Quantum was their buyer.
You don't see direct hyperscaler frontier programs in quantum computing dependant on some <$1B MC company.
4.
$SOI
is up 208% because it has an unknown monopoly over SOI substrates for silicon photonics and CPO.
This was more information synthesis combined with timing the bottom of their legacy cycle.
5.
went up because of earnings and AI hardware usage.
I was just the very first person to point it out.
I projected 55% revenue growth compared to 14% from analysts. They did 58%.
I just gave retail the chance to buy it before institutions.
The stock would have gone up off of pure fundamentals without me posting my thesis because you don't do $511m in revenue off a $500m MC as a fabless company.
I'm just giving retail the all the information discovery before institutions have a chance to find it and price it in.
This is a completely different model than the same institutions telling you to buy index funds or stocks that already went up 1500% so you're exit liquidity.
