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3.41%

9.1¢ 4ds memory limited

Ann: Results of Annual General Meeting, page-227

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Khoutam

2,470 Posts.

3477

02/12/23

14:49

Post #: 71235111
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Originally posted by o2kmac: ↑

Valuation wise, I have my own thoughts. As a straight out comparison, yeah we probably should drift towards WBT over the next 12 months, that is the natural comparison. If we can solve the power and compute problem in generative AI then the number could be way higher. A lot of IFs but we could potentially make a no 2 or 3 in the AI chip space the no 1 for bang for buck. Not only are we saving power per motherboard but also in rack space as we don't require as many cpus per rack (this is very cursory proposition). One thing is clear, tech companies can be at the top of their game for a long time then a new tech comes along and leap frogs them. 20 years to the top, 2 years to the bottom. At some future point I can see one of the big guys will have no choice but to look at us or similar. For reference NVIDIA is at 1.16 Trillion and is in the same town as 4DS, the scale of the big guys is insane. My exit is when 4ds sells up shop.

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What gets me excited is at 60nm Speed and Endurance totally exceeded my expectations. What 20nm brings is just going to be mind blowing and also exceed our expectations on the exit value of 4DS Memory.

2024 is going to be next level.

Last edited by Khoutam: 02/12/23

4DS Price at posting: 8.6¢ Sentiment: Buy Disclosure: Held
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Last 9.1¢		Change 0.003(3.41%)		Mkt cap ! $162.2M

Open	High	Low	Value	Volume
8.9¢	9.2¢	8.9¢	$50.11K	556.7K

Buyers (Bids)

No.	Vol.	Price($)
6	341740	8.9¢

Sellers (Offers)

Price($)	Vol.	No.
9.0¢	19112	1

View Market Depth

No.	Vol.	Price($)
5	319999	0.089
4	364000	0.088
2	190000	0.087
4	1072872	0.086
4	354347	0.085

Price($)	Vol.	No.
0.090	19112	1
0.092	93739	3
0.093	631651	5
0.094	610000	3
0.095	1303905	7

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