Leeskies
02-26
I believe that the true application of AI where it deems useful in the business it's not yet realised. The efficiency improvements in a business bottom line and margin is 💯 there, however the integration issues and human interface uptake is still in its infancy.

The rise of AI seems to have been stopped in it's track but in believe as a human race, we have proved time after time again that we shall prevail. We cannot help but to be more productive, problem solving, adapting and pivoting all that we know in order to "make money". I think that's part of the problem. Our goal isn't merely for survival, per say. Its not intermingled with the need to consume everything and be "cash rich". So yes, AI and tech will rally again. I'll say from June to Oct 2026 we will see this sector track ATHs once again.

SaaS Misss: CoreWeave Faces More Correction?
Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. CoreWeave hit $5B annual revenue, with backlog (incl. RPO) surging to $66.8B, up 3x YoY. For 2026, capex is set at $30B+—at least triple 2025—while ARR could reach $19B by year-end. Shares fell over 10% after hours.
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