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Technology Stocks Investing in Exponential Growth

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To: Paul H. Christiansen who wrote (1024)	6/1/2023 12:36:53 PM
From: The Ox	of 1071

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 1071



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To: Paul H. Christiansen who wrote (1023)	6/1/2023 12:38:55 PM
From: The Ox	of 1071

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. Christiansen	6/13/2023 11:27:16 AM
	of 1071

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. Christiansen

6/15/2023 12:13:08 PM

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. Christiansen

6/15/2023 12:14:33 PM

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. Christiansen

7/10/2023 4:33:22 PM

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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From: Paul H. Christiansen	7/28/2023 11:56:46 AM
	of 1071

PROCEPT BioRobotics (PRCT) - 2023-07-28 PROCEPT BioRobotics (PRCT) Research According to most recent Investor Presentation, PRCT estimates TAM equals $20 Billion. The latest 10-quarterly revenues total $166,996, which represents less than 1% of TAM. Fidelity owns 14.6% of PRCT stock.

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From: Paul H. Christiansen

8/7/2023 10:25:53 AM

In July 10th filing, Fidelity more than tripled their investment in 10X Genomics (TXG).

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%

Select the following - Mastering Biology to Advance Human Health – to possibly discover the reasons for Fidelity’s BIG BET.

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From: Paul H. Christiansen	8/15/2023 11:03:48 AM
	1 Recommendation of 1071

Navitas Semiconductor (NVTS) It doesn't get much better than this!

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