AI IS COMING FOR SOFTWARE Hosts @samsolid57 @StockSavvyShay @LogicalThesis 00:48 Healthcare Shakeout $HIMS $NVO $LFMD 13:47 Position Sizing $RKLB $PLTR $NBIS 19:50 GPUs to Networks $AVGO $ALAB $ANET 29:47 Compute Comeback $NET $DOCN 44:08 SaaS in the Crosshairs $CFLT $GTLB 56:20 AMD in the AI Race $AIP $AMD 1:03:50 Slowdown in Pharma $TEM $NTRA $PSNL
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