Pure Storage (PSTG) —One place for that new buying could be Pure Storage—we're going to fill out our position, thinking the firm's top-notch offerings, semi-subscription model and, of course, the accelerating AI push should all play into its favor. Indeed, while some disagree on the timing (one analyst downgraded shares this week, thinking the AI-induced bump in demand could take a while), most see a multi-year upcycle emerging, with Pure itself saying it saw more and higher-quality discussions with hyperscalers last quarter about replacing their hard disk drive environments with flash (like Pure offers). Of course, trends in technology can change quickly, so there are never any sure things, but this has always been well-run outfit and the environment appears to be accelerating—we'll buy another half position here (another 5% stake) and use a stop for the combined stake in the mid-50s, under the rising 50-day line, which keeps our risk in check. BUY ANOTHER HALF