is currently solvent and making every effort to stay that way.
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That was the ticket! 😊
Yep, I get the notification for a 'REPLY' (because it's obviously in reply to me) but no additional notification for 'Mentions' even though you "mentioned" me in the post.
Wondering if you 'mentioned' my alias when posting to someone else if it would grab it?
That's how I found out about this. It was a post by someone (unknown to me) to another (again unknown to me) poster on a thread I've NEVER been to and, interestingly enough, did NOT mention me LOL! But, that's when I noticed there was a third notification box (Public messages, Private messages, and Mentions, and that box had a red 1 in it...
All I know is, I won't lose sleep over it 😄
So far, didn't work- maybe you can't "mention" yourself??
EDIT: I get an alert, however, if I reply to myself...???
I guess....
At least I won't have to worry about it as I'm extremely positive NOBODY
mentions me. 😀
I'm gonna mention myself (Theo) and see what happens😆
Why am I getting a "Mention" when I can clearly see I have NOT been 'mentioned'??
Good buy 😉
crheat brought this to light-
The race to 2nm process technology heats up — Samsung will discuss its next-gen 2nm node in June
"Samsung Foundry is set to detail its third generation process technology featuring gate-all-around (GAA) transistors at the VLSI Symposium 2024 in June. The technology is called SF2, and it will be the company's initial 2nm-class fabrication process. The node is projected to offer significant improvements when it comes to performance and efficiency.
Samsung will outline key details about its SF2 fabrication technology at a session on June 19, 2024. Based on the company's own description, the upcoming node will further refine Samsung's multi-bridge channel field-effect transistor architecture with a unique epitaxial and integration process. This will enable it to increase transistor performance by 11–46 percent and reduce variability compared to an unspecified FinFET-based process technology by 26%, while decreasing leakage by about 50%.
"A product performance aware 3rd generation MBCFET (SF2) is revealed to maximize gate-all-around benefit fully by introducing unique epitaxial and integration process, which overcomes the scaling and GAA structure conflict with a product gain," the description by Samsung reads. "The product major narrow NS transistor was boosted by N/PFET +29/+46%, as well as a wide NS transistor +11/+23%. In addition, through transistor global variation reduction by 26% from FinFET, a product leakage distribution was significantly scaled by ~50%."
Business Korea reports that Samsung is not only pushing technological boundaries but is also strengthening its ecosystem for its 2nm-class fabrication process. The company is working with over 50 intellectual property (IP) partners and holds more than 4,000 IP titles, though for obvious reasons only a handful of them are aimed at GAA nodes in general and SF2 in particular..."
I wuz sure you did too, but then I thought maybe you were able to trade overseas or sumpin 🙃
I was on the road Wednesday - Friday leaving our Florida home back to our Michigan home and very irritated I couldn't track/trade the market.
We weren't originally 'posta leave Florida until today, as a matter of fact. But the Spousal Unit's Mom took a health turn for the worse
and she wanted to leave sooner rather than later of course. I knew Friday late in the day when the stock started coming back that I'd lost
my best window of opportunity. Still, I wanted to go over the CC (I did Sunday btw) before I made any real changes.
My take is nothing has really changed except time expectations. That and the GaN opportunity. I'm really thinking that that might be a
hidden gem for us.
How did you buy them Sunday??
They couldn't let a deal like this pass them by 😉
(I did get some OCT (otm) Calls today prior though 😀)
Insider buying today... THAT's a first 🫡
So far, it would appear that GaN would amount to being more or less a manufacturing process as opposed to having to meet performance specs and through-put testing and faster to market- maybe even by the end of this year. Per Scott:
"While we still have work to do, if our current trajectory continues, we should be able to enter the market and generate revenue much more quickly than in our traditional engagements with semiconductor customers, potentially even before the end of this year. "
So, there is multiple ways that our business model can be used for GaN. We can just license our MST technology, just like we do today with regular semiconductor makers to adopt MST on wafers and then build GaN wafers on top of that. That’s one way that we could do it. We will probably license our GaN technology separately from the rest of our licensed technology because it may have very high value. The second thing we could do is maybe we could become a manufacturer of GaN wafers at least in modest volumes, and that would allow us to generate revenue. And if it was a very high-value technology, maybe we could make a very nice-looking gross margin there and help to subsidize the rest of our business. We don’t have a decision to do that yet. I mean we have a very strong philosophy about making a business model that’s got a lot of leverage to the bottom line. And so, if we were to become a manufacturer, obviously, we would have to have a lot more CapEx, which might not work well with that. But we could do something on the smaller volume manufacturing side. And – but I think for our customers who would go into high-volume manufacturing, it’s most likely that we have licensed directly to them. So, we have been looking at the GaN market for a while. We have had a lot of marketing studies going on about how to approach it, but we haven’t got a final determination about what we do. I can tell you, I think it’s a – it would be a much faster time to market. And I am pretty excited about the prospects of MST there and the prospects in a few other areas in the compound semiconductor market.
I posted this on ST but I'll post it here too in case someone here knows?
Question for the more technically astute posters here.
(Backstory) I spent Wednesday through Friday driving back from my Florida home to my Michigan home denying me the ability to watch/review both STM's and ATOM's CC. I just finished ATOM's CC today and I'm intrigued by GaN/compound semiconductor references.
My question- does, and is, MST used solely in this fashion to merely contribute to the relaxing or de-straining the interface between two different crystal latices, or is it used in conjunction with performance enhancement properties as well?
I ask because I'm getting the impression from the CC that the path to license/market/revenue going this route with GaN is much faster than the current pathways.
Archer To Report First Quarter 2024 Operating Update and Financial Results on May 9, 2024
"SANTA CLARA, Calif., April 22, 2024--(BUSINESS WIRE)--Archer Aviation Inc. (NYSE: ACHR) will report its first quarter 2024 operating update and financial results after market close on Thursday, May 9, 2024. The company will host a conference call and corresponding live webcast at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss its operating update and financial results."
The aviation industry is looking for its own Tesla
"United Airlines (UAL) has a $1 billion agreement with Archer Aviation (ACHR) signed several years ago to purchase up to 200 of the startup’s vertical takeoff and landing vehicles, or eVTOLs. Prior to the United deal, the California-based company partnered with European carmaker Stellantis (STLA).
On an earnings call earlier this year, Archer co-founder Adam Goldstein explained why the company took an investment from the automaker: "When I founded Archer, I knew from watching the EV industry that developing the capability to manufacture our aircraft at high volumes was perhaps the No. 1 enabler of our future success alongside the design and certification of the aircraft," he said."
Still far better than anything I saw here in Florida...😏 Thanks!
Your experience, Steve, matches one of this site's examples-
You see, giant institutions like mutual funds and ETFs need a lot of liquidity to minimize their market impact. Further, most ETFs are index funds, aiming to track an index.They need to mirror their underlying index closely, so they have to trade on the close, or else they’d be getting different prices than the index records.
You see, giant institutions like mutual funds and ETFs need a lot of liquidity to minimize their market impact. Further, most ETFs are index funds, aiming to track an index.They need to mirror their underlying index closely, so they have to trade on the close, or else they’d be getting different prices than the index records.
Thanks for the confirmation! 😀
My guess would be yes, but, that would be based solely on my "gut" feeling
and nothing to do with any solid fundamental knowledge or reasoning other
than the timing of the news and the MOC order... 😄
So Jeffrey tenders his resignation BUT, it's not effective immediately. He's still employed (at least on paper) until March 29th. That tells me that there must be a process in place and he wasn't let go for cause. That was Monday the 11th. Starting Tuesday, at the open, Intermarket Sweep trades began and gained steam for the rest of the week along with large-block Cross-trades in conjunction with large block Form "T" trades both Pre-market and After Hours. As of Friday, the total pre and post market volume for the past 4 days is equal to the Avg Daily Volume. That's huge for a low volume and low float stock like ATOM. The question is who and why?
Just for clarity why the Sweep trades caught my eye;
Intermarket sweep orders (ISO) is a type of stock market order that sweeps several different market centers and scoop up as many shares as possible from them all. Sweeps are typically large blocks, meaning that the trader placing the order has some major financial backing. Sweep orders indicate that the buyer wants to take a position in a hurry, which could imply that he or she is anticipating a large move in the underlying stock's share price in the very near future.
What is the difference between a block order and a sweep order?
A block trade is a privately negotiated transaction, with variables such as shares and position balancing at play. A Sweep trade is an aggressive transaction broken up and sent across multiple exchanges.
In conclusion, I'm questioning the timing of Jeff's departure time-line (March 29th) and the sudden large block trades in a hurry the next 4 days after the 8K release of Jeff's resignation. There has been no sudden sell-off so that suggests to me that someone(s) are accumulating. For what reason are they accumulating and is the timing of the sudden rash of sweep trades and Jeff's resignation coincidental/related, is what I'm pondering. Short covering? Has/is there a buyout coming (and that's why Jeffrey is retiring?
Just things to think about imo...🤔
I found that that trade (for 6,171,579 shares) crossed as:
03/15/2024 16:00:02 EDT 6 5.02 6171579 NYSE
The "6" is code for 'Market Center Closing Trade' or MOC (Market on Close) for short.
"A market-on-close (MOC) order is a type of stock order that instructs the broker to buy or sell a security at the closing price of the trading day. "
I saw that- Schwab sent it in an email. Caught me by surprise.
Maybe it's just me, but, the title is misleading imo 🙄. I had to read twice-
It's not simply "shortened to one day". It's still "T" + 1
Seems obvious to some, I know. But to me, I originally assumed (that's on me I know)
same or one day clearing.
You STILL catching flak for the Kink's siggy??🙄
I'm surprised mine never raised an eyebrow...
Then again, I'm sure it has gone over a few peeps heads😆
Exactly! lol Like I said, Rivian has done the hard stuff already-
Apple just needs to slap their logo and maybe some Apple bells and whistles on it- work the marketing and Bada boom bada bing- instant success 😆
***full*** power...
Like any 'electric' ride, it was incredibly quiet. I'm used to my RAM 1500- hearing all 400 horses as I throttle down,
and feeling the tires cut loose even on a dry hot day. The Rivian, on the other hand, gives you fool power instantaneously!
Even though it was raining out, when pushing the pedal to the metal, the Rivian throws you back in the seat and because
of its weight, the tires didn't break contact with the road. Unreal thrust.
The front screen panel was like looking at a 80" screen TV lol!
All in all, it was a sweet ride- VERY comfortable and smooth.
One thing people need to keep in mind driving these vehicles, because of their weight, 'electric' vehicles are canon balls on the road. The inertia
created by an 8500 lb vehicle is considerably greater than a similar sized gas engine vehicle. Think about what that infers in a crash- to you- to
the other vehicle...
I got to ride in a Rivian pickup a little over a year ago.
I was offered the opportunity to drive it, but, we had just come out of a restaurant, (having had drinks and dinner with our kids and some friends of theirs), it was dark outside, raining, and, oh yeah, we were out-of-state (Washington Seattle/Tacoma area). I begrudgingly declined to drive but opted for passenger experience instead. Sweet ride!
Btw, the thing weighed in @ 8500 lbs!
News (Re-cap): Archer Announces Fourth Quarter and Full Year 2023 Results; Now In Final Phase of Midnight’s Certification Program as it Readies for Launch in 2025
Approximately 80% of Archer’s Midnight aircraft’s subsystems and components are sourced from leading aerospace suppliers with certification heritage giving it a significantly de-risked path to certification
Construction of three conforming Midnight aircraft underway as flight test program makes rapid progress and Archer expects to complete 400 test flights in 2024
On track to complete build out of volume manufacturing facility alongside Stellantis in Georgia later this year
Strong liquidity position of ~$625M at end of Q4 2023 with cash balances increasing QoQ