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Benefiting From Cyber, 5G And AI In Defense And Civil (Rating Upgrade) U.S. Army plans to enlist tech contractors for AI development

The potential benefits and risks of investing in FTNT (NasdaqGS: FTNT), a company that specializes in cybersecurity. The writer suggests that the company could benefit from the new era of Regenerative Artificial Intelligence (RAI), which involves the extensive use of cloud-based data to improve AI technology.

Growth Market Growth rate for next year * 8.00% * Keeping it low as growth has been high in last 2 years making the base number big Compounded annual market growth rate year 2-5 * 12.00% * Driven by improved domestic market share, new plant, acrylic business & growth in industry Margin Pre-tax operating margin for next year * 12.00% * Setting margin to company's 10-year average Pre-tax operating margin (Target) * 10.14% * Setting it to the industry average. Number also aligns with the company staying competitive in the market Reinvestment Sales to Capital ratio (Current) * 2.2 Sales to Capital ratio (Target) * 1.84 * Industry average is 1.84 & Company's 10 years average is 1.56.

- Solid Försäkringsaktiebolag is a leading niche insurance company in the Nordic region, specializing in non-life insurance products. - The company operates in various segments, including Product, Personal Safety, and Roadside Assistance.

KNOWING WHEN TO BUY THIS STOCK: a. Do I have a well-thought-out narrative around this stock?

Catalysts MARA owns 13,716 BTC and price is expected to keep growing in the next 12 months. MARA is well capitalised and will benefit from less capitalised miners going bankrupt after recent halving.

They are trying to move all of their customers to Cloud. They're hiring a lot.

Catalysts Bitcoin as the first-class wealth preservation medium Risk-off asset - hedging against macroeconomic tailwinds - e.g. currency debasement, hyperinflation Institutional Bitcoin Adoption Bitcoin Halving Zero-competition in aggregate BTC ownership (1%+) Assumptions Bitcoin continue to attract greater inflows MSTR continues to purchase bitcoin MSTR continues to innovate in its B2B data intelligence offerings Risks Restrictive government regulation on Bitcoin or the broader cryptocurrency market. Valuation With BTC PT of $100,000 by 2024, MSTR circa $2,500 With BTC PT of $150,000 by 2026, MSTR circa $4,000 With BTC PT of $250,000 by 2028, MSTR circa $7,500

Catalysts Metal prices are expected to go up while demand continues to rise benefiting metal producers, especially in Europe. There is a growing demand for energy grid interconnection infrastructure in Europe benefiting large cable producers.