Q: What are your current thoughts on KEYS? I'm up 55% and thinking of buying some more, maybe increase my overall weighting to 5%. The latest numbers seem positive and I like that they are getting involved on EV battery testing and charging. EV battery charging seems to be a problem if you don't drive a Tesla. Probably would need to sell some NVDA to raise the USD which is not ideal but of course our NVDA weighting is too high. Also is KEYS an Industrial Company? Any thoughts you have would be appreciated.
Jim
Jim