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Previous 10 Next 10  From: Paul H. Christiansen 6/13/2023 11:27:16 AM    of 1062   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 Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 6/15/2023 12:13:08 PM    of 1062   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% Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 6/15/2023 12:14:33 PM    of 1062   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 Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 7/10/2023 4:33:22 PM    of 1062   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% Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 7/28/2023 11:56:46 AM    of 1062   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. Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 8/7/2023 10:25:53 AM    of 1062   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. Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 8/15/2023 11:03:48 AM 1 Recommendation   of 1062   Navitas Semiconductor (NVTS) It doesn't get much better than this! Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 8/15/2023 11:09:16 AM    of 1062   Snippets from NVTS web site . . . a healthy $760 million customer pipeline. “Navitas is driving next-generation GaN technology to enable a mass-market inflection point as GaN replaces silicon for power applications including mobile fast chargers, consumer electronics, data centers, renewables and EV / eMobility.” 2022-09-13 New York Investor Meeting Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 8/23/2023 12:40:50 PM    of 1062   Navitas (NVTS) - Good basic information - including Total Addressable Market (TAM) estimates. Just select the following link. '' About Navitas (NVTS) from S-1 filing Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Paul H. Christiansen 9/18/2023 11:25:54 AM    of 1062   Has U.S. already lost Chip war to China?–Semiconductor Advisors Investing in Exponential Growth | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read Previous 10 Next 10