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Twilio (TWLO, i) remains my favorite among infrastructure software stocks. The announced acquisition of Braze by Salesforce on October 20 for $5.66 billion reinforces my confidence, at least in the short term. Twilio is already a technology partner for both companies. Braze provides personalized customer engagement, while Twilio facilitates SMS and email transmission, among other things. In September, Twilio also expanded its Salesforce integration to include SMS and WhatsApp. To me, the deal confirms how valuable neutral communication infrastructure...
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