I have been watching WBT for the last two months now and have not taken the dip simply because I know like Uiux and LJohn, BRN has a big head start (time-wise) on their SCD journey seeing they have a commercial deals etc. I know there are more SOI for BRN and the top 20 holder make ups are different, but I was cautious of the entry price here since then as the rise in SP didn't feel justified as the timelines were pretty crystal clear for anyone who did some DD on any other SCD company's journey.
That being said, ReRAM tech here is brilliant and I think will be a good investment just like BRN as WBT clearly says through its website that it can be used to support AI just like learning on the edge may require, but I think further down the track.
Just looking for a good entry price which I think will be soon...
GLH
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