Fabrinet's Nvidia Catalyst: Bullish Bet Or Short Seller's Trap?
1. Nvidia drives demand for Fabrinet’s optical components, boosting growth outlook. 2. Short interest in Fabrinet has surged by 10.2% in December. 3. Analysts forecast Fabrinet revenue to exceed consensus estimates significantly. 4. A potential short squeeze could occur if Fabrinet beats earnings expectations. 5. Market forecasts for 400G+ optics have increased from $7B to $12B for 2025.