340
Bought
The sell off from $420 is overdone, the long term story remains terrific. This is the second best bet in AI after Nvidia and Hock Tan’s credentials are second only to Jensen Huang’s.
31.67
Bought 25% more
384.13
Bought
Bought 10% more. The price has become very attractive, Datacenters will only slow down, not end.
195.37
Bought
Bought 25% more - The takeover of Instacart is a great positive in the long run.
21.77
Bought
Bought 25% more
117
Bought
Bought 10% more
167
Bought
Bought 10% more
