That's silly. They fly under radar because until 20nm is successful we are really no different to any other RnD company that may one day have a promising product.
once 20nm, we have a phenomenal product (hopefully) and we will rerate accordingly. If we don't rerate I think it's because the smart money will know the product is useless.
fingers crossed the product isn't useless.
Someone on YouTube talked about water usage to cool AI chips the other day. The energy and heat reduction may be game changing here.
Rerate to $0.50 by August would be my hope, if the product works.
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