May. 5 at 4:19 AM
@WAJeff you’ve had some great picks lately. I’ve been delving more into the AI infra theme recently, which seems like one of your focus areas. Curious your thoughts on
$CDNL, if you’ve ever had a chance to review that one. Seems like a future
$ROAD or
$STRL potentially, with its AI datacenter pivot and broader regional exposure.