Feels a lot like the transition from Intel to Google. Software follows Hardware, and then gives multiple times returns.

Every new tech development wave sees hardware companies first seeing an increase in value. This is because you first need caapability to develop, Happened with semiconductors in 70s/80s. And similarly pre 2000s with Intel too. Now with AI, Nvidia was the first stock to skyrocket. But now that the GPU capabilities have been built, expect software stocks that are in the space to rise multifold

"May be a good time to get in" this makes sense in terms of career as well as stocks :)