Markets are jittery, headlines scream “tech sell-off,” and fear dominates investor conversations—but beneath the surface, opportunity is quietly forming. Cloud-native software companies aren’t just surviving—they’re building the backbone for the AI revolution. From scalable data storage to secure DevOps collaboration, and cross-cloud analytics, these platforms are essential infrastructure for AI applications that power the digital economy. Recent dips in stocks like MongoDB, GitLab, and Snowflake have created rare entry points for disciplined investors who focus on long-term fundamentals rather than short-term noise.

In the full newsletter, discover how these companies are not just rebounding—they’re positioning themselves as critical pillars for AI infrastructure, making today’s dip tomorrow’s advantage.

Let’s embark on this transformative journey together and position your portfolio for success in this evolving market landscape!

Be sure to read through to the end to catch all the valuable insights this newsletter delivers to your inbox today.

Picture this: Five years ago, the Fidelity MSCI Energy Index ETF $FENY ( ▲ 1.36% ) traded in the low to mid-teens per share. Today, it closes at $31.37—that's a strong +116% rise overall. The chart shows a steady recovery and climb, with energy demand and prices supporting the gains after tougher periods earlier in the run.

The 52-week high reached $32.04, sitting just above the current price and highlighting recent strength in the sector.

If you’re a decision maker at your company, you need to be on the bleeding edge of, well, everything. But before you go signing up for seminars, conferences, lunch ‘n learns, and all that jazz, just know there’s a far better (and simpler) way: Subscribing to The Deep View.

This daily newsletter condenses everything you need to know about the latest and greatest AI developments into a 5-minute read. Squeeze it into your morning coffee break and before you know it, you’ll be an expert too.

Subscribe right here. It’s totally free, wildly informative, and trusted by 600,000+ readers at Google, Meta, Microsoft, and beyond.

Keeping it simple: The compound annual growth rate (CAGR) based on this price increase works out to about 16.6%. That's the average yearly boost—figured from the ending value over the starting value raised to 1/5 minus one. If this trend holds, it points to consistent yearly progress that adds up through compounding.

Now think about dollar-cost averaging (DCA) in action: adding $500 each month for the next five years, regardless of short-term price moves. This totals $30,000 invested from your pocket over 60 months. The approach lets you pick up more shares on easier days and fewer on stronger ones, smoothing your average entry.

Assuming FENY continues at a similar historical pace around that 16.6% annual growth, your monthly additions build and grow over the remaining time. By the end of five years, your investment could reach roughly $44,500–$45,500. That means a gain of about $14,500–$15,500 beyond your contributions—a solid 48–52% overall return from steady, hands-off investing.

Past patterns don't lock in the future—energy markets can vary with oil prices, supply decisions, or economic changes. But FENY tracks a wide range of U.S. energy companies, giving balanced exposure to the sector. Your $500 monthly commitment is straightforward and sustainable, allowing time to work its quiet magic.

Energy stays essential to everyday life and the global economy. Sticking to the plan during any quieter phases is what helps turn regular contributions into worthwhile long-term growth.

Ready to keep fueling this forward?

The technology sector has been in a state of turbulence. Headlines flash declines, earnings reports are dissected, and the noise of a volatile market can overwhelm even the most seasoned investor. Yet within this chaos lies opportunity, especially for those who see beyond the immediate dips.

Cloud-native software companies are quietly distinguishing themselves from legacy tech. Unlike traditional software that demands installation on physical infrastructure, these cloud-first platforms operate seamlessly in the digital ecosystem, and they have become foundational for the emerging AI revolution.

AI cannot function without reliable, scalable software infrastructure. Cloud-based software companies are the backbone that supports AI training, inference, and deployment. As a result, what might look like a simple sell-off is often an overreaction—a market disconnect that presents a strategic entry point for disciplined investors.

Three companies are emerging from this environment with compelling prospects: MongoDB $MDB ( ▼ 3.76% ), GitLab $GTLB ( ▼ 1.14% ), and Snowflake $SNOW ( ▼ 0.72% ). Each operates at the intersection of cloud computing and AI infrastructure, offering services that are both mission-critical and resilient to disruption.

MongoDB has built its reputation on a revolutionary approach to data storage. Traditional databases rely on rigid tables; MongoDB uses flexible documents that can be modified and scaled dynamically. This architecture is not only ideal for modern applications but essential for AI workloads that demand both agility and efficiency.

The latest earnings report underscores its growing momentum: revenue accelerated by nearly 27% year-over-year, and margins remain robust. There was a slight miss in near-term guidance, but the broader outlook is strong.

For investors, the market reaction has created a window of opportunity. Technical indicators suggest the stock is oversold, presenting a double tailwind: strong underlying growth and a favorable valuation reset. In the long term, MongoDB’s data model positions it to benefit as AI adoption expands, making the company an indispensable component of the digital economy.

The lesson is clear: AI does not replace this kind of software—it enhances its value. MongoDB’s platform supports both the training and inference of models at scale, ensuring its relevance as the AI landscape matures.

Security and collaboration are two of the most pressing challenges in modern software development. GitLab addresses both, providing a DevSecOps platform that enables teams across the globe to work securely in the cloud.

Its offerings are increasingly central to AI-driven projects. By integrating automation, compliance, and security into software development lifecycles, GitLab ensures that complex applications—particularly those handling sensitive data—can be built, tested, and deployed safely.

Analyst sentiment and client adoption metrics highlight growth potential. AI integration enhances the platform’s functionality while also creating a sustainable competitive advantage. Unlike speculative software ventures, GitLab’s growth is tangible: existing clients are expanding usage, new clients are onboarding rapidly, and revenue penetration continues to accelerate.

In a market still digesting volatility, GitLab’s fundamentals have yet to be fully reflected in its stock price. For the investor with a long-term perspective, this represents both a growth story and a timing opportunity, especially as institutions begin to accumulate shares at lower valuations.

Snowflake has carved out a unique niche by separating storage and compute resources in its cloud platform. Storage is persistent and cost-efficient, while compute is flexible and optimized for performance. This approach allows enterprises to scale efficiently while controlling costs, making Snowflake a preferred platform for data-intensive applications.

The company’s net revenue retention rate of 125% signals that clients are not just staying—they are expanding usage. High penetration and recurring adoption across the customer base indicate robust long-term demand. The company’s accelerated go-to-market strategy, coupled with a renewed focus under new leadership, has invigorated growth and innovation pipelines.

For the disciplined investor, Snowflake represents a “rubber band” opportunity: recent pullbacks in price are creating entry points that align with strong fundamentals. The combination of scalable technology, AI integration, and a loyal client base suggests upside potential over both the near and long term.

Market behavior often masks opportunity. Emotional trading, short-term fears, and headline-driven volatility can create misalignments between stock price and intrinsic value. Institutions are accumulating shares in oversold names, quietly positioning for rebounds while broader sentiment remains cautious.

The takeaway for investors managing limited time and attention is straightforward: identify companies that are essential to emerging trends, understand the mechanics behind their growth, and watch how institutional interest aligns with oversold conditions.

MongoDB, GitLab, and Snowflake share three qualities that make them compelling: they are cloud-native, integral to AI infrastructure, and exhibiting early signs of recovery after temporary sell-offs. They illustrate how the downturn in tech is not merely a risk—it is an opportunity to gain exposure to companies that may define the future of software and AI integration.

Patience, timing, and focus are critical. While market noise is constant, disciplined attention to fundamentals, adoption trends, and technical signals can reveal where real value lies. For those willing to observe closely, the tech dip could be one of the most profitable chapters of the year.

Ready to Revolutionize Your Wealth?

Here's what's waiting for you:

As the world becomes increasingly digital, this question will be on the minds of millions seeking new income streams in 2026.

The answer is—Absolutely!

Thank you for taking the time to read today’s email! Your support is what allows me to send out this newsletter for free every day. 

 What do you think of the new format? Please provide your feedback in the poll below, and if you find the newsletter valuable, feel free to share it with other investors!

Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.