FDS has corrected after the AI panic and remains far below its peak; it may have been oversold and stabilized, but the speaker still considers it unsuitable, since AI makes data management riskier and long-term implications are hard to assess.
BearishHe framed it in years
“S&P 500 460 to 483! DECK Looks Interesting+ DPZ, CLX, LULU, BXP, TKO, FDS, MKC, ALB, Charter, IT...”
Value Investing with Sven Carlin, Ph.D.Published Oct 25 · 1 passage
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"FactSet Systems," that's very interesting. We discussed this stock when it was below 200, and now it is at 300. I said it is very difficult for me to discuss the long-term implications of what is happening with regard to data management there.
The stock is significantly lower than its peak, so it has corrected its position after the AI panic. It's possible it was in the oversold zone and stabilized, but it's still not suitable for me.
I use artificial intelligence to get information and data, and the situation is getting crazier there, which means this is risky.