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We're starting a position in a chip designer poised to roar in the era of AI agents
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14 words~1 min read
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This chip supplier is trading at attractive risk-reward levels heading into 2026, Wells Fargo analyst Joe Quatrochi said.

The rise of artificial intelligence is driving strong demand for the company's fiber and connectivity products used inside data…

Alphabet can no longer be ignored.

We can't let a bad call cloud our future thinking. Facts change, and we reconsider our investment theses.

As agentic AI adoption accelerates, inference demand will grow exponentially.

We're stepping in again as the stock continued to pull back from their February highs.