I believe 2024 will be the year when AI demonstrates significant ROI in various enterprise use cases. Here’s how you can build a portfolio to capitalize on the AI boom over the next decade 👇
• Applications: $GTLB, $SHOP, $ADBE, $HUBS, $NOW, $PATH, $CRM, $ADSK, $KVYO, $LMND, $META
• Security: $CRWD, $ZS, $PANW, $S, $FTNT, $NET
• Cloud Computing: $MSFT, $GOOGL, $AMZN, $DOCN
• Platforms: $PLTR, $SNOW, $CFLT
• Databases: $MDB, $ESTC, $ORCL
• Autonomous Driving: $TSLA
• Evaluation: $DDOG, $TEAM
• Hardware: $TSM, $NVDA, $AMD, $MRVL, $AVGO, $SMCI
• Biotech: $RXRX, $ABCL, $SDGR