A logical reversal! Salesforce's better-than-expected earnings and conservative guidance completely outperformed Nvidia's better-than-expected earnings and optimistic guidance. Software stocks surged like the rising sun last night, with retail investors aggressively buying in like YOLO; Nvidia's performance was like the setting sun, leaving institutional investors trembling with fear. The devil whispers in investors' ears: Apple, Salesforce, Tencent, and other AI conservatives who are clinging to cash flow are right, after all, AI's monetization capabilities are currently as pitiful as Crypto's public chains!
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