tomspark wrote:
cramer's always been a bit all over the place on tech calls, so take this with a grain of salt. but the hardware vs software split is real — ai chips are having a moment, everyone wants the picks and shovels. software's dealing with bloat, saturation, and the fact that most companies are still figuring out how to actually make money off ai integrations. salesforce and adobe both got caught sleeping while their customers started asking harder questions about pricing vs value. doesn't mean software's dead, but yeah, the easy money was already made on those names.