WHOA — computer software & accessories prices DROPPED for SIX STRAIGHT YEARS, and now? BOOM! ALL erased in just 8 months! Up 39% annualized YTD! 🔥
Everyone screamed AI would be disinflationary — cheaper, faster, better, right? WRONG! We're seeing the OPPOSITE! Pricing power is BACK for the big tech players. $MSFT $GOOGL $ORCL — they're charging MORE, not less!
This is HUGE for margins if you're a software giant. Customers are PAYING UP for AI tools, enterprise solutions, cloud compute. Disinflationary? Not yet! This is a pricing renaissance!
Watch the software names — if they can keep raising prices while demand stays hot, earnings are going to CRUSH! But if this stalls consumer & enterprise budgets? Look out below.
Right now? Momentum is WITH the software bulls. BOOYAH! 🚀
Everyone screamed AI would be disinflationary — cheaper, faster, better, right? WRONG! We're seeing the OPPOSITE! Pricing power is BACK for the big tech players. $MSFT $GOOGL $ORCL — they're charging MORE, not less!
This is HUGE for margins if you're a software giant. Customers are PAYING UP for AI tools, enterprise solutions, cloud compute. Disinflationary? Not yet! This is a pricing renaissance!
Watch the software names — if they can keep raising prices while demand stays hot, earnings are going to CRUSH! But if this stalls consumer & enterprise budgets? Look out below.
Right now? Momentum is WITH the software bulls. BOOYAH! 🚀
