Jun. 3 at 11:32 PM
So let’s get things straight.
$DELL $CSCO $HPE blow out earnings.
$AVGO comes in and pees in the punch bowl and
$NVDA as we highlighted couple weeks ago also missed on compute revenues… buoyed by what?
Networking.
The theme has never been clearer.
AI infrastructure buildout is shifting to the next phase, connecting compute and inference to endpoints.
Rack scale networking saw its boom with AAOI COHR and LITE.
But with HPE seeing a 600% surge in WiFi-7 sales… we are going beyond the rack and to a commercial and industrial scale in networking.
We have a name with 100%+ upside as a leader in both WiFi-7, industrial networking and a critical name for the automation and eventual robotics wave.
Partnership with market darling Nokia (another networking name surprise surprise)
And the market has no idea.
Full read here:
https://kryptonresearch.substack.com/p/connecting-the-future
