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Forget Software. These AI Infrastructure Stocks Is The One To Buy [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Dr. Michael Burry and other smart money managers are buying battered software stocks as valuations hit historic lows, but the broader question is whether investors should be selective about SaaS plays or wait to see if AI disruption has permanently narrowed economic moats. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE With Dr. Michael Burry reportedly buying the dip in some of the battered software names, it might seem like it's safe to get back into the SaaS as the so-called SaaS-pocalypse or software reckoning looks to ease after an upsetting first few months of the year. Undoubtedly, Burry is a genius investor who's known to make bold contrarian calls. But whether it's too early in the game to go after the likes of the fallen software plays amid the rising threat of AI disruption remains the big question. Nvidia NASDAQ:NVDA ) CEO Jensen Huang's previous remarks seem to suggest that the vicious sell-off in the software stocks doesn'
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