From Radar To AI Data Centers: Why MACOM's Dual Semiconductor Play Is Just Getting Started
· seekingalpha.com
MACOM (MTSI) rides AI data center optics and defense upcycle as revenue, margins surge; valuation is rich.
Hi, I'm Martin, I focus on maintaining a delta neutral portfolio. I want to be long/short at the same time and benefit from market volatility. I specialize in u...