Davy@Blinklebloop$AAOI will probably need to do one more raise.
Davy@Blinklebloop$AAOI will probably need to do one more raise.
Davy@BlinklebloopIf it’s a 4 year problem then going long memory should be thought of simply as - PE<4 - you basically make 100% and then at least have residual afterwards if margins compress like crazy - the business is still worth something after - definitely. Forward PE: Samsung: 3.5 Micron:
Serenity@aleabitoredditJust some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that
Davy@Blinklebloop$EVC getting to that point where I love. Hated. Traders become emotional and sell, pushing the price down. Applovin adding on the FUD. Do the valuation, this thing is getting undeniably more interesting at this price.
Davy@BlinklebloopCredo Technology $CRDO and ams OSRAM (SIX: AMS) are collaborating on a new optical interconnect standard for AI datacenters. This will probably end up in a supply agreement between the two- later. I think that ams Osram, with its mature VCSEL experience, and team will end up
Davy@BlinklebloopCould ams Osram (SWX: AMS) be the next Sivers Semiconductor? Until recently, the AI thesis was easy to dismiss: “Okay, they make some interesting microVCSELs. Another component supplier.” It got clearer when we put the puzzle pieces together... >Development deal with a leading
Davy@BlinklebloopCredo Technology $CRDO and ams OSRAM (SIX: AMS) are collaborating on a new optical interconnect standard for AI datacenters. This will probably end up in a supply agreement between the two- later. I think that ams Osram, with its mature VCSEL experience, and team will end up
Davy@BlinklebloopCould ams Osram (SWX: AMS) be the next Sivers Semiconductor? Until recently, the AI thesis was easy to dismiss: “Okay, they make some interesting microVCSELs. Another component supplier.” It got clearer when we put the puzzle pieces together... >Development deal with a leading