Buy high sell low? Always trust the media for your investing decisions 🤝🏼
$SIVE
@aleabitoreddit
🤖 Made with AI
Only real ones will remember the league of legends team AAA (Against All Authority).
Now how is this relevant to investing?
Well, its plain and simple:
$ASTS
$ABVX
$AAOI
This is the trio that will get you out of the cubicle. Take you to a place where nobody has authority over you. You do not invest cause you dont need the money.
Against All Authority. Against all doubt. Against all the people telling you to just buy an index and forget about it.
- Mikael Kemström
$ASTS Dude whats up with you getting cooked all over X lately? Is this some form of humiliation ritual cause you seem to be wrong on everything..
Clueless cuck?
@TMFAssociates
Wow, are we getting a RealJimCreamer vs @KawzInvests battle here?
Maikemi Capital retweeted
$DAIO came across my radar after they signed an acquisition that nearly doubles its revenue and could push them towards profitability.
The target is a semiconductor handling and packaging maker, ~$23M total consideration, accretive to earnings and cash flow, and it adds the at-test and on-site Programming-as-a-Service (PaaS) capability that turns one time equipment sales into recurring revenue. It also came alongside a $9M direct investment from a single institutional investor who becomes the largest shareholder, real outside validation of the strategic plan. Q2 is guided to $5.0-5.4M, implying roughly 50% sequential growth, which management says puts profitability within reach. Acquisition is targeted to close before end of Q3.
Data I/O is the leading global provider of data programming and security provisioning solutions for microcontrollers, security ICs and memory devices. The largest supplier in the programming systems market. It makes the machines that load firmware and cryptographic keys into chips before they go into a product, and in security ICs that has to be controlled and traceable. Founded in 1972, FIPS 140-2 Level 3 hardware, largest installed base of provisioning systems in the industry. Their LumenX2 platform programs eMMC, UFS and NOR flash, and UFS densities are climbing toward 1TB for automotive and on-device AI. More data to write at the provisioning step is more throughput they sell.
Customers are the people who actually build things.
In automotive there are players like $TSLA, Bosch and BYD. In industrial/medical/consumer there are $GOOG $HON $AMZN. In service providers players like $FLEX $JBL and Foxconn. Management flagged Edge AI infrastructure buildout as a key demand driver the past two quarters and going forward.
President and CEO William Wentworth presents at Planet MicroCap in Las Vegas on June 17 and takes questions after. He is expected to discuss the acquisition here so this will be interesting to listen to.
Disclaimer: I may hold positions, NFA
Finally, want to thank @KakashiCapital_ for putting this on my timeline. He did some good research on it.
Read through this mans $PENG DD before it makes a generational run!
The KV Cache bottleneck is quietly limiting every enterprise AI deployment running today.
Every AI conversation stores context in a memory bank called the KV cache. The more users. The longer the conversation. The bigger it grows. A single 70B model serving 500 concurrent users needs 1 to 2TB of live working memory. Standard servers top out at 1TB total.
Companies had three options. Cut users. Shorten conversations. Accept 10x slower responses by spilling to NVMe storage.
$PENG (~$2.6B) built a fourth. A dedicated CXL memory server that sits alongside the GPU cluster and handles KV cache overflow. Up to 22TB per node. 10x faster than NVMe. Native NVIDIA Dynamo integration out of the box.
One Tier-1 financial institution is running it in production. That is one confirmed customer.
CXL memory grows from $0.5B in 2024 to $22B by 2030. 88.8% CAGR
$PENG entered first with a validated shipping product.
$ASTS These are the kind of people thats been selling off overnight. Imagine buying a pre revenue company to then sell based off a revenue miss😂
You cant make this shit up!