2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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Thanks Future for posting this. I'm looking forward to LD Micro
That 800G AEC 20W cable is a bust, imo. Don't forget this is on both ends, so 40W per cable. The economics don't work.
https://credosemi.com/wp-content/uploads/2022/10/Credo-HiWire-1.6T-CLOS-AEC-Brief-101722.pdf
Yes i agree here with Future. Everyone needs to chip in. I have been holding back on my DD for some time. Normally i post about everything i can get my hands on. We should work together, not against.
Just bought 4k tokens more
Hey Xena, can you post that chart here again please. I missed it. Thx
Let me guess? A typo? 0.6 months
Jules Urbach:
Disney , WBD are investors in otoy, support us on Render and we have theatrically released 2022 movies rendered on the system today from the big 5 studios on tier 2 - haven’t gotten all clear to share specifics , which we could
From the ceo Jules Urbach
now that Apple officially unveiled our app at the event today I can stay begin to talk openly about the features and workflow for how this will be integrates with Render - and this will be discussed in more detail at BP
but at a high level the app has minimal interface to be useful to the broadest audience - and a whole new set of neural rendering services I previewed in March and powered by Render will make this easily and perhaps essential for artists on this device and next year on iPhone and more
The apple connection. OTOY/RNDR will be a monster. But is still very small today. Give it time. Apple loves Octane, imo
I though about 5G and the att connection. After the creation with warner bros/discovery and making att a more network oriented company, that could have delayed the announcement. That could still happen.
I still we are good at this point. DCs are slow, AEC aren’t the clear choose. So we wait.
Indeed the automotive is very skinny.
We need more time
Ok thanks. What else did you learn? Can you give us a small recap from that call?
They left out the designwins? Maybe because it’s was outdated. I can see a lot didnt move forward
Bought 11300 more tokens for the longterm. Stack at 73500 now
One more thing wispered in my ear.
Quarterly earnings are operational. Ron commented on Q2 and also did Q3. Yet our ceo is involved parttime until fully recovered.
Give it time
https://www.prnewswire.com/news-releases/spectra7-announces-second-quarter-2022-financial-results-301613714.html
CEO Update
CEO Raouf Halim continues to be on medical leave although Mr. Halim has resumed Board related duties on a limited time basis. Spectra7 is continuing its business plans uninterrupted, led by its deep bench of executive leadership. Chair of the Board of Directors Ronald Pasek, Chief Financial Officer Bonnie Tomei, and other members of the executive team will continue to co-manage Mr. Halim's duties during his leave.
Great, and thanks for your insights, Future. I can wait.
Credo is up. Will be interesting to see how their DC revenue line is going.
Future, what do you make of the numbers? It's all PSVR2 revenues for now.
thx
Future, what do you make of the numbers? It's all PSVR2 revenues for now.
thx
I agree XSXS. Silly me to react to it. I did it because I get messages and mails, almost on a daily basis, by shareholders who don't have the history in this company like I have. Walter and me are the first guys from Belgium posting about this great company for 15 years. Many 100's has taken positions ever since. Every day new investors are coming on board, seek for info on their investment and try to understand and learn about their investment. I felt 'to do' something because of it.
My message: don't listen to twisted information of a short guy.
I'm pretty much done here until the foundry news.
So frustrating to see that nonsense here time and time again. Don't let them scare you. They should be jailed for making stuff up. Do you really think KIT Karlsruhe is putting out those worldrecords without the proper checks? That just one example.
Low blows. I wish those ill-persons a major papercut today. I would never want to be a human who tries to screw others. Some here don't even realize it. But it's a sad reality when you invest in start-ups, devote you time and energy to it, shorters will always short and manipulate.
Hold your shares tight. We will get there in time.
So you are saying an institutional ownership is without DD but a short position, is?
Thanks Proto. Good stuff to hear that again. LWLG is so awesome
History has proven time after time most people don't know.
Just wait or in your case, sleep.
KIK, congratz man. What is your secret having such great results time after time. Are these companies you follow for a long time before picking them?
Some feedback from my contact, a cable maker (not usa)
Q:
Are datacenters again putting off new investments? Or choose they all for AEC instead of ACC? Could you provide some insights? Thanks. Best Steve
A:
Both AEC and ACC will get some traction, different applications and advatages over each other. ACC got lower cost and power consumption while does simply length increase, while AEC consumes more enengy and costs higher, but bridges old NRZ signaling to new PAM4 and does some length increase as well.
S7 is competing against several other chip makers who all do similar solutions, whether they would be successful depends on how they make every dollar they invsest counts, not AEC vs ACC. There will be requirement for both,
Oh boy. “I write the truth”
Please man, i hope you are joking.
We got a new name:
https://www.linkedin.com/in/karteek-bejagam-a1a36454/
“My advice to investors is watch our guidence over the next year”!!
People are expected news before yearend. Quite your haste
Only shorts would say December. Scaring people. I say October/November
You missed a few things, imo.
We are on track!!
Perfect buy,imo
Going up
I agree Future. Things are looking up.
Future, i hope you are right but fear it isn’t correct what you say. That 11M forecast includes Sony VR2, imo
I do believe Sony was initially forecasting lower units. Maybe 1M? Im speculating now a extra 5M from the previous guidence.
Im a bit in the dark with the 6 DC design-in. Has they come to completion?
On Nreal, we just have to wait and see.
The car design-in revenue could be very low at first. But a win is a win
With LDMicro they will have an update slidedeck. Let’s what the numbers are
Yeah!!
Just saw the Netflix documentary about GME, hedgefunds and Robinhood. 'Eat the rich'. A piece on short selling. They (the rich) have learned a lesson or two. Interesting watch.
LD Micro
https://me22.sequireevents.com/
Spectra7 (SPVNF)
Tuesday, October 25, 2022. 5:00 PM - 5:25 PM / Track 3
Did you listen to the advice Lewrock gave you on your options strategy? Doesn’t seem solid what you are doing. Never turn good advice down