A hidden gem in the AI scaleout

Introduction

This company was put on my radar via a community member noting "A company you start to like more and more once you dig in". And I wholeheartedly agree with that.

They sit inside AI accelerators, optical modules, satellites, autonomous vehicles, and robotics. Basically every industry with major tailwinds in the years ahead.

And not just that; they are absolutely crucial for modern tech to work properly and hold a near monopoly in the high-end segment of their market. Yet many have never heard of it.

• Revenue growth: 88% and expected to 5x into 2028
• Gross margins: 60% and increasing
• Free cash flow positive
• Strong balance sheet
• Founders are still involved

This business has all the characteristics I look for when hunting for high-quality compounders with multibagger potential: They are very hard to displace, have a widening moat, a high quality leadership team with an extraordinarily long tenure, strong and improving financials and exposed to several major industry tailwinds.

Let's dive into the unique business!

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