I have been studying in seclusion for a day today, and I have listed 14 cloud & AI software that I think may be worth investing in the next year (ranked in order!). I need to establish an observation warehouse and then gradually screen them. As I said before, from now on, the cloud may start to rise again, for four reasons:
1. Trump's government tax cuts have given companies more room to spend money on IT
2. The Fed's interest rate cuts have given large companies more room to migrate to the cloud, and the cost of obtaining funds for early migration has been reduced