If you mean the one with Nvidia, I don't really expect it to be material to the business. It is definitely a positive sign, but not one that is going to move the needle. I believe we are well past the phase in the markets where mentioning anything AI related moves a stock.
Most of my thoughts from my Value Call back in September still ring true for Telus. I do believe it is discounted, and I will continue to hold it over the mid-term expecting free cash flow expansion and valuation multiple expansion. Here is the article:
https://www.stocktrades.ca/september-8-2024-september-value-call/