Pinned straw:
While it looks a bit rich to buy now (it rarely ever has not been, and yet it has performed very well!), the passive flows upon inclusion should typically result in more price strength (or atleast keep it elevated), until the next material fundamental development of course.
Yeah @jimmybuffalino - huge amount of traction with Audinate and their Dante platform - their competition in the professional AV networking space is insignificant now - and AD8 are as dominant as VHS ended up being over Betamax, back in the day, in fact even more dominant. I hold this one both here and IRL.