Stock price when the opinion was issued
Very volatile, since it's expensive and grows at a pretty decent clip. Networking solutions for AI, among other things. Coming into 2025, his team was super-optimistic about networking. But questions arose on how much inter-connectivity of data centres the hyperscalers will need, so he's on the sidelines.
Wait and see. He'll revisit at some point.
Very strong stock performance. Continues to beat earnings and sales expectations. Competition with Microsoft and Amazon. Demand for products very high. Excellent business that is good for long term investors. Very high margins.