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Melissa [indiscernible]

Director and Equity Research Analyst at Raymond James Financial Inc.

Melissa Fairbanks is a Director and Equity Research Analyst at Raymond James & Associates, Inc., specializing in covering companies within the leisure, entertainment, and recreational vehicles sectors. She provides coverage for prominent firms such as Brunswick Corporation, Malibu Boats, MasterCraft Boat Holdings, Polaris Inc., and Thor Industries, with performance recognized in industry rankings such as TipRanks, where she maintains solid accuracy and average returns on her stock recommendations. Melissa began her career at PricewaterhouseCoopers as an auditor before moving to Raymond James in 2012 as an equity research associate, later being promoted to analyst and, subsequently, director. She holds FINRA Series 7, 63, 86, and 87 licenses, underscoring her professional expertise and regulatory credentials within the financial services industry.

Melissa [indiscernible]'s questions to BENCHMARK ELECTRONICS (BHE) leadership

Question · Q4 2024

Melissa [indiscernible] asked for an update on Benchmark's opportunities to benefit from the broader AI market spend, beyond its traditional focus on high-performance supercomputing.

Answer

CEO Jeff Benck explained that Benchmark sees opportunities to apply its expertise in complex systems, such as water-cooled infrastructure from its supercomputing work, to the AI systems market. He noted that as AI complexity increases and domestic manufacturing is prioritized, Benchmark's infrastructure is well-positioned. Benck also stated that Benchmark participates in the AI trend indirectly by supplying equipment to semi-cap customers who build the chips that power AI, which drives demand in their Precision Technology business.

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