
Founder, Blue Line Capital at Blue Line Capital
Member since: Apr '23 · 108 Opinions
It's his largest position. Pivotal was them ending their consumer business to focus on their high-bandwidth memory business. Their last earnings report was stellar a few weeks ago. Amazing. They're sold out this year and probably their high-bandwidth memory is sold out to 2027. There's support at $850. It will stay at a low PE.
An AI infrastructure story and a growth story. It sold off 40% from its recent high. Volatile, but thinks it will snap back quickly.