Whoa, brothers! AI hardware has already increased tenfold, but software is still lying on the floor!

This is the real nuclear bomb opportunity in the second half of the super cycle! I’ll say what many are afraid to admit: Nvidia up 10x, storage up 10x, optical interconnects up 10x…
So when you open your phone, which AI application truly makes you think, “Wow, this directly reshapes my work”? Hardware’s celebration is real, but the application layer’s celebration hasn’t started yet!
I feel this anxiety, and you definitely do too.
But anxiety is a signal of asymmetric odds — while everyone is fighting for GPUs, software hasn’t moved yet!
Remember the three stages of the AI wave:
First stage (2023-2026): The era of selling shovels — over
Nvidia, AMD, storage, optical interconnects all fully covered
Second stage (2026-2027): Platform + entry point battle — erupting now
Who controls the data and access points wins
Third stage (2027+): Real money at the application layer — about to explode
Who has real users and real revenue will dominate
Now is the most exciting transition from the first to the second stage!
$DOCN (DigitalOcean)
Three months ago called “cheap cloud,” now doubling daily with a 40% increase!
Why? AI startups need cheap, flexible, low-latency inference interfaces. AWS is too expensive, GCP too complex, and it just fits the niche.
AI customer ARR hits 170 million, a 221% YoY surge!
The label has changed: from cheap cloud → the top platform for AI inference! A blessing for free loaders!
$TEAM (Atlassian)
Everyone says AI will replace Jira, but AI Agents actually make Jira their lifeline!
Agents need real enterprise data and context, all in Jira + Confluence.
After Rovo launched, customer growth with Rovo is twice that of non-users, AI has directly sealed the moat!
Two major explosions coming soon:
$SNOW (Snowflake)
The brain control layer for enterprise AI Agents!
Look at the Q2 earnings report on May 27: product revenue, RPO growth, AI workload.
If all exceeds expectations, SNOW could be the next DOCN! Bottoming out now is a free gift.
$CRM (Salesforce)
Agentforce ARR has already hit $800 million, up 169% YoY!
Not just talk, real money from enterprises!
It can also operate across systems, fully integrated with Google Workspace, BigQuery, ServiceNow.
This isn’t just a tool — it’s a new entry point for enterprise workflows!

The most underestimated hidden line (communications infrastructure): the more AI Agents there are, the more explosive the communication calls!
AI customer service needs to make calls, send texts, do verification — every one of these relies on the communication network.
$BAND (Bandwidth): owns a global network, not rented. Salesforce chose it as the core partner for AI customer service — low latency is everything!
$TWLO (Twilio): voice revenue +20% YoY, hitting a 19-quarter high! Enterprises are spending real money to buy AI interaction capabilities. I personally hold a heavy position and am optimistic:
$NOW (ServiceNow): an AI operating system for enterprise IT and operations, handling repetitive tickets, approvals, compliance — all done by Agents. AI is its fuel, not its rival!
$RDDT (Reddit): the most scarce high-quality human dialogue data for AI! Google and OpenAI are negotiating licensing; around 130 million is the bottom line — data assets are king!
$ZM (Zoom): the most controversial but highest odds! Active users of AI Companion have tripled+, Virtual Agent now handles 50% of customer service. If it transforms from a “meeting software” into a full-scenario AI workflow entry point… valuation will be rewritten!
Final summary:
$DOCN, $TEAM, $CRM
await earnings reports validation: $SNOW (5/27), $NOW
Hidden dark horse: $BAND, $TWLO
High odds reversal: $RDDT, $ZM
Hardware is the first chapter of AI, applications are the second chapter.
Companies that grow tenfold in the first chapter may not be the same in the second.
The story has been told enough — now let’s look at the real money in the earnings reports!
When the numbers come out, it will be the moment for software stocks to take off together! Brothers, hardware has already soared to the sky, software is still lying low…
Are you ready to jump on the train for the second half? #AgenticAI # AI applications