bullish
Pounding the Table on EPAM
SUMMARY
- As most AI heavyweight stocks (e.g. Nvidia, Microsoft) have already soared, some investors may be left feeling that they have missed the AI bandwagon.
- We believe there's a delayed “AI winner” which the market is still sleeping on: EPAM Systems.
- With the stock back at ~$230, the risk-reward here is highly attractive in our view.
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