Should you Buy Amadeus IT Group (AMADY) Stock?

Look, let's be clear: I own this. And it is exactly the kind of vertical SaaS that’s going to rebound aggressively.

Here’s why: the SaaS that acts as the system of record is the only one that wins. It is the ground truth. It’s the unsexy plumbing a business cannot rip out without bleeding out on the operating table.

Everyone is wetting the bed over AI replacing software. Nonsense. AI is going to feed on it. AI models need context and real business data to function, and we own the vault. All these shiny new AI agents are just going to relentlessly consume our APIs. We own the pipes, we own the lock-in, and we dictate the toll.

We don't just own software. We own the tollbooth.