
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.
74.22
Bought
The stock has become a bargain
215.75
Bought
20
Adding best managed health insurer - diversifying from AI, 2027 should be good for healthcare
366.86
Sold
10
Profit taking
392.45
Sold
25
Profit Taking
216.12
Sold
20
Profit Taking
1169
Sold
20
Profit Taking