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Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?
Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?
Q: My question is about the special/unique/dynamic etc CEOs Michael Dell and Ryan Cohen. What is your estimation of each in respect to both DELL and GME. Different trajectories and challenges but curious on your insights about their management and decisions in the last couple of years etc thanks.
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