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
 

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