---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41478035.md"
description: "Hardware pulled back today... Investing isn't about stubbornly holding on without thinking.The reversal lies in SaaS companies like Figma, CRM, and Snowflake reporting earnings, cash retention, and AI driving new revenue. The upcoming software earnings reports and audits will gradually disprove the current narrative.Is AI agentic the new main trend direction, and how will capital price it?If AI brings about a new industrial revolution, companies with long-term cash flow will be more competitive... that's the numerator.The denominator depends on interest rate policy."
datetime: "2026-06-04T12:10:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41478035.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41478035.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41478035.md)
author: "[AngerBird](https://longbridge.com/en/profiles/13017810.md)"
---

# Hardware pulled back today... Investing isn't abou…


### Related Stocks

- [CRM.US](https://longbridge.com/en/quote/CRM.US.md)
- [SNOW.US](https://longbridge.com/en/quote/SNOW.US.md)

## Comments (5)

- **長野原烟花店交易员 · 2026-06-04T17:51:19.000Z**: Where's the pullback? 🤔
- **权坊探花郎 · 2026-06-04T12:43:24.000Z**: But the SaaS platform was also unusually crowded a few days ago...
  - **AngerBird** (2026-06-04T13:54:22.000Z): If AI agentic has no hope, then the AI revolution is a false proposition.
- **顺心财来 · 2026-06-04T12:24:28.000Z**: So, should we liquidate our positions today?
- **王真誠 · 2026-06-04T12:12:31.000Z**: It's indeed crowded to position ahead based on cognitive gaps now.