Shopify. Early starter on the AI channels.Shopify, Inc. Class ATSX_DLY:SHOPMRCMMPossible a 30%+ growth business while becoming increasingly profitable. Q2 2026 revenue and GMV both grew more than 30%, while free-cash-flow margin reached 18%, showing meaningful operating leverage. The bigger upside is monetization: Shopify can keep increasing payments penetration. Selling more services to existing merchants. Expanding into enterprise/retail, and using AI/agentic commerce to increase merchant sales and Shopify’s take rate. Shopify is already positioning, its platform for shopping through AI channels.