Bash

Do people on Linkedin know we’re going to die one day

I expect this to be the bottom for $NOW Rotated AMD profits into the next layer of the AI stack. The enterprise AI backbone, where agents actually get deployed, just became my largest single position at $90. The market is selling the wrong thesis, AI doesn't replace enterprise software, it runs through it.

All TPs hit $78 to $350 thread closed

i had 30 grand at 22 and fumbled it.

software stocks Also hoping software stocks consolidate a little longer, I'd like to finish accumulating before the major breakout reversal kicks in, much like the setup we got in semis. $MSFT $NOW and $CRM are my new $NVDA $AMD and $INTC $ORCL $WDAY $ADBE more exposure $ZETA $PATH high risk, high reward More, but none currently in my portfolio: $SNPS $INTU $CRWD $PANW $FTNT $ADSK $DDOG $SNOW $TEAM $ZS $HUBS $MDB $NET $PLTR $DOCU $VEEV $TYL $ROP $IGV (1D)

I expect this to be the bottom for $NOW Rotated AMD profits into the next layer of the AI stack. The enterprise AI backbone, where agents actually get deployed, just became my largest single position at $90. The market is selling the wrong thesis, AI doesn't replace enterprise software, it runs through it.

I think the next AI leg may rotate from semis into enterprise software. Trimmed $AMD $NVDA $INTC, rotated into $NOW, $CRM and speculative $PATH $NOW cleanest agent infrastructure play, owns the workflow layer where enterprise AI gets orchestrated $CRM levered to monetizing customer facing AI agents across sales, service and revenue workflows $PATH higher risk asymmetric bet on automation evolving into agentic execution Thesis: the next big AI spend may be enterprise deployment, not just model compute. - AI is moving from chat interfaces to agents that execute work - Enterprise adoption is shifting from experimentation to workflow automation - The bottleneck is no longer model capability, it’s integration and change management - Legacy systems make agent deployment hard, and that creates opportunity for software incumbents - Compute and token budgets may become a new enterprise resource constraint - The highest value use cases are moving from cost cutting to revenue generation - Demand should rise for interoperable, agent agnostic software layers - The future likely looks multi agent, not single platform - Ironically, AI is increasing operational complexity before it reduces it - Engineers increasingly move from coding software to operating agent systems The market may be shifting from asking: Who enables AI training? To asking: Who monetizes AI deployment? $MSFT and $ORCL also on my radar.

I expect this to be the bottom for $AMD I just made the future AI giant my largest single position at $78.

Timing beats time After $ONDO, there goes $SUI

it is time once again to watch the first season of true detective