Rate Of Return
Traded ValueHardware pulled back today... Investing isn't about stubbornly holding on without thinking.
The reversal lies in SaaS companies like Figma, CRM, and Snowflake reporting earnings, cash retention, and AI driving new revenue. The upcoming software earnings reports and audits will gradually disprove the current narrative.
Is AI agentic the new main trend direction, and how will capital price it?
If AI brings about a new industrial revolution, companies with long-term cash flow will be more competitive... that's the numerator.
The denominator depends on interest rate policy.
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