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We're buying the post-earnings dip in an AI industrial stock with a bright future
We are buyers of this weakness because we have a longer-term view.
14 words~1 min read
We are buyers of this weakness because we have a longer-term view.
Get this delivered to your inbox, and more info about our products and services.

We always say discipline trumps conviction, and we don't want to be greedy after a tremendous rally.

This AI stock has a more visible path to victory than its hyperscaler peers.

The tech giant was on the shopping list we shared on Thursday.

Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.

We're stepping in again as the stock continued to pull back from their February highs.

Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue,…