Summary JacobH I am positive about Impinj Inc. (NASDAQ:PI). My summarized thesis is that PI has entered into a new growth cycle, and with a visible near- and long-term growth catalyst, I expect growth to be robust over the next few years, with potential gross margin expansion to further drive up adj. EBITDA margins. Company overview PI helps its clients identify, locate, and authenticate items using its RAIN (RAdio IdentificatioN) RFID to deliver timely data across various end-business and consumer applicat ...