I don’t have direct access to HotCopper posts from the last two weeks to provide a detailed summary of the general sentiment toward 4DS Memory Limited (ASX:4DS). However, based on the available information from recent HotCopper discussions, I can offer a concise overview of the sentiment reflected in the provided data, which includes posts up to January 2025.Summary of General Sentiment: Recent HotCopper posts about 4DS Memory show a mix of cautious optimism and concern among shareholders. Discussions highlight key developments, such as the Infineon Design Agreement and a capital raising update announced in December 2024, which led to a 13.5% share price increase to 4.2¢ on December 17, 2024. Some investors express excitement over the company’s progress in Interface Switching ReRAM technology and its potential in AI and high-bandwidth memory applications, with mentions of upcoming industry events like the Future Memory Summit and AI Hardware Summit. However, there are concerns about transparency, particularly regarding the capital raising process and whether existing shareholders were adequately included, as noted in a January 17, 2025 post. Additionally, broker data from December 28, 2024, indicates mixed trading behavior, with CommSec clients accumulating shares while AIEX clients were selling, reflecting uncertainty. Earlier posts from 2023 and 2024 also show recurring themes of takeover speculation and frustration with the lack of clear metrics or updates, suggesting ongoing volatility in investor confidence.Overall Sentiment Assessment: On balance, the sentiment appears cautiously positive, driven by optimism about technological advancements and strategic partnerships (e.g., Infineon, imec), but tempered by concerns over communication, capital raising, and share price volatility. The sentiment is not overwhelmingly bullish due to these uncertainties.Sentiment Score: On a scale of 1 to 10 (1 being negative, 10 being positive), the sentiment lies at approximately 6. This reflects a lean toward optimism due to recent positive announcements but is moderated by investor concerns about transparency and execution risks.Note: For a more precise analysis, access to the full HotCopper thread from the last two weeks (June 1–15, 2025) would be needed, which requires signing into the platform. If you have specific posts or details from this period, please share them for a more tailored summary.
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