Jun. 30 at 6:46 PM
$GLW $APH $AMAT Racing higher…
Networking is a clear theme, and while most of these companies sit at the rack scale (Nokia notable at a larger industrial scale as well)… that industrial scale layer is going to be explosive.
Just like when optics sent
$LITE,
$AAOI, etc.. up multiples, the expansion to the industrial scale will do the same.
We cover a company with 100%+ upside that is a leader in industrial networks, automation, physical AI, and is already a Nokia partner…
Full read: https://kryptonresearch.substack.com/p/connecting-the-future