We're nibbling this tech stock as new tariff threats from President Trump targeting the EU bring volatility back to markets.
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The tech giant was on the shopping list we shared on Thursday.
We're stepping in again as the stock continued to pull back from their February highs.
Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.
This AI stock has a more visible path to victory than its hyperscaler peers.
We can't let a bad call cloud our future thinking. Facts change, and we reconsider our investment theses.
We want to protect against the possibility of another flare-up in tensions with Iran.
