The market has rotated, and funds are starting to flow towards cloud $Amazon(AMZN.US)$Microsoft(MSFT.US)$Alphabet - C(GOOG.US) and AI applications. $Palantir Tech(PLTR.US). 🤣 Actually, I hold $Palantir Tech(PLTR.US), but it's only a 1% position with an average cost of 130. In fact, for AI application companies, strong earnings and profitability are essential to keep the AI narrative moving forward! 💪 $Oracle(ORCL.US) as well as the enterprise SaaS sector's $ServiceNow(NOW.US).
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.