Use of Win Semi to speed up production is a plus, but I agree the debt financing rate was a negative. If they succeed in NYSE listing by spinning off the laser half of the company it might cure their short runway. Not clear to me what will become of my shares when that happens. Please advise if you know how that usually plays out.
Anyone that can deliver power to data centers, from companies like CIFR and HUT to on-site generation providers like BE and GEV
SMRs are, of course, what’s coming next, but the economics are difficult and uncertain, and valuations are not low overall. It’s still a space I’m interested in researching more anyway
Great piece thanks- look forward to the next! One thread id ask you to pull on more: you mention in the PCB section that by the time the average investor gets a look at a lot of these names that industry insiders and institutional money have already ramped away any sort of value. Indeed this is true- a lot of these Taiwanese names have 6x or more in the last few months so are probably way overpriced. So how do we find out about these bottlenecks sooner- or more importantly- anticipate them?
Sivers is also the light source for Jabil 1.6T optical transceivers.
https://www.sivers-semiconductors.com/press/sivers-semiconductors-collaborates-with-jabil-on-energy-efficient-1-6t-pluggable-optical-transceiver-module/
Use of Win Semi to speed up production is a plus, but I agree the debt financing rate was a negative. If they succeed in NYSE listing by spinning off the laser half of the company it might cure their short runway. Not clear to me what will become of my shares when that happens. Please advise if you know how that usually plays out.
in terms of energy, is it more the producers or the utility companies or the alternative fuel like nuclear?
Anyone that can deliver power to data centers, from companies like CIFR and HUT to on-site generation providers like BE and GEV
SMRs are, of course, what’s coming next, but the economics are difficult and uncertain, and valuations are not low overall. It’s still a space I’m interested in researching more anyway
Great piece thanks- look forward to the next! One thread id ask you to pull on more: you mention in the PCB section that by the time the average investor gets a look at a lot of these names that industry insiders and institutional money have already ramped away any sort of value. Indeed this is true- a lot of these Taiwanese names have 6x or more in the last few months so are probably way overpriced. So how do we find out about these bottlenecks sooner- or more importantly- anticipate them?