---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43467846.md"
description: "Let's talk about FN first. Revenue, profit, EPS, and guidance are all solid.The core sell-off is mainly due to free cash flow turning negative.However, the spending was on capacity expansion and inventory buildup; more importantly, it reflects expectation realization and chip clearing.Bullish in the mid-to-long term. No rush to bottom-fish now; wait two or three days for sentiment to cool down.That said, for TFC (Tianfu), this undoubtedly adds to future imagination space.If there's a sentiment-driven dip, it could be a good opportunity to cover shorts, potentially filling the gap near 250.Still, risk warning for Tianfu: positive news has been fully priced in, with significant recent gains.If FN's mention of supply chain diversification is interpreted as a major headwind...$Fabrinet(FN.US)$TFC(300394.SZ)"
datetime: "2026-08-18T16:38:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43467846.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43467846.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43467846.md)
author: "[保持平和](https://longbridge.com/en/profiles/14619895.md)"
---

# Let's talk about FN first. Revenue, profit, EPS, a…


### Related Stocks

- [FN.US](https://longbridge.com/en/quote/FN.US.md)
- [300394.CN](https://longbridge.com/en/quote/300394.CN.md)

## Comments (1)

- **达达尼昂888888 · 2026-08-18T20:12:17.000Z**: How much do you think fn is worth, planning to add more bro?