THE NEXT RACE OF AI FRENZY

AI market has entered the second stage - cloud services software companies.

From the performance of the Q3 fiscal quarter, in addition to the head of $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ the once popular fryers (SaaS) also basically confirmed from the performance of thesecondary acceleration, typically including

$Snowflake(SNOW)$ $Okta Inc.(OKTA)$ $Salesforce.com(CRM)$ and many more.

All of these companies are getting more customers because they have added AI to improve the efficiency of their output to downstream companies, which in turn is getting more customers.

In fact, since Q3, almost all of the cloud services companies have risen a side, and the tickets that are not rising at the moment may also be waiting for a boost in guidance after the earnings report.

Of course, things may not go that well, and there is always a naked swim after the tide goes out, but the problem is that the tide is now rising ah

2025 Outlook: How Will Story Unfold?

The S&P 500 and Nasdaq eked out record closing highs recently, with tech-related shares extending recent gains. Major institutions have released research reports, with most optimistic about a rally in 2025. The highest target for the S&P 500 has been set at 7,000 points. What are your expectations for 2025? How do you plan to trade?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":377843119661072,"tweetId":"377843119661072","gmtCreate":1733282769779,"gmtModify":1733282987472,"author":{"id":4113023309293912,"idStr":"4113023309293912","authorId":4113023309293912,"authorIdStr":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","vip":2,"userType":2,"introduction":"8 years Analyst of high-quality U.S. &HKEX stocks.","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":786,"starInvestorFlag":false},"themes":[{"themeId":"3cf34d962f95491e8ad5c8ddd48f7a51","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"2025 Outlook: How Will Story Unfold?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":3cf34d962f95491e8ad5c8ddd48f7a51}&rnconfig={\"headerBarHidden\": true}","description":"The S&P 500 and Nasdaq eked out record closing highs recently, with tech-related shares extending recent gains. \nMajor institutions have released research reports, with most optimistic about a rally in 2025. The highest target for the S&P 500 has been set at 7,000 points.\nWhat are your expectations for 2025? How do you plan to trade?\n","image":"https://community-static.tradeup.com/news/2d8258886d81c3fbe5c27ba16b831fd7"}],"images":[{"img":"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc"}],"coverImages":[{"img":"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc"}],"title":"THE NEXT RACE OF AI FRENZY","html":"<html><head></head><body>AI market has entered the second stage - cloud services software companies.From the performance of the Q3 fiscal quarter, in addition to the head of <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> the once popular fryers (SaaS) also basically confirmed from the performance of thesecondary acceleration, typically including <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> <a data-mention-id=\"OKTA\" class=\"teditor-mention\" data-mention-name=\"Okta Inc.\" href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$</a> <a data-mention-id=\"CRM\" class=\"teditor-mention\" data-mention-name=\"Salesforce.com\" href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> and many more.All of these companies are getting more customers because they have added AI to improve the efficiency of their output to downstream companies, which in turn is getting more customers.In fact, since Q3, almost all of the cloud services companies have risen a side, and the tickets that are not rising at the moment may also be waiting for a boost in guidance after the earnings report.<img src=\"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc\">Of course, things may not go that well, and there is always a naked swim after the tide goes out, but the problem is that the tide is now rising ah</body></html>","htmlText":"<html><head></head><body>AI market has entered the second stage - cloud services software companies.From the performance of the Q3 fiscal quarter, in addition to the head of <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> the once popular fryers (SaaS) also basically confirmed from the performance of thesecondary acceleration, typically including <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> <a data-mention-id=\"OKTA\" class=\"teditor-mention\" data-mention-name=\"Okta Inc.\" href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$</a> <a data-mention-id=\"CRM\" class=\"teditor-mention\" data-mention-name=\"Salesforce.com\" href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> and many more.All of these companies are getting more customers because they have added AI to improve the efficiency of their output to downstream companies, which in turn is getting more customers.In fact, since Q3, almost all of the cloud services companies have risen a side, and the tickets that are not rising at the moment may also be waiting for a boost in guidance after the earnings report.<img src=\"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc\">Of course, things may not go that well, and there is always a naked swim after the tide goes out, but the problem is that the tide is now rising ah</body></html>","text":"AI market has entered the second stage - cloud services software companies. From the performance of the Q3 fiscal quarter, in addition to the head of $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ the once popular fryers (SaaS) also basically confirmed from the performance of thesecondary acceleration, typically including $Snowflake(SNOW)$ $Okta Inc.(OKTA)$ $Salesforce.com(CRM)$ and many more. All of these companies are getting more customers because they have added AI to improve the efficiency of their output to downstream companies, which in turn is getting more customers. In fact, since Q3, almost all of the cloud services companies have risen a side, and the tickets that are not rising at the moment may also be waiting for a boost in guidance after the earnings report. Of course, things may not go that well, and there is always a naked swim after the tide goes out, but the problem is that the tide is now rising ah","highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/377843119661072","repostId":0,"isVote":1,"tweetType":1,"viewCount":363,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","SNOW","CRM","OKTA","GOOGL","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":789,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/377843119661072"}