EPISODE · May 15, 2026 · 31 MIN
Super Investors Are Finding Value in Software Stocks: Live from the Great Outdoors
from Rigatoni Capital Podcast · host Colin Santucci
The Q1 2026 13F filings keep trickling in and a clear theme is emerging. Super investors are quietly picking at software stocks that have been beaten up by AI disruption fears. Microsoft and Intuit are showing up in multiple filings, and there is broad based institutional interest accumulating in Salesforce, Workday, and ServiceNow as well. This morning I walk through what the 13Fs are showing, what it means for long term investors, and whether the AI disruption narrative has created a genuine buying opportunity in enterprise software. I also get into semiconductors and their pullback today and give my honest take on whether Nvidia is a buy right now.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #SuperInvestors #13F #SoftwareStocks #Microsoft #MSFT #Intuit #INTU #Salesforce #CRM #Workday #WDAY #ServiceNow #NOW #Nvidia #NVDA #AIDisruption #IGV #Semiconductors #SMH #stockanalysis #marketwatch #RigatoniCapital$MSFT $INTU $CRM $WDAY $NOW $NVDA $SMH $QQQ $IGV
What this episode covers
The Q1 2026 13F filings keep trickling in and a clear theme is emerging. Super investors are quietly picking at software stocks that have been beaten up by AI disruption fears. Microsoft and Intuit are showing up in multiple filings, and there is broad based institutional interest accumulating in Salesforce, Workday, and ServiceNow as well. This morning I walk through what the 13Fs are showing, what it means for long term investors, and whether the AI disruption narrative has created a genuine buying opportunity in enterprise software. I also get into semiconductors and their pullback today and give my honest take on whether Nvidia is a buy right now.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #SuperInvestors #13F #SoftwareStocks #Microsoft #MSFT #Intuit #INTU #Salesforce #CRM #Workday #WDAY #ServiceNow #NOW #Nvidia #NVDA #AIDisruption #IGV #Semiconductors #SMH #stockanalysis #marketwatch #RigatoniCapital$MSFT $INTU $CRM $WDAY $NOW $NVDA $SMH $QQQ $IGV
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Super Investors Are Finding Value in Software Stocks: Live from the Great Outdoors
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