Keep pulling the thread on Sarat Sethi.
Sarat Sethi believes that stocks like Intuit, Workday, Salesforce, and Roper have a potential upside of 40% to 50% from their current valuations.
Software companies such as Intuit, Workday, Salesforce, and Roper are actively using AI and engineers to improve their products.
Sarat Sethi's firm, DCLA, owns Intuit, Workday, Salesforce, and Roper in its core portfolio.
Sarat Sethi believes that Intuit, Workday, Salesforce, and Roper have strong competitive moats around their businesses.
Sarat Sethi would not invest in the Cerebras IPO at its current valuation.
Sarat Sethi is currently concerned about the valuation of Qualcomm.
Qualcomm's stock price has nearly doubled in the past few months.
Sarat Sethi expects Qualcomm's earnings over the next year will not be as strong as the rest of the semiconductor sector.