I get the sentiment and share many of your bearish sentiments across other stocks. This company isn't producing something abstract, complex to integrate, etc. At it's simplest, it is memory. At least in the embedded space is as simple as a switch-out-switch-in. And the scaled benefits of the business model (IP royalties via mass production and low overheads) via big IDMs/Fabs of which are actively being engaged with. Did it overstep the run SP-wise earlier? Certainly seems that, the anticipation was that we were going to receive more deals than we have at current. Many of us here underestimated the pipeline of how long these companies take to adopt technologies into their inventory. At the same time the SP would not necessarily reflect a sudden "switch-on" as soon as revenues start flowing in. The anticipation that what the product provides (which is validated by integrous institutions) is more desirable than the incumbent (flash), and more cost-effective than alternatives (such as MRAM), and a credentialed management team is what the SP reflects. Right now we have product, time and place.
"BRN 2.0" suggests the company's future is bleak and may never get anywhere, which is very likely not the case (most recently signed top 10 fab and in talks with others).
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I get the sentiment and share many of your bearish sentiments...
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