Fundamentalist

Jul 28, 2026 · bullish

Hyperscalers are eating capex intensity, but (https://www.marketwatch.com/story/software-stocks-are-rising-and-these-6-are-expected-to-withstand-the-ai-threat-1ce47e99?mod=mw_rss_topstories) because the market finally sees the real moat: software margins compress slower than hardware margins recover.

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