@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?
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
$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.
@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.