No qualifying author-owned investment thesis was confirmed in this post.
Bearish list with rationale but no per-name causal thesis or catalyst.
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Many SaaS and tech consulting firms went through repricing on current valuations adjusted to AI growth impact risks. I believe we are close to fair valuations across majority of the cohort. But there are still outliers that despite of current metrics and same AI risks, being very overvalued. This is my list: Shopify, Palantir, Accenture, DataDog, MongoDB, EPAM, crowdstrike
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