$Palantir Technologies Inc.(PLTR)$
My top pick is TTD. It's my strongest conviction. It's the largest independent ad platform globally, trading at the cheapest multiple in its public history, down 85% from its high while the underlying business never broke. It's growing at 12% with 78% margins, 95% retention, zero debt, and $1.4B in cash. The overhangs are clearing, and August 6th will be the proof. The selling was about the multiple, not the company.
Second is ADBE. It's the most hated of this group, repriced low on an AI fear that is actually a tailwind. It's cheap, has massive cash flow, and Firefly is scaling. It's the same mispricing setup as TTD.
Third is CRM. Its Agentforce has the clearest AI revenue story among large-cap software. The multiple is fair, free cash flow is fat, and buybacks are steady.
Fourth is NOW. This is the highest quality here. It has 98% retention and is becoming the AI workflow layer for the enterprise. It's the priciest of the five, but you pay up for a compounder.
Fifth is PLTR. It's the biggest grower with the best momentum, and AIP demand is real. However, it's priced for perfection, so it carries the highest risk if sentiment shifts.
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