I havent heard that name in years. Just came across the ticker. Theyve been mooning since march and up 25% in the last 3 days.
One of the strongest positions in the next AI capex cycle through end-to-end data center cooling. Recently shifted toward liquid cooling solutions.
Huge cash buffer and $43B in server backlog orders
The networking and fiber optics phase lead by tickers like LITE and GLW is on the later stage of the buildout cycle similar to MU and STX and other familiar names.
DELL, SMCI, VRT currently in the middle phase of their segment of the ai expansion