The Leopard has shown his spots.
Patrick is keeping as much tight to his chest as he can. Not because he wants to be a jerk to investors. It's tooth and nail competition in the AI space. He doesn't want to give anything away to competitors in the Telco in a Box field either. This is very much the Patrick Shutt you will see IMO. Plus he's dancing around a labyrinth of NDA's so every word he chooses is carefully and predictively "exhibited" through his lawyers.
Most of the talk I predict will be with the numbers in Revenue. I'm curious nothing has been said about DigeBriks, again likely too soon to expect that. Put it this way he will be as transparent as he can allow which will be sparse IMO. Dell Partner, OneMind NG intellectual property... If OneMind NG is using Generative AI he won't say anything until the SEC makes him say it. Again not from a lack of decency standpoint, it's all about protectionism. OneMind in 168 countries right?
Very much agree on Q1 comments. Just reminding what you already know on protectionism. The share price might explode and he'd likely as not PR we don't know why the the share price activity. LOL!
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