As AI disrupts the software industry, understanding which companies are resilient is crucial for investors. Simple applications, dashboards, and point solutions face significant risk, while platforms with network effects, proprietary data, and deep integrations remain secure. Companies like Cloudflare, AppLovin, and MongoDB exemplify this resilience. Cloudflare provides critical internet infrastructure that enhances demand through AI-driven traffic complexity, with projected sales growth of 28.4% this year. AppLovin operates a robust ad network leveraging data and AI for performance, expecting an 18.2% sales increase and a remarkable 106% earnings surge. MongoDB offers a flexible database crucial for AI applications, with a revenue growth forecast of 21.5%. Each company maintains a strong position, indicating that AI will empower rather than disrupt them. For investors, these stocks provide opportunities for durable growth, especially amid market volatility and fluctuating valuations.
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