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DCLA's Sarat Sethi: Position portfolio where valuations do not reflect long-term fundamentals, Sonic AI
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DCLA's Sarat Sethi: Position portfolio where valuations do not reflect long-term fundamentals
CNBC Television
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May 13, 2026
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3:55
Interview
DCLA's Sarat Sethi: Position portfolio where valuations do not reflect long-term fundamentals
Sarat Sethi
(Managing Partner and Portfolio Manager, DCLA, guest)
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Executive Summary
The speaker advocates for investing in high-quality, well-capitalized software companies, which are currently undervalued compared to the semiconductor sector.
Specific software stocks like Intuit, Workday, Salesforce, and Roper are highlighted as core holdings with strong competitive moats and potential for 40-50% upside.
These software companies are actively leveraging AI to enhance their products, countering the narrative that semiconductors will dominate the tech landscape.
Caution is advised regarding the semiconductor sector due to 'frothy' valuations, with specific concerns raised about Qualcomm's recent stock run-up and the Cerebras IPO valuation.
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Processed May 14, 2026
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