Infrastructure gains are largely priced in. The next phase rewards firms that translate AI into clear productivity gains and recurring revenue within real workflows.
Tempus AI (TEM):
Further upside is possible, but only with execution surprises. Its oncology focus commands high willingness to pay. Gains hinge on faster adoption, margin improvement, or major pharma partnerships. Valuation remains unforgiving.
ServiceNow & Snowflake vs IGV:
Preference: ServiceNow > IGV > Snowflake.
ServiceNow shows the strongest ROI-led AI adoption and pricing power. IGV suits diversified exposure. Snowflake faces heavier competition and margin uncertainty.
NVIDIA add level:
Add only on pullbacks.
Ideal zone is 15–20% below recent highs, or during broad risk-off moves with intact AI demand.
Bottom line:
Back AI that delivers cash flow, not narratives.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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