Jun. 2 at 4:55 PM
$AVPT The piece most people are missing as I will state ad nauseum is that AI governance today is exactly where cybersecurity was around 2014. Back then security was to most just a discretionary line item; 5 years later it was mandatory, recurring, and compounding.
$CRWD rode that exact transition from IPO to a 193.67Bln trading now around
$761 a share. AI governance is on the same path imo shadow agents, data sprawl, EU AI Act enforcement clock ticking. Being early means buying before consensus connects the analogy, not after. Once they do, these prices wont be on the table anymore IMO.
$RBRK $PANW $FTNT