Amit Daryanani

Our next guest believes the rotation away from CoreWeave came from a financing scare, not a broken business.

Let's bring in Amit Daryanani, senior managing director of Evercore ISI, covers IT hardware, communication stocks, has an outperform rating on CoreWeave.

And a $150 stock price.

All right, all that's out of the way.

While the hardware in question hasn't been previewed and the event itself hasn't even been announced, at least one analyst is stoked.

A piece from Barron's had Evercore's Amit Daryanani penning a note on Wednesday.

Reacting to the rumored event, particularly the home hub by the looks of it, Daryanani said he and his view the reported launch as a potentially important step to bring Siri AI beyond the iPhone and integrate it into users' homes.

Sorta like a home hub, maybe.