not sure about the stock price but from a market perspective their core design is inside all AI chips as far as I know (even the new samsung chips announced today) so with the race to even put these inside PCs they will be growing revenues. If they are adding other elements of LLM modeling architecture with their core - memory networking etc. they will be well placed.
It is hard to value a company that has huge margins due to them being a license model and I feel the analysts are having that problem with their forecasts.
I am back in having sold out after more than doubling and price falling back. I see upside for now - new highs, crossed the 50DMA with strength
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