Jun. 2 at 9:26 AM
I've been noticing more money flowing into the AI voice space lately.
$TWLO,
$BAND, and
$FIVN have all been acting well. Strong earnings, solid guidance, and buyers continue to show up.
For most of the year, the focus has been on chips, servers, and data centers. Now it feels like attention is starting to shift toward the application layer, especially AI voice agents, customer service automation, and enterprise communications.
The price action over the last few weeks has definitely been hard to ignore.