TomOnTech
6K posts
Jenson Huang, CEO of $NVDA JUST announced: "The ENTIRE manufacturing line will be operated by robots, managed by more robots, and the entire factory is a robot. They’re going to run on TOP of ServiceNow $NOW, and you manage them just like employees." This is GENERATIONAL. He is literally TELLING you it's time to BUY. Here are the best software stocks to become a millionaire with me in 2 years: 1. ServiceNow $NOW 2. UiPath $PATH 3. Oracle $ORCL 4. Salesforce $CRM 5. Snowflake $SNOW 6. DataDog $DOG 7. CrowdStrike $CRWD 8. Adobe $ADBE 9. Twilio $TWLO 10. MongoDB $MDB Never miss a bull-run again; all my buy and sell signals in Discord @ stockwhale.vip.
agree with looking at certain sw laggard names that will still do well with AI
These 10 stocks are on the verge of major breakouts — rich before 2030: 1. Caterpillar - $CAT 2. Deere - $DE 3. Eaton - $ETN 4. Cummins - $CMI 5. Rockwell Automation - $ROK 6. Honeywell - $HON 7. Siemens - $SIEGY 8. ABB - $ABBNY 9. Emerson - $EMR 10. PTC - $PTC
1/ Yesterday I published a letter to our customers and investors about GitLab Act 2. The agentic era is the largest opportunity in our history. We're making the structural and strategic decisions to meet it. A thread on what changes, what doesn't, and what we're betting on. 👇 about.gitlab.com/blog/gitlab-ac…
This is what will happen to the stock market. Listen to me, because I am the #1 trader in Singapore. We are in a narrow rally. 1. $SPY can hit new highs but market breadth is poor: meaning few stocks are participating in this rally. 2. Small group of high-valuation leaders like $MU, $SNDK carries almost all the gains. 3. This happened in late 1990's (dot-com era) and 2022 banking criss. What will happen when the leaders pull back massively? 1. It's called a, "catch down." The big leaders will pull back huge. 2. Rotation will go into laggards called, "catch up." Money flows out of crowded and expensive winners to the stocks that have NOT gone up yet. 3. These laggards fall less and they will outperform. We've seen this happen: 1. During the dot com era 2. 2022 banking criss 3. Same thing will happen now So what should you do? 1. No need to sell your best winners, just trim. 2. Rotate that money into laggards and balance. What are the laggards? 1. Software like $INTU, $NOW, $MDB, $CRM, etc. 2. International stocks like $BABA, $GRAB, and $MELI, $XPEV, etc. 3. Financials like $HOOD, $SOFI, $JPM 4. Healthcare like $UNH, $PFE, $MRK, $BSX 5. Consumer discretionary like $NKE, $TSLA, $HD, and $TGT 6. Real estate like $SPG, $O 7. Consumer staples like $CLX, $PG, $KO, and $PEP 8. Others like $UPS
A lot of people may be misunderstanding OpenAI’s Deployment Company. Its partners like $ACN may benefit in the near term. OpenAI has the AI intelligence layer. Accenture has the enterprise operating layer. DeployCo can: • redesign workflows • deploy AI agents • embed Forward Deployed Engineers • build frontier AI systems But global enterprise rollout still requires: • ERP integration • governance/compliance • change management • workflow orchestration • massive implementation scale That’s where $ACN $NOW $SAP $CRM $MSFT can still dominate. There will be others that can benefit as well from massive AI adoption enterprise outside of Open AI. expect some volatility as a clearer picture develops the risk/reward for some of the beaten down key implementation partners stocks looks attractive
A lot of people may be misunderstanding OpenAI’s Deployment Company. Its partners like $ACN may benefit in the near term. OpenAI has the AI intelligence layer. Accenture has the enterprise operating layer. DeployCo can: • redesign workflows • deploy AI agents • embed Forward Deployed Engineers • build frontier AI systems But global enterprise rollout still requires: • ERP integration • governance/compliance • change management • workflow orchestration • massive implementation scale That’s where $ACN $NOW $SAP $CRM $MSFT can still dominate. There will be others that can benefit as well from massive AI adoption enterprise outside of Open AI. expect some volatility as a clearer picture develops the risk/reward for some of the beaten down key implementation partners stocks looks attractive
