Trouble in AI Haven
- thedailyeaac
- Jan 27
- 1 min read
CommVault (NYSE:CVLT) reports earnings tomorrow morning and our research shows a very troubling picture of cybersecurity/cloud firms that lack critical hyperscaler partnerships and AI infrastructure. With the introduction of Deepseek AI and misinterpretation of funding from the Stargate Initiative shows overvaluation of the entire sector.
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