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From: Paul H. Christiansen12/12/2022 3:54:00 PM
   of 1062
 
HashiCorp - Significant institutional investor position reduction.

HashiCorp (HCP) - Institutional Investor Ownership Changes



Shares Owned



Date

Institution

Previous

New

% Change

% Owned

12-Dec-22

Capital Research Global Investors

5,205,731

965,185

-81.5%

1.3%


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From: Paul H. Christiansen12/23/2022 11:25:15 AM
   of 1062
 
A "moon shot" ?

A recent SC-13G/A (12/22) filing showed that GM owns 22,438,927 - or 20% - of Wejo Group (WEJO).

wejo.com

finance.yahoo.com

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From: Paul H. Christiansen1/12/2023 11:01:41 AM
   of 1062
 
TELUS International - Interesting add-on to existing "Big Bet".

Any thoughts?

TELUS International (TIXT) - Institutional Investor Ownership Changes

Source: UV Metrics.com



Previous Position

New Position

Date

Institution

Shares

% Owned

Shares

% Owned

% Change

30-Dec-22

Capital Research Global

8,657,334

12.6%

12,213,589

18.3%

41.1%


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From: Paul H. Christiansen1/12/2023 11:50:54 AM
   of 1062
 
Taiwan Semiconductor - Price/Volume data with "tepid" news as of midday Friday, January 12, 2023


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From: Paul H. Christiansen1/13/2023 2:32:07 PM
   of 1062
 
Axcelis Technologies (ACLS)

Interesting semiconductor company.

Select the following for more information:



ACLS Revenue Growth Chart

Briefing.com Research Report

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From: Paul H. Christiansen1/13/2023 4:09:56 PM
1 Recommendation   of 1062
 
C3.ai (AI)

Tiernan Ray recently wrote a report containing an interview with Tom Siebel, CEO of AI. As usual, it was an insightful research report, but I was particularly intrigued by the final quote in the article, as follows:

“I think it’s a steal, are you kidding me?” replies Siebel. “We’re a company with a third of a trillion-dollar business, addressing a six hundred-billion-dollar addressable market.

“I assure you that the other side of this recession, if we have a company growing greater than thirty percent, that’s profitable, that is a leader, if not the leader, in this sector, we are not going to be trading at a value of two” times sales, the current valuation based on enterprise value divided by next year’s sales. “So, yeah, I think the stock is a steal.”



Select the following for Quarterly Revenue data. Dropped off in 2022Q3 and 2022Q4 doesn’t look good. But, read that Siebel quote again!

AI Quarterly Revenue Chart

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From: Paul H. Christiansen1/14/2023 4:06:29 PM
   of 1062
 
Desktop Metal (DM)

Why is DM trading @ ~$1.85 per share?

See attached for more information:

2022-11-09 – Desktop Metal - Third Quarter 2022 Financial Highlights

2022-11-09 - Desktop Metal, Inc. (DM) Q3 2022 Earnings Call Transcript

2023-01-14 - 3-D Printing and The Future of Global Manufacturing - WSJ

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From: Paul H. Christiansen1/19/2023 10:10:53 AM
   of 1062
 
Neonode technology enables contactless touch on any display or any surface. The light-reflective technology built into our Touch Sensor Modules can be used to create touchless fields over any surface, such as digital screens, keypads, buttons or even paper or stone. Alternatively, our sensor modules can be used to create in-air interactivity using holographic images for a real wow-factor.

With simple integration via USB or I2C transport, sensor modules can be retrofitted to almost any application such as adverting boards, elevators, self-service kiosks or integrated into new innovations. End-users can then swipe, scroll, pinch, push and sign their name without touching a thing.

neonode.com



Interesting Price / Volume Data

Data Source - UV Metrics.com



Price

Volume



Date

Symbol

Company

Last

Change

Latest

Average

Change

Col F x Col D

11-Jan

NEON

Neonode Inc

8.51

23%

6,152,845

411,076

1397%

$52,360,711

17-Jan

NEON

Neonode Inc

10.68

8%

813,500

494,340

65%

$8,688,180

18-Jan

NEON

Neonode Inc

12.90

21%

1,781,063

576,563

209%

$22,975,713


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From: Paul H. Christiansen1/20/2023 12:33:31 PM
   of 1062
 
Baillie Gifford & Co 13G/A Filings

Source: UV Metrics.com

Company

Symbol

Date

Previous

New

Change

% Increase

% Owned

Shopify

SHOP

19-Jan-23

61,386,226

72,447,961

11,061,735

18.0%

7.2%

Roblox

RBLX

20-Jan-23

20,906,989

29,442,957

8,535,968

40.8%

5.4%

Affirm Holdings

AFRM

20-Jan-23

20,510,103

22,703,709

2,193,606

10.7%

9.9%


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From: Paul H. Christiansen1/23/2023 12:00:08 PM
   of 1062
 
Ginkgo Bioworks - Interesting institutional "add-on" Big Bet

Baillie Gifford & Co 13G/A Filings

Source: UV Metrics.com

Company

Symbol

Date

Previous

New

Change

% Increase

% Owned

Ginkgo Bioworks

DNA

20-Jan-23

204,376,843

244,176,643

39,799,800

19.5%

18.0%


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