$CVV announced a DA to sell their non-AI related biz today for $16.9M and keeps their biz that makes equipment for Silicon Carbide manufacturing Should be an AI picks and shovels moonshot here - high risk, high reward. $CVV EV now is around $8m now after the sale based on $4.50 stock price

$CVV now has ~$23m of cash, ~$30m+ of owned industrial real estate, and zero debt following its asset sale. That’s roughly $7.50+ per share of hard asset value vs. a stock trading below $6.00 meaning the market is assigning negative value to the operating business. Investors are getting free optionality on AI/SiC, hypersonics, and nuclear exposure. @RADHardTech @CompoundingLab @SimeonResearch_ @KakashiCapital_

@Crowhurst68 @OddDiligence 👀

Again, post sale of SDC, $CVV’s enterprise value is approaching absurd territory. The company exited Q1 with ~$23m of pro forma cash, no long-term debt, and owned manufacturing facilities yet the entire market cap is below what a strategic buyer could likely recover in liquidation alone. The market is pricing $CVV as though its semiconductor, aerospace, and nuclear process technology businesses are worth zero. @RADHardTech @KakashiCapital_