Memory, especially NAND isn't holding back those applications. Computational advances are moving at a great pace, specialised chips are rolling out every 9 months.
Honestly, nobody here probably even realises NAND is on the brink of a price collapse - whatever business model for WBT likely doesn't have that factored in. This is a spec stock and so many talk about it like it's a sure thing and the most advanced technology on the horizon. I expect up to a 20% slide over the next 15 months.
Queue up the Silicon Oxide blah blah blind faith brigade. Last time I chimed in everyone was talking up an imminent $1 tick and it's down 23% since then.
WBT is good for a punt but I wouldn't bet the farm anytime soon.
Buy Side, page-24
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Last
$2.29 |
Change
0.010(0.44%) |
Mkt cap ! $426.6M | |||
| Open | High | Low | Value | Volume |
| $2.28 | $2.31 | $2.26 | $368.6K | 161.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 2219 | $2.29 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.30 | 2893 | 7 |
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| Last trade - 11.44am 25/06/2024 (20 minute delay) ? |
| WBT (ASX) Chart |