Name: Shay Boloor on Building AI 'Stack,' PLTR Importance & SaaS-pocalypse
Uploaded: 2026-02-18T21:01:22.086-06:00
Duration: 8 min 37 s
Description: Many of the software names getting rerated to the downside deserve the reevaluation, says Shay Boloor, though he believes some got beaten down more than others. He sees some playing critical roles in multiple layers of the AI "stack," from Palantir (PLTR) and Palo Alto Networks (PANW), to Cloudflare (NET) and Snowflake (SNOW).

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Many of the software names getting rerated to the downside deserve the reevaluation, says Shay Boloor, though he believes some got beaten down more than others. He sees some playing critical roles in multiple layers of the AI "stack," from Palantir (PLTR) and Palo Alto Networks (PANW), to Cloudflare (NET) and Snowflake (SNOW).

Shay Boloor on Building AI 'Stack,' PLTR Importance & SaaS-pocalypse

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