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Thursday, May 23, 2024 3:23:01 PM
Anyhow, the shareholders' meeting was time very well spent. Hearing and seeing things is always better.
My biggest aha moment was hearing that testing of "multiple wafers that are coming from multiple foundries from all over the place" dicing guy was cool with 25 to 40 modulators first on a fingernail. Say some crazy arraies of diced chips. Even Got a picture of the full wafer with just me. 10k modulators per wafer. Kerf is a small percentage of chip size. The employees are very confident and enthusiastic. One of the rooms had $3m worth of equipment in it. 200 gig demo was awesome equipment capable of measuring those speeds is only 1 year old.
Looking good, shame many had to miss it, you can not walk away from that tour and not be excited.
I feel bad if anyone has to sell, I don't need to, so I'll be holding and buying as it is obvious to me we will taken over. You will see some attitudes from those that sell trying to supress the price with negative posts to enforce their decision.
Many let others control their mood.
It is a good day to roll some shares so I'm going to go do some of that.
How about that 10/1 NVDA split!
X. We haven't had back to back 10% down days in a while, yawn, it will pass.
There were some very funny belly laughs, I can't go into that.
![Bullish](/static/images/ih2-bull.png)
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