Silicom is a $117M cap with $40M in cash.

A company who's product is being tested to resolve the actual AI networking bottleneck is trading at 1.9x sales, 1.2x EV/Sales, with accelerating growth.

If the hyperscalers in discussions with management were to validate the usage of their SmartNICs for AI datacenters... This one would have a pretty explosive potential.

Without even talking about the applications in robotic as FPGAs will only grow in volume in future hardware.