Its been a wild few weeks. The stock markets are showing a bull pattern and going towards the end of 2023, there is no reason for it to subside…
Updates from my portfolio:
Spectra 7 CEO presented at ‘Emerging Growth Virtual Investor Conference ‘. Below are some key take away;
1. They are years ahead of competition, and analog design is very hard to copy.
2. S7 is engaged heavily with North American Hyperscaler’s.
3. S7 tech is proven and “highly deployable”.
4. Initially there was doubt about ACC in the market but that doubt is gone and the industry recognizes that ACC is a critical piece of infrastructure going forward. Universally accepted that the days of passive cable are nearing an end.
5. AEC is an interim, compromise of a solution. ACC is a ground-up solution.
6. Lots of demand.
7. No problem to raise cash.
8. Current chipset can service 1.6T up to 3-4 meters (800G up to 7-8m), so their technology risk looks to be mitigated…their current tech can run to the bleeding edge.
9. Adoption of ACC is unprecedented, and a step change in the cabling industry (paradigm shift).
10.Can’t release design wins due to NDA.
11. Looking forward to the ramp over next 12 months.
12. S7, is ready, they can see it coming in a Q or two, switches (tomahawk?) and some other components are the holdup but there is tremendous pressure to get it going and installed.
13. Market is coming to S7, especially at 100G, and that is a first for the company.
14. They have a fundamental patent of the use of silicon in a connector to improve transmission – so that helps them corner the market.
Presentation by CEO, confirms the belief in ACC and the order follow-up. By mid 2024, we shall be able to see this (revenue) in their balance sheets. There is still time to load up, but once it flies, then no stopping…
Busy And Useful 