Member Info for aimtitan

When this moves, itll move!!

The point here is IQE is a critical component supplier for companies like Raytheon, lumentum...

More importantly we have facilities located strategically to offset geopolitics

It's a long term agreement

I was calling out the existing relationship and with defence spending this will go up

Raytheon!

https://www.semiconductor-today.com/news_items/2024/jan/iqe-080124.shtml

Buyer back in! Next wave!!

Hard to tell with your tone. Long term holder here too

Remember your post jester when I remind you of it in a few weeks ;) don't dissappear

This is like selling nvidia just before Ai took off.

Am happy sitting on my shares and seeing where this goes.

Not many (not any) undervalued equivalents at these prices in Europe.

I imagine the taiwan asset will be worth alot due to geopolitics

Your still pricing on an EBITDA based on pre-ai

This is exactly how you make pennies and vapouriser before the pounds. Upto you when you exit, I won't take less the 45-50p ladjusted upwards for any material news).

Who knows the same way nvidia/navitas relationship propelled them, I don't see why IQE could also partner with a big player like MARVELL

This is an InP stock,compare their financials to IQE and look at their market caps

https://g.co/finance/AXTI:NASDAQ

IQE has a broad net. We have major clients like Apple, LUMENTUM, US DEFENCE....

This should be 5x easy

This is a GaN stock, check their financials and compare to IQE and you'll see there's so much upside to IQE

https://g.co/finance/NVTS:NASDAQ

No probs, I like sharing my bread with people!

Am long on this so won't be selling for a while after seeing navitas, axti and other ai power photonics companies go crazy. I imagine IQE will be up there.

Have a look at uk quantum stocks, next wave coming

Lancaster University is leading the charge with ULTRARAM and QUANTUM cryptography and encryption. Hence why I suggested QUANTUM BASE. OCTOPUS ENERGY just took a chunk of shares

This one competes with big boys and ai power

https://www.eenewseurope.com/en/iqe-x-fab-team-for-gan-to-1200v/

This one's big

https://www.businesswire.com/news/home/20250123778441/en/Quintessent-and-IQE-Establish-Quantum-Dot-Epitaxial-Wafer-Supply-Chain-for-AI-Optical-Interconnects

Https://blocksandfiles.com/2025/08/21/ultraram-production/

Consider that this is the same revenue profile as axti and navitas and their mcaps are in $billions. IQE is probs the most dominant on this side of the world 🌎

Not forgetting ULTRARAM!

Got the axti/navitas feeling about IQE

5X-10X

PHOTONIC, POWER ,AI.....

With markets its all about timing

The sane stock can make one person rich and another poor based on when and how much they bought