Who needs water when you have Foxconn? 

Foxconn just printed a record Q4, up 22% year-over-year, and if you’re surprised by that, you haven’t been paying attention to who actually prints fat cash during a gold rush. Translation: Everyone loves the shovel brand. Foxconn sells the factory.

(Source: Giphy) 

The world’s largest contract electronics manufacturer (read: Tim Apple’s sweatshop), pulled in T$2.6 trillion ($83B) in Q4 revenue, blowing past expectations and quietly reminding the market who’s been eating while everyone else loses their collective sh*t over valuation multiples. Case in point: Foxconn’s cloud and networking division… the unsexy part of the business that builds servers, racks, and data-center guts… did most of the heavy lifting. Nvidia needs servers. Hyperscalers need racks. Governments want “AI factories.” Somebody has to assemble the metal, wire the boards, and ship the boxes. That somebody is yo boy Foxconn. 

(Source: CNBC) 

Meanwhile, the “smart consumer electronics” segment (read: iPhones) actually dipped a bit thanks to FX headwinds. And nobody cared. Not investors. Not analysts. Not Foxconn. Why? Because Apple itself is a cycle, while AI is a budget item that doesn’t get cut. Just ask Zuck LOL. What’s more is that in December alone, Foxconn printed T$863B, up nearly 32% YoY. Which isn’t too much of a shocker considering they definitely aren’t the last honest women in town. And that’s a good thing. Foxconn is in bed with Nvidia, Apple, OpenAI, and governments across the board. 

As for the stock, shares were up 25% last year, and that was after a 76% rip the year before. That said, it’s still not being priced like the kingmaker it is as everyone seems to continue treating it like a boring manufacturer. Which is hilarious… because every trillion-dollar AI ambition eventually ends at a loading dock with Foxconn’s name on the paperwork.

(Source: Imgflip) 

In the end, while everyone else is screaming at the clouds with AI promises and dreams… Foxconn is the one cashin’ necks and snappin’ necks. And it shows. Until next time, friends… 

At the time of publishing, Stocks.News holds positions in Apple as mentioned in the article.