There's a little-known tech name on Josh Brown's Best Stocks list that's at the nexus of the data center buildout

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — I bet you've never heard of this one. I hadn't either until it popped up on my radar thanks to the relentless data center components rally. Pun intended on the radar thing because that's the origin story of MACOM Technology Solutions Holdings (MTSI) . It was founded in 1950 by civilian engineers who worked at the MIT Radiation Laboratory during World War II developing microwave radar technology for the armed forces in Lowell, Massachusetts. They're still doing a lot of defense industry work 75 years later but now there's a new driver. You can have the best GPUs and servers in the world but if they're not communicating with each other fast enough, they might as well be a pile of stones. That's where MACOM comes in. Think of this company as the connectivity layer between all of the technology in an AI data center. The company makes radio frequency, microwave and analog semiconductors. Its first customer was the U.S. Army Signal Corps, which needed magnetrons for radar systems. The company spent decades supplying defense and telecom customers, building expertise in moving radio frequency signals efficiently over short distances, before going through several corporate iterations (M/A-COM, then MACOM Technology Solutions) and landing where it is today. It is still headquartered in Lowell. …