sunlc_ai

In my tweets on 6/27, I not only put forward the idea that storage has topped, but also explicitly predicted that the market’s capital would shift from AI hardware vendors (shovel sellers) to large technology cloud providers such as MSFT, GOOG, META, etc., as well as quality software companies such as NOW and CRM (gold panners). I reiterated this point again in an OKX livestream on 7/29.
As it stands, in just one short month, everything has been validated: MSFT rose from 370 to 500, META from 540 to 590, NOW from 90 to 124, and CRM from 158 to 192.
Today, I discussed my view thoroughly with GPT again, and it helped generate more robust data to support the argument, resulting in the following article for everyone to learn from further.