Part 8/10:
As institutional ownership rises, it results in increased research coverage, media attention, and potential index inclusion, creating a self-reinforcing cycle of investor interest. Historically, we’ve witnessed similar patterns with cloud computing firms, which were once dismissed but now command significant valuations due to their integral role in business infrastructures. Just as Amazon and Tesla reshaped their industries, Sofi and Palantir are forcing a reevaluation of value in their sectors.