2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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Thick Cables, Thin Margins – Microsoft, Amazon, and Google Demand Overstated By $CRDO Credo
https://www.semianalysis.com/p/thick-cables-thin-margins-microsoft
Yes at 15:30 the Microsoft question starts.
What a week we are having! Super excited about CRDO dropping because this mean Microsoft could be ours.
Thanks guys for the info/ links.
Let’s hope we break some records this week!!
Can someone confirm this is the highest volume we had this year?
Great close. Decent volume
Ive got my shares. Yeah!
I'm buying for not much luck under CAD 1.14.
Can i find it on their site?
Ha ok. But it a new report right?
Do you have a link please?
Great news!!
DesignWin in North America
In the video you can clearly see the difference between the first PSVR and the second generation. It's more 'out of your way' then before.
Maybe cable management is indeed a bit of a strong argument but I just wanted to point out what 1 slim cable can do to your comfort while using a device like that.
Psvr2 video. Nice to see good cable management.
Now link post 1and 2 together
Love the news. AI should be a real catalyst to speed up the decisions making process.
ACC is the ticket
Psvr2 promotion
I hope too
The bet is on, Future.
There are so many great investors out there. To quote Mark Howard again.
“Being early is like being wrong”.
You are right on my LWLG pick. We are still waiting for that foundry confirmation and partnership. Close i hope.
S7 is now, still i thought 2 years ago DCs were buying our cable. They did, in low quantities. This year we will see a huge buildup. Unless we are wrong on timing again.
My only concern with S7 us that they haven’t enough money to really ramp big. But Raouf said they don’t prepaid anymore and S7 have a 60 days period for billing. So, all good. Go Spectra7!!!
Yes me
Like i said, S7 is mispriced by the market. 2023 wil be gangbusters
AR, Are you still a token holder?
TikTok took 9 months to reach 100 million users, and ChatGPT did that in 2 months!! AI is exponential, so if you think that is insane wait another 3-5yrs! 🤯
— MachineAlpha ⭕️ (@Machine4lpha) February 3, 2023
The demand for GPU in the coming months and years are going to be MONSTROUS! $RNDR#ai #openai $sol $matic #apt $ilv $op https://t.co/eQOaZpbDc2 pic.twitter.com/NGhTAKzPVV
I agree. This stock is just mispriced. That’s what investing is all about. Looking for companies and their value. If it doesn’t match, buy or sell.
People look at the shareprice all the time, but one should be looking at the underlying business, and the changes it undergoes. Got that from Howard Marks
I have to look it up but indeed, Semtec is doing active copper cabling or the chips that goes with it.
They are together in:
Multi Source Agreement (MSA) group
At @DesignConEvent? Then do be sure to check out these @EthernetAllianc members who are there: @AMD/@XilinxInc, @amphenol, @Anritsu, @Broadcom, @Cadence, @intel, @Keysight, @MarvellTech, @MolexConnectors, @RohdeSchwarz, @spectra7, @TEConnectivity, @tektronix, and @XenaNetworks. pic.twitter.com/LXK1iPYFpK
— Ethernet Alliance (@EthernetAllianc) February 2, 2023
To me, but I could be wrong, it depends on what kind of switch they use.
Anyway, Microsoft is testing our chips, in order to use our cables (better). They are motivated to lower the powerconsumption in favor to not use AEC's all the time.
From what I was told, Microsoft is working with Credo. That's also the reason, imo, that CRDO is so highly valued.
With that Microsoft question that was scripted, i too believe there will be a AEC/ACC trade off. Working away any discomfort compatibility issues we had to please Microsoft.
Thx Future. I love big ideas. Wait till I tell you about my crypto. lol
Eventually 'someone' needs to solve this. It could be LWLG. We will see.
Ha Future, glad you didn't hurt yourself almost falling off your chair.
I'm from Belgium and the first investor nearly 16 years ago. Very proud of that title. I've talk in person and visited the lab. I got a private tour last year. Many Belgians and Dutches has been following us (the first diehard group of investors)
They sell polymers, electro active polymers. They will go in everything, yes everything. So, that why I value Lightwave so much. I've made already good money and have park it here in S7.
Just quickly because I want to see some TV; polymers have been around since the 80's, nobody could made they stable, repeatable and scalable. Billions of dollars wasted. Till one small company figured it out.
So many years later, this is the year, 2023. May is going to be do or die a bit. CEO Lebby has set the goals to announce a foundry partner and a techtransfer partner.
The modulators will go first. Vertical growth when you are on the menu of a foundry.
Oled (polymer) has taken over the TV, smartphones. Active polymers will push out Intel.
Yes, I believe that. Semiconductors are a sunset business, polymer photonics merged with silicon photonics are a sunrise business.
I could always be wrong (don't think so)
Industry analist Alan Weckel promoting Spectra7.
https://www.linkedin.com/posts/alan-weckel-889a2325_data-network-ai-activity-7026568759322583040-tixE?utm_source=share&utm_medium=member_ios
Yes i agree. We are done with playing around. Business in action
With the 2 PR's they show they can work with about anybody in the industry.
Volex is a partnership becoming serious.
If I would start a position, I would buy a position in Lightwave, for the simple fact they have technology for decades to come. Buy and forget. 500 bagger potential.
Spectra7 has a strong product. Photonics isn't ready yet to take on the incumbents. This small analog company can ease the pain for many. 50 bagger potential