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
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