quote

More ... latest change: 2025-03-06

Restrinct, an anonymous account on X, published on Fabrinet (NYSE: FN — $7.84 billion), an optical product manufacturing company. Restrinct said the company’s tailwinds from providing optical interconnect solutions for data centers are diminishing and wrote,

“Current outer-year estimates imply that FN’s 100% share of NVDA designed transceivers remains constant, however this isn’t possible as 3 - 4 other NVDA suppliers have been or are under process of being qualified.”