Yes, this company a beneficiary of the AI boom. It provides ethernet networking for datacenters. The fundamentals are one of the best I've ever seen.
Numbers speak for itself:
\- Gain Margin 38%
\- 30% Revenue & cash flow growth
\- Gain is higher than operating expenses
\- Debt: 0%
\- Cash-to-Equity ratio 90%
The only downside are the high valuations PE = 57, PB= 16.
It's a wonderful company at an expensive price. Would you buy it?