Spectra7 Microsystems Inc (SEV) 銘柄情報

Read statement. Do math.

No, 7 years

Hearing this for the last 6 years

....or laughing in your face.

“Be fearful when others are greedy and greedy when others are fearful.” - Warren Buffet

Some buying late on a Friday of a long weekend in U.S. and Canada.

He was in full I told you so mode

I presume he did not invest at the time, or you would not be buddies as of now.

I was recently asked by a buddy who I told about S7 about a year ago how it was going.
I said they have a product that allows for speed at a lower cost thru energy savings ,but they are having a tough time selling it.
He started laughing,me not so much

https://www.networkworld.com/article/3821050/internet-upgrade-upgrade-part-of-a-move-towards-400g-and-800g-connectivity.html

Maybe: https://enterprisetalk.com/quick-bytes/siemon-launches-high-density-800g-cable-assemblies-for-demanding-data-center-environments

this is more of the same.. the only way these guys make money is by selling shares.. more of that to come

wow, we are up 25% today.. I feel something brewing..








bk?

What prevents Tencent from buying the company outright for pennies at this point in time? Nothing.

What you sharing is invalid.
MaybeM8 Connectorscan help with that.

Would be nice to know the size of the order however at this time.e Omar will not disclose size of order or dollar value.
Hard to make investment decisions with no info

Or a small order in the grand scheme of things for beta rollout only and perhaps moving forward. We need to remain very cautiously optimistic.

Huge order!!

"We are pleased to continue and expand our relationship with Tencent as it continues to advance its datacenter capabilities and performance through the ongoing transition to active copper cabling solutions. ACC can drastically reduce power requirements while operating at the speeds required to support the AI revolution now taking place and driving the start of a new high-performance upgrade cycle," said Omar Javaid, Chief Executive Officer of Spectra

It is the number of lanes times two.
200 gbps == 4 lanes (56 gbps per lane)
4x2=8

How do you know there are 8 chips?
Eight GC2502's per cable

Tencent spending alot in Saudi this year.

Tencent Cloud to launch operations in 2025

Sure. Pray it would not be a news of CEO and CFO stepping down.

Running out of cash so yes we need to hear something, this week.

99% chance nothing will change this week

This is a critical week for the company. What will they do to survive?

Sure it's not a roundabout

The corner we were supposedly turning keeps moving farther down the road.

Management must be quite frustrated. I believe they had hoped for market reaction to the news, instead it is percieved as a non event. They clearly have lost all shareholder trust. Its revenue or nothing now, the new guy is the same as the old guy....

Will it be a PP, some sort of partnership, outright sale or.....

Historically, high volume with price going down (ie. sell-off) precedes PP. So I expect an announcement soon.

No, I believe it was Robert.

As I said before, China DCs seem to be our only hope at this point.

It was not me saying it was insiders. But I am sure there is always someone who is shorting this stock. It has been years...

Okay, with the few insiders which one is taking this silly chance?

Make money on way up and way down. What is unclear?

We are talking insider trading? I don't think management is stupid enough to do this for pennies. This is silly, no insider at SEV is doing this.

Better make pennies little by little than lose 95% in a day. I hope you won’t argue that.

the insider shorting makes zero sense and for such few pennies one would get their son-in-law to do it?

No it doesn't.

I'd say this doesn't necessarily mean this translates to bad news for S7s growth potential, in that it's got no where to go but up or die on the vine.

This is an easy buy..







if you need a write off

This is an easy buy..







if you need a write off

Semtech crashes on the ACC's outlook;

https://finance.yahoo.com/news/why-semtech-corp-smtc-crashed-132931237.html

Same reason you wanted to buy it: make money.

I don't see that but who knows. Why would insiders want to short it?

Not directly but indirectly. Sr. Exec tells Son in Law ..... happens all the time

You really think that $9000 trade was all the insiders? My goodness.

If it was insiders doing shorting then they would have to report it.

The next question is - How much dilution - if they ask for money before announcing the revenue number - look for something like 100 million shares @ ?

Tencent has new data center plans for Indonesia ($500 million) and Saudi ($150 mil) - How much of that is Spectra7... It is likely one of these that are related.