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AI&data center theme will drive up two separate trends, one is hardware trend, another one is software trend. Hardware will always come in first waves and software will then come as second waves.
We already seen a long bullish in hardware trend such as construction, utilities and semicon related stocks. But we haven’t see bullish long enough in software trend, which involved in ICT, data security & management, AI application, etc. Cloudpoint will continue pick up a long bullish as second waves spotted in Software trend.
Deepfake fraud and detection will be the next trend that have not yet booming now. It will require a lot more enterprise data management to secure client company interests. Krono is still the sleeping giant (黑马）.
