Alphawave Ip Share Discussion Threads

[takeiteasy] 11/4/2024 09:52

maybe at the very most recent peak and some healthy profit taking I guess - but the shorters piling in have been slightly over excited imvho
let's see where the results take us :)

[johnrxx99] 10/4/2024 03:21

Yup, got too hot. Same in the US for AI.

[tsmith2] 09/4/2024 15:54

Has gotten ahead of itself..

[casholaa] 09/4/2024 15:45

My gains are rapidly diminishing.

[valhamos] 08/4/2024 19:19

I thought this AWE presentation on Advanced Custom Silicon for AI and Data Centers by Mohit Gupta was interesting.



I think this is fairly new though I had seen the slides themselves a week ago - Mohit Gupta also did this presentation at MemCon 24 - see this TechArena interview



But the Q&A was particularly informative, he sounds quite confident on how AWE is expanding in custom silicon with 70-75% demand related to AI.

[dividevil] 03/4/2024 13:31

More money in it for the selling shareholders.

[m w] 03/4/2024 13:06

Why would any tech company do that??

[dividevil] 03/4/2024 12:26

No. They chose London. They could have listed on Nasdaq if they had wanted.

[m w] 03/4/2024 12:06

From memory I think these tried to list in the US but where denied

[dividevil] 21/3/2024 10:21

In a way AWE already benefit from this chips act through their partners. It was something I queried with investor relations.

[casholaa] 21/3/2024 10:12

They may be looking to this with the US listing:

[takeiteasy] 21/3/2024 07:39

Good point and if we stay at these low levels, investors need to call for a move to Nasdaq.

When I mentioned this on advfn once before I was met with a chorus of disapproval for all those firms that have moved without the share price rating success they were hoping for....

[dividevil] 20/3/2024 22:44

Some of you will know that Astera Labs had their IPO today. Price was expected to launch at around $32 to $34. It closed today at $64!Their total shares outstanding following the IPO is 135.7 million which at $64 per share gives a market value of nearly $8.3 billion. And thus based on their annual revenue in 2023 of $116 million gives us a P/S of 74.9. Alphawave equivalent price on that ratio would be more than £27. This is absolutely bonkers. I should not be surprise to see Astera Labs price take a tumble in the coming days because if not, it would mean the world doesn't want to make sense to me any more...

[dividevil] 19/3/2024 00:36

Zam1, It is kind of strange seeing your exuberant posts of optimism only a few days ago to a sudden declaration of never going to buy back in ever again post just now.The FT article was 2.5 years ago! It also had no real substance to it and while it tried to suggest improper party-related transactions, these are actually mentioned plain and clear in the IPO. Alphawave had to reduce their China involvement due to the sensitive geopolitics especially given that their products are at the high end of the technology. Despite this, they have still managed to grow their revenue significantly. The main long term short holder closed their full position back on 5th March and almost certainly at a significant loss (assuming they reported the closing in a timely fashion). The other two with >0.5% short positions are very recent, understandably so, with the 72% rise to 1.93 in the space of a couple of months. Alphawave Semi is not an easy stock to get to grips with and understanding the market it works in is extremely challenging. Well done on the timing of your sell, and all the best with your future plays.

[zam1] 18/3/2024 22:55

I no longer hold any in this stockAnd I have no intention of buying back sold at 1.90.Two problems one is shorts are always high and do not go away Dark managed to stabilise share price with some buy backsThe problem is no one seems to believe or trust the numbers regarding the results figures and all the stuff written FT Article does not go away either.This share price will struggle to match the likes of Nvidia etc.

[casholaa] 18/3/2024 11:44

Any updates on results? There's nothing out there.

[takeiteasy] 17/3/2024 07:06

hxxps://www.msn.com/en-us/money/news/nvidia-blazes-trail-for-3-further-phases-of-ai-investment-opportunity-says-analyst/ar-BB1jYs8Y

Three Subsequent Phases Of The AI Industry
Hammond believed that following the current, first, phase of AI which kicked off in 2023 with the emergence of ChatGPT — and provided Nvidia with huge profits — there would be three subsequent phases of the AI trade offering many investment opportunities.

Phase 2 — Infrastructure: “This will focus on those companies beyond Nvidia that are involved in the infrastructure necessary to build AI,” Hammond said.
This phase included other fabless chip designers such as Broadcom Inc (NASDAQ:AVGO) and Advanced Micro Devices Inc (NASDAQ:AMD), and fab manufacturers like Intel Corporation (NASDAQ:INTC) and GlobalFoundries Inc (NASDAQ:GFS).
Also included were manufacturers of chipmaking equipment and data center providers, as well as utilities as the growing demand for chips requires increased electricity.

SO hopefully the market sees us right at the heart of the phase 2 AI oppportunity :)

The offset here is the rising 10 year yield and the flight to quality large cap - and we are stuck I think in a push pull of being in the right industry sector but not mega cap size...and a different risk/reward profile. I am waiting on the results to see the forward guidance before any further decisions.

dyor and no advice

[seadiver] 16/3/2024 14:34

Any thoughts on re- entry point?

[takeiteasy] 16/3/2024 08:15

otherwise I wouldn’t have had a nice low entry point...

indeed fallen well back vs. our main US rival and much ground to make up...






dyor and no advice

[dividevil] 14/3/2024 06:33

Johnrxx99 while the London stock market was once the world leading exchange it hasn't been for the last 50 years. The US stock market has dominated ever since. Alphawave fundamentally though is a Canadian company. Its main offices are in Toronto and San Jose California as well as in Bengaluru and Pune in India. It has offices in Taiwan, Shanghai and Israel. Most of its revenues are from the US and APAC regions. Yes they really should have listed on NASDAQ but I guess the selling shareholders saw greater personal benefit doing the IPO in London. Personally, I'm glad they listed in London and had the share price thrashed as otherwise I wouldn't have had a nice low entry point.

[dividevil] 13/3/2024 17:13

The share price drop this afternoon seem to coincide with the US opening. Most US "AI" stocks are down today. It seems to suggest that AWE now has a bit more attention over there than a few months back.

[gregmorg] 13/3/2024 10:48

Ps the problem with intangible assets is just that -- perceived value at any one time. Auditors have great difficulty with asessing values when it comes to intangibles and certainly so in the UK. Large end of year intangible writeoffs or write downs have a certain familiarity

[casholaa] 13/3/2024 10:42

On the move again.