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.
Softbank owns 90% of this, which is challenging. Valuation is too high, and they aren't in the AI business. But if they move into AI, it will be a game-changer. However, ARM offers best-in-breed mobile CPUs.