Our analysts just identified a stock with the potential to be the next Nvidia. Management identified that the company's primary challenge is not asset quality but a lack of resource focus, leading to a 'ceiling' on performance that requires a disciplined reset. The company is shifting its strategy from providing individual tools to delivering integrated security outcomes, specifically connecting exposure management with detection and response. Performance attribution shows that while the core platform (Detection & Response and Exposure Management) grew approximately 1% year-over-year, total ARR was pressured by a decline in non-core products which represent less than 20% of the business. The acquisition of Kenzo is being leveraged as the foundation for an 'AI-first' platform, intended to connect data, agents, and human decisions across existing customer tools.