Jon Quast

It had 25% growth.

That was last quarter, 25%.

This quarter, the growth was 24%.

And then next quarter, it's expected to be 18% to 19% growth.

So the trend line is still slowing down.

And it makes... I mean, the margin improvement was great and everything.

But I think that it still leaves the core question to the thesis intact here.

It's that...

Is this business starting to approach a ceiling and the decelerating growth would tend to indicate that because of the AI tooling that's coming out?

Is that siphoning off some of its potential business and causing it to have a less big opportunity than what investors thought a couple of years ago?

OK, Matt, go ahead and give us a counter argument here.

Credit to where it's due indeed, but that's all the time we have for Monday.

When we come back from our break, we're going to be talking about an AI semiconductor company that could go public as early as this week.

You're listening to Motley Fool Hidden Gems Investing.

Welcome back to Motley Fool Hidden Gems Investing.

We have a question coming up about IPOs in just a moment, but before we go there, we wanna talk about an actual IPO that could happen as early as this week.

Many investors may not have heard about it, but you're gonna be hearing about it.

The company is called Cerebrus, and Cerebrus is in the news today because it just increased the expected IPO range for what it's going to be going public at.

The company is looking to raise nearly $5 billion in its IPO.

That would value it at around $50 billion.