Dash

Respectfully

[Dash @SwearImLiteSkin]

"We'll see"

🎮

[Dash @SwearImLiteSkin]

@wliang Caught my attention in January

https://t.co/vY6vER4kJt

[Dash @SwearImLiteSkin]

$MRAM

Still learning what their edge is(not an expert in this field by any means) but so far I am intrigued.

[Dash @SwearImLiteSkin]

@aleabitoreddit Love to see $MRAM on the list

https://t.co/vY6vER4kJt

[Dash @SwearImLiteSkin]

$MRAM

Still learning what their edge is(not an expert in this field by any means) but so far I am intrigued.

[Dash @SwearImLiteSkin]

@aleabitoreddit Short Tractor Supply? Kidding.....unless..

[Dash @SwearImLiteSkin]

@kiantrades @SkylitAI Skylit

[Dash @SwearImLiteSkin]

@Simply0DTE @SkylitAI Skylit

[Dash @SwearImLiteSkin]

@FlowbyBobby HEAT

[Dash @SwearImLiteSkin]

@Glitch_Trades Live 🥷🏽

[Dash @SwearImLiteSkin]

@alma271828 @michaeljburry

[Dash @SwearImLiteSkin]

@FlowbyBobby Think we're headed lower. Upper 920 node shrinking while 850 is growing

[Dash @SwearImLiteSkin]

Relative to growth, value seems to be holding up.

Got a horse, something something, fell off the horse, something something, missed the war

[Dash @SwearImLiteSkin]

@aleabitoreddit

Any chance you have seen this name or could chime in on this one?

[Dash @SwearImLiteSkin]

$MRAM

Still learning what their edge is(not an expert in this field by any means) but so far I am intrigued.

[Dash @SwearImLiteSkin]

@DeepValueBagger @aleabitoreddit And that comes from things like absorbing higher costs while also fighting to win bids?(I'd assume those two things go hand in hand)

Revenues can increase but it's all moot if margins are shrinking. That about sum it up?

[Dash @SwearImLiteSkin]

Would love to hear your thoughts on $AMTM. Soon to be my biggest position(27 y.o. saving for a house so not "real" size but nearing 5-figs) @DeepValueBagger

[Dash @SwearImLiteSkin]

@DeepValueBagger @aleabitoreddit Noted.

For my own education, are there a couple bullet points as to why besides reliance on funding?

[Dash @SwearImLiteSkin]

@aleabitoreddit

[Dash @SwearImLiteSkin]

$GFS

Spin-off of $AMD. 3rd largest chip foundry in the world. Involved in
automotive, smart mobile devices, IoT, communications infrastructure, and data centers. Vertically integrated and headquartered in New York. Someone is going to need to help make all these OAI chips.

[Dash @SwearImLiteSkin]

@aleabitoreddit $SMTK

Been looking into this name for awhile. Their IP is arguably the most impressive part. Recently signed a POC deal with an unnamed major manufacturer for Micro LED displays. Not incredibly knowledgeable(work in-progress) about this space but seems interesting.

[Dash @SwearImLiteSkin]

@tonyapproves @JustinHerzig Great point. Appreciate the feedback🤝🏼