IN FOCUS: AI SOFTWARE PLAYS - SOUN, INOD, PLTR, AI, GTLB and APP

• If LLMs become commoditized and focus pivots to middleware and apps, what's the trade?

• Fundamental Summary: Top Six Fastest Growing SOFTWARE companies

• Detailed SWOT Analysis

• Technical Analysis with Price Targets and Option Trade Ideas

Here’s a little something different...

I decided to focus on a select theme related to AI that is outside any market timing or sector rotation themes I've recommended - like Precious Metals (gold, silver, mining) since April 2024; China since Oct 2024 and again July 2025; or even this most recent run in Equities since April 2025.

It is also in response to some clients asking - not what do I think about the AI narrative or techstack (bullish or bearish, but for ideas on stocks outside the commonly known hardware/hyperscalers: NVDA, MSFT, GOOGL, AMZN, META, APPL, PLTR, IBM...

Here's my fundamental research on my top six AI-monetizing software plays AND how to play them into year-end with suggested price levels & option tactics.

Let me know if you like this format.

I wish you a very successful trading week!