Palantir (PLTR), Cloudflare (NET), CrowdStrike (CRWD) and Palo Alto Networks (PANW) were among the biggest software names in the first half of 2025. Lisa Martin expects those companies and others to continue momentum. She talks about opportunities she sees heading into the back half of the year. Turning to a broad view of the A.I. trade, Lisa talks about the cyclical shift she believes is happening in hardware and software.