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The $OSS pump on X has been almost unprecedented
I’ve seen 10s of accounts suddenly talking about a company that had a $100m market cap two months ago
$6.5m in cash, burning roughly $5m per year
An offering seems obvious at the moment
Interestingly, the company is the only Tier 2 OEM with an NVLink design license and has some impressive customers
The hype seems a bit overblown at the moment though