The True Winners of the AI Revolution won’t just be those who Build the Models
The true winners of the AI revolution won’t just be those who build the models -- they’ll be the ones who shape how AI is deployed, secured & scaled in the real world.
Right now, market is awarding three clear winners: $Palantir Technologies Inc.(PLTR)$ leads in Enterprise AI, $Tesla Motors(TSLA)$ dominates in Real-World AI applications & $Cloudflare, Inc.(NET)$ is transforming AI deployment at the edge.
In 2025, I believe the market will reward the following five names in a similar fashion:
$SNOW is building the Data Platform for Enterprise AI, $MongoDB Inc.(MDB)$ is powering the AI-native database revolution & $Tempus AI(TEM)$ is redefining AI-driven precision medicine. As Agentic AI floods the world with data, $CrowdStrike Holdings, Inc.(CRWD)$ stands as the closest all-in-one cybersecurity platform to protect it, while $GitLab, Inc.(GTLB)$ leads in source code management for AI agents.
2025 will be the year of software.
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