When investors discuss the artificial intelligence (AI) market, they often focus on GPU makers like Nvidia, generative AI software developers like OpenAI, AI-driven cloud giants like Microsoft, and data center and networking chipmakers like Broadcom.

The early 2024 enthusiasm for Micron Technology (NASDAQ: MU) had some real truth to it. Micron makes both DRAM memory and NAND flash storage, but DRAM makes up the majority of its revenue, at 73%. With the rise of artificial intelligence,

Even though Tesla stock soared last year because of the potential of its FSD technology, EV sales still account for 79% of the company's revenue. Therefore, if this part of its business isn't performing, it becomes hard to justify further upside in its stock price (more on that later).

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

Palo Alto Networks must execute well in a competitive market. Learn why PANW stock’s pricey valuation leads to a cautious outlook until a better price is found.

In contrast to Palo Alto's positioning in network security, CrowdStrike dominates in endpoint protection, securing end-user devices as they access network data across an increasingly diverse Internet of Things (IoT) ecosystem.