Enterprise AI Software Demand investment thesis
AI cost pressure is now visible in software P&Ls (NOW, ADBE margin drops) and beat-and-raise prints were sold, supporting the re-rating thesis — but Palantir's 56.2% growth with a 36.3% net margin weakens the claim that profitable growers are spared. Mixed stance with margin re-expansion as the invalidation test.
What does the Enterprise AI Software Demand analysis cover?
Explore the published evidence, market context and risks. Check the dates and sources, compare competing explanations, and review the assumptions before making your own decision.
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