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.
The major issue is that it has a very small public float. The valuation is very high and there is a demand/supply issue. He is considering selling it but likes the space.