The hardware side is getting slaughtered, but the AI application software side is holding steady. $Duolingo(DUOL.US) is up almost four points, the market is still buying the AI education story; $Tempus AI(TEM.US) edged up slightly, while $Xometry(XMTR.US), $Intuit(INTU.US), and $Figma(FIG.US) are basically flat around the zero line, not moving much 😎
This batch of companies that don't burn hardware capex and directly sell AI software subscriptions has instead become a safe haven for capital during the computing power chain pullback, refusing to fall.
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