FLRDGR (TSINSDQ): Gute Einordnung dessen, was da heute passiert ist:  “In 22 years of covering tech stocks and large cap we have NEVER seen a guidance range of this magnitude on a large cap tech name and thus speaks to our thesis that the monetization of AI for stalwarts like Microsoft, Alphabet, Amazon, Oracle, Meta, Apple, and Salesforce is well underway in this Game of Thrones Battle among tech players. We also believe AI plays such as Palantir, C3.ai, Tesla (on the FSD front), AMD, Soundhound, as well as contact center plays (NICE Systems) are clear benefits of this transformational technology. We believe AI conservatively is an $800 billion market opportunity over the next decade but clearly could be into the trillions as adoption takes hold across the board. Based on our checks we believe for every $100 of cloud spend over the past few years that $35-$40 of incremental AI spend can take hold and be monetized over the coming years. While this is an AI arms race being played out, its clear the AI revolution is not going away and remains one of the most investable tech themes we have seen in decades despite the near-term macro backdrop with debt ceiling and recession worries front and center." https://twitter.com/bigbullcap/status/1661697994742468610?s=46&t=7X06eNmxXup6Ol1qFQq1Uw (25.05. 17:49)