Just wanted to add to this - I notice people are really 'jumpy'...

Just wanted to add to this - I notice people are really 'jumpy' at the lack of detail around retention. It is worth referring to the information here: https://www.4dsmemory.com/technology/reram

Specifically sentence screencap below:


To embellish this a little bit (as I'm in the industry) if you think of automation, self-driving vehicles (cars/boats/planes/military applications, guidance systems) , edge computing, and recent advent of AI applications - all of these applications consume vast amounts of data (many via sensors typically) and are making constant decisions thousands of times per second with those data inputs. The data only needs to be retained briefly on these 'edge' type processing devices; before data must be refreshed (again and again) to ensure accuracy of whatever the application might be (car, guidance system for planes, interpreting visual data, etc).

4DS is certainly not a sure thing - but the asymmetry of upside here is immense. It does worry me a little that the company is held largely by retail (loose register) - but I've noticed looking at broker data there are some larger institutional buying that seems to be occurring (for good or for bad). Again - best position the company has EVER been in since I've held (5 years).