@aleabitoreddit I knew memory was gonna explode but there was a lot of FUD about a memory glut in fall of 24 and now nothing can keep a lid on the stock price of these HBM companies.
@LucasSacerdote_ It's a small cap with a great balance sheet. The "execution risk" isn't the ability to scale production but the ability to acquire and build a contract backlog spanning more than a year of production. They need a cadence of converting tire kickers into firm contract orders.