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In a highly anticipated event today, Apple unveiled a series of groundbreaking products that have tech enthusiasts and industry experts buzzing with excitement. The star of the show is undoubtedly the iPhone SE 4, but Apple's announcements didn't stop there.

Harmonic Inc. (NASDAQ: HLIT) is a company in the communications equipment industry, with a market capitalization of approximately $1.5 billion as of December 31, 2024.

Bull Vontier has inherited a proven business system of disciplined capital allocation and continuous improvement from its former parent companies, Danaher and Fortive. u The spinoff from Fortive will allow Vontier to redeploy capital to its business, as its former parent invested less than 5% of its total M&A capital in Vontier.

Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.

Key Takeaways Reached Cashflow profitability in 2023 Strong player in IOT driven by AI Founded 1989. Was around $60 during dot com bubble but has been stagnant since.

Aviat Networks, Inc. (NASDAQ: AVNW) specializes in wireless transport solutions and has demonstrated notable growth and strategic initiatives that may appeal to value investors seeking growth over the next 1-3 years.

Flex Ltd. (NASDAQ: FLEX) is a global provider of technology, supply chain, and manufacturing solutions.

Apple Inc. (AAPL) has demonstrated robust performance, with its stock appreciating by approximately 30% in 2024, surpassing the S&P 500's 7% gain.

This narrative is primarily based on Ben Thompson's (Stratechery) view that Apple has transitioned from being a product-driven company to a services-oriented one. While the iPhone remains central to Apple's business, hardware differentiation has plateaued.