During the recent software sector correction, there's one company that stands out in my view. The CEO is on his second tenure and clearly has strong employee support—that's telling you something about execution quality and workplace culture.

What really catches my attention is their positioning. By anchoring heavily into hardware and physical infrastructure, they've built a competitive moat that generative AI can't easily disrupt. Meanwhile, their growth trajectory is impressive—scaling aggressively across multiple product lines and consolidating position as a system-of-record player.

Here's the kicker: they're already profitable. That's not common for high-growth software plays. Sure, the valuation isn't exactly cheap right now, but it's starting to look more reasonable on a risk-adjusted basis, especially compared to peers still burning cash. The combination of resilience, diversification, and profitability in a market downturn? That's worth paying attention to.