Alphawave Ip Share Discussion Threads

[takeiteasy] 06/3/2024 09:29

Broadcom results on Thursday after close - may be an influence for the chip infrastructure players to some degree - let's watch and see how the traders line up for this. dyor etc

[dividevil] 05/3/2024 13:51

Speaking of funds that hold Alphawave, there's this guy called Frank Thelen, fairly well known in Germany (

He operates a set of investment funds called 10XDNA

In both his Disruptive fund and Small Caps fund, Alphawave is his largest holding representing 10% of the total fund value.


You may need to set your browser to translate the pages to English.

[gregmorg] 05/3/2024 12:54

Interesting. Well done. Good spot although not a significant player that I can see!

[takeiteasy] 05/3/2024 05:15

hxxps://www.roundhillinvestments.com/etf/chat/

We are now a holding in the recently launched and reportedly first of a kind generative AI ETF....ticker CHAT..dyor...

[johnrxx99] 02/3/2024 03:10

It will continue until the US cracks imo. That could be when the dozy politicians realize a lot of their voters wont have jobs in a few years.

[takeiteasy] 01/3/2024 15:58

Ai infrastructure Tortoise moving into second gear ?

[zam1] 01/3/2024 15:51

Achieved 179 next target 220 etc.Definitely moving in the right direction.Hold long AI is here to stay.

[tewkesbury] 01/3/2024 12:39

Rock solid all the way to 400p.

[tsmith2] 01/3/2024 12:34

yes but sanity has to return

[johnrxx99] 01/3/2024 09:38

Same here but AI is irrational at present.

[tsmith2] 01/3/2024 09:09

feeling a over bought

[gregmorg] 29/2/2024 14:38

"AI Infrastructure tortoise"--wow. That's possibly the most bullish comment I have seen on this page for a very long time ! We will see, of course, but I do like the expression.

[takeiteasy] 29/2/2024 10:03

It feels like we are the AI infrastructure tortoise to the ARM, SMCI, SNOW, NVDA hares waiting to pop...patience for now but signs of steady progress...chart does not seem to show much resistance before 2 quid...but as ever we wait on macro developments -US inflation
dyor etc

[zam1] 27/2/2024 22:48

Apple has abandoned EV and now going to get involved with AI instead, looks like all big tech are going to go AI route for future Apple must have spend a lot of time and money in the EV project and decided to abandon it because AI is the future see article in FT.

[the lockkeeper] 27/2/2024 17:34

I sold this morning thinking it will dip a bit over the next couple of weeks. Coul have made 1k more if sold at the close! and am now thinking I may have to get back in again! SNAFU😂

[zam1] 27/2/2024 16:44

Awe was 4-50 back in 2021 so has long way to go Nvidia will be hard to match but I can see plenty if future growth for awe from here.

[jonnywalker77] 26/2/2024 23:10

In 2021 ChatGPT was only a twinkle in Altman's eye and there was no AI boom, and AWE was just playing into the general move to datacentre compute (I.e. cloud). Fast forward to today and AI has put a rocket up that given the compute required jumps by more than an order of magnitude. Nvidia has 6x'd since this time in 2021, having already 3x'd since the same time in 2019. Even if AWE only gets a fraction of that action you are looking at a multibaggerbfrkm here

[zam1] 26/2/2024 22:42

£200 soon can it make it back to 2021 levels maybe too early depends on AI future success, hold long.

[gregmorg] 26/2/2024 17:26

Maybe a few more bulls believing rather than bears but we will see! Presume Arm's continued share price progress is helping.

[someuwin] 26/2/2024 13:01

Chart action suggests something is brewing here.

[takeiteasy] 23/2/2024 06:29

TipRanks Feb. 21, 2024, 03:01 AM
Analysts have been eager to weigh in on the Technology sector with new ratings on Alphawave IP Group (Alphawave IP Group (GB:AWE)

Jefferies analyst Janardan Menon maintained a Buy rating on Alphawave IP Group on December 21 and set a price target of p270.00. The company’s shares closed last Wednesday at p156.20.

Currently, the analyst consensus on Alphawave IP Group is a Moderate Buy with an average price target of p225.00, representing a 41.5% upside. In a report issued on February 15, Deutsche Bank also maintained a Buy rating on the stock with a p180.00 price target.

dyor and no advice etc

[johnrxx99] 22/2/2024 08:30

Took a load more, head in shame for profit taking

[valhamos] 22/2/2024 08:20

Anybody listened to the interview with Tony Pialis?

[zam1] 21/2/2024 22:46

Nvidia 265% jump in revenue, awe is on the rise next stop 180 , 200, as I reached 160 today I am not in a rush to sell.