Just watched a presentation on the Achronix rollout. They are currently sitting in a very desirable position in the FPGA space , a multi billion dollars market. They are sitting on a 130 million dollar backlog. Their gross margins are in in the 70s and ne[...]

The pre IPO Jeff refers to is Achronix, they are a leader in 7nm going to 5 nm FPGA technology and are Fabless. They have a license and royalty business model and have real products applications, and customers. GMs in the mid 70s and making money. They ar[...]

Any thoughts out there on why the stock has plunged in the past week?[...]

Travis thanks for the reveal on Rhythm I had come to the same conclusion but like you I don’t have the bench depth to comprehend fully many of the emerging biotech drugs. My apprehension lies in the initial target market of children with very specific o[...]