Yeah I would say even that is a massive underestimation.
Everyone keeps saying that they wont be implementing ADRC into every Telink chip.
But my argument to that is that ALL of Telink focus is on IoT chips. Thats the main goal, of which they are having significant success already. And now a director seat on XPED as well?
So yeah. My argument here is, sure be conservative. Assume that it wont be all, and assume they wont have the massive year on year growth they are looking to potentially have already.
But don't assume it so much you miss out while the stock price is so low and the Intel and GE deals have not yet been announced.
Because I am especially careful as a rule and do a LOT of research. And I don't think its unrealistic at all that Telink moving forward actually intends to push even further to be a world leader in IoT. They want to be THE world leader, and Intel and the others are scrambling to get involved because of it.
I think Xped is the way they will do it.
The numbers thrown around even in the early investor presentations were based on very conservative estimates, a worst case scenario.
But there is a very real chance here of Xped actually becoming a global standard. Once the snowball starts, people will kick themselves for at least not holding something of the company or getting in at these levels.
I'm bias, because I believe in it after all the research. And its just an opinion. But i've said it before. This is something I not only could use in my life, I need it. I think there is a large portion of the world that would think exactly the same. And that equates to dollars in the bank account no matter how you look at it. I intend some of those dollars to be in mine.
This is one of the few stocks I've seen where the TA and the FA are aligned perfectly. Its like waiting for christmas to pop.
