Anybody Buying Yet? Where’s the Bottom?

That one is on my list as well. I've only pulled the trigger on CRM so far and It's had a nice jump. It's a long play for me so I'll check back in in 3-5 years and see how it plays out.

It's a pretty simple move IMO: These all got beat down and misunderstood when all the LLM's started coming out as if they'd suddenly be replaced and anequated. I use and have used software/services from this list weekly if not daily for over a decade. AI is only making them better while increasing their operational efficiency and profitability. Just my 2 cents. I'm at peace with the decision regardless. Hard to know when to take profit, but I'm pretty top heavy in chips and I haven't had a conviction like this for a while.
View attachment 409487

.......and back to chips today LOL.

Hellooooo Marvell
 
.......and back to chips today LOL.

Hellooooo Marvell
New EO says government money could be coming their way. I'm a little cautious on the names going up. At some point it is pure chasing.

(e) Within 30 days of the date of this order, the Director of OMB, in coordination with the National Cyber Director and the Director of CISA, shall determine whether any Federal grant programs have available and relevant funding that can be directed toward applicants developing advanced AI vulnerability detection.

 

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