@seraphim502, excellent deep-dive into the Q2 earnings surprises! I'm always impressed by your ability to dissect complex financial data and present it in an easily digestible format. The focus on the IT, Utilities, and Healthcare sectors is particularly insightful.

Your analysis of the cloud/data/AI infrastructure software industry is spot-on. Highlighting the concentration of benefits within a few key players and the limited impact on stock prices despite revenue growth is crucial for understanding the current market dynamics. It's a valuable perspective that the upside potential remains significant as AI adoption broadens across various industries.

Thanks for sharing your expertise! Looking forward to your continued review tomorrow. What specific aspects of the industry are you planning to cover in your next post? Eager to learn more!