I’m starting to think AI hardware could be the next big tech opportunity. Companies are finding new ways to bring AI directly to devices, from smarter phones to powerful laptops that can run AI locally. That could create new growth opportunities for companies beyond cloud software. I’m watching $AAPL, $MSFT, $NVDA and $META closely as this space evolves. Do you think AI hardware is the next big growth story, or is software still where the real money is?