Stock price when the opinion was issued
Clearly isn't going to topple NVDA from the throne on which it finds itself. Every time someone thinks they can do that, NVDA comes out with a new version of the chip that's even better.
Looking for niche areas where they can develop or meet demand without going head-to-head with NVDA on its mainstream chips. Not sure how successful it will be. Probably better plays out there, such as AVGO.
Liked it until summer of 2023. Shine came off the EV ecosystem. January reporting beat on bottom, bit shy on top. Lowered guidance, and this really hurt. Not in the AI space.