WidditCap

[WidditCap @WidditCap]

@ShanuMathew93 Yes - and they should… realistically it’s a drop in the bucket for them

[WidditCap @WidditCap]

@BryzonX @ThematicTrader $ENTG as well.

[WidditCap @WidditCap]

@BearBullDebate @citrini Thanks man

[WidditCap @WidditCap]

@StockSavvyShay @FuturumEquities Bro $MXL … would be #3

[WidditCap @WidditCap]

@TechFundies @tropicalvalue Is your quoted FDS MCP cost range for individual users or enterprise-seat based?

[WidditCap @WidditCap]

@rtodi Was there another one recently? Any idea how much stm increasing prices?

[WidditCap @WidditCap]

@TMTLongShort @rich_toad this is true... and coming from an AI pilled ex-sell side junior covering semis

[WidditCap @WidditCap]

@ContrarianCurse buy $ENTG and chill...

[WidditCap @WidditCap]

@Oddhootcapital how is this an uptrend and downtrend lmao

[WidditCap @WidditCap]

@anshelsag He did not. An entity that was not him was the only reason the budget balancers and that money was taken from a different budget. Calling a spade a spade.

All you’re doing is amplifying a false narrative to some ppl dumber than you who will believe it and run with it as fact

[WidditCap @WidditCap]

@convequity good write up - but point on LITE's 6' yield being superior is incorrect. They don't have 6' yet... they just bought a fab from QRVO and will ramp in like 2028 timeframe

[WidditCap @WidditCap]

@insane_analyst they've said 6in yields across EMLs and CWs are above what they were on 3in... so what do you mean "if yield is lower than 3/4in"?

what am i missing?

[WidditCap @WidditCap]

@BenBajarin This feels bullish ORCL vs. Neos at first blush given ORCLs CPU installed base

[WidditCap @WidditCap]

@TBU12345678 Why delete these my brother

[WidditCap @WidditCap]

@Corona_N_Lyme @Oddhootcapital @XerisPharma Got it - but knowing XERS. Don’t think they’ll announce launch during their quiet period where they can’t talk to investors about it

[WidditCap @WidditCap]

@Corona_N_Lyme @Oddhootcapital Why 0-8 weeks? Would think more like Q2 earnings report in early August.

IMO - this is in limbo (therefore load zone) the next 2 quarters as the market wants to see the next step up in Recorlev, which will be when all the new sales ppl start materially contributing I H2’26

[WidditCap @WidditCap]

@Corona_N_Lyme Makes no sense it would move that much tho