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“A written-off commodity contract manufacturer is now critical AI plumbing, sole supplier of Google's TPU servers with 50 to 60% of the cloud Ethernet switch market and growing fast.”
Source
Alex SacerdoteYouTube“Why the AI Boom Is Just Getting Started”51:21
“we noticed they were the sole supplier of the Google TPU server and we're like, oh my God, this was like 3 years ago. Stock was trading at 8 times earnings”
Performance
Entry$386.50
Current$336.21
Since call-13.01%
Confidence72%
How this was scored
Entry$386.50Jun 9, 2026 · 12:00 UTC · paste.trade
Resolution$360.74Jul 9, 2026 · 13:58 UTC · Yahoo Finance
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 9, 2026 · 13:58 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.