Shares have fallen over 40% this year but revenue is still growing quickly.

A bullish market reaction but valuation concerns remain.

Guidance upgrade eases AI disruption fears.

AI fears fade, growth risks remain.

Strong demand for AI infrastructure drives fair value lift.

A series of negative updates dulls sentiment in wide moat share.

Early AI success lifts investor sentiment.

Valuation remains a key concern despite strong August reporting.

Regulatory pressures squeeze growth outlook for wide moat ASX share.

This company is unlikely to be disrupted by AI