Twilio: Promising After Pause (Upgrade)

Core Viewpoint - Twilio, Inc. (NYSE: TWLO) has experienced a decline this year despite reporting better financial results, indicating potential mispricing in the market [1] Financial Performance - The company has shown positive signs, particularly with AI start-ups, suggesting a path towards strong income [1] Investment Thesis - The investment thesis for Twilio is now more bullish, reflecting a more optimistic outlook on the company's future performance [1]