Why This AI Stock Could Be the Easiest 10x Trade of 2026

"MaxLinear is a mixed‑signal communications chip company, and its products are in high demand from the data center buildout, requiring more communications equipment. What makes it special is that it has been consistently under-the-radar and trades with a market cap of just $7 billion. That's despite its family of high‑speed PAM4 DSPs targeted at data center optics, plus supporting components like a Washington 200G TIA (transimpedance amplifier) aimed at cost‑effective, low‑power 1.6T optical connectivity for AI data centers."

"MaxLinear is fabless and does not own fabs. It designs and sells niche, high‑speed interconnect chips manufactured at a mix of mature and semi‑advanced nodes. There's no shortage yet in the market, but if hyperscaler spending holds, I expect a shortage here that could make margins explode higher."

"MaxLinear raised its 2026 optical data center revenue target by $30-40 million to $150-170 million in just one quarter as infrastructure revenue grew 136% year-over-year in Q1. If hyperscalers continue building AI-centric data centers at the current pace, the 800G ramp a"

MaxLinear is a mixed-signal communications chip company whose products are used in data center buildouts that require more communications equipment. Its high-speed PAM4 DSPs target data center optics, supported by components such as a 200G TIA for low-power 1.6T optical connectivity. Demand for these niche interconnect chips is expected to be underestimated, especially if hyperscaler spending continues. The company is fabless, designs chips, and relies on manufacturing at mature and semi-advanced nodes. While supply is not yet tight, continued infrastructure spending could create shortages that raise margins. MaxLinear increased its 2026 optical data center revenue target by $30–40 million to $150–170 million after infrastructure revenue grew 136% year over year in Q1.

Read at 24/7 Wall St.