Let’s see if @aleabitoreddit can change his mind about $SHT the swedish hidden gem working with $NVDA (99% sure)
Up about 200% since his comment about it
It’s still so early! MCAP of $180MUSD and partnered to solve $NVDA thermal cooling bottleneck. This can get MASSIVE!
HOLY $SHT.
If there was ever any doubt from all the rumors that $NVDA was a customer… well those doubts are gone.
I just got direct confirmation from the company's own shareholders' introduction presentation.
~10x is the gap between supply and current NVIDIA demand gap.
€20.5Bn. That is the Henkel global platform behind them. Channel, credibility, and financial scale.
#1. Data center cooling is NVIDIA's fastest-growing material need. Not a material need. The fastest-growing one.
In the company's own words. "Direct Nvidia relationship -- rare access for a company this size." "Founder-Chairman with deep technical mastery and Nvidia's confidence."
To top it all?
They also have AMD as a customer. Volume orders from AMD since 2024 to integrate SHT's products into their datacenter chips. That is in the public record.
The two biggest chip makers in the word as your customers… 10x demand gap from NVIDIA alone…
Holy sh..t I mean holy $SHT
Do what you want with this information. I am buying and I am holding this for a very long time.
Bullish $SHT.
Not financial advice.