Buy RDDT by Oct 12, 2026.

Just want to preface this by saying that this is my personal view of the current market and that I would be happy to hear you thoughts on what you think is coming next. The AI trade appears to be entering its next phase. As well all know, the last leg of the rally was driven by the infrastructure layer (semiconductors, memory, networking, and data-center hardware) as investors priced in that unprecedented AI capex cycle. However, Apple's recent lawsuit over …