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[@ConsensusLong](/creator/twitter/ConsensusLong)
"While everyone is searching for legacy software companies with a killer AI features. what happens if the next wave of AI beneficiaries are the undervalued and washed out IT service stocks $ACN $GLOB $EPAM $CTSH"  
[X Link](https://x.com/ConsensusLong/status/1942626062707327261) [@ConsensusLong](/creator/x/ConsensusLong) 2025-07-08T16:45Z XXX followers, 3951 engagements


"This one is for all the AI Capex bears X% of GDP today versus 2-5% of GDP (peak) for other major technology investment cycles. *If* we are in a bubble still have a hell of a long way to go to the top $CLS $AMD $NVDA $VRT $AVGO $HUT $APLD"  
[X Link](https://x.com/ConsensusLong/status/1979725177060737430) [@ConsensusLong](/creator/x/ConsensusLong) 2025-10-19T01:43Z XXX followers, 39.5K engagements


"After doing some industry checks I suspect we will see YoY acceleration in cloud revenue growth across the board at AWS Azure and GCP. Mostly attributable to incremental AI workloads on top of a stable core base. This will further challenge the no ROI thesis"  
[X Link](https://x.com/ConsensusLong/status/1980617939016421642) [@ConsensusLong](/creator/x/ConsensusLong) 2025-10-21T12:51Z XXX followers, XXX engagements