Aug. 4 at 3:15 PM
The rotation from AI infrastructure to AI Monetization has begun. The market has been told for years that once the spigot of ai revenue turns on it’s going to be the biggest change we’ve seen in business since the Industrial Revolution.
$PLTR $MSFT and
$AMZN have all shown over the past week that the seachange has begun and there are just a handful of companies that invested correctly to capture this moment. Hate them, love them, try to pinpoint resistance levels, etc.. it’s all pointless. This is where businesses are spending their money now so buckle up for continued revenue gains for at least a few quarters. I expect
$NOW and
$CRM to rollow suit. Next stage will probably be physical ai - robotics, automation, etc..
