Fabrinet beat expectations but sold off anyway. We explain why investors may be missing the real story. https://t.co/LJMGsiQJta $FN 🎙️ @DrillDownPod #DrillDownEarnings #Fabrinet

Fabrinet isn’t just contract manufacturing—it’s the backbone of AI interconnect. A closer look at what the Street missed. https://t.co/Yd5mdxqC5W $FN 🎙️ @DrillDownPod #DrillDownEarnings #Fabrinet

TBU@TBU12345678

1 year ago

I think long $HPE / short $DELL works here: - $DELL margins mismodeled due to AI server, core biz of storage + server suffering from some flavor of pull-in and PC under competitive pressure too in 2H (though may beat 2Q) - $HPE literally just faceplanted and has a budding AI https://t.co/ebh7mW0BJv