Stock price when the opinion was issued
Still owned by founder, second generation. Has done the same thing for a long time; what changed is number of places they could sell to. Good business, but not a great price right now.
DeepSeek was like a "man overboard" moment for a stock like this, as many own it simply as a beneficiary of data centre buildout. This sentiment makes it harder for the long-term investor.
Our PAST TOP PICK with HPS.A has achieved its target at $131. To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $102.