Post

#AIEarningsWatch AI earnings are about to test whether the boom can move beyond infrastructure. Nvidia and Marvell will show if compute demand still has momentum, while Salesforce, CrowdStrike and Okta need to prove AI features can generate real software revenue. That's the split I'm watching. If hardware stays hot but software lags, AI monetization remains narrow. If both deliver, the bull case gets much broader and today's tech valuations become easier to defend.