Evidence

the business is doing exceptionally well and it bodess well for the AI trade... fundamentals are phenomenal. I think that there's probably other companies that will do better in terms of stock performance around AI. There's probably better spots to pick.

— Deepwater Asset Management, at 0:01

this company is going to continue to do well. I think that there is upside uh to this stock. We do own it, but I think that it's going to have relatively less upside versus some other AI companies in part because of the size and this wall of worry just doesn't seem to be going aw

— Deepwater Asset Management

I'm surprised that the stock's only up 1%. Would have expected to be up 5% plus. And I think it just speaks to how how how uh much investors are yearning for more details about how AI is going to make a big impact on their business.

— Deepwater Asset Management