1Yr·
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21 Comments

Everything except Microsoft and Amazon
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Microsoft it would at least times not 😁
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$MSFT, $CRWD remain
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Spontaneous answer: the last two mentioned
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From back to front
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No one has mentioned Snowflake. I thought about that, too. The business model correlates most with the cloud and possibly security area. It's just a consideration for streamlining the portfolio or replacing a sub-sector from the data center area or another cyber security share like Palo Alto.
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