Analog Devices: AI Infrastructure, Humanoids, and Relative Strength in One Stock. Two Scenarios for 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 and 1.4 trillion USD 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 that...