Why Three Optical MSAs Were Formed at the Same Time
And how about the Sivers and Soitecs? Big focus from fintwit
Poet could be in the msa trough mrvl (celestial) right?
Great work, insightful.
Any thoughts on Aeluma (ALMU) in this race?
I am looking at it from a similar angle with POET as well. I will cover it in more depth later.
Same question for me!
POET will no doubt adopt the new MSAs, they've strived to stay in the lane.
What I meant was that ALMU, like POET, is a company I view positively, but one I would still like to watch for clearer product level execution. I think both are fundamentally solid companies.
Copy that. We got into POET (too) early, April 2022. Very overweight position.
Have an even more irresponsible position in ALMU. ;)
Been in BESI for years as well, recently added GF, TSEM and AIXXF.
How about lwlg next to poet and almu?
I will cover the companies you mentioned when I get the chance next time.
And how about the Sivers and Soitecs? Big focus from fintwit
Poet could be in the msa trough mrvl (celestial) right?
Great work, insightful.
Any thoughts on Aeluma (ALMU) in this race?
I am looking at it from a similar angle with POET as well. I will cover it in more depth later.
Same question for me!
POET will no doubt adopt the new MSAs, they've strived to stay in the lane.
What I meant was that ALMU, like POET, is a company I view positively, but one I would still like to watch for clearer product level execution. I think both are fundamentally solid companies.
Copy that. We got into POET (too) early, April 2022. Very overweight position.
Have an even more irresponsible position in ALMU. ;)
Been in BESI for years as well, recently added GF, TSEM and AIXXF.
How about lwlg next to poet and almu?
I will cover the companies you mentioned when I get the chance next time.