JEFFERIES: DEEPSEEK EVOLUTION, NOT REVOLUTION; AI EFFICIENCY DRIVES ADOPTION
🔸 Sees software market selloff as overdone
🔸 Maintains bullish stance on $MSFT, $AMZN, $META, $GOOGL, $SNOW
🔸 Predicts growth for $DT, $DDOG amid AI expansion
🔸 Views $ORCL drop as overreaction; core AI demand stable
From X
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