RDDT → $300.00 by Aug 5, 2028.

**TLDR:** The next phase of the AI boom may shift from compute & infrastructure toward companies that own continuously updated proprietary datasets, workflows, and human interaction data that frontier models depend on. **Positions**: RDDT $300 Sept 2026 TEM $120 Jan 2027 \- We are coming into the home stretch of the initial AI supercycle boom, and the market has its obvious winners: chips, compute, power, memory. The next major AI bottleneck may be proprietary data. AI models are only as …