I think xpe needs to cool down a bit before moving past 11c. It's a great company but the hype train is running rampant and many new investors are buying with thoughts of becoming an overnight millionaire. The fact that we are at 200+m fully diluted market cap suggests that the naming of the chippies are priced in, it's now on what sort of deal the board can pull off. I was in early but have sold the majority of options at a neat 4 bagger. If a killer announcement does come out in the meantime I may regret my decision but I'm happy with banking profits and looking for possible shakeout for reentry.
I can definitely agree that srt is my next xpe. I like the fact that it won't run on as much hype and will rise on finalised agreements and revenue and has much less shares issued so more room to move. For me xped was always going to be bigger but srt was the much less risky play.
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