HERE’S TODAY’S FOX BUSINESS SEGMENT

ShayBoloor
11:28

Hello everyone! Today i want to share some trading ideas with you!

1.

• The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack

• Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data

• Cyber picks for the agentic era: $CrowdStrike Holdings, Inc.(CRWD)$ as the interaction layer for agents, $Rubrik Inc.(RBRK)$ as the “undo button” for agents & $Zscaler Inc.(ZS)$ as the control plane for agent traffic

• Why AI systems can’t function without clean, well-organized data: $Snowflake(SNOW)$ , $MongoDB Inc.(MDB)$

• The enterprise AI bottleneck: nobody is better positioned than $Palantir Technologies Inc.(PLTR)$ sitting between cheap, powerful models & messy, valuable enterprise data

• Picks-and-shovels winner in agentic AI: $Cloudflare, Inc.(NET)$

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AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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