Posteo

Broadcom down, Snowflake up and I think this is a pretty interesting snapshot of where the AI trade is heading. For a long time, almost anything connected to AI infrastructure could move together. But now the market seems much more selective. Broadcom can deliver strong AI exposure and still face pressure when expectations are already extremely high, while Snowflake can attract attention if investors see stronger momentum in cloud data and AI software. Personally, I actually like seeing this kind of divergence. It suggests the market is starting to look beyond the simple “AI = buy everything” story and asking harder questions about valuation, growth and how companies are actually monetizing AI. It also brings me back to something I’ve been watching lately: could the next phase of the AI cycle gradually shift from hardware toward software and data? I don’t think infrastructure is finished at all, but the winners may start becoming much more spread out. #AVGODipsSNOWPops $BTC