Heading into earnings season in mid July the Street needed to see validation data points from the tech world supporting this AI Revolution thesis... and importantly show monetization and use cases are on the doorstep,
Despite all the macro noise... the last few weeks overall tech earnings season was generally robust and we believe solidifies the AI tidal wave of spending is coming to the shores of the rest of the tech world,
Rome was not built in a day and neither will this unprecedented AI Revolution. In a nutshell... This is not the time to panic on the tech trade as volatility has returned to the market after a wild few weeks,
We focus with eyes on the prize: the AI buildout and the tech winners of this 4th Industrial Revolution... and tech earnings season has only bolstered and validated this bullish view of tech stocks heading into year-end and 2025.
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