@ScarcityTrade Hi, I was wondering if you've ever analyzed this company before, its called Smart High Tech AB. I've been researching it the past few weeks and have very great conviction on the company's future. They have very unique tech but the main catch is it all depends on execution.
@Ution2020@NlTR0_ SHT's edge is that they've already passed Nvidia's qualification process. Qualification takes years and Nvidia won't requalify a new supplier easily. That conditional pass is worth more than any technical spec comparison.
@Ution2020@NlTR0_ For a data center operator running thousands of Blackwell/Rubin chips 24/7, the risk profile of liquid metal is simply too high. One leak or corrosion event on a $40k GPU is catastrophic. Graphene TIM eliminates that risk entirely while matching or exceeding thermal performance
@Me_Feat_You@SlarkTrader Company has everything ready and is now fully reliant on scaling/execution. If they do and the deal with NVDIA is publicly confirmed, the price target would certainly at the very least double from it current rate. But also acknowledge if they don't execute things will go sideways