farnamstreet's Discussions - Simply Wall St

FA

farnamstreet

Community Contributor

Member since 2023

Views

0

Fair Values Set

0

Comments

1

Followers

0

No bio added yet

No link added

INTU·about 2 months agoThe Market May Be Overpricing AI Risk And Underpricing Cash Flow Durability

I agree with your case. You can say the same for SAP, CRM, NOW, their software is also essential and not easily replaced by AI generated code. The value end users can get from AI agents built within these software tools can be extremely valueble. That is the reason I buy into thes names as well. The market is not on that side currently.

0

|

0