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Auto-Trade AceBottom-fishing is exhilarating; the left and right brains are fighting each other, and one of them must be wrong. After reading the earnings reports of $Microsoft(MSFT.US)$Alphabet - C(GOOG.US)$Amazon(AMZN.US), I think it must be the hardware side that got it wrong. 😆😆
Why the narrative of "AI defeating software" is dragging down AI chips instead
Vivek Arya pointed out that the market judgment implied by the decline in AI-related chip stocks is that AI investment is deteriorating to the point where it is difficult to generate ideal returns, and future growth space is limited; but the decline in software stocks corresponds to another judgment, that AI adoption will become widespread and significantly improve productivity, to the extent that the business models of software businesses and applications will be replaced.
It's a bit like the left and right brains fighting each other. If AI replaces software, then computing power becomes the most important employee for companies, yet the market chooses to kill both hardware and software, so one of them must be a miskill.
$NVIDIA(NVDA.US)$Broadcom(AVGO.US)$AMD(AMD.US)$Invesco QQQ Trust(QQQ.US)
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