Shai Ballew breaks down market volatility amidst geopolitical tensions, emphasizing that while there’s a risk adjustment, the bull market’s fundamentals, especially in AI, remain strong. He discusses how companies like Palantir, Axon, Crowdstrike, and Cloudflare are becoming essential in the new age defense and cybersecurity landscape, with their services proving indispensable for government and public safety operations.
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