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WSP Global Inc. (WSP)
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Palo Alto Networks Inc. (PANW)
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Super Micro Computer Inc. (SMCI)
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CACI International Inc. Class A (CACI)
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Qualys Inc. (QLYS)
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Parsons Corporation (PSN)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hello Peter,
Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?
Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!
Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?
Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?
Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!
Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?
