Aug. 5 at 9:22 PM
Slowly, slowly…
Then all at once.
The market leadership may already be forming.
The names I’m watching:
$DELL
$ANET
$HPE
AI infrastructure continues to be the foundation of this cycle.
Data centers, networking, and enterprise infrastructure are where the spending is flowing.
Software and cybersecurity could also start joining the leadership group depending on earnings and price action:
PANW
$CRWD
DDOG
$SNOW
The next phase of the AI trade may not be about finding the next hype stock.
It may be about identifying the companies quietly benefiting from real enterprise spending.
Let’s see which old leaders can reclaim momentum.
Follow my profile for more AI infrastructure, software, and market leadership analysis.
