#D11TS_Picks
#COHU $50.75
AI/HPC testing demand is driving growth, with Q1 FY2026 revenue up 29% YoY and orders up 57%. Its ~$750M AI/HPC opportunity pipeline supports future growth.
For Detailed Analysis: https://t.me/c/2454754655/9017
#VICR $321.50
AI data-center power demand and VPD licensing royalties are boosting growth, with Q2 revenue up ~49% YoY. Higher royalty income and Q3 growth guidance are key catalysts.
For Detailed Analysis: https://t.me/c/2454754655/10277
#BOX $28.99
AI-powered content management is supporting growth, with Q1 FY2027 revenue up 11% YoY to $306M. Box AI adoption and enterprise subscriptions remain key catalysts.
For detailed Analysis: https://t.me/c/2454754655/9104
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