The stock fell 12% post-earnings despite incredible 77% EPS growth, as its forward guidance for 44% growth, while strong, failed to meet sky-high investor expectations for AI-related stocks.

A 'derivative play' in the AI theme, benefiting from the massive infrastructure buildout for data centers, with 'incredibly positive things to say about demand.'

The AI boom has 'turbocharged' its business, transforming it from a steady stock into a high-growth powerhouse with recent sales growing 53% and EPS growing 87%.

A hardware play for the AI revolution, providing connecting technology, with stock up a strong 74% YTD.