5/2/24 - vrockstar - hard to not opine here. valuation is v reasonable compared to the TNX and other big liquid tech considering play on AI integration (tools), VR/AR (even if it's small doesn't matter at all... rn - it's relevant for longevity of growth), services will continue to grow in the mix. lots you can do here. they have so much cash they can only do one thing with it... buy back shares. i'd be tempted to go long here, but i'm playing the QQQ's long as a response to this print which will also capture NVDA/ semis long too. GL to holders. I'd be a definite dip buyer even on a shallow one here. target is probably in the 180s.