document.addEventListener('contextmenu', function(e) { e.preventDefault(); }, false);
top of page
Search

An AI Hidden Linchpin

Metal split pin with a circular loop and cylindrical body on a white background, showing metallic sheen.

Summary

  • Data center gold rush: Exploding AI infrastructure demand is fueling a gold rush for the unsung connectivity chips that link advanced servers together.


  • Multi-engine growth ahead: A broad product suite addresses bottlenecks across AI systems, from inside the server to across the rack, setting the stage for an inflection as all engines fire.


  • High growth, higher margins:  The company is already profitable with ~75% gross margins and a hefty cash war chest, suggesting it can fund its expansion and ride out any chip sector bumps.


  • Valuation requires vision: Forward earnings are expected to multiply several times over, which could rapidly “grow into” the premium valuation.


  • Introducing the alpha Brief Portfolio: We have launched a concise, research-driven Quant Portfolio of stock ideas built for thoughtful investors seeking alpha over noise in the Long term. Powered by our in-house Quant Models and updated Monthly and through our recaps.


          Want to read more?

          Subscribe to henriotgroup.com to keep reading this exclusive post.

          bottom of page