TipRanks Smart Growth Portfolio #17: Stream Supreme
Dear Investors,
Welcome to the 17th edition of the Smart Growth Portfolio and Newsletter.
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Portfolio Changes
❖ ❖ ❖ After careful consideration, we have decided to remove GitLab (GTLB) from the Smart Growth Portfolio.
The DevOps pioneer has consistently reported consensus-beating results since 2021 and operates in a rapidly expanding market. However, rising costs and intensifying competition are challenging the company’s ability to maintain its previously rapid growth pace – which the market still anticipates.
GitLab’s growth potential is large even despite competition and other headwinds, but the company has been recently grappling with slowing revenue growth. Year-over-year revenue growth has gradually declined from 33% in fiscal Q1 2025 to 27% in fiscal Q1 2026, the latest reported quarter. Although still very high, these trends underscore competitive and industry headwinds. Despite a strong start to the year, the company maintained its full-year revenue outlook, with the midpoint slightly below Wall Street’s expectations. The guidance for the current quarter also disappointed investors. The absence of an upward revision in sales targets – despite strong backlog metrics – suggests a deteriorating growth outlook, raising investor concerns.
GitLab is a leading DevSecOps platform, but it is facing intense competition – notably from Microsoft’s GitHub – and pressure from rapid tech shifts. Analysts caution that emerging AI tools could disrupt code development workflows, potentially reducing demand for traditional DevOps platforms if GitLab fails to adapt. On the one hand, the company has been an AI beneficiary, with customers upgrading to higher-tier platforms and utilizing GitLab Duo – an AI assistant that offers coding suggestions and automation to accelerate development. On the other hand, Duo has been found susceptible to security threats, which could damage GitLab’s reputation as a DevSecOps platform emphasizing security and quality.
Meanwhile, Microsoft’s GitHub Copilot is currently more established and widely adopted. If GitLab’s AI features are perceived as lagging in capability, stability, or integration, the company could lose market share to GitHub, JetBrains AI, or even new AI-first DevOps platforms. This creates strategic risk around customer retention, especially among top-tier enterprise accounts.
GitLab’s new CEO has emphasized integrating AI features, but the need to “remain alert” in the AI era underscores escalating risks to its future competitive advantage. GitLab’s embrace of AI is necessary to stay competitive, but it’s also not risk-free. The most critical business threats come from security incidents, competitive displacement, customer trust erosion, and regulatory exposure. Addressing these challenges will require more than technical solutions – it needs strategic clarity, pricing realignment, and enhanced coordination between product, legal, and enterprise sales teams. In addition, focusing on incorporating AI and staying competitive increases costs, hindering progress toward sustainable GAAP profitability. With its co-founder CEO stepping down due to health issues and acquisition rumors dispelled, GitLab’s stock lacks a near-term catalyst to counter these headwinds.
Analysts are divided on GitLab’s outlook. While the consensus envisions an upside of over 40%, there has been a negative shift in the past couple of months, and especially post earnings release. For instance, Needham reduced its target from $85 to $55, and BTIG cut its target from $86 to $67 after the underwhelming guidance. Multiple banks (Wells Fargo, UBS, Scotiabank, JPM) also lowered targets by ~10-30%. Notably, all maintained positive or neutral ratings (no mass downgrades yet), but the average 12-month target has dropped and now implies a more modest upside. This consensus trend indicates diminished near-term optimism among analysts.
In sum, GitLab’s slowing growth profile and rising competitive risks – combined with recent bearish revisions – make it a prime candidate to trim from the portfolio. However, given its strong market position and potential to regain momentum if AI integration stabilizes and growth reaccelerates, we believe there may be an opportunity to revisit the name in the future.
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❖ ❖ ❖ We are happy to announce the addition of Innodata Inc. (INOD) – highlighted in our previous Newsletter – to the Smart Growth Portfolio.
Innodata is a mission-critical AI data infrastructure company enabling the development and deployment of large-scale machine learning models. Its platform combines proprietary workflow automation with human-in-the-loop validation to deliver high-quality training data, model evaluation, and document structuring across regulated sectors. From generative AI to financial compliance automation, Innodata is powering the underlayer of enterprise AI pipelines – transforming messy, unstructured data into model-ready intelligence.
At the core is its Digital Data Solutions (DDS) segment, which accounted for 87% of Q1 revenue and grew 120% YoY. This business supports some of the world’s largest technology companies – likely including hyperscalers and LLM developers – through scalable annotation, synthetic data generation, and fine-tuning support. Innodata’s unique blend of traceable data pipelines, deep domain context, and enterprise-grade compliance makes it a go-to partner for AI labs operating in high-stakes verticals like healthcare, insurance, and finance.
Recent results confirm a structural inflection point. In Q1 2025, Innodata posted $58.3 million in revenue and achieved GAAP profitability for the first time – with $7.8 million in net income, EPS of $0.22, and 39.8% consolidated gross margin. Free cash flow hit $8.5 million, and the company ended the quarter with $56.6 million in cash and no debt. Momentum is expected to continue in Q2, with management reaffirming a full-year growth target north of 40%.
Innodata also cleared a major overhang in June, when both the SEC and DOJ formally closed their investigations into its AI disclosures with no enforcement actions. While a securities class action remains pending, the legal risk has been significantly reduced – clearing the way for re-rating.
The story is gaining traction. Last week, Wedbush Securities named Innodata one of the “30 companies defining the future of AI” in its new IVES ETF – placing it alongside Microsoft, Nvidia, and Oracle. Analysts project ~50% upside from current levels, with improving profitability, hyperscaler expansion, and sector tailwinds supporting that view.
For growth investors seeking AI-native growth with asymmetric upside – the kind of high-beta, high-leverage opportunity that comes from powering foundational layers of the AI economy – Innodata offers a rare mix of scalability, profitability, and positioning. It’s not just a data vendor – it’s a structural enabler of the next generation of intelligent systems.
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Portfolio News
❖ Itron (ITRI) continues to gain traction in smart infrastructure, recently surpassing 2 million Cyble 5 modules shipped – a milestone reflecting growing European demand for AMI solutions. With utilities like Metz Eurometropole upgrading to real-time metering, Itron is well-positioned to capitalize on the shift from legacy systems.
Separately, Itron signed a new contract with HEDNO, Greece’s national electricity operator, to deploy its Grid Edge Intelligence platform. This marks a strategic expansion into electric grid modernization across Europe, enabling integration of distributed energy and advancing HEDNO’s net-zero targets.
Together, these developments reinforce Itron’s growing role in the global utility digitalization wave – with high-margin recurring software and analytics revenue likely to follow. Recognizing this positive trend, TD Cowen raised ITRI’s price target to $145, citing a decade-long North American grid upgrade cycle, 2+ year technology lead, and expanding software attach rates. With demand intensifying for networked solutions and shrinking competition, Itron’s revenue and margins are poised to accelerate.
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❖ KeyBanc Capital Markets has initiated coverage of Nutanix (NTNX) with an “Overweight” rating and a $95 price target, citing a favorable setup of catalysts and competitive momentum. The firm views Nutanix as increasingly critical to enterprise cloud migration strategies, especially as organizations adopt hybrid multicloud models. Its hyperconverged infrastructure platform offers a streamlined alternative to legacy systems, positioning it as a foundational layer for next-gen IT environments.
KeyBanc also sees Nutanix as one of the biggest potential winners from Broadcom’s acquisition of VMware, which has caused upheaval in the enterprise infrastructure space. As VMware customers face price hikes, support uncertainty, and reduced flexibility under Broadcom’s ownership, many are now actively exploring alternatives, creating a major opening for Nutanix. Nutanix’s core platform, which unifies compute, storage, and networking in a single software-defined stack, offers a viable drop-in replacement for VMware in hybrid and multicloud environments. KeyBanc believes this puts Nutanix at the center of future enterprise cloud migrations.
The firm also cites strong execution by Nutanix management, noting its successful shift to a subscription model, improving operating margins, and healthy free cash flow generation. These factors support the stock’s premium valuation and underpin KeyBanc’s bullish stance. With a growing installed base, improving partner ecosystem, and structural tailwinds from both cloud adoption and VMware disruption, Nutanix is seen as well-positioned to capture share and expand profitably over the next two to three years.
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❖ Backblaze (BLZE) has garnered positive attention from analysts, with both Citizens JMP and Craig-Hallum expressing optimism regarding the company’s prospects.
On June 24, Citizens JMP initiated coverage of Backblaze with an “Outperform” rating and a $7.00 price target – implying an upside of over 34%. The firm highlighted the surge in data driven by AI advancements, emphasizing the growing demand for affordable cloud storage solutions. Citizens JMP believes Backblaze is well-positioned to benefit from this trend, offering a cost-effective alternative to traditional cloud providers. The firm also noted that Backblaze’s fiscal year 2025 guidance appears achievable or beatable, and the company’s valuation is attractive relative to peers.
Additionally, Craig-Hallum analysts maintained a “Buy” rating on Backblaze, reflecting confidence in the company’s growth trajectory. This endorsement underscores Backblaze’s potential in the expanding cloud storage market. With the increasing need for scalable and affordable cloud storage solutions, Backblaze’s offerings may appeal to a broad range of customers seeking alternatives to traditional providers.
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Under Review
❖ We are placing Alkami Technology (ALKT) under review following a clear cooling in analyst sentiment and elevated uncertainty surrounding its end markets.
Over the past quarter, the average 12-month price target has fallen by ~13% – with multiple firms, including Needham and JPMorgan, lowering their expectations after Q1 results. Barclays downgraded the stock to “Hold” with a notably cautious $30 target. While no major downgrades to “Sell” have emerged, the tone from Wall Street has turned more guarded.
Alkami reported solid top-line growth in Q1 2025, with revenue up 28.5% YoY to $97.8M and adjusted EBITDA improving significantly to $12.1M. However, GAAP losses persist, and the stock has underperformed in 2025 despite positive one-year returns. With regional banks and credit unions facing pressure from high funding costs and deposit outflows, Alkami’s clients have grown more conservative in their tech spending – potentially limiting near-term deal flow.
That said, we are not rushing to exit. While macro headwinds are real, they may ultimately serve as a catalyst for digital modernization. Alkami’s positioning at the intersection of cloud banking, AI, and client personalization leaves room for strategic upside as the industry recalibrates. The recent acquisition of MANTL strengthens its onboarding suite, and management continues to invest in product expansion while maintaining healthy growth.
We acknowledge that the risk/reward has worsened modestly, but we believe a forced exit here would be premature. Execution risk is rising, yes – but the company is not broken. The business is still growing at a respectable clip, improving its unit economics, and may benefit disproportionately when bank IT budgets recover.
We’ll continue monitoring banking sector dynamics, customer retention, and margin trends. Should deal flow meaningfully contract or guidance reset further, we’ll revisit. For now, Alkami remains in the Smart Growth Portfolio – but under active review.
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❖ We are keeping PowerFleet (AIOT) under review following a period of sharp stock underperformance and mixed execution, despite progress in revenue growth and integration efforts.
PowerFleet’s stock has fallen over 30% year-to-date, and investor confidence has been tested by delayed financial filings and a substantial GAAP net loss. For FY2025, the company reported a net loss of $76.1 million, or –$0.93 per share, despite revenue more than doubling year-over-year to $361.9 million. Much of this growth was driven by the acquisition of Fleet Complete. On a pro forma basis (as if the merger had occurred at the beginning of the year), revenue was $434.6 million, with gross margin of 48.3%.
Yet despite those headline numbers, bottom-line performance lags. The company posted a GAAP operating loss of $59.2 million, weighed down by integration costs, restructuring charges, and continued R&D investment. Even adjusted figures (non-GAAP) only bring EBITDA to $74.9 million, implying an adjusted EBITDA margin of ~20.7%, which is decent but still insufficient to fully offset the cost base and interest burden stemming from over $200 million in debt.
Still, there are significant positive signs. Management delivered $17 million in realized cost synergies ahead of plan and reaffirmed 20-25% organic revenue growth for FY2026. SaaS and recurring revenue now exceed 75% of total sales, providing stability. And the Unity platform – now integrating legacy and acquired customers – is gaining traction, especially with AI-powered video telematics. New executive hires and board additions also show a push toward strategic rigor.
However, customer churn, extended deal cycles, and macro uncertainty – including tariff exposure and fleet investment deferrals – remain risks. Debt leverage (net debt over $170 million) limits flexibility, and any growth miss could reignite pressure.
We are watching closely. If PowerFleet fails to show tangible progress on GAAP profitability, operating leverage, and customer momentum over the next two quarters, we are prepared to exit the position despite the platform potential. For now, AIOT remains under active review.
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❖ We are placing Clearwater Analytics (CWAN) under review as the stock navigates short-term volatility tied to its bold acquisition strategy.
While CWAN has declined roughly 20% year-to-date, we believe this weakness reflects investor anxiety around integration, not fundamental deterioration. In 2025, Clearwater announced a transformative wave of M&A, acquiring Enfusion, Beacon, and BISTRO to build a unified front-to-back investment operations platform. The deals are ambitious and will reshape the business, but they also introduce complexity: Clearwater must integrate disparate technologies, cultures, and clients. Additionally, the acquisitions were financed with stock and debt, leading to dilution and a more leveraged balance sheet – factors that can weigh down near-term sentiment, especially with interest rates elevated.
However, our decision to hold stems from our conviction that Clearwater’s core business remains strong. Q1 2025 results showed revenue up 24% YoY with 98% gross retention and 114% net retention – elite SaaS metrics by any standard. Adjusted EBITDA margins remain healthy, and free cash flow nearly tripled YoY. With $494 million in ARR and expanding product breadth, Clearwater is not a company in retreat – it’s one executing a calculated leap forward.
Piper Sandler recently assumed coverage of CWAN with an “Overweight” rating and a $27 target (implying an upside of almost 24%), emphasizing that the acquisitions materially expand the company’s total addressable market and create a full end-to-end platform. They expect the integrated offering will unlock cross-sell and upsell opportunities, boost win rates, and ultimately drive share gains across the institutional investment software space. We agree with this framing.
The market appears to be punishing Clearwater for being bold. But if management executes well on its integration plan, we believe CWAN could emerge as the category leader for institutional investment software, spanning public and private markets. Analyst sentiment supports this view: several price targets remain in the $30-36 range, and the recent class structure simplification improves long-term alignment and index eligibility.
We are watching closely for signs of execution – especially synergy capture, client retention across acquisitions, and margin stabilization. While legal overhangs and earnings volatility could persist in the short term, none of these concerns point to a structural flaw in Clearwater’s model.
Unless we see clear evidence of fundamental weakness or major integration failure, we are inclined to hold through this digestion period. If sentiment rebounds – as we believe it can – CWAN may re-rate higher on the back of operational scale and strategic reach. Should the outlook materially worsen, however, we won’t hesitate to exit. For now, we view the stock’s pullback as a likely overreaction to temporary noise.
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This Week’s Top Growth Pick: Confluent (CFLT)
Confluent, Inc. is a real-time data streaming platform built to handle the scale and speed modern applications demand. It was founded by the original creators of Apache Kafka, who built the technology at LinkedIn to solve the challenge of moving massive volumes of data instantly across systems. Kafka became the backbone of real-time data infrastructure across the tech world – and Confluent takes it even further. It wraps Kafka in a fully managed cloud service with easier setup, stronger reliability, enterprise-grade security, and developer-friendly tools. Whether it’s fraud detection, ride-hailing, payments, or AI model triggers, Confluent lets companies act on data the moment it’s created. In a world where every millisecond counts, Confluent is building the always-on data layer modern systems need to run in real time.
Source: Confluent, Inc. Investor Presentation, Q1 2025
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Kafka Goes Cloud
Confluent was founded in 2014 by Jay Kreps, Neha Narkhede, and Jun Rao – the original creators of Apache Kafka at LinkedIn. From the outset, their aim was to move Kafka beyond open-source tooling and into the enterprise mainstream, with a managed platform that could handle data at the speed of modern applications. The company’s early years focused on adoption of self-managed Kafka, but its trajectory shifted dramatically with the launch of Confluent Cloud – a fully managed, multi-cloud service that abstracts away operational complexity and unlocks real-time data streaming for companies of all sizes.
Over the past five years, Confluent has steadily transformed into a full-spectrum data streaming platform. Product advances such as ksqlDB for real-time processing, Stream Governance for policy enforcement, and Tableflow for integration with modern lakehouse architectures have expanded its role well beyond Kafka infrastructure. In parallel, the company embraced a consumption-based pricing model and shifted go-to-market execution to support everything from small dev teams to large-scale enterprise rollouts – a pivot that helped it land deeper deals and improve retention.
M&A has played a targeted role in accelerating this strategy. In 2023, Confluent acquired Immerok, a stream processing startup focused on Apache Flink – reinforcing its ambition to power not just data movement but real-time computation. Later that year, it bought WarpStream, a Kafka-compatible engine optimized for object storage, dramatically lowering costs for large-scale streaming workloads. Both moves expanded Confluent’s competitive moat in cloud-native data infrastructure.
Internally, the company has invested in platform-wide efficiency and AI readiness. Its Flink, WarpStream, and Freight offerings now support use cases ranging from fraud detection and inventory forecasting to AI agent pipelines and model retraining. Confluent has also grown its partnership base with hyperscalers and ISVs, embedding Kafka-native capabilities deeper into customer stacks.
While legacy vendors still sell batch-based tools or narrow messaging systems, Confluent has positioned itself differently – as the intelligent backbone for systems that must react in real time. With a $1 billion-plus revenue run rate, over 1,400 large-enterprise customers, and a deepening focus on streaming-native AI, Confluent isn’t just enabling data in motion – it’s quietly redefining the entire infrastructure layer beneath modern software.
Source: Confluent, Inc. Investor Presentation, Q1 2025
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Connect and Collect
Confluent makes money by providing a cloud-native platform for streaming data – enabling companies to move, process, and react to data in real time instead of relying on batch pipelines or static databases. The core of its business is subscription-based revenue (over 96% of total), which comes from two primary sources: Confluent Cloud and Confluent Platform.
Confluent Cloud, the company’s fully managed offering hosted on AWS, Azure, and Google Cloud – all long-term strategic partners – now contributes over 50% of total subscription revenue and is growing faster than the platform segment. It allows customers to run Kafka and stream-processing workloads without having to manage any infrastructure. Customers pay based on consumption, making the model naturally scalable as data volumes increase – particularly in use cases like fraud detection, recommendation systems, inventory tracking, and AI model pipelines.
Confluent Platform, the self-managed version of the product deployed on-prem or in private cloud, caters more to regulated industries and large enterprises with specific compliance or data residency requirements. While it grows more slowly, it remains a sticky source of annual recurring revenue, often tied to multi-year contracts.
Beyond the delivery method, the value Confluent provides is layered: it doesn’t just stream messages from point A to B. The platform includes stream governance, schema management, lineage tracking, real-time SQL (via ksqlDB), and integration with modern data lakes through tools like Tableflow. This breadth makes Confluent more than just a messaging tool – it’s the connective tissue that powers real-time data infrastructure across the enterprise.
What sets Confluent apart from open-source Kafka and smaller competitors is ease of use at scale. Kafka is notoriously difficult to manage at high throughput – requiring dedicated teams just to keep it running. Confluent removes that complexity while adding security, observability, and compliance layers needed by enterprise buyers. It also offers differentiated technologies like WarpStream (Kafka on object storage) and Flink-as-a-service (for real-time data processing), which give it an edge in lowering cost and broadening use cases.
The market opportunity is significant. Confluent operates in the fast-expanding data streaming and real-time analytics market, projected to exceed $100 billion by the end of the decade, driven by cloud adoption, event-driven architecture, and AI-native application demands. Confluent’s current revenue base suggests a small single-digit share – but with its cloud growth, broad developer adoption, and high-profile customers like Goldman Sachs, Cisco, Capital One, Instacart, and multiple top U.S. banks, it has a clear path to capture more as enterprises modernize their data infrastructure.
Source: Confluent, Inc. Investor Presentation, Q1 2025
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Margin of Streaming
Confluent is growing at a healthy clip – and more importantly, it’s doing so with improving unit economics and operational discipline. In Q1 2025, the company reported $271.1 million in revenue, up 25% YoY and beating analyst consensus by a solid margin. Subscription revenue drove the story, contributing $260.9 million, underscoring Confluent’s position as a high-recurring SaaS business. GAAP net loss came in at $67.6 million, but on a non-GAAP basis, Confluent posted $29 million in net income and EPS of $0.08, at the top end of guidance and above the consensus – marking its seventh straight quarter of positive non-GAAP earnings.
Margins are strengthening across the board. Non-GAAP gross margin reached 78.6%, up from 77.7% a year ago, while non-GAAP operating margin improved to 4.3%, with the company guiding to 5% next quarter. These gains reflect meaningful improvements in cloud cost optimization and sales efficiency – critical levers for any scaled SaaS vendor. Although GAAP operating margin remains negative, the gap is narrowing as stock-based comp and R&D scale down relative to revenue.
Cash flow is also improving. Adjusted free cash flow was $4.9 million, positive and trending higher, while negative GAAP FCF is far less relevant as a signal due to large one-time items and timing effects. Confluent ended Q1 with $278.6 million in cash, no debt, and no immediate capital needs – giving it a clear path to GAAP breakeven over the next 12-18 months without dilution risk. Non-GAAP adjusted EBITDA was $28.2 million, up from $17.1 million in Q1 2024, further validating that the business model scales with usage.
Key SaaS signals are all positive. Confluent’s consumption-based pricing aligns revenue with customer value, and its net retention rate continues to trend strongly – though not re-disclosed this quarter, prior rates exceeded 130%. Cloud growth continues to outpace platform deployments, and management pointed to strong expansion from existing enterprise customers, including financials, AI-native startups, and digital retail leaders – many of which now deploy Confluent across multiple business units.
For Q2, Confluent guided to $276-278 million in revenue and $0.08-0.09 in non-GAAP EPS, with analysts at the midpoint. For the fiscal year 2025, Confluent projects subscription revenue of $1.1 billion to $1.11 billion, marking growth of 19% to 20%. The non-GAAP operating margin is slated to reach around 6%, while the non-GAAP EPS is projected at $0.36, a year-over-year increase of over 24%. Despite an uncertain macro environment, Confluent remains confident in its growth trajectory, driven by its mission-critical data streaming platform and diversified growth strategies, including its streaming conversion opportunity, DSP upsell potential, AI strategic role, and expanding partner ecosystem.
Source: Confluent, Inc. Investor Presentation, Q1 2025
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Beta-Tested Bargain
Confluent’s stock has generally tracked the broader cloud-computing and software sector over the past year – but with meaningfully higher volatility, typical of cloud-native, high-beta SaaS companies. Compared to its SaaS and infrastructure software peers, its ~13% decline over the past 12 months places it in the middle of the pack – underperforming large-cap, headline-driven peers and outperforming smaller, less liquid names.
While it’s far from its COVID-era highs, CFLT rallied to a local peak in February 2025 before retreating amid macro-driven, tariff-related risk-off pressure – a pattern mirrored across tech and growth stocks. As investor appetite for risk began to rebound, Confluent staged a nearly 30% recovery from its late-April trough.
Analysts mostly rate the stock a “Buy,” though price targets vary – with implied upside ranging from 5% to over 30%. The average upside near 15% may underappreciate the company’s transition into a durable SaaS compounder. As more enterprises deploy AI systems with low-latency, high-throughput data needs, streaming infrastructure is becoming foundational. Confluent’s platform is well positioned as the backbone of real-time data stacks – and could emerge as a direct beneficiary of the AI-fueled demand surge.
Valuation-wise, CFLT remains a rare GARP candidate among profitable software names. While its forward EV/EBITDA and non-GAAP P/E (FWD and TTM) hover near peer averages, its EV/Sales and Price/Sales ratios stand out as meaningfully lower than most comparable names. But what truly stands out is its PEG (Non-GAAP, FWD) of just 0.53 – by far the lowest among its peers and also well below the classic GARP threshold of 1.0.
This combination – modest multiples, solid growth, and visible margin ramp – makes Confluent a textbook example of Growth At a Reasonable Price. The market may be undervaluing its path to scaled cash generation, despite seven straight quarters of non-GAAP profitability. While the company hasn’t yet cleared the Rule of 40, it’s approaching the mark with credible operating leverage. Once that milestone is hit, a re-rating should follow suit. For investors willing to ride short-term volatility, Confluent offers an undervalued growth profile with long-term upside.
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To Sum It All Up
Confluent is a data streaming infrastructure company that enables real-time data flow across modern software systems. Built around Apache Kafka and delivered as a cloud-native platform, Confluent powers mission-critical pipelines for AI, analytics, and event-driven applications. Its core product is a SaaS-based solution with high recurring revenue and growing enterprise adoption. With streaming becoming foundational to next-gen AI stacks and operational systems, Confluent’s role is expanding from middleware to indispensable infrastructure. Strategic acquisitions, deep integrations with cloud hyperscalers, and new high-performance offerings like Flink and Stream Governance are helping drive both product depth and market share. For growth investors seeking exposure to real-time data’s central role in AI and cloud-native architectures, Confluent represents a high-volatility, high-upside opportunity.
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Smart Growth Portfolio
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Disclaimer
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