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Other companies in the space that make more sense to him. Getting into AI in a big way. Not impacted by today's market dive too much. He has a 12-month price target of $49.25. Add in thirds here around $43, $41, and $39. ( Shouldn't go below $37.50. Last earnings beat on top and bottom lines, but not on margins (32% vs. expected 36-37%). Capex with so many companies has just ballooned, as they try to be competitive.
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