5Mon·

Hello Community,


what do you think of Frank Thelen's hyped $AWE (+0.92%) ? It is the largest position in his fund with almost 8%.


Some opinions would be nice ;)


Good evening to all.

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4 Comments

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Frank Thelen 🆘
5
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I think Frank Thelen is quite a wannabe, BUT I also have $AWE ✌🏻

Alphawave with its connectivity solutions is becoming increasingly important in the age of AI in terms of speed and energy efficiency in data centers. It's a high margin business and the business model is somewhat similar to $ARM (they even collaborate in certain areas). Could well be 10-50x, but nothing is set in stone, but I accept the risk.
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Since he has now also struck at $SOFI, I can't say anything negative 😂
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