掲示板のコメントはすべて投稿者の個人的な判断を表すものであり、
当社が投資の勧誘を目的としているものではありません。
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74（最新）
昨日2.2$で購入しました
ここが注目されてくると爆上げしてくれそう -
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72
先週買っただよ
Arbe is thrilled to be part of the NVIDIA sensor ecosystem!
NVIDIA is spearheading revolutionary autonomous system advancements with Omniverse Cloud APIs, providing autonomous vehicle AI developers with a top-notch simulator. Read more here> -
1.9行くようなら入ります
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今の所、3〜4ドルのボックス相場ですかね。
地合悪ければ1〜２ドルもあるかな。 -
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最近納車のモデルXにPhoenixレーダーが確認されたようです。
その情報からここ二日反発しています。
ただ底はも少し下かなと思っておりますがよくわかりません。 -
下がる前に7ドル越えで利確しといて良かったー。
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利確。タイミング見て入り直す。
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40
Вперёд Россия!
強く買いたい
2023年2月28日 00:09
6＄以下でたらふく拾いまくったｗ
まさにお金広い状態だったｗｗｗ -
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次世代のテスラ全車種に装備されます〰🚀
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23Вперёд Россия!
強く買いたい
2023年2月21日 23:05
仕込み終えました
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Adjusting the financial model for 95% of $7.5 billion revenue gives a share price well over $300, it is hard to estimate the costs of such an enormous ramp-up without more information.
Where are they right now?
GlobalFoundries is a vital part of the ARBE sales pitch. One customer received the first significant shipment direct from GF in the last quarter. A second customer will receive a shipment in the current quarter. GF is testing the chips in the fab, but that checking is not yet automated and needs to be before mass production begins. There is also an issue with auto grade approval; however, that is about to be resolved by GF. ARBE expects to go into total mass production in early 2023. -
Five analysts follow Arbe, and using their forecasts (all of which assume Arbe will hit its $300 million revenue target), SimplyWall.st produced the following fair value calculation from a Discounted Cash Flow model.
bar chart of arbe fair value
DCF Fair value (simplywall.st)
This fair Value is a little higher than my model predicts with the given turnover. Arbe has guided to +60%.
Late in the conference call, analysts quizzed management about the ten expected contract decisions and the interjection by the CFO, saying things could be much more significant. The CEO, Kobi, said that if you add all the Request for Proposals to the Requests for Quotations, they are bidding on 7.5 billion dollars in revenue between 2023 and 2029. His seriousness was hard to judge when he said he expected to win 95% of those bids. I suspect he was being honest.
385はやちゃん
ﾗﾗﾁｬﾝ X
寅之助
aru*****
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美ら海
hoh*****
リカオン読み込みエラーが発生しました
再読み込み