The Story
News Summary
- Fabrinet's AI data center revenue surged 68% year-over-year, driven by robust demand from key customers including Nvidia.
- Despite accelerating growth and manufacturing capacity expansion, the stock has dropped 44% from its peak, indicating valuation multiple compression rather than weakening demand across the optical AI supply chain.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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