whaleking | HUWA! (Merlin🔮🧙)🍀🍀🍀

So I do think Auros (322310) is very interesting at $269M MC over in Korea. What I've found from research was that they're a relatively unknown Samsung / SK Hynix supplier. And they should high volume ramp from HBM4 capex for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. Note on SK Hynix: I thought it would be HBM4e but apparently Trendforce reported today SK Hynix has completed 12-high hybrid bonding HBM validation and is raising yields for mass production. So maybe there's a catalyst there too aside from Samsung. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (likely Samsung/Sk hynix), targets mass supply this year. Disclosure (I do have positions, NFA, please do your own DD, this is just my thought process) Regardless, they've been developing for the past decade, only to volume ramp two core products from years of qualification likely H2 this year. There are risks involved, such as not proceeding to HVM, but I'm personally taking that risk. So I found this company very interesting, just wanted to publish some thoughts on this company.

真有人看别人传记啊？

Celestia 没什么好黑的，凭一己之力把模块化赛道带到了本不该属于它的高度。 TIA 作为crypto 历史上空投规模top 10 的项目，没有辜负以太坊L2 生态OG 玩家，没有辜负Cosmos 生态质押者，没有辜负早期的二级市场买入者（给了3个月足够长的获利了结的时间窗口）。 也没有辜负模块化赛道的友商们，直接带飞了接下来tge 的dym，saga 等模块化项目。 Celestia 唯一辜负的群体，是选择价值投资的钻石手。

hackvc印度老帮菜，还有你们最爱的dove 万，这次会不一样吗？