I focus on AURA (Assets Underestimated, Resilient & Agentic) companies, which are undervalued due to market overreaction to AI disruption fears.

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Anthropic, a smaller rival started by OpenAI defectors, has found runaway success with its programming agent, Claude Code.

Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during its fourth-quarter earnings call that the best developers at the company “have not ...

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