I always enjoy the way our CEO words stuff. He tends to be cautious, accurate, confident and excited all at the same time. That's pretty much my state of mind with AXE, so I like the alignment in thinking!
Cautious - No hype. How short is this letter.
Accurate -.... still in development phase. This is where the real work is done, value generated. I view every passing week of my patience as an investment.
Confident - managing all the partnerships with foundry partners who view the relationship as peer to peer. Just to bring some context, NVIDIA is also a fabless hardware company. I'm also confident that AXE is not dropping the ball on developing their own software development platform for the 12CQ. What gave NVIDIA the edge was that they had developed CUDA, a software solution that made their hardware so much easier to use than AMD's hardware for example. I look forward to hearing that the software interfaces are done.
Excited - to make these chips, both 12CQ and Bio, make them available to "a broad array of applications" Really makes me start to have bigger dreams. The search for several useful applications is on.
AXE Price at posting:
50.0¢ Sentiment: None Disclosure: Held
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