Welcome back to AlphaTarget Pulse — your deep dive into markets, business, technology, and investing. In this episode, our expert panel breaks down the wild rotation out of high-growth tech/AI stocks, the irrational fears around an "AI bubble" vs. "AI killing software," and why Google's Q4 2025 results (released after close) confirm the AI capex cycle is roaring ahead.Joined by: Irnest (CFA, top-ranked SA analyst, ex-Societe Generale) – our numbers man Anirban (PhD CS, ex-Motley Fool Australia Research Director) – Bleeding Edge tech insights Damia (ex-Citibank/investment banking) – our data queen AI workloads set to triple by 2030 (McKinsey), with inference surging 5x at ~35% CAGR CoreWeave CEO: Inference now 50% of workloads (up from 35% recently) Google Q4: Search +17% YoY, Cloud +49% to $17.7B, Gemini 750M MAUs, 2026 CapEx $175–185B (massive beat) Software TAM to grow 3x by 2037 (9%+ CAGR), agentic AI as tailwind for infra/cyber Why "vibe coding" won't kill mission-critical SaaS anytime soon Historical parallels: Cloud shift didn't destroy incumbents — AI likely rhymes Macro tailwinds: Rate cuts, QT end, strong US GDP momentum → setup for growth stock rebound Key highlights: We separate hype from reality: This pullback looks like a classic rotation, not the end of AI/software growth. Oversold names could deliver big gains ahead.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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