my advice right now listen to what the markets telling you its not lying its saying that enterprise software the blast zone of last year is coming roaring back because artificial intelligence requires all new programs to work yes it is that big a deal some will look back at this moment and say what mattered was the troubles at first republic frc which may not survive the minibanking crisis and how it is overshadowing everything ive said it over and over if first republic were to collapse it would not be a systemic industrywide problem others will look back and say this was the quarter when you saw genuine weakness in the core of both america and europe the basic engine of employment finally slowing down me i will look at it as when we were told by microsoft msft and googleparent alphabet googl both club stocks not that artificial intelligence is coming but that they are using it offering it and recognizing that it is turning their businesses that have been somewhat slowing in growth into growth engines once again now some of this ai boom is because of club name nvidia nvda which was mentioned on both postearnings calls as being the power behind artificial intelligence ai inflected this quarter i believe not just because of chatgpt the viral brainchild of microsoftbacked openai but because nvidias cards were so fast that there are now whole new applications that can work that were seen as unfeasible before alphabet made the point that its cloud business which just turned profitable is built on nvidia chips the only cloud provider they say that runs on them but most of it is because artificial intelligence now is so meaningful that big customers have come into them saying what can we do how can we use it how do we know this when i say listen to what the market is telling you i like to look at stocks that have no news but are ramping anyway enterprise software stocks are doing that wednesday the thinly traded ones mongodb and datadog  both up double digits or the biggest in the industry club stock salesforce crm arent rolling higher because of anything they said they are rising because they are considered integral to the writing of the new programs to take advantage of changes that will make operations better this move in these stocks could turn into a change in mindset about these stocks because ai may mean an acceleration of laggard tech including personal computers pcs and servers it may be the spur thats needed nvidia and fellow semiconductor company advanced micro devices amd are both up big in wednesdays trading i know google is not blitzing higher but not bad with a 15 gain ruth porat the powerful alphabet cfo came out with some boilerplate world uncertainty caution i get that despite the endless obsession with trying to sound like microsoft when it comes to ai mentioned like 50 times on the call i understand that the new aipower bing search engine from microsoft could undermine a core google franchise that enjoys a near monopoly in the space google has responded to microsofts ai push with its own called bard bottom line when you see the ancillary plays running and cant find a reason thats because the smartest people are recognizing this isnt business as usual and its time to buy everyone in enterprise software does that make us want to buy mongodb or datadog i think its enough that we own salesforce alphabet and microsoft no need to go down further on the food chain for the club but when you see azure microsofts web services business outperform when you see googles cloud business inflect positively after several years of losses this isnt the time to sell its the time to buy jim cramers charitable trust is long msft googl nvda crm amd see here for a full list of the stocks as a subscriber to the cnbc investing club with jim cramer you will receive a trade alert before jim makes a trade jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trusts portfolio if jim has talked about a stock on cnbc tv he waits 72 hours after issuing the trade alert before executing the trade the above investing club information is subject to our terms and conditions and privacy policy  together with our disclaimer  no fiduciary obligation or duty exists or is created by virtue of your receipt of any information provided in connection with the investing club no specific outcome or profit is guaranteed