And what about that 2 trillion dollar TAM for Octoparts which is right up their ally and is ripe for expansion once they conquer the PCB software market with the revenue/ profits they will be making , thats just 1 avenue that they can address but as I mentioned earlier , lots of other avenues for expansion via acquisitions that are correlated to their core market , ive also researched and found that it is the software of choice for most universities around the world when it comes to PCB design and that looks to be only getting better when Tesla is looking for someone with that specific expertise so that moat is looking pretty amazing and does not seem to be the case for its competitors , imho
ALU Price at posting:
$29.33 Sentiment: Buy Disclosure: Held
(20min delay)