“I'm not directly invested in anything other than intuitive surgical... until it hits like mass scale, it's a wait and see for me... capturing this theme is very much just done through the hyperscalers. So I'm I'm not, I'm not directly invested... I'm not invested, in anything directly because at the moment, all like, rising tide is lifting all boats, so to speak, and being invested in Alphabet and the like is is more than enough for me.”
No settled horizons yet — outcomes appear at 30/90/365 days.