Talaj Investment Thesis C3.ai (NYSE:AI) is set to report its fiscal Q1 2025 earnings after the close on Wednesday. The stock's expectations have deflated in the past several weeks, but I don't believe this is a good opportunity to buy the dip pre-earnings. Even though there are clearly positive aspects, such as a well-placed company with a mighty compelling narrative, and a balance sheet that's debt-free, I nevertheless argue that investors' expectations are already too high. All in all, I make the case ...