#CRM
#PSTG
#MRVL

Firms showing margin improvements are likely to receive higher valuations from institutional investors.

At present, the after-hours performance of major tech stocks looks promising, reflecting a positive sentiment towards the evolving role of AI in shaping corporate profitability.

Key metrics to watch for the next phase include improvements in gross margins and net profit margins. These metrics will be crucial for evaluating companies in the upcoming Q4 earnings season.

Looking forward, companies benefiting from AI optimization will further drive growth in AI infrastructure companies.

Tech companies delivering Q3 earnings that exceeded expectations have demonstrated the transformative power of AI optimization. Starting with PLTR and moving to SHOP, as well as other companies that have reported recently, it’s clear that the next phase of AI stock selection is underway.

Tech Giants and Macroeconomic Indicators: Multi-Dimensional Market Impacts:
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open.substack.com/pub/mimivsja...