brian l
974 posts










Asymmetry in $AEHR explained. Their CEO said the AI chip testing market is 3-5x larger than it was for SiC (EV chips). The market realizes this (+100% YTD). But you can still buy the business today for a lower MC than when it peaked on EV hype in 2023.


One company's architecture is inside 99% of the world's smartphones. 90% of all mobile processors. 65% of IoT. Every AI chip being designed right now runs on their platform. Today they just announced they're going to start making their own chips. I bought $ARM this morning. Here's why.🧵


$IPI I have some IPI which I believe is accumulating, ready to start wave 3 long term Above $ 27 things start getting serious



Revisiting Small Cap Tech Part II: ZipRecruiter $ZIP and Transact Technologies $TACT




Everybody is missing a crucial layer. And I am laughing about it. People will find out later. Missing the most important one.












