$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $Netflix(NFLX)$ If they can't justify astronomical valuations for OpenAI and Anthropic while software trades at these levels...
Salesforce and UiPATH are in a much better position than OpenAI or Anthropic when it comes to safe AI implementation, given their existing base of thousands of customers.
Quality software companies like Salesforce and UiPATH could be the next AMD, MU, or NVDA. The big difference is that software isn't cyclical and has recurring, exponential revenue with in-house expansion at minimal additional cost.
Software might be the next big AI trade.
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