Attachments: image003.jpg; image004.jpg Importance: High We own 8000 shares on the thesis that their growing exposure to data center capex spend would be a big positive for the stock. Recommendation: Keep the stock and buy Aug $200 puts on the 8000 shares costing $6.50 or $52,000. Nothing has changed regarding their core business. Data center spending is not going to change based off this M&A transaction. However if I am wrong and the market further penalizes the stock at least our losses are contained. The stock has dropped $40 and I think we could easily recoup our premium if the market buys into the CEO's reason for the merger.