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To: Pravin Kamdar who wrote (71633)10/16/2025 6:53:15 PM
From: THE WATSONYOUTHRespond to of 72186
 
....remember this.....seems like yesterday......what a ride!...and still a long way to travel......and recall....Lisa is relentless..... can't stand losing........at all

Message 30603391



To: Pravin Kamdar who wrote (71633)10/16/2025 8:33:27 PM
From: neolibRespond to of 72186
 
Worth a read here on a Broadcom 800G NIC:

servethehome.com

It does seem like with some many talented people in multiple companies working on things like this that the open standards approach to AI infrastructure is going to win out over the moated Castle, but TWT...



To: Pravin Kamdar who wrote (71633)10/17/2025 8:39:23 AM
From: eetnoyerRespond to of 72186
 
Maybe not too sad. Think I'd prefer to keep the half of my shares under the $240 11/21 calls ??