For me,
$CrowdStrike Holdings, Inc.(CRWD)$ and
$Cloudflare, Inc.(NET)$ stand out the most. AI growth is creating more demand for cybersecurity and connectivity infrastructure. CRWD has strong ARR growth and cash flow, while NET benefits from rising AI workloads. I would rather watch these names than chase the energy rally after such a strong run.
I am also watching $Marathon Petroleum(MPC)$ and $Valero(VLO)$ because elevated refining margins could support strong earnings. However, after such huge YTD gains, I would be careful about entering at fresh highs. I prefer waiting for a pullback and better risk-reward.
If I had to pick one, I would choose CRWD for its AI-driven cybersecurity growth. New highs do not automatically mean overvaluation, but I would still wait for a better entry rather than FOMO into the breakout.
@Tiger_comments @TigerStars @TigerClub @TigerPicks
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