Andre (@AndiOmsen) en getquin

Andre L.

@AndiOmsen

3Lun·

Hello Community,

what do you think of Frank Thelen's hyped $AWE (-3,86 %) ? It is the largest position in his fund with almost 8%.

Some opinions would be nice ;)

Good evening to all.

4 Comentarios

Ph1l1pp@Ph1l1pp

3Lun

Frank Thelen 🆘

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PikaPika0105@PikaPika0105

3Lun

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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BamBamInvest@BamBamInvest

3Lun

Since he has now also struck at $SOFI, I can't say anything negative 😂

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dOk@doks

3Semana

What's happening today?

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