AI Infra Stock with Massive Upside
This company is developing a revolutionary technology that will soon reach massive scale and be present in all data centers
Today, I’m writing about a vertically integrated company, collaborating with NVIDIA, and backed by solid financials.
Growth, free cash flow positive, good margins… but beneath what seems like an average tech company lies the foundation of a giant of the next AI era. A key enabler of revolutionary technology that will soon be in every data center.
At a $13B market cap, it is easy to imagine a future where this company is worth far more. With 60 years of experience and operations in over 130 locations worldwide, including both R&D and manufacturing facilities, it has built a strong global presence.
After decades of acquisitions and consistent investment in state-of-the-art technologies, it is now their time to shine.
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