After $AMD and $INTC delivered the hardware layer (great trades), while data centers, energy supply, and cloud capacity built out alongside it, I'm also positioned for what feels obvious to me, the next layer of the great agentic AI cycle, software/distribution with $NOW, $CRM, and more.


The market, and TradFi in general, will be late, as usual. They called $AMD the "Advanced Money Destroyer" and a dead company, while smart money bought the absolute lows.
Saw this playbook many times before.
AMD-8.13%
INTC-5.88%
NOW4.80%
CRM4.58%
post-image
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned