Jeff Brown says of his #1 recommendation for Apple’s new “Super-Cycle” is a company whose CEO was a Purdue alum with a graduate degree from MIT. Anyone know who this is? I’ve already identified some of the companies in this teaser as Finisar (FNSR), Corning, and perhaps QCOM (Jeff’s old company), LG and CrowdStrike as potential suppliers for Apple’s 5G iPhone. Any other guesses?

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