Venu
Position Trader, Market Leaders, Fundamental/Technical Analysis
Twilio, Bandwidth and Five9 are very strong Stage 2 leaders in the AI voice layer, because as AI agents scale, businesses need voice, messaging and customer engagement infrastructure to interact with users. The group has seen massive accumulation over the past two weeks, backed by strong earnings and guidance. x.comÂ
Twilio, Bandwidth and Five9 are positioned for the AI voice layer, since voice, messaging and communications infrastructure become critical as AI agents move from chatbots to real-world customer interactions. Fundamentals and technicals are both strengthening across the group, with all three in a Stage 2 uptrend. x.comÂ
Twilio is one of the cleanest AI beneficiaries in public software, as more AI communication means more SMS and especially voice traffic; AI is likely positive for it for at least 2-3 years. It is the developer-default CPaaS and a critical layer for voice AI, telco integration can't be vibecoded away, and models usually recommend it. It gave its strongest Q1 growth guide in three years and trades at 3x EV/ARR. The risk is that developer mindshare matters less if AI assistants favor rivals. x.comÂ
Software is flexing its muscles, showing AI is not killing the sector. Twilio, Atlassian, Cloudflare and JFrog all showed better-than-expected fundamental strength, setting software up for a strong session. x.com x.comÂ
Zoom's AI capabilities are very underappreciated: its wealth of enterprise context can support continued growth as AI enters meetings, workflows and customer interactions. Its AI talent is underappreciated too. Zoom shows its Decision API ahead of Microsoft and OpenAI offerings on average across five text decision benchmarks. Oppenheimer upgraded Zoom, citing strong AI-platform uptake, growing ARPU and retention. x.com x.comÂ
Large mission-critical software platforms such as Atlassian, Twilio, Salesforce, Workday, ServiceNow and SAP are being lifted by AI, not destroyed by it. Datadog hit an all-time high on AI after Atlassian and Twilio accelerated. They can charge external AI agents a toll to access their systems of record, volume set to grow 100x in 12-24 months; sell their own agents; and expand into areas like security. AI resembles web to mobile, a tailwind for the best companies, though not all SaaS is safe. … Show more
SoundHound AI is growing quickly in voice and agentic AI across automotive, hospitality and enterprise. Q1 2026 revenue rose 52% to $44.2M, with core vertical growth of 88% excluding acquisitions, and it holds $216M of cash with zero debt. Full-year guidance is $225M-260M, and its LivePerson acquisition unlocks a $500M combined revenue opportunity. x.comÂ
DigitalOcean adds a concrete growth driver to the AI-agent basket. Per a firm the author quotes, it is focusing on the AI-optimized segment, growing at a 110% compound annual rate versus 25% for broader infrastructure-as-a-service. The basket holds pure plays: Circle and Coinbase for USDC machine payments and rails, DigitalOcean for AI website hosting, Fastly and Akamai for API calls and Cloudflare for edge computing. Amazon and Microsoft are less pure plays. x.com x.com x.comÂ
