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Loves it. 12-month price target of $1160. Pulled back, but that's similar to the SOXX ETF. Very skewed to China with about 1/3 of its business there. He took some profits and put them into CAJPY.

Stock's held in, even as the wider Japanese market rolled over. He took some profits from ASML and put them into CAJPY. It's come out with lithography equipment that's cheaper and just as productive as that from ASML.

It's actually snapped back. Got all the way to just below its IPO price, now around $51. The story is so solid because all the hyperscalers love it. Very smart and well managed. Not cheap. Still believes it can get back to the $80 level. A lot of the insider trades have already happened.

He used to use this. When you're learning about a space, you go to the ETF. Be aware of the valuation. He'd recommend that you can pick leaders within that, rather than buying them all through the ETF. Try FTNT, S, PANW or CYBR.

He still owns it, one of the best performers over the summer. Conservative in reporting, taken to the woodshed for that, but has come back very well. 

Still wouldn't go toward CRWD, as it needs to prove itself over a couple of quarters of earnings. 

One of the leaders in the space. 

Gets the nod as the general store of cybersecurity.

A name to look at in cybersecurity.

Will be one of the beneficiaries among the outer circle of applications of the AI stack. 12-month price target of $365.

About 10% left on the upside runway. Better opportunities elsewhere.

Boring, but now things are coming together. Left a lot of baggage behind with the spinoff, but kept Watson, a leader in AI applications in healthcare. Lot of horses that they haven't yet raced. 12-month price target of $257. Yield is 3%.

A competitor to SNPS. Software that helps the likes of NVDA and AMD design their chips. 12-month price target of $332. Extremely well known in Europe. A number of joint ventures. Financials have been great, consistently beat on top and bottom. Raised guidance a tiny bit. Buy in thirds here around $270, $260s, and just under $250. No dividend.

This pick results from his looking at the application layer 12 months down the road. Model training algorithms are already being monetized in healthcare, education, and now sports/entertainment. Investor day last week saw a lot of AI tools. Yield is 0.5%.

12-month price target of $167.50. Buy 1/3 here around $141, $134, and $125.

We recently added more CS to our model portfolio and consider it a buy. We are not fond of targets, especially short term, but $13 to $14 we think is possible. 
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