You just can't get around what Yu is saying. Moving data with 'light' tells you our future customers honestly, and while I know Twocents is either gone for good, has been taken out, or is lurking until the day of a triumphal return (when GFS partnership is announced), it is happening, just on a time frame that was obviously delayed. All good though at this point. I am just dying to know who the 'other' foundry is in North America that is on the 2nd half 22' for decision making.
Here is a crazy thought: 98 trading days left (including today) 2 Foundry Partner decisions coming our way. I still show a little over 18 and a half shares short. Rolling the dice now every single day. May be good today, but every SINGLE day, they are now taking about 2 percent chance if you want to you just pure statistical analysis, that a bombshell Foundry Partner Announcement (1 of the expected 2) doesn't drop and catch shorts going crazy to get out IMMEDIATELY in the mother of all panics.
2.04% today
2.06% Mon Aug. 15
2.08% Tue Aug. 16
2.11% Wed Aug. 17
2.13% Thur Aug. 18
2.15% Next Friday...
See, here's the thing. They roll the dice EVERY single day now. Now if you start to add up the collective probability that an announcement doesn't drop in the next 6 days, between now and the close of next Friday, you are taking at least a 12.57% chance (that you don't go broke as this thing shoots up and goes bananas)
The thing is... we only need one commercial validation Foundry Partnership Announcement and this thing becomes fully validated, and ALL the Data center world is put on notice. The stock goes to 50 if there were no shorts in the stock at that point. Now... there are 18.5 million shorts who will be tripping over each other to get out. AND with all dues respect to Spartex, he proved to us last night, many that trade in this area, both on technicals and on shorting pre-revenue companies period, have no idea even what this company does, nor how truly game changing and INDISPENSABLE this technology will be. Everyone will have to use it in data centers. It will save untold money on power savings, year after year after year after year. Oh... and it's more than 3 times fast NOW than any commercial available product. (Spartex, thanks for your candor... you need to buy more and stick around. If you learn what this company does, you will see we are looking at a 500-1000+ stock in 3-5 years... and yes, call me crazy all you want, but mark the date of this post and look back. I am sure I will be right...)
They are rolling the dice... every single day.
F2
