Dell shows AI infrastructure is still supply-constrained, with a record $95B backlog and $192B FY27 revenue guidance.
Palo Alto shows the next layer: as AI expands the attack surface, cybersecurity becomes mandatory. But with FY27 growth normalizing to ~23–24%, valuation matters.
Moderna represents the highest-risk, highest-upside frontier: turning personalized mRNA oncology from science into a commercial platform.
My conclusion: AI creates the demand, security protects it, and biotech may ultimately redefine what technology can do. The winners won’t simply have breakthrough technology—they’ll be the ones that convert breakthroughs into scalable cash flow.
@WallStreet_Tiger [龇牙]
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- jigglyp·09-02 21:02Scalable cash flow is the filter for sure. Dell's backlog and Palo Alto's pricing power both say bottlenecks matter more than raw innovation in this phase.LikeReport