For me, the interesting part of $FEIM (also in my portfolio) is not the space fantasy itself, but the infrastructure behind it. The more topics such as satellite networks, defense or autonomous systems scale, the more important "precise time and frequency systems" become. Without precise synchronization, many of these systems will not function stably in the long term.
$EXA (Exail Technologies, also in the depot) addresses a similar area via navigation and autonomous systems. FEIM sits deeper in the actual timing/frequency layer of the infrastructure. $INFQ (Infleqtion, also in the portfolio), on the other hand, goes even more in the direction of quantum timing and quantum navigation.
Valuation is of course now an issue at FEIM. But structural bottlenecks often look "too expensive" on the stock market for a long time.
$EXA (Exail Technologies, also in the depot) addresses a similar area via navigation and autonomous systems. FEIM sits deeper in the actual timing/frequency layer of the infrastructure. $INFQ (Infleqtion, also in the portfolio), on the other hand, goes even more in the direction of quantum timing and quantum navigation.
Valuation is of course now an issue at FEIM. But structural bottlenecks often look "too expensive" on the stock market for a long time.
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@ScaleLimits Yes, the quantum hype last year has already given the share a good boost. Timing is also interesting in the defense sector. Every missile and every combat drone needs 1000% timing
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