Discuss Exlservice Hldgs

I'm feeling pretty bullish about ExlService Holdings right now. They're making some smart moves in the AI and data analytics space that could really pay off. That NVIDIA partnership is huge - it'll help them develop cutting-edge AI apps for major industries. And scooping up ITI Data expands their capabilities in banking and healthcare. Their Q2 results were solid too, with 11% revenue growth. The stock's trading at $32.1 now, but I think it could hit $37.5 in the next year if they keep executing well. There are some risks with the economic environment, but overall EXL seems well-positioned to capitalize on the growing demand for AI and analytics solutions. What do you think - am I being too optimistic here?