Analog Devices: AI Infrastructure, Humanoids, and Relative Strength in One Stock. Two Scenarios for an Entry!

I am taking the stock of Analog Devices onto my watchlist for a potential positioning. I would like to mention three reasons and my two entry scenarios: First, Analog Devices is suitable for playing the expansion of AI infrastructure. Morgan Stanley and Citi expect an increase in Capex from hyperscalers up to $1.2 trillion and $1.4 trillion in 2027 and 2028, respectively. The data center segment, including power, optics, and test equipment, now accounts for almost 20% of total revenue. Analog Devices is experiencing accelerating demand and predicts...