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   Technology StocksInvesting in Exponential Growth


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From: Paul H. Christiansen3/30/2023 11:07:48 AM
   of 1058
 
EVGO - Interesting play on the electric vehicle industry.

See the following:

2022Q4 Revenue Growth

EVGO Preliminary Research

2023-03-03 - EVgo Autocharge Makes Fast Charging Easier (and It Works with Tesla) – Motor Trend

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From: Paul H. Christiansen5/3/2023 6:08:57 AM
   of 1058
 
Symbotic (SYM) – Rapid growth, combining Robotics and AI

Total Addressable Market >$35 billion

Large Backlog

Enterprise customers, including Walmart



SYM Quarterly Revenue Growth Chart

Symbotic Company Overview – from S-1 filing

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From: Paul H. Christiansen5/10/2023 2:11:53 PM
   of 1058
 
Big institutional bet for Xometry (XMTR)

Xometry (XMTR) - Institutional Investor Ownership Changes
Source: UV Metrics.com
Previous Position New Position
Date Institution Shares Shares % Owned % Change
30-Apr-23 Primecap Management 1,907,508 6,111,045 13.6% 220.4%


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To: Paul H. Christiansen who wrote (1024)6/1/2023 12:36:53 PM
From: The Ox
   of 1058
 
Certainly riding high on the AI trading


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To: Paul H. Christiansen who wrote (1025)6/1/2023 12:37:28 PM
From: The Ox
   of 1058
 

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To: Paul H. Christiansen who wrote (1023)6/1/2023 12:38:55 PM
From: The Ox
   of 1058
 
Any thoughts on this one? Seems like I see more of their charging stations every day. That doesn't mean they're going to be profitable soon.


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From: Paul H. Christiansen6/13/2023 11:27:16 AM
   of 1058
 
Impinj ‘s (PI) Revenue Chart reveals extraordinary growth. However, what triggered my interest was the recent SC-13G filing by Fidelity

This is perhaps one of the purest plays for the IOT category. The potential TAM is huge, which probably explains Fidelity's BIG BET.


Select the following to listen to and view a presentation by PI's CEO.



impinj.com


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From: Paul H. Christiansen6/15/2023 12:13:08 PM
   of 1058
 
Big Impinj Bet by Fidelity

Impinj (PI) - Institutional Investor Ownership Changes
Source: UV Metrics.com
Previous Position New Position
Date Institution Shares Shares % Owned % Change
12-Jun-23 Fidelity 519,287 2,815,362 10.6% 442.2%

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From: Paul H. Christiansen6/15/2023 12:14:33 PM
   of 1058
 
Impinj (PI) Quarterly Revenue Chart
Data Source: UV Metrics.com
FY Report Date Forecast Forecast vs Actual Actual Actual Y/Y Change Actual Y/Y vs Forecast Change
2021 Q1 45,248
Q2 47,268
Q3 45,193
Q4 9-Feb-22 52,574
2022 Q1 27-Apr-22 51,000 12.7% 53,144 17.5% 4.7%
Q2 27-Jul-22 55,000 16.4% 59,796 26.5% 10.1%
Q3 26-Oct-22 64,500 42.7% 68,270 51.1% 8.3%
Q4 8-Feb-23 72,500 37.9% 76,590 45.7% 7.8%
2023 Q1 26-Apr-23 83,500 57.1% 85,897 61.6% 4.5%
Q2 85,500
Q3
Q4

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From: Paul H. Christiansen7/10/2023 4:33:22 PM
   of 1058
 
Interesting Fidelity BIG BET

10X Genomics (TXG) - Institutional Investor Ownership Changes

Source: UV Metrics.com



Previous Position

New Position

Date

Institution

Shares

Shares

% Owned

% Change

10-Jul-23

Fidelity

4,372,294

13,047,330

12.7%

198.4%


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