Jun. 29 at 11:43 PM
In Seach of Value:
Tech:
$SNOW$200
$RBRK $75
$IOT $40
$MDB $380
$ZS $250
This tech basket is essentially a long-term re-rating of AI infrastructure, cloud, and cybersecurity.
SNOW represents the core data cloud layer. RBRK is an emerging player in enterprise data security. IOT (Samsara) focuses on industrial IoT data intelligence. MDB provides foundational developer database infrastructure, while ZS benefits from cloud security and zero-trust architecture adoption.
The core theme is clear: this is not about single products—it’s a full-stack infrastructure upgrade cycle driven by data, cloud, and security convergence.
In the short term, valuations move the stocks. In the long term, it’s all about digital adoption and AI-driven data explosion.
Do you prefer platform plays like SNOW or security moats like ZS? Let’s discuss
