Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Is Mellanox The Next Nvidia?

Mellanox (NASDAQ:MLNX) is a fabless semiconductor company that designs interconnect products for the datacenter. In particular, the company's products focus on both InfiniBand and Ethernet adapter and switch silicon. Now, while Mellanox's Ethernet business is growing nicely as the Web 2.0 infra...

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