Kim BoltonDassault Systemes ADRDASTYPAST TOP PICKOct 08, 2025

Software companies are really under the gun right now, could be going the way of the buggy whip. He sold a couple of months ago. His view is that software's being taken over by AI. Challenged to grow business going forward.

A good idea at the time, when expectations were for the software side of AI to get some traction. Great example of a stock that made so much sense on paper, but management missed the mark. He made a quick exit.

Known as an airline company, but they have this software to fiddle with manufacturing systems on your computer screen. As a result, big player in robotics. More on the outer circle of the dartboard graph of the robotics ecosystem. 12-month price target of $41.50 Get a position here ~$35.50, and add in the lower $30s. Yield is 0.7%.