Thx for reminding me re the fireside chat post - i forgot to watch it when it first came out - it is so good - I really love how Mo gets visibly excited at 24.30 when it gets to talk about the potential re the speed of change in relation to semi conductor companies.
I've been in AXE since 2018 (back in the mining days) Ive met the management a couple of times and like them (esp Mo) I loved their pivot and have strategically increased my holdings and now I'm betting big on this company (it has 2 avenues of potential success - home run in either will be huge)
One thing is for sure - I wouldn't want to be on the outside when she blows up.
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