BUY BWB - Business With Brian Conviction4/5 Analysis quality85/100 now
The YouTuber identifies Fabrinet as a strong, safe entry point into silicon photonics. As a precision contract manufacturer, Fabrinet builds laser modules, transceivers, and optical engines for other companies, including the two companies that received $2 billion each from Nvidia. This allows Fabrinet to benefit from increased manufacturing orders without bearing the technology risk, with a clean financial profile and doubled book value in five years.
“If you want the safest entry point into silicon photonics, this one might just be it.” — ▶ 01:12:33