Tech infrastructure stocks tied to AI have dominated investor conversations this year, but not every player earns sustained applause; some merely ride the hype, while others show signs of durable product-market fit and improving customer economics. For everyday investors, the difference matters: you want the names that build real platform advantages, not just headlines. One of those names is Twilio (TWLO). After a quarter that surprised Wall Street, the company’s outlook and execution have prompted a fres ...