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.
19.23
Bought
10
148.25
Bought
5
410.5
Bought
Initial purchase, will add more on declines.
109.8
Bought
Initial purchase, likely to add more
10.01
Sold
It was a tiny position, keeping Rubrik and Crowdstrike in cybersecurity.
45.76
Sold
It was a small position, recovery looks uncertain and too far out.
