Fabrinet ( FN ) has been a clear benefactor of the AI CapEx cycle. The optical and electronic component company’s optical transceivers, optical cables, and other products are important in building out data center infrastructure for AI. GrowthI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding ...