$FN

The most critical bottleneck in AI infrastructure is that data still cannot be moved between chips fast enough and with low enough power consumption. The shift toward CPO is coming precisely to solve that problem. Fabrinet, in this transformation, is one of the most strategic and highest leverage names in the ecosystem because it is the category leader in the manufacturing and packaging of extremely sensitive optical components like CPO. Technically, it looks extremely strong and wants to move toward the orange box target 🎯