Alphawave Ip Share Discussion Threads

[volsung] 27/6/2023 07:55

Back to a quid by the end of July

[jonnywalker77] 24/6/2023 11:06

Good support above the 130s now but still grossly undervalued - this will be one of the longs of the decade given data centre spend (turbocharged by AI). The only diligence you need is one look at the customer base and the glowing reference from the Samsung guy the other week - these guys are the real deal.

[zam1] 22/6/2023 08:34

AGM hopefully more good news this morning

[valhamos] 16/6/2023 16:58

Hard to overstate the potential here - partnerships with TSMC, Samsung and Intel Foundry at a time when there are tremendous opportunities available occasioned by fundamental changes in semi design with chiplets and advanced packaging.

[dividevil] 16/6/2023 16:34

Well exactly! To think 6 or so weeks ago Credo's market cap was less than half that and has only just restored itself to what it was in February this year. Alphawave are generating more revenue and will very likely be significantly more than Credo's by end of this year.

[stallone10] 16/6/2023 15:24

Well Credo in the US an inferior company but a direct competitor is worth 2.66 billion US dollars

[dividevil] 16/6/2023 15:03

Recent press release on the AWE website:htTps://awavesemi.com/press-release/alphawave-semi-expands-collaboration-with-samsung-adds-3nm-connectivity-ip-to-meet-accelerated-ai-and-data-center-demand/"Alphawave Semi is a key partner for Samsung Foundry, as they are the established industry leaders in high performance connectivity IP and chiplet solutions", said Jongshin Shin, Corporate EVP of Foundry IP development at Samsung Electronics. "We are very pleased to be deeply collaborating with Alphawave Semi over multiple customer designs and process generations, including 5nm and 4nm, and now 3nm. We look forward to many more opportunities to leverage Alphawave Semi's connectivity IP in the Samsung Foundry platform in 2023 and beyond."

[casholaa] 15/6/2023 12:43

Then we shall enjoy the ride together. I am in profit, but nowhere my target which is somewhere off the charts above.

[zam1] 14/6/2023 21:21

I am holding long term.Still -37% Not done well in the last 12 months.

[casholaa] 14/6/2023 20:54

Good for you Kenny, any profit is good profit.

[koolhead] 14/6/2023 17:42

Compared to my 40% current loss you're doing well. It's an interesting long term prospect though so I'm not too worried.

[kennyp52] 14/6/2023 14:13

Koolhead .. guaranteed to happen to me .. got them cheap so set the target . Have to be happy . Good luck

[koolhead] 14/6/2023 11:32

Looks like you timed your buy better than your sell. Congrats on the profit nevertheless.

[kennyp52] 14/6/2023 09:23

Profit taken 125.56 good enough for 30%

[adamb1978] 04/6/2023 09:28

Over the long-term and assuming the aim is to track a sector or market, I think its just as easy to create your own ETF. Very easy to diversify away the individual stock risk and also means you're not paying ongoing annual charges.

Also means that unless you want to get too precise with quarterly rebalancing etc, you're not paying trading fees which the fund manager incurs from regular tinkering, which probably adds limited benefit most of the time

[trader465] 04/6/2023 01:25

Some fair comments, although I hold a few ETF’s I’m not a huge fan, the expense ratio on some can become expensive if held over a long period.

[dividevil] 02/6/2023 10:38

Looking at the top 10 in that list, they are all very solid semiconductor companies, however right now, 8 out of 10 of those are by all valuation metrics are considered to be significantly over valued. While semiconductor plays are all about growth, I don't find such an ETF to be attractive from a value perspective at this time and I would question whether a good return would be likely.

[valhamos] 02/6/2023 10:13

A semiconductor ETF could offer less risk than individual stocks but it would depend on which stocks are in the ETF compared to one's own selection. It could offer less return as well. The selection in this particular ETF does not look anything special.

[trader465] 02/6/2023 09:59

Semiconductor ETF offers less risk than individual stocks

VanEck Semiconductor UCITS ETF

[dividevil] 31/5/2023 10:43

Last year's Q2 trading update was issued 19th July.

[kennyp52] 31/5/2023 09:30

I’m tempted to cash in a 30% profit .. when is the trading update ?

[trader465] 31/5/2023 08:46

Out at the moment, I’ll wait for a pull back and buy back in before Q2 trading statement in July

[kennyp52] 30/5/2023 18:33

Not yet 🤫

You back in or staying out ?

[trader465] 30/5/2023 08:05

Kenny - you made money here, Rome wasn’t built in a day, there will be plenty more opportunities here, nothing goes up or down in a straight line.

[kennyp52] 28/5/2023 16:28

Great call Trader 🤷‍a94;️