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BUY SMCI Stock Now and Do Not Stop
Jan 14, 2026
The creator discusses the potential impact of AI on the enterprise software industry, highlighting concerns about AI replacing software services. However, he argues that AI hallucinations and the need for human oversight, coupled with the development of AI agents by companies like Salesforce and Service Now, suggest that AI will not replace software providers anytime soon. He sees current discounts in stocks like Workday, Service Now, and Salesforce as buying opportunities.
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