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Mercury Systems, Inc. (MRCY): A Bull Case Theory 

We came across a bullish thesis on Mercury Systems, Inc. on Value investing subreddit by  Natural_West7949. In this article, we will summarize the bulls’ thesis on MRCY. Mercury Systems, Inc.'s share was trading at $98.29 as of January 29th. MRCY’s forward P/E was 149.25 according to Yahoo Finance.

Mercury Systems (MRCY) operates at the intersection of AI compute and defense, specializing in customizing and ruggedizing advanced semiconductors from suppliers like Nvidia and AMD so they can function reliably in extreme environments such as space, military aircraft,...