
John Caracciolo
266 posts

John Caracciolo
@caracciolo86599
Nam et ipsa scientia potestas est. "The difference between stupidity and genius is that genius has its limits". Always packing.














Part 4 — 2036 Watchlist Update: Adding fresh names with momentum (Midweek Refresh 🔥) 1. $CRWD – CrowdStrike (AI cybersecurity leader — holding strong uptrend) 2. $PANW – Palo Alto Networks (next-gen security platform) 3. $ZS – Zscaler (cloud security + AI threat detection) 4. $FTNT – Fortinet (high-growth cybersecurity) 5. $PLTR – Palantir (enterprise + government AI platforms) 6. $SNOW – Snowflake (data cloud infrastructure) 7. $DDOG – Datadog (observability + AI monitoring) 8. $FLEX – Flex Ltd (electronics manufacturing & supply chain powerhouse) 9. $IONQ – IonQ (leading pure-play quantum computing) 10. $SHOP – Shopify (global e-commerce infrastructure king) No hype. No lottery tickets. Just the cybersecurity, data, manufacturing, and frontier tech names that will compound through the next decade. My observation? While the market rotates between semis and power stocks, these supporting layers (security, data platforms, contract manufacturing, and quantum) are quietly building the real long-term foundation. $FLEX gives you physical buildout exposure, $IONQ is the high-conviction asymmetric bet. RT if you’re building your 2036 list. Let’s keep the convo going 👇













