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Microsoft Corporation (MSFT $514.45)
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CrowdStrike Holdings Inc. (CRWD $493.14)
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Datadog Inc. (DDOG $138.35)
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Palantir Technologies Inc. (PLTR $179.33)
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Snowflake Inc. (SNOW $229.54)
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C3.ai Inc. Class A (AI $18.51)
Q: Previous answer: We think software may be the next area to move, with names like PLTR. There is some consolidation happening but we do not see AI as being 'over' as a theme.
Can you provide your three best ideas outside of Palantir and provide a brief summary of why you see growth? Please present in order from most to least conviction.
Thanks!
Can you provide your three best ideas outside of Palantir and provide a brief summary of why you see growth? Please present in order from most to least conviction.
Thanks!