DeepSeek is a Massive Tailwind for Software Companies

DeepSeek is a massive tailwind for software companies -- here are 15 names to monitor 🧐

1. $ServiceNow(NOW)$ -- Powers digital transformation through automated enterprise workflows, leading the IT management space.

2. $Palantir Technologies Inc.(PLTR)$ -- Transforms massive datasets into actionable insights, driving operational efficiency for enterprises.

3. $Oracle(ORCL)$ -- Combines AI-driven insights with enterprise resource planning in a unified cloud platform for streamlined decision-making.

4. $Snowflake(SNOW)$ – Redefines data management with a collaborative cloud platform designed to unlock enterprise AI opportunities.

5. $Cloudflare, Inc.(NET)$ -- Handles over 20% of global internet traffic while excelling in web security, content delivery, and edge AI solutions.

6. $MongoDB Inc.(MDB)$ -- Enables developers to scale modern applications with a flexible NoSQL database designed for cloud-native architectures.

7. $Salesforce.com(CRM)$ -- Dominates the CRM market with an AI-powered platform integrating sales, service, marketing, and commerce.

8. $HubSpot(HUBS)$ -- Offers an intuitive CRM that integrates marketing, sales, and service tools for SMB growth.

9. $Atlassian Corporation PLC(TEAM)$ -- Dominates team productivity with widely used collaboration tools for software and project management.

10. $CrowdStrike Holdings, Inc.(CRWD)$ -- Sets the standard in endpoint security with an AI-powered platform delivering proactive threat protection.

11. $Confluent, Inc.(CFLT)$ -- Revolutionizes real-time data streaming with an enterprise-grade platform powered by Apache Kafka.

12. $Elastic N.V.(ESTC)$ -- Delivers search-powered solutions for enterprise observability, security, and operational insights.

13. $Datadog(DDOG)$ -- Provides end-to-end observability to ensure reliability and performance in complex cloud environments.

14. $DigitalOcean Holdings, Inc.(DOCN)$ -- A pure cloud computing play offering cost-effective solutions tailored for developers, small businesses, and startups.

15. $GitLab, Inc.(GTLB)$ -- Automates DevSecOps with an all-in-one solution for the entire software development lifecycle.

DeepSeek Become a Threat to Large Cap Tech?

DeepSeek, a Chinese AI startup that appears to have spawned out of nowhere. It competes with ChatGPT and cost less than $10 million to develop. Nasdaq 100 futures have down -330 POINTS. Try deepseek and ask the same question you ask ChatGPT. Share you feeling on the differences.

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DeepSeek is a Massive Tailwind for Software Companies

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