To The Moon

1.

$Alphabet(GOOGL)$ willingness to spend $23B, or 58 times Wiz’s ARR, underscores the immense value of cybersecurity in protecting the data ecosystems that AI will generate over this decade 👀

This is bullish news for $CrowdStrike Holdings, Inc.(CRWD)$ , $Zscaler Inc.(ZS)$ , $Palo Alto Networks(PANW)$ , and $SentinelOne, Inc(S)$ .

2.

AI won't kill software, but it might cannibalize this industry around a few select winners -- here are the 5 stocks I own that I believe will significantly benefit from AI as a massive tailwind 👇

1. $Palantir Technologies Inc.(PLTR)$

• AI Tailwind: Their business focuses on data integration and analytics -- areas that are becoming increasingly crucial as organizations rely on AI to make strategic decisions. With data volumes and complexity surging, the demand for Palantir’s platforms is set to rise. These platforms are standout performers in deciphering information from various data sources. As AI applications become more widespread, the need for thorough data integration and analysis is only going to intensify -- greatly benefiting what Palantir has to offer.

2. $CrowdStrike Holdings, Inc.(CRWD)$

• AI Tailwind: As digital infrastructure expands and data volumes swell thanks to AI applications, the importance of cybersecurity has never been higher. CrowdStrike's AI-driven cybersecurity platform is perfectly poised to take advantage of this trend. With increasingly sophisticated and frequent cyberattacks, there's a growing need for advanced threat detection and response solutions. CrowdStrike offers a flexible subscription model that adapts to the size and needs of its customers -- positioning the company for growth as securing digital and data environments becomes more complex.

3. $Confluent, Inc.(CFLT)$

• AI Tailwind: As generative AI evolves, it significantly impacts how data streams are managed and utilized -- making tech like Confluent's Apache Kafka-based platform increasingly vital. The company specializes in handling real-time data streams -- which is essential as the outputs from AI applications become more instantaneous and diverse -- ranging from live interactions to dynamic content changes.

4. $Snowflake(SNOW)$

• AI Tailwind: Think about the sheer amount of data generative AI churns through. Snowflake's platform can facilitate this data interchange, and as generative AI models become more widespread, Snowflake can position itself as the primary hub for AI data processing. AI can enable Snowflake to deliver predictive analytics and real-time insights, making it indispensable for businesses. This fusion of AI and data processing can make Snowflake's offerings so unique that competitors will find it challenging to emulate -- deepening their competitive moat.

5. $MongoDB Inc.(MDB)$

• AI Tailwind: As generative AI continues to evolve, the demand for storing its outputs -- from text to images and beyond -- also increases. MongoDB's flexible architecture is perfect for handling the diverse content that AI churns out, making it a favorite among developers diving into AI. By integrating AI, MongoDB can automatically optimize data, anticipate storage needs, and even maintain its own databases. These innovations transform MongoDB from a mere database solution into a smart data ecosystem -- setting it apart from traditional database competitors and strengthening its competitive edge.

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