A.I. "Long-Term" Risk to SNOW, Tailwind for TEAM & GTLB

Steve Koenig says investors will have to "pick your software stocks carefully." He believes Snowflake (SNOW) is well-positioned after its earnings but sees its current runway for growth running out. A.I. is the main threat Steve sees to the stock. However, he makes the argument that companies like Atlassian (TEAM) and GitLab (GTLB) will benefit from A.I. tailwinds.

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