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.
Fell 7.5% today on earnings. Has long loved this. They make good car and industrial chips, but those are down in the dumps. They beat top and bottom, but their end markets are weak. They should go private.