
130
Bought
There does seem to be AI fatigue, but this pick and shovel AI infrastructure play’s low price is too difficult to ignore. Analysts had some concerns about a small rise in expenses to develop the LED version of the Active Electrical Cables, which won’t be revenue accretive till 2027, but I understand the need to keep strengthening and adding product lines.
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