Barclays has double upgraded a stock that it says has a huge opportunity in 2025. This company’s direct relationships with hyperscalers enhances collaboration and customization, providing a competitive advantage and revenue visibility. Recent design wins with Tier-1 hyperscalers validates the company’s product capabilities. The ongoing explosion of AI applications and cloud adoption will create even more demand for high-speed connectivity solutions than what we are demanding today, and this will drive demand for the company’s products
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