🚀 AI Infrastructure & Market Evolution

• $NVDA CEO Jensen Huang marks a shift in AI focus: after chips and infrastructure (phases 1 & 2), the value capture is migrating to companies building applied products. Projections target at least $1T in AI infrastructure revenue through 2027. 1 2

📊 Technical Setups & Market Outlook

• $HIMS: Monitoring monthly support at 14 and resistance at 25. A monthly close above 25 opens a technical target of 43. 1
• $NOW: Constructing a flag base breakout on the daily chart, showing a classic bullish setup. 1
• $DDOG: Maintaining a constructive base position above the 50ma. 1
• Nasdaq: Following a 6+ month consolidation, market compression is nearing an explosive expansion phase. 1

🧠 Sector Strategy & Commentary

• Software Stocks: Current pullbacks are driven by fears of AI substitution. High-moat incumbents like MSFT that have successfully integrated AI are being mispriced by the market, creating attractive entry points for long-term holders. 1
• $HOOD: Underperformance noted; the stock remains stagnant despite a significant recovery in crypto assets from recent lows. 1