Stock price when the opinion was issued
Electrical components are driving the business. Has done very well. The hype is from the electrical side and AI/data centres. Sold it. Feels it is stretched on the valuation side. Trading at 33x earnings. Expectations for next year and the following year are in the 10% range. Not enough growth versus current price.
He did well owning this, but sold around 33x PE, too rich. It went higher on momentum, but has sold hard lately. He's looking at it now. A very good company in data centre expansion. Lots of growth, but would buy at a lower PE.