1PC
07-16 21:38
Nice Sharing 😁 @JC888 @Barcode @koolgal @Aqa @DiAngel @Shernice軒嬣 2000 //@Shyon:I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas.

I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue.

I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next.

@Tiger_comments @TigerStars @TigerClub

@Shyon：I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next. @Tiger_comments @TigerStars @TigerClub
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