During a recent episode of The AI Investor Podcast, co-host Eric Bleeker shared his views on Semtech and why he is buying on the idea of them continuing what has been a strong performance as of late. Eric cited Semtech's strong partnership with MediaTek on active copper cables as just one reason to be optimistic, and discussed why Semtech is positioned for major growth well beyond this year. In recent weeks, Eric paired memory with Semtech as an optical hedge, with Semtech data center revenue up 39% and the stock up 178% over the trailing year.