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63/100 Bearish 21.05.2026 · 04:00 Finrend AI ⏱ 1 dk 👁 24 TR

Top Investor: The Era of Big Tech Software Is Over

Former Baillie Gifford fund manager James Anderson stated that the software-focused era of big technology companies has ended. According to Anderson, the gains from the artificial intelligence (AI) war will now flow to hardware suppliers. Anderson, a significant figure in the investment world, emphasized that competition in AI is shifting from software giants to hardware manufacturers. This shift is particularly evident in increased investments in AI chips and infrastructure. The investor predicts that the majority of opportunities brought by AI will go to companies providing the physical components that support this technology. This serves as a warning for big tech firms with software-focused business models. Anderson's comments could lead to a reassessment of investment strategies in the technology sector. The view that hardware suppliers will play a more central role in the AI era may prompt investors to diversify their portfolios. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 60%

The news headline reflects a negative outlook on major technology software companies, which could create downward pressure on NVDA shares. Technical indicators show the RSI in neutral territory just below 50, while the MACD is above its signal line but in negative territory, indicating weak momentum. The price is above the SMA20 but below the SMA50, suggesting short-term recovery potential but medium-term resistance. The 2.8% decline over the past 24 hours indicates that selling pressure may persist due to the news impact. Overall, a short-term downward move is expected, but confidence is moderate as there is no definitive signal.

RSI 14
49.5
MACD
-0.19
24h Δ
-2.79%

📊 AAPL — Piyasa Yorumu

▼ down · 60%

The news headline suggests the end of the big tech software era, creating a negative perception for AAPL. Technical indicators show the RSI approaching overbought territory at 68, increasing the likelihood of a short-term correction. Although the MACD is positive and the price remains above the SMA20 and SMA50, supporting an uptrend, the negative sentiment from the news and elevated RSI could trigger a downward move in the near term. Therefore, I forecast a bearish direction with moderate confidence.

RSI 14
68.1
MACD
1.10
24h Δ
0.33%

📊 AMD — Piyasa Yorumu

■ neutral · 60%

Although the news headline reflects a negative outlook on major technology software companies, the impact on AMD may be limited as it is a hardware company. Technical indicators paint a positive picture in the short term: RSI at 61 is in neutral territory, MACD is above the signal line, and the price is above both the 20-day and 50-day moving averages. The 3.5% rise in the last 24 hours also supports momentum. However, the uncertainty created by the news and the negative perception of the technology sector in general may limit further upside. Therefore, a neutral stance is adopted due to the short-term direction uncertainty.

RSI 14
61.0
MACD
4.70
24h Δ
3.56%

📊 AMZN — Piyasa Yorumu

▼ down · 60%

The news headline implies that the software-driven growth period for major technology companies has ended, creating a negative perception for AMZN. Technical indicators present mixed signals: RSI at 56 is in neutral territory, MACD is below zero but close to crossing above its signal line, and the price is above the 20- and 50-day moving averages. In the short term, a correction may occur due to the negative news, but the current technical structure does not confirm a full downtrend.

RSI 14
56.2
MACD
-0.28
24h Δ
0.48%
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