The slowing organic growth is a concern. I would expect at...

The slowing organic growth is a concern.

I would expect at company this age to be above linear otherwise the ARR multiple is never going to increase.

Sales strategy and execution going to be key. They also need to improve their PR. There are some serious dogshit companies who get hype and press without making much money or being a 'built to last' business.

I'm not expecting much this quarter, but we need to be flying by EOFYQ otherwise I am out.

However I think they will do it.

They've made good choices on OPEX spend and the N3 partnership and if they keep making good decision, luck will take care of it's self