Q: Peter; Would you add to NET at these levels? Thanks.
Rod

Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor

Q: Hello, can you please share your top 3 names ideally in the tech or industrials/manufacturing sector that most closely resemble Axon of 2-3 years ago:
- Lots of growth opportunities
- Business model with high recurring revenue
- Potential to be industry leaders
- Expensive for good reason
- Chance at doubling over the next 5 years
Are there others you think could grow into that type of business?
Thank you!