Jul. 13 at 4:07 PM
While the market is pulling back, always pay attention to relative strength. Quite a few names continue to show impressive resilience.
$SNOW
$RDDT
$ATEX
$FTNT
$OKTA
Relative strength speaks volumes! As the market pulls back, which resilient name holds the ultimate long-term potential?
$RDDT &
$SNOW: High-conviction data plays. Reddit (RDDT) commands a massive competitive premium for its irreplaceable LLM training data pipeline. Snowflake (SNOW) benefits from stable recurring revenue as the central data cloud repository, securing critical data sovereignty.
$ATEX,
$FTNT,
$OKTA: Uncompromising structural moats. Anterix (ATEX) leads private wireless broadband infra with recession-proof utility contracts. Fortinet (FTNT) and Okta (OKTA) weaponize structural tailwinds as enterprise cybersecurity and identity spend outpaces macro headwinds.
I suggest you read my article over them. It is entirely free. You may be able to get some insight