hello Weebitters, fantastic checkpoint to drop in and say hi.
the first of the top tiers signs, many more to come in the coming months.
i remember speaking to Dadi after the AGM last year and he referred ro the tipping point that was getting closer and closer. yes it has taken a year since then but personally i have never worried about delays and actually celebrate the time this has taken. for me these delays just show the incredible moat that we will enjoy once we are embedded.
i foresee a steady and ever increasing flow of agreements from here and the J stick uptake starting to take shape.
korea wants to dominate the tech world again and the significant of wbt signing with a korean partner are huge. from here it will be a game of catch up for other fabs and as we have always celebrated it will be forced take up or become redundant. a beautiful position for wbt to be in.
my horizon remains 3, 5, 10 yrs with checkins as milestones like this are achieved.
as i type buy v sell is 688k - 130k . . with over 12 mil shorts outstanding, revenue streams now incoming, global recognition of WBT reram as a solution of choice with top tier, multiple (many) more announcments pending in 'coming months' am looking forward to what awaits.
weebit for the win.
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