syzuhair
12-09

Am losing big time on RKLB

Here are my Favorite Names in Each Secular Growth Theme

@ShayBoloor：
Here are my favorite names in each secular growth theme -- set to benefit from multiple tailwinds for the rest of this decade 👇🏼 Cybersecurity | $CrowdStrike Holdings, Inc.(CRWD)$ , $Zscaler Inc.(ZS)$ , $Palo Alto Networks(PANW)$ , $Cloudflare, Inc.(NET)$ , $Rubrik Inc.(RBRK)$ AI Infrastructure | $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ , $DigitalOcean Holdings, Inc.(DOCN)$ Data | $Snowflake(SNOW)$ , $MongoDB Inc.(MDB)$ , $Palantir Technologies Inc.(PLTR)$ , $Datadog(DDOG)$ , $Confluent, Inc.(CFLT)$ , $Elastic N.V.(ESTC)$ Semiconductors | $NVIDIA Corp(NVDA)$ , $ASML Holding NV(ASML)$ , $Applied Materials(AMAT)$ , $KLA-Tencor(KLAC)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ Consumer | $Celsius Holdings, Inc.(CELH)$ $Airbnb, Inc.(ABNB)$ $Uber(UBER)$ $Costco(COST)$ $Wal-Mart(WMT)$ E-Commerce | $MercadoLibre(MELI)$ $Global-E Online Ltd.(GLBE)$ $Shopify(SHOP)$ $Coupang, Inc.(CPNG)$ $Sea Ltd(SE)$ Space | $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ EV/Solar | $Tesla Motors(TSLA)$ $First Solar(FSLR)$ Small Caps | $TransMedics Group, Inc.(TMDX)$ $IONQ Inc.(IONQ)$ $Indie Semiconductor Inc.(INDI)$ Follow me to learn more about analysis!!
Here are my Favorite Names in Each Secular Growth Theme

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  • koolgal
    ·12-10
    Hopefukly it is a temporary setback.
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