lots.lf positives . . good recaps on how vital skywater and 28nm and enhanced rahip with leti are to wbt.
multiple . .as in many many positive statements around conversarions with fabs . .things like 'when we sign next fab'. also lots lf endorsement that multi conversations going on wirh customers.
one lf my fav was coby noting wbt had been contacted by fab they know who was asking 'hey one of our customers is leaving us to go to skywater . . what are you fuys doing over there' . . to which coby replied along lines 'you didnt come on baord (with wbt reram).fast enough' . . just shows once rhe migrarion happens it will go from trickle to flood very fast.
great little section on reram versus mram and why reram will win that contest no question but while celebraring mram as it shows market thirst for next gen memory.
lots of gems
coby exuded confidence with where wbt is at!!! so while no new breaking news certainly worth a listen.
we are into a massive winner imo.
WBT Price at posting:
$3.39 Sentiment: Buy Disclosure: Held
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(20min delay)