Kairos@KairosPraxis$SMTC's analyst day was great and their estimates blew my own out of the water. FY30 (ends Jan 2030): - They guided for $3.2bn at 38% CAGR. - They expect datacenter revenue to more than double in FY27 and FY28, based just on backlog. I had guided for 80 and 70%. - LoRA (IoT)
Kairos@KairosPraxis5: Valuation Being conservative, there is a case for why the stock doubles and reaches $250+ in 3 years. (Hopefully faster) 1. Datacenter segment grows 80%+ this year, and 70, 65% subsequently. Modeling strong demand in H2 from 1.6T, on-board equalizers next, lasers in 2028.