Origins of Alpha: Brad Freeman on Market Resilience, AI CapEx, and Software Monetization

Brad Freeman Discusses Market Resilience, AI CapEx, and the Shift to Software Monetization
Brad Freeman joined a discussion covering market resilience and earnings growth, peak earnings and AI capex, software leaders, cybersecurity value plays, AI safety and open source, the AI comeback and model race, and the shift from AI infrastructure toward software monetization.
Topics touched on $SOXX, $IGV, $AMZN, $MRVL, $CRWD, $PANW, $NET, $S, $ZS, $RBRK, $OKTA, $GOOGL, $META, $NVDA, $MSFT, $SNOW, $MDB, $DDOG, and $NOW.