- Entry
- $252.25
- Now
- $252.00 -0.1%
- Target
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- Score
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The consensus AI infrastructure trade is Snowflake, Databricks - raw data platforms. Everyone agrees on this. The market has priced it accordingly. My day job is literally taking messy, ungoverned data and building the semantic structure - the ontology - that makes it usable. Twenty years doing this at places like Nike and SurveyMonkey, plus building my own 1,700-ticker XBRL screener as a side project. That experience tells me the consensus trade is missing the actual moat layer. Any AI …
— ORIGINAL POST ·
I'm a data ontologist by trade. Here's why I think the market has the AI moat story backwards on beaten-down SaaS names - and why I own FDS into earnings tomorrow.
· r/ValueInvesting
· Jun 30, 2026