Software stocks continue to strengthen—has concern over AI disruption dissipated?
Nvidia GTC Conference and Software Stock Performance (NOW, PANW, SNOW, PLTR, ...)
【Overview】📢 This week’s livestream covers two key topics: 1️⃣ Full breakdown of NVIDIA’s GTC Conference highlights: · What new AI ‘bombs’ did Jensen Huang drop? · Updates on new chips, platforms, and ecosystem developments (Blackwell, DGX, Omniverse, robotics, etc.) · Short- and long-term impacts on the semiconductor and AI supply chains; 2️⃣ Recent performance analysis of software stocks: · How have leading software names (e.g., MSFT, ADBE, CRM, SNOW) been trading lately? · Is the market still buying into AI monetization potential? · Is capital rotating from hardware to software?
$Rocket Lab (RKLB.US)$$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$BigBear.ai Holdings (BBAI.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$PayPal (PYPL.US)$ $Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$EchoStar (SATS.US)$$Tema Space Innovators ETF (NASA.US)$$Cerebras Systems (CBRS.US)$
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