Truly insightful. Much appreciated for sharing your research @jb206.
this highlights the long road ahead for WBT wrt playing in the ultra-competitive memory market. Just need to trust the tech is superior than most which should lead to a material slice of the market (in due course). Also need to factor in the superior management and BOD.
PS
Thought this was worthy for me to post my 1st ever HC comment. Been a long time lurker, avid follower of quality HC posters and heavily invested / “fully diversified” LTH (ie >95% in WBT)
WBT competitors, page-23
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