This is still a grow-into-the-valuation story, not a bet on endless multiple expansion. The equity can work if
LivePerson closes,
OASYS improves deployment speed, and SoundHound shifts from low-power usage pricing toward higher-value automation, trust, and workflow ownership. That supports a plausible doubling of equity value, but current valuation,
dilution risk, and
bundling pressure keep the upside below classic hypergrowth software winners.