I was previously positive on Elastic ( ESTC ), as I had the view that GenAI adoption would continue and that cloud transition would help reaccelerate growth. I reiterate my buy rating, as GenAI adoptionI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount ...

Group 1 - DXC is recognized as a leader in all categories across the US, AP&J, and Europe [1] - ISG emphasized DXC's leadership through its collaboration with ServiceNow, focusing on accelerating GenAI adoption and driving innovation [1]