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.
WBT Price at posting:
4.4¢ Sentiment: Hold Disclosure: Held
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