Stock price when the opinion was issued
VRT hasn't been around that long, track record not as extensive as others in the AI infrastructure space.
He'd lean toward ARM. Likes the company, following it. Well positioned to extract value out of the AI wave. Now looking for value within the AI space for companies not as expensive as NVDA.
Shares slumped badly in recent weeks, but rebounded 7% today because is using their processors' design in the new iPhone unveiled today. But this was not news. Is up 146% since debuting last year. Huge upside. Buy dips.