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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7794 followers
Created: 2025-07-21 19:30:39 UTC

LRT Capital Management on Fabrinet $N/A

Thesis: Fabrinet has established itself as an indispensable, high-precision manufacturing partner for leading OEMs by mastering complex optical and electro-mechanical production, securing strong growth from secular tech trends and creating formidable switching costs through deep integration and engineering excellence.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/GwZ6nUeWkAAmu6E.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947378707984736390/c:line.svg)

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[Post Link](https://x.com/StockCompil/status/1947378707984736390)