Subject: JPM's Magnificent 19 - When “Smart Money” 🧠

Isn’t Smart Timing

Magnificent 19 - Smart Timing?

In early 2026, J.P. Morgan released a list of 19 software companies they labeled as “AI-resilient” — businesses they believed were insulated from disruption and positioned to benefit from artificial intelligence.

The list included leaders such as Microsoft and CrowdStrike, as well as ServiceNow, Snowflake, Datadog, and Palo Alto Networks, across software and cybersecurity.

The reasoning sounded solid:

  • Strong customer lock-in

  • Multi-year contracts

  • Critical infrastructure positioning

  • Ability to integrate and monetize AI

On paper, it made perfect sense. But... Read More


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