Up 126% in one year. AI networking revenue is supposed to nearly double to $3.25 billion in 2026. Granted, four customers each account for more than 10% of revenue, which is a real risk.
Earnings are due May 5 so I guess we'll know more then. It's a good sign that estimates call for $0.81 per share, up 25% from last year.
I'm bullish.