Investors should focus on companies with sustainable earnings and cash flows to avoid steep drawdowns.C3.ai (AI -0.67%) has been one of the most polarizing names in the enterprise artificial intelligence (AI) space. Once hyped for its full-stack agentic AI platform and over 130 turnkey applications spanning multiple industries, the company is grappling with contracting revenue, and investors are concerned.Super Micro Computer (SMCI -0.13%), by contrast, positioned itself as a specialist in high-end servers ...