u/StockCompil · 13d ago4 prior · awaiting results
“Amati Global Innovation added new holding”
5 fund managers on the stocks the market calls "AI losers" (Aug-Sep 2026 letters)
CI&T is an AI beneficiary in IT services, contrary to market view of the sector as an AI loser. The company is agile, early in capitalizing on AI implementation in enterprises, and is outperforming peers with tangible revenue growth while remaining undiscovered and undervalued.