productivity gain.
Hyperscalers
Long
Jul 19
$159.04
+0.0%
AI will be embedded into existing enterprise software, making the tools themselves more efficient and allowing companies to reduce headcount. The software vendors own the customer relationship, making switching costly; they will capture the AI value by adding AI features to their existing platforms (e.g., SAP financial software, Salesforce CRM, Oracle). This provides a high-margin, sticky revenue stream, and the sell-off in software may be overdone. Caterpillar’s finance department could shrink from 80 to 60 people using AI-augmented software, illustrating the productivity gain.
AI Software
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Paul Krake has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: SAP, CRM, ORCL.
