Watch on earnings: Hyperscaler capex guidance (Meta, Microsoft, Google, Amazon quarterly earnings) as leading indicator for AEC demand, TSMC 5nm and 3nm wafer allocation and pricing trends impacting COGS structure, 800G and 1.6T Ethernet switch shipment data from Arista, Cisco, and Broadcom as proxy for line card PHY demand.
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $2.5B to $3.9B as ai infrastructure capex announcements from hyperscalers (meta's $40b+ 2026 budget.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.