We're stepping in again as the stock continued to pull back from their February highs.
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The tech giant was on the shopping list we shared on Thursday.
This AI stock has a more visible path to victory than its hyperscaler peers.
Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.
We can't let a bad call cloud our future thinking. Facts change, and we reconsider our investment theses.
We're nibbling this tech stock as new tariff threats from President Trump targeting the EU bring volatility back to markets.
The stock's 18% rally last week made it our largest position in the portfolio.
