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Consensus Narrative from 1 Analyst
Investments In AI Platforms And 800G Networking Will Secure Future Industry Leadership
Key Takeaways Strategic investments in AI platforms and custom designs are set to drive growth by enhancing margins and boosting earnings. Expanding customer base through strategic diversification aims to improve margins and reduce reliance on large customers.
View narrativeCA$201.35
FV
12.5% undervalued intrinsic discount12.51%
Revenue growth p.a.
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1 day ago author updated this narrative