Very nicely put. Absolutely about potential; this comes together and the buy in price sub $1, 2, 3 even will be immaterial. If it doesn't we will all be losers regardless of current P/E. IoT usage of AI chips will eclipse any and all prior chip volumes, and used in new ways we can only currently dream of. Market size - 7 billion currently connected devices; projected size 2030 - 24 billion. Somewhat underestimated as AI chips come to life IMO.
Chip works and commercialised in any form - no-one will remember today's buy in price. Bet the bicycle on it, and you may just get a house in return. Still a speccy, however, so I won't bet the house
Very nicely put. Absolutely about potential; this comes together...
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