Zukin's Next Week Today 6/5/2026

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Zukin's Next Week Today 6/5/2026

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Zukin's Next Week Today 6/5/2026 June 5, 2026

The Wolfe Byte

Our weekly newsletter covering all things SaaS, including stock calls, public and

private news, analyst day recaps, valuation trends, and more. Read this to be ready

for the week ahead! Alex Zukin

azukin@wolferesearch.com

(415) 878-6420

View Alex’s Research

***Public Software Announcement: PLEASE VOTE 5 STARS FOR ALEX ZUKIN #1 View Comp Table

Software Large Cap & JOSHUA TILTON #1 Software SMID Cap*** Joshua Tilton, CFA

Another week another series of on again off again moves in the AI landscape as the JTilton@wolferesearch.com (415) 878-6430

SOX vs. IGV complex had nauseating moves (even with friday's SOX move, IGV View Joshua’s Research

was still lower on the week). On the positive side, SNOW summit in SF showcased

Arsenije Matovic

that AI is actually driving more consumption as partners and our survey of 100+ amatovic@wolferesearch.com

customers (link) were very much in LOVE with the CoCo. MSFT Build also had some (646) 582-9334

good vibes with CoWork, Scout and some 1st party model drops that turned some Patrick O'Neill

poneill@wolferesearch.com

heads around being faster AND cheaper. Now we replaced TWLO on our Alpha (415) 878-6422

list with MDB, because we see a great risk/reward profile as AI driven 2H Atlas

Ivan Radojicic

acceleration drives a re-rate (link), but we remain full BULL on TWLO where we iradojicic@wolferesearch.com

still believe in the long term growth arc across multi-channel communications. We

also like DDOG, and see a positive catalyst at Dash spotlighting TAM expansion

from Security, GPU and LLM observability and more Agentic worfklows. Less