I give a buy rating for Twilio Inc. (NYSE: TWLO ) as I see clear evidence that its turnaround is driving growth across multiple vectors. Importantly, TWLO is positioning itself within the AI ecosystem viaI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment run ...