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I would throw $ZS into the room 🫣.
But I think the market is big enough that there are several companies that will be around for a long time
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@JJJanson I think so too, the existing ones will continue to grow, which will grow the most and which will fall by the wayside remains to be seen. There may also be takeovers. In my opinion, it is very difficult to make predictions here.
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@BamBamInvest but the nice thing is that the market is so important and will grow accordingly that you can definitely participate with a good selection. Personally, I also have 5 companies in my portfolio if you include Microsoft and Google.
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@JJJanson absolutely right and who knows what will happen here or whether there will be major takeovers. $GOOGL is already trying to broaden its positioning in this area. If $CRWD continues to be punished and loses some more ground, I will perhaps establish it again. However, the effects of the recent incident are still too much for me at unklar✌️
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