I have become accustomed to getting to know the company when Maitong is new, which may be the motivation for me to learn from Maitong Research Institute and other partners. When I was a child, I felt that international finance was far away from me and I was just an ordinary person. It wasn't until 2019 that I started to touch Taiwan stocks, and I felt that I would never have the day to learn how to trade US stocks until Maitong was born .. Maitong has launched two new US stocks today, focusing on two companies closely related to AI infrastructure: cloud security and high-speed connectivity ✔️ NET.M Founded in 2009, headquartered in San Francisco, California, USA, it is a world leading cloud security and edge computing platform At present, the stock price is about 180, the market value is about 63 billion US dollars, and last year's revenue was in the range of about 2.4 billion US dollars (an annual increase of about 30%+), with net profit still in the adjustment stage. This year's revenue guidance has been revised upwards to approximately $2.7-2.8 billion, with an estimated annual increase of 28-29% The latest positive news is that the Q4 financial report has just been released, exceeding expectations with an annual revenue increase of 34%. The number of major clients has exceeded 4200, and the largest ACV contract in history (averaging $42.5 million per year) has been signed. AI related orders have significantly accelerated. The CEO even mentioned the trend of 'Agentic Internet', and the market responded directly with a post market rise ✔️ CRDO.M Founded in 2008, headquartered in San Jose, California, USA, it is a semiconductor company specializing in high-speed connectivity solutions. Its products are applied in AI data centers, cloud servers, and hyperscale networks At present, the stock price is about 135, the market value is about 24 billion US dollars, the revenue in 2025 is about 600 million US dollars, and the net profit is about 100 million US dollars. The latest preliminary revenue forecast for FY2026 is estimated to be between 404 million and 408 million US dollars (single quarter), and the annual growth forecast is expected to exceed 200% YoY. The market also expects that FY2027 has the opportunity to approach a scale of nearly 2 billion US dollars The latest good news is the surge in demand for high-speed connections in AI data centers, and companies like these tend to focus more on the infrastructure behind AI servers, with great growth elasticity In the era of AI, there are opportunities everywhere, from cloud security to high-speed interconnection, every link is interconnected. It feels like Maitong is continuously filling in all relevant AI maps. For friends who haven't registered yet, click here ➡️ https://(msx.com)/? Code=lLQN19. Next, we'll wait for the app to go live @MSX_CN @ msxcom @ BeliaSoo91221 Maitong Maitong Research Institute MSX