Sector rotation trading underway: Are you on board?

Last Friday, $NVIDIA (NVDA.US)$’s investments in $SoundHound AI (SOUN.US)$ surged over 18%, while $Recursion Pharmaceuticals (RXRX.US)$ saw Show More

Last Friday, $NVIDIA (NVDA.US)$’s investments in $SoundHound AI (SOUN.US)$ surged over 18%, while $Recursion Pharmaceuticals (RXRX.US)$ saw a gain of 10.82%. Recently, sector rotation in U.S. stocks has kicked into high gear. Overvalued giants and looming rate cut expectations continue to pressure the tech sector, driving investors towards more cyclical segments of the market, such as banking and beneficiaries of new policies.

Standout earnings reports have also renewed investor interest in the AI applications sector. Since their earnings announcements, $Snowflake (SNOW.US)$ has increased by 33.53%, $CommVault Systems (CVLT.US)$ has jumped 24.74%, and $Q2 Holdings (QTWO.US)$ has risen over 23.66%. $Salesforce (CRM.US)$ is also poised to release its earnings post-market on Tuesday, with analysts optimistic about its advancements in AI within its CRM services.

🎙️Discussion:
1. How will you position in the AI application sector?
2. Which other sectors are you bullish on?

Views

1.1M

Posts

Join topic

Latest

Hot

Moomoo News Global

16 hours ago

Columns Follow Nvidia's Lead in Investing in Small-Cap AI Stocks

This year, the hottest AI trends may be shifting from "hard tech" to practical application scenarios. AI advertising marketing leader $Applovin (APP.US)$'s stock soared by 745% year-to-date, $Palantir (PLTR.US)$ has seen a substantial increase of 290%, while AI chip giant $NVIDIA (NVDA.US)$ has risen by 179%.
Goldman Sachs also pointed out in a previous report that by 2025, investors are expected to shift from AI infrastructure to a broader "t...

Sector rotation trading underway: Are you on board?

173

YawningKitty_x_x

Dec 2 03:58

Columns Missed NVIDIA? Don't Worry—The Second Wave of AI is Bringing Doubling Opportunities!

Still regretting missing NVIDIA's 10x rally? This time, you might not have to. The second wave of AI is emerging, and it's no longer limited to hardware. Instead, it's penetrating enterprise-level applications. For investors, this presents a rare new window of opportunity. $NVIDIA (NVDA.US)$
Looking Back to Look Forward: The Pattern of AI Development
If history is any guide, from the electricity revolution a centu...

Sector rotation trading underway: Are you on board?

Jerry Kronenberg

Nov 29 11:56

Columns Nvidia-Backed SoundHound AI Rallies 20%+ Intraday

$SoundHound AI (SOUN.US)$ rose more than 20% intraday Friday despite no apparent news for the Nvidia-backed AI company other than some seemingly positive publicity from the publication Investor's Business Daily.
SOUN rose as much as 20.1% to a $9.53 session high after IBD published a feature article Friday on the company's business.
SoundHound has risen more than 240% in 2024, mostly following word last February that Nvidia had made an investment i...

Sector rotation trading underway: Are you on board?

Flying Voice

Dec 2 07:43

$Archer Aviation (ACHR.US)$
I took out my principal on Archer and put it $Rigetti Computing (RGTI.US)$

Sector rotation trading underway: Are you on board?

Moo Earnings

Dec 2 02:17

CRM Earnings Preview: Grab rewards by guessing the opening price!

Hi mooers!
$Salesforce (CRM.US)$ is set to release its Q3 FY2025 financial results on December 3 after the bell. Unlock insights with CRM Earnings Hub>>
Salesforce stock price has just reached a historical high of $348.86 per share last month. As software demand increases, could the new Agentforce platform continue to boost growth for $Salesforce (CRM.US)$? Subscribe to @Moo Live and book the conference call!
For the details of in...

Sector rotation trading underway: Are you on board?

104712493 : Salesforce's positive earnings prospects are driven by several key factors:
Strong Demand for Cloud Solutions: Salesforce continues to benefit from the growing demand for cloud-based customer relationship management (CRM) solutions. As businesses increasingly shift to digital operations, Salesforce's diverse product suite positions it well to capture market share.
Expanding AI Integration: The company has been integrating artificial intelligence (AI) into its platforms, particularly with its "Einstein" AI tools, which enhances its CRM solutions with automation, analytics, and predictive capabilities. This positions Salesforce as a leader in innovation.
Strategic Acquisitions: Salesforce’s acquisitions, such as Tableau and Slack, are boosting its product offerings and customer base, expanding its reach in areas like data analytics, collaboration, and workflow automation.
Strong Customer Retention: The company boasts a high rate of customer retention, driven by the scalability and flexibility of its platform. This contributes to recurring revenue, which is a key factor in Salesforce's financial stability.
Revenue Growth: Salesforce continues to report strong revenue growth, with cloud-based subscriptions and services remaining its largest and fastest-growing segment. Its diversification across industries further supports this positive outlook.

Report
Reply

Cancel Reply
musang queen :

Report
Reply

Cancel Reply
redevilgiggs :

Report
Reply

Cancel Reply
Lucas Cheah : $Salesforce (CRM.US)$ - Earnings Prospects Analysis
1. Core CRM Business Strength
Salesforce maintains a dominant position in the CRM market, holding approximately 23% of the global market. Its comprehensive suite of CRM tools supports businesses in sales, service, marketing, and commerce. Salesforce’s Sales Cloud and Service Cloud are widely used by enterprises to manage customer relationships and automate workflows, ensuring steady demand.
2. Expansion into Artificial Intelligence (AI)
Salesforce has integrated AI into its platforms, such as Einstein AI, which offers predictive analytics and automated insights to help businesses improve decision-making and efficiency. Einstein AI provides features like lead scoring, sentiment analysis, and forecasting, making Salesforce’s CRM tools more valuable for businesses leveraging AI.
3. Diversification Through New Segments
Salesforce’s acquisition of Slack in 2021 has positioned it as a significant player in the collaboration and productivity tools space. Slack’s adoption among enterprise clients adds a high-margin revenue stream, complementing Salesforce’s core CRM offerings.
In addition, Salesforce’s Tableau and MuleSoft solutions enable advanced data visualization and seamless integration across enterprise applications. These products diversify Salesforce’s portfolio, tapping into the growing data analytics and integration markets.
4. Growth in Subscription-Based Revenue
Salesforce’s subscription-based revenue model, accounting for over 90% of its revenue, ensures consistent cash flow and long-term customer relationships. The company’s large enterprise clients, including Coca-Cola and Toyota, rely on multi-year contracts for Salesforce’s platforms, driving stable recurring revenue.
In summary, Salesforce is poised for sustained growth, driven by AI integration, product diversification, and a robust subscription model.

Report
Reply

Cancel Reply
CNNT : CRM is financially solid with strong cash flow, margins and a healthy debt to asset ratio.
However, the cup and handle pattern on its trendline broke down instead of up. EMA also showing a downward trend.
So my estimate is it will go below 158.

Report
Reply

Cancel Reply

股海无边

Dec 1 23:54

KNEEEEEEEEEEEEEEEEEL.................

$SoundHound AI (SOUN.US)$ Small volume death cat dounce action done. It is time it slump to 8, and sharp fall to 7 when market open later Short whatever you can!!!

Sector rotation trading underway: Are you on board?

Moo Live

Nov 29 03:51

Salesforce Q3 2025 earnings conference call

$Salesforce (CRM.US)$
Salesforce Q3 2025 earnings conference call is scheduled for December 3 at 5:00 PM ET /December 4 at 6:00 AM SGT /December 4 at 9:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Salesforce's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for inf...

Salesforce Q3 2025 earnings conference call

Dec 3 16:00

Replay

Sector rotation trading underway: Are you on board?

Piggy Bank Trader

Nov 29 20:04

Proceed with caution

$SoundHound AI (SOUN.US)$ A bit over priced at this point.

Sector rotation trading underway: Are you on board?

Stock_Drift

Nov 29 11:07

🤩

$SoundHound AI (SOUN.US)$

Sector rotation trading underway: Are you on board?

Xrobertm

Nov 30 15:33

$SOUN

Bullish Thesis for SoundHound AI (SOUN)
SoundHound AI, Inc. (SOUN) is uniquely positioned to capitalize on the explosive growth of artificial intelligence, particularly in conversational AI and voice recognition technology. Combining its innovative solutions, expanding market reach, strategic partnerships, and industry tailwinds, SoundHound presents a compelling long-term investment opportunity despite near-term volatility.
1. Market Leadership in a Hot Theme Industry
• SoundHound opera...

Sector rotation trading underway: Are you on board?

Related Stocks

NVDA
NVIDIA
140.260
+1.18%
SOUN
SoundHound AI
8.880
-0.78%
RXRX
Recursion Pharmaceuticals
7.090
-6.46%
SNOW
Snowflake
175.940
+2.04%
CVLT
CommVault Systems
170.390
-0.27%