Down 2%, which the speaker finds 'quite interesting' given recent positive news like Gemini Enterprise growth to 8 million subscribers and its role in robotics.

Described as the main stock 'holding this all up' and showing significant relative strength against its tech peers, driven by the perception of it being a hardware play due to its custom chips.

Actively positioning itself as a leader in the AI robotics software platform space, with a strong motive to succeed and significant advantages in data scale, potentially leveraging acquisitions to solidify its position.

The stock was down as part of a broader market rotation where investors were taking profits from high-flying tech stocks and moving into value-oriented sectors.

Mentioned as a potential partner for Galaxy Digital's expanding data center infrastructure.