F5 Networks' (NASDAQ: FFIV ) business appears to have gained some momentum over the past few quarters, with System demand stabilizing and Software growth remaining robust, supported by AI use cases. F5's improved margins are also impressive given the company's investments in growth initiatives.Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adj ...