While markets sit near all-time highs, a storm is brewing. Here’s what the media isn’t telling you - and 3 overlooked AI plays that could shine as others fall.
To mitigate, there could be some reasons why the market prices some companies to the level they appear underevaluated. Take CRM, ADOBE (big SAAS comp.), it is very unclear how they will/will not surfer from AI agents suite from Google, Microsoft, Oracle... MOAT is eroding. Market prices this uncertainty.
To mitigate, there could be some reasons why the market prices some companies to the level they appear underevaluated. Take CRM, ADOBE (big SAAS comp.), it is very unclear how they will/will not surfer from AI agents suite from Google, Microsoft, Oracle... MOAT is eroding. Market prices this uncertainty.