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.
May be a bit of a gift. Likes it down here between $140-145, where it has a bit of support. AAPL comes out next week on October 31, and ARM is a big supplier to them. ARM may pop then.