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[@hiteshkar](/creator/twitter/hiteshkar)
"@Exclamotite69 Could you list your thesis for all of them. I found you because I love CRMD and this could be a banger"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1945553898028028143) 2025-07-16 18:39:30 UTC XXX followers, XX engagements


"@victor_privin @victor_privin Whats your expectation on the softare business of FLNC in the long run. Lets say in 3-5 years. Whats the ARR you expect from the 145M in 2025 300M 500M or how are you thinking about it"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1946851934079447344) 2025-07-20 08:37:26 UTC XXX followers, XX engagements


"@johnwayne12591 So NVDA does a lot of hardware for networking. They are not providing Design IP which is a optimized EDA designed software IP that gets used again and again. his is where AWE shines. Although he did mention ALchip and GUC. Will be doing more DD on that"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1877119463981519102) 2025-01-08 22:25:30 UTC XXX followers, XXX engagements


"@SixSigmaCapital Whats your thesis on STNE AND PAGS I like financial balance sheet on PAGS but help me understand the thesis"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1945091499135525339) 2025-07-15 12:02:06 UTC XXX followers, XXX engagements


"Problem: The AI inference explosion is smashing into a "memory wall" where GPUs starve for data despite soaring compute power. - Memory bandwidth grows just 1.4-1.6x every X years vs computes exponential leaps. - HBM costs 5x DDR5 ($10-20/GB) making GPUs unaffordable to scale"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1946233070434054595) 2025-07-18 15:38:17 UTC XXX followers, XX engagements


"@RyshabTalks I love CRMD. The only reason I can find why the market is not yet appreciating or rewarding them is because of the dilution . But the growth is explosive and a great reason for adoption"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1944049514895356004) 2025-07-12 15:01:37 UTC XXX followers, XXX engagements


"$AWE was a hidden gem that got scooped up by $QCOM for cheap. I gave it to you at XXXX which doubled swiftly after Qualcomm acquired it. Qualcom's gonna tape out their AI data centre power efficient chips much faster with AWE's chiplets"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1946278687722102926) 2025-07-18 18:39:33 UTC XXX followers, XXX engagements


"@Exclamotite69 Sweet thanks. Since you seem like a biotech investor I am very excited with $PSNL and $ABCL. What do you think of them. Yes I know they dont have banger revenues or banger ROCE but what do you think about the tech"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1945580993466822691) 2025-07-16 20:27:10 UTC XXX followers, XXX engagements


"@Nietschecapital I am hoping to get in at XXX. But Earlier I meant to ask what technical advantage does TMDX have and what unintuitive insights about their tech is the market still not appreciating yet"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1942636422667854216) 2025-07-08 17:26:30 UTC XXX followers, XX engagements


"$NLST Why MRDIMM matters for AI inference and HPC data centers: - Supports exploding CPU core counts (128+ cores soon 256+) demanding more memory - Enables higher core-to-memory bandwidth ratios reducing GPU idle time"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1946233076368982073) 2025-07-18 15:38:19 UTC XXX followers, XX engagements


"$PSNL I picked up some more at $XXX. Dollar cost average upwards. They have so much distribution via $TEM. Here is my thesis"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1945579251840815168) 2025-07-16 20:20:15 UTC XXX followers, XXX engagements


"$NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE XX% of the time in Metas data centers"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1946233068043292943) 2025-07-18 15:38:17 UTC XXX followers, 1190 engagements


"$NLST 256-core CPUs stalls while waiting for memory The solution: MRDIMMs a new memory tech that doubles bandwidth WITHOUT costly upgrades Acts like X channels in X stick (40% speed boost) 1/5 the cost of HBM Intel/AMD 2025 going full production in H2 2025"  
![@hiteshkar Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::707649972.png) [@hiteshkar](/creator/x/hiteshkar) on [X](/post/tweet/1946233072833208677) 2025-07-18 15:38:18 UTC XXX followers, XX engagements