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Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off

Avatar photo Bret Jensen on August 28, 2026

The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.

With Doubts About Hyperscale Investment, Here Are 2 AI Plays I Like

Avatar photo Bret Jensen on August 14, 2026

Data Center stocks

As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.

As Economic Storm Brews, I’ve Got Two ‘Backdoor’ AI Trade Ideas to Keep Dry

Avatar photo Bret Jensen on July 22, 2026

Let’s check two names, one rebranded big energy player, and one rebounding from a recent ‘busted’ IPO.

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