Fabian فابيان(@iamfabian):Published my deep dive on HUBER+SUHNER (HUBN.SW) Should have been Suhner rather than later, but here we are! They are 160-year-old Swiss mid-cap that tripled in 6 months. Engineering precision on par with a Swiss watch except they make optical circuit switches (so $LITE are not the only ones making them with good insertion loss), RF cables, and crosslinked polymer insulation. CHF 1B+ in orders for the first time ever. A hyperscaler POLATIS deal that kicked off a violent re-rating (is it $MSFT?). Add to it a China OCS angle that almost nobody is paying attention to yet. Full piece below, and as always always open for feedback!

2026.04.06 13:17

Published my deep dive on HUBER+SUHNER (HUBN.SW) Should have been Suhner rather than later, but here we are! They are 160-year-old Swiss mid-cap that tripled in 6 months. Engineering precision on par with a Swiss watch except they make optical circuit switches (so $LITE are not the only ones making them with good insertion loss), RF cables, and crosslinked polymer insulation. CHF 1B+ in orders for the first time ever. A hyperscaler POLATIS deal that kicked off a violent re-rating (is it $MSFT?). Add to it a China OCS angle that almost nobody is paying attention to yet. Full piece below, and as always always open for feedback!