SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksInvesting in Exponential Growth


Previous 10 Next 10 
To: Paul H. Christiansen who wrote (1024)6/1/2023 12:36:53 PM
From: The Ox
   of 1057
 
Certainly riding high on the AI trading


Share RecommendKeepReplyMark as Last Read


To: Paul H. Christiansen who wrote (1025)6/1/2023 12:37:28 PM
From: The Ox
   of 1057
 

Share RecommendKeepReplyMark as Last Read


To: Paul H. Christiansen who wrote (1023)6/1/2023 12:38:55 PM
From: The Ox
   of 1057
 
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.


Share RecommendKeepReplyMark as Last Read


From: Paul H. Christiansen6/13/2023 11:27:16 AM
   of 1057
 
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


Share RecommendKeepReplyMark as Last Read


From: Paul H. Christiansen6/15/2023 12:13:08 PM
   of 1057
 
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%

Share RecommendKeepReplyMark as Last Read


From: Paul H. Christiansen6/15/2023 12:14:33 PM
   of 1057
 
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

Share RecommendKeepReplyMark as Last Read


From: Paul H. Christiansen7/10/2023 4:33:22 PM
   of 1057
 
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%


Share RecommendKeepReplyMark as Last Read


From: Paul H. Christiansen7/28/2023 11:56:46 AM
   of 1057
 
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.

Share RecommendKeepReplyMark as Last Read


From: Paul H. Christiansen8/7/2023 10:25:53 AM
   of 1057
 
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.

Share RecommendKeepReplyMark as Last Read


From: Paul H. Christiansen8/15/2023 11:03:48 AM
1 Recommendation   of 1057
 
Navitas Semiconductor (NVTS) It doesn't get much better than this!


Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10