#AIShiftsToSoftware
About AIShiftsToSoftware
AI earnings shift the focus from hardware to software monetization. Nvidia and Marvell validated compute and networking demand; Marvell revenue rose 37% YoY and its next-quarter guidance beat expectations. CrowdStrike revenue grew 26%, net new ARR rose 51% to $333M and its full-year outlook increased. Salesforce and Okta also gained on results and guidance, while Synopsys fell. Focus is now on firms that turn AI spending into orders, recurring revenue and FCF. Share your view under this topic.
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Sprint to $1 trillion revenue in fiscal year 2028? Nvidia ignites new expectations on Wall Street
Original Title: "Sprint to $1 Trillion Revenue in Fiscal Year 2028? Nvidia Ignites New Wall Street Expectations"
Original Author: Zhao Ying, Wall Street Insights
Nvidia's latest earnings report once again shocked the market, with management forecasting a revenue growth exceeding 70% for fiscal year 2028, far surpassing Wall Street's consensus of 45%. Institutions like JPMorgan, Goldman Sachs, and Bernstein are all bullish, with some analysts boldly predicting that reaching $1 trillion in reven
🚨 $MRVL BEAT — BUT AI BETA IS UNDER PRESSURE.
Marvell posted strong numbers: 📈 Revenue +37% YoY
🏢 Data Center +46%
🚀 FY27/FY28 outlook raised
Yet $MRVL fell ~8% pre-market, with $SNDK, $MU & $WDC also down.
Meanwhile, $NVDA & $AVGO held steady.
📌 The market may be rotating away from weaker AI plays while direct AI demand remains strong.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🔥 AI’S NEXT BIG WINNERS MAY NOT BE SELLING CHIPS — THEY’RE SELLING SOFTWARE.
AI hardware proved one thing: companies are willing to spend billions to build the infrastructure.
Now comes the real test: are they willing to keep paying for the software?
Strong results from $CRWD, $CRM and $OKTA suggest the answer could be yes. 👀
The AI story may be shifting from GPUs and data centers to recurring software revenue.
#DailyOrbit
🚨 $MRVL BEAT — BUT AI BETA IS UNDER PRESSURE.
Marvell posted strong numbers: 📈 Revenue +37% YoY
🏢 Data Center +46%
🚀 FY27/FY28 outlook raised
Yet $MRVL fell ~8% pre-market, with $SNDK, $MU & $WDC also down.
Meanwhile, $NVDA & $AVGO held steady.
📌 The market may be rotating away from weaker AI plays while direct AI demand remains strong.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
#财报观察员：AI demand spreads from hardware to software
Looking at this AI earnings season, there has been a quite important change.
Hardware companies like Nvidia and Marvell still have rock-solid data. Nvidia's Q2 revenue doubled, profits rose 126%, with data centers accounting for over 90% of revenue. Marvell's revenue grew 37%, and next quarter guidance exceeded expectations.#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
#财报观察员：AI demand spreads from hardware to software
Looking at this AI earnings season, there has been a quite important change.
Hardware companies like Nvidia and Marvell still have rock-solid data. Nvidia's Q2 revenue doubled, profits rose 126%, with data centers accounting for over 90% of revenue. Marvell's revenue grew 37%, and next quarter guidance exceeded expectations.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🚨 AI STOCKS ARE GETTING A REALITY CHECK THIS MORNING.
The AI trade is still alive—but investors are becoming much more selective.
$SPY is barely higher, $QQQ is flat, while $SOXX is down 0.8% pre-market. With the 10Y yield at 4.69% and DXY near 99, higher rates are keeping pressure on high-beta tech.
And then there’s $MRVL. 👀
Marvell delivered strong numbers—$2.74B revenue, up 37% YoY, with Data Center revenue jumping #WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🚨 MARVELL BEAT THE QUARTER… SO WHY IS $MRVL DOWN 8%?
That’s the real signal heading into Friday.
$MRVL delivered a strong quarter: $2.739B in revenue, up 37% YoY, with Data Center revenue jumping 46%. Management also raised its FY2027 and FY2028 revenue outlooks and still expects a major Custom acceleration starting in 2H FY2027.
Yet the stock is getting hit.
At 6:15am CT: $MRVL -8%
$SNDK -2%
$MU -2%
$WDC -1%
Meanwhile, the direct AI leaders are holding up:
#DailyOrbit
The next phase of AI may be less about the models themselves and more about how deeply they become integrated into everyday software.
that shift could create some interesting opportunities as companies adapt and new use cases emerge.
The real question is: Who benefits most from this transition?
#AIShiftsToSoftware
#AIShiftsToSoftware AI hardware proved companies are willing to spend. Software now has to prove they're willing to pay. Strong results from CrowdStrike, Salesforce and Okta suggest monetization may finally be moving beyond GPUs and data centers into recurring software revenue.
That's important because infrastructure built the AI boom, but applications need to create the returns. If ARR, margins and FCF keep improving, the next AI winners may be the companies monetizing compute, not selling it
Marvell’s 37% revenue growth and stronger guidance continue to support the AI infrastructure buildout, while CrowdStrike’s 26% revenue growth, 51% increase in net new ARR to $333 million, and upgraded full-year outlook provide a clear example of what successful AI-driven monetization can look like.
My view is that the next major divide will be between companies simply benefiting
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest