Twilio: Consistent Growth And Rising Cash Flow (NYSE:TWLO)

2026 is turning out to be an apocalyptic year for software stocks, as investors juggle the question of whether or not AI and vibe coding will be able to break the bulwark of enterprise software'sWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has ...