May. 13 at 6:02 PM
$ATOM So let’s say their transistors are as good as they say. Synopsys will showcase them to the large semiconductor designers.
They will see a 5-10% increas in energy-efficiency. Which in data centers will amount to massive cost savings.
Then this company gets their transistors on every major data centers clusters.
Revenue hitting the books will be 1-2 years away, because they have to be new chip designs, but once it does hit, could be 1.6 Billion in royalty revenue off any of the major players.
EPS share would be around
$25-30.
That would put this stock at like
$500
Seems like a no brainer to buy this. Risk to reward seems massive.
Feels alot like
$AXTI early on.
