Member Info for wildtiger

For the haters, heres a screenshot of my short - https://ibb.co/B29bs41x

IQE plc emerges as a linchpin in the AI value chain, providing the materials infrastructure for next-generation compute architectures. Through technological leadership in photonics, strategic manufacturing investments, and ecosystem partnerships, the company is poised to capture 15-20% of the $154 billion compound semiconductor addressable market for AI applications by 2030

. As AI model complexity doubles annually, IQE’s ability to deliver scalable, energy-efficient solutions positions it for sustained above-market growth across the AI hardware stack.

IQE’s strategic focus on AI markets has driven measurable performance gains:

88% YoY EBITDA growth (£8.1 million in 2024) through operational efficiencies and higher-margin AI products

118% implied upside to analyst price targets (£0.22/share) as AI contribution reaches 35% of revenue

30% order book expansion in H1 2024, primarily from North American hyperscalers and Asian contract manufacturers

The company’s Taiwan facility modernization positions it to capture 20% of the $9.2 billion Asian AI chip packaging market by 2026, while European subsidies secure R&D leadership in quantum-AI convergence technologies

Easy money, I have a massive short position here after yesterday’s top up

Thats like someone asking how did you know it rains alot in the UK lol

If someone did their basic research or/and been in the ad industry for some time its impossible not to know!

Auson I guess you missed my post below

RE: AI2 Jun 2025 16:25

Its clear that many people here have very little knowledge about this company and the ad industry overall. Their comments are just laughable

Very informative presentation. Glad Martin addressed the new Meta AI tool concern which is exactly my thoughts

Bought more on this little dip

Back to 28 tomorrow easily

Meta could be buying parts (or all) of S4 to speed up the process.

Meta's automation creates demand for complementary high-value services where S4 can leverage its expertise:

AI Training Data Curation:

Effective AI campaigns require structured brand guidelines and historical performance data—a £45M market opportunity where S4's 20-year creative archive provides competitive advantage

. Early movers in this niche command 50-60% gross margins

Cross-Platform Attribution Modeling:

As 73% of advertisers plan multi-platform campaigns by 2026

, S4's unified analytics framework (processing 1.2B daily data points) becomes critical for optimizing Meta's AI outputs against TikTok, Google, and CTV investments

Brand Safety Overrides:

Meta's AI occasionally produces off-brand visuals or problematic associations

. S4's real-time monitoring systems—used by 92% of its top 50 clients—could evolve into a premium service, projected to generate £28M annually by 2027

Got my full position back with nice discount, will be collecting a few thousands in div. Good luck to all.

Funny boy...just bought more

Its clear that many people here have very little knowledge about this company and the ad industry overall. Their comments are just laughable

Lovely drop, perfect timing for the div later this week

Shorting this to zero to make our world a better place

Switched back to shorting this since yesterday

Https://www.dailyrecord.co.uk/lifestyle/supermarkets-issue-life-threatening-recall-35307912

Everyone to stay, including Matt. Thank you for this amazing cash machine again

Funny boy.

Just added a few more.

Big news coming that will most likely push this up to 60p