Group 1 - Globant S.A. is facing challenges due to the rise of AI, which is becoming increasingly capable of writing software code, potentially impacting the company's growth in custom software development for enterprise clients [1][2] - Jim Cramer expressed concerns that as customers become more comfortable with AI, it will create a more competitive environment for Globant, making growth more difficult [1] - The company provides technology services that integrate AI, software development, and digital transformation solutions, indicating its focus on modern technological trends [2] Group 2 - There is a belief that while Globant has investment potential, other AI stocks may offer greater upside potential and lower downside risk [3] - The article suggests that there are undervalued AI stocks that could benefit from current economic trends, such as tariffs and onshoring, which may present better investment opportunities compared to Globant [3]