Short data on WBT, page-1852

Yeah I have to agree with this position.

I've held for about 5 years now. It's changed my life and I believe it will continue to do so but the last investor meeting helped to firm up my suspicion that income is just very limited when looking at solely the embedded market.

My expectation is that we will slowly track down over the next 12 months before starting to rise into the discreet market potential. I'm still keeping a hefty position in case there are surprises to the upside on multiple fab deals but I think overall the market will align with the earning capacity of the company over the next 2-3 years and this I've done down around half of my position. I'm not claiming any skill in the market here, I did so at an average of around $4.50 rather than what could have been $7 plus.

i will be absolutely loading up around this time next year though in preparation for discreet development. If we can provide a real flash replacement in discreet that to me will see a justified share price appreciation that can mimic what we saw in 2022, but this time sustainable.

I state the above not as advice but as the my thought process to be challenged. If anyone has counter arguments at to why the share price should rise back to $7-8 I'd be happy to be proven wrong.