Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s Boom

Fujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?

Michael Allen joins Pranav Rao to break down:

• Why Fujikura’s EBITDA multiple expanded so sharply

• Why rising cable lengths won’t offset demand compression

• The psychology driving extreme AI-linked valuations

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Read the full Insight - https://skr.ma/K9VoF

Michael Allen - https://on.skr.ma/4ioddzz

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