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.
Owns many shares. He targets $138.50, so now is a great buying opportunity. Buy a third here, another at $78, then at $73. They supply ever-better switches and routers to the cloud stack.