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More ... latest change: 2026-02-08
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.”
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