Here are a few names I'm keeping an eye on for the next period: $Palantir Technologies Inc.(PLTR)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palo Alto Networks(PANW)$ , $Cloudflare, Inc.(NET)$ , and DDOG. The focus is on businesses with solid demand trends, expanding market opportunities, and the potential for compounding over the long run. Price action and execution will be key factors to watch.
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