
80
Bought
There is an active short from Hedgeye on the company based on execution and operation delays expected in 2026. It could go lower, but in the long run, I think it’s more noise than anything. Hedgeye isn’t even questioning the long term potential, in fact, it was early in discovering the company.
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