These firms also seem more resilient to macro risks like tariffs or supply chain issues. Since they’re asset-light and largely software-driven, they aren’t as exposed to global logistics or manufacturing disruptions. That gives them a defensive edge in uncertain times.
While these stocks may not keep climbing at the same pace, I think the long-term upside is strong. As AI shifts from hype to real-world impact, the winners will be those who combine cutting-edge tech with a product that delivers clear value to users and investors.
$Palantir Technologies Inc.(PLTR)$ $C3.ai, Inc.(AI)$
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