The weakest earnings since the start of our run in 2024. Today we posted explosive earnings with insane growth so that cannot be the issue at all.
It is very unrealistic to maintain this growth for another 5 years but very much possible to sustain large growth but the 100% YoY for government and commercial will come to and end next year which was the biggest factor in the returns we have witnessed.
I made a post last week talking about software being dead. AGAIN, for people that will be in the comments I am not promoting software being dead but at what point do you come to this realization from the volume being completely sucked out of software and going into infra for AI; with hardware of course, energy and now memory.
If anyone has a legit argument for software to remain a staple moving forward would love to hear it. Because the numbers show otherwise here.