Evidence

salesforce.com is in that software space. I don't see any major support, but I do like the group for at least a bounce. So, I don't know if this is going to be a leader for an extended period. Maybe we see a bounce out of CRM.

— EarningsBeats

This product line is probably not going to be making a huge difference to the bottom line for ASML, at least not this year... However, we do truly believe that advanced packaging is going to be one of the next inflection points in semiconductor manufacturing.

— Chip Stock Investor

AMD is behaving kind of it's trying to hold in here. It's basically holding the rising 200 day moving average but can't get out of the way up in here. So you you chase these rallies that are extended, you're generally, you know, look at the personality of it. If you chase the ext

— Brian Shannon - Alpha Trends

If we look at Intel, you know, much better action in here. However, look at the volatility of this. This is really crazy volatility. And if you're buying and holding, you've got a have a a lot of risk tolerance.

— Brian Shannon - Alpha Trends

I'm in Micron, even though it's you know, it's basically broken here recently.

— Brian Shannon - Alpha Trends

I think there's there's one big company that's kind of been sitting in the wings that has a god-awful AI products, and it's in everyone's pockets, and that's Apple and the iPhone... they've kind of avoided this whole getting sucked into this whole capex bonfire and they've really

— Macro Voices

the last thing that I want to do is short options... the zerodt options are pricing in about 75 bits of movement, and I'm like, well, I could easily see certainly a percent of movement to either side. So the vault seems too cheap from that perspective

— SpotGamma

CRM benning off talks the talk there's a lot of headcount cutting going on at CRM I've yet to see it walk the walk... do you see him as a real thought leader at it no I do not I think it's largely performative

— Cestrian Capital Research