ITPM Flash Ep34 How do you like your Tech? Hard, or Soft?

ITPM Flash provides insight into what professional traders are
thinking about in the markets RIGHT NOW! In this episode, Edward
Shek focuses on the significant role AI is set to play in driving
corporate earnings and reshaping the tech landscape. He splits
the industry into bespoke segments for analysis - Hyperscalers,
AI Hardware, AI Software and Mid-Cap Tech - offering insight into
the strategic positioning of each and where the best risk-return
may be going forward. Specific companies mentioned in the video
include Microsoft, Amazon, Google, Nvidia and Palantir.