Previously, software SaaS stocks plummeted 20-30% due to fears of being replaced by AI

Overall evaporating $1-2 trillion in market value
Huang Renxun recently predicted that traditional SaaS will evolve into AaaS, AI will not replace SaaS but will use SaaS
AI agents will use software, browsers, workflow software, etc., like humans, rather than rebuilding everything from scratch
The list of next major bull market winners in AI software stocks has been revealed 👇
1. CrowdStrike $CRWD
The core of the AI era is security; global companies are increasingly dependent on network protection, belonging to a long-term high-growth track
2. Oracle $ORCL
After the explosion of AI data centers, Oracle’s cloud business and databases have rebounded, with large funds continuing to flow back
3. Salesforce $CRM
Leader in CRM SaaS, embedding AI copilots and Agentforce to increase product stickiness
4. Twilio $TWLO
After experiencing a crash, it is beginning to break through again; many think it’s already fallen into disrepair, but major market moves often start from such levels
5. ServiceNow $NOW
One of the core players in enterprise AI automation, currently with a significant valuation correction, a position institutional investors like to quietly accumulate
6. MongoDB $MDB
AI applications rely on database support; MongoDB is a long-term growth stock with a very strong developer ecosystem
7. Datadog $DDOG
As AI and cloud computing become more popular, enterprises need data monitoring more than ever, a typical “selling shovels” company
8. Snowflake $SNOW
Although its trend is relatively weak, data remains one of the most valuable assets in the AI era, with significant upside potential if it reverses later
9. UiPath $PATH
One of the biggest beneficiaries of AI agents, with a future where many repetitive tasks could be automated
10. Salesforce $CRM
Global leader in CRM, actively integrating AI into enterprise office ecosystems, with very strong cash flow
Who do you think is most likely to double?