These last days for sure. Long term it has a lot of potential in AI glasses and data center optics but like usual the market likes to get ahead of itself 😂
Stock is +42% in a month. I’d say the horse is out of the barn and about to finish the race. Probably a short. At the end of the day these are all still component suppliers- all of these former shitcos. They solve a bottleneck, tech bros figure it out, then all the monkeys pile in, shorts get smoked, then another bottleneck shows up someplace else in the data center, everyone bails, rinse and repeat. I’ve lost count of these by now.
Same playbook. What makes it enticing as a speculation is that the tech gurus have slowly changed their tune on the underlying Tech- and at forward 8.4X EV/EBITDA it’s not insane insane yet- especially in this environment
Stock is up over 180% YTD. Interestingly, investing in stocks that are up over 100% in a year usually leads to solid returns.
Seems like an interesting name to add to the list!
There is a lot of optionality on this but a lot of risk too
I'm too conservative, staying away for now :)
I did label it a speculation ;)
Fair enough!
I sent you a message btw :)
Own the semis AI training still has to scale.
https://paretoinvestor.substack.com/p/ai-infrastructure-semiconductor-investing-strategy-2025
Can’t believe you just wrote on ams! I am also planning a write up on this very interesting but poorly known company! Loved the piece!
I’m not technical enough but it checks all the boxes for a real pump 😂
These last days for sure. Long term it has a lot of potential in AI glasses and data center optics but like usual the market likes to get ahead of itself 😂
Stock is +42% in a month. I’d say the horse is out of the barn and about to finish the race. Probably a short. At the end of the day these are all still component suppliers- all of these former shitcos. They solve a bottleneck, tech bros figure it out, then all the monkeys pile in, shorts get smoked, then another bottleneck shows up someplace else in the data center, everyone bails, rinse and repeat. I’ve lost count of these by now.
I realize this isn’t a true shitco like POET or other garbage, but same playbook.
Same playbook. What makes it enticing as a speculation is that the tech gurus have slowly changed their tune on the underlying Tech- and at forward 8.4X EV/EBITDA it’s not insane insane yet- especially in this environment