Just noticed Metavasi Capital dropped $11.8M into TTM Technologies back in February - picked up 171k shares and made it their 8th biggest holding. That's a pretty meaningful position for a growth-focused fund. Interesting timing given what happened next. TTMI absolutely ripped after that - stock went from $90.91 up to $111 in early Feb, up 249% over the year. The company's a PCB and RF component supplier, so they're benefiting hard from the AI data center boom. Q4 numbers were solid too - sales up 19% YoY to $774M, net income jumped to $50.7M from $5.2M the year before. So Metavasi's call looks smart in hindsight. But here's the thing - the valuation's gotten pretty stretched. P/E is sitting around 64x, which is steep even for a growth story. Stock's near its 52-week highs already. The TTM metrics look good on the trailing twelve months basis, but at these prices you're probably paying for a lot of the good news already. I'd honestly wait for a pullback before jumping in. The business is solid but the entry point matters.