Time to close the position on this, can't be bullish always and they still need to prove themselves. Will keep in watchlist and buy in again at $1.7-$2. My personal picks with immense growth potential in 2025: Semiconductor: $Navitas Semiconductor Corp(NVTS)$ With AI picking up, it's hard to ignore the fact that #energy-efficient GaN power solutions are just as important for essential for AI servers, data centers, and infrastructure, enabling faster and greener #AI processing. It's not a question of if, but when NVTS will come moving along. We've seen how the whole supply chain is moving, from #GPUs by NVDA to Servers by Dell and SMCI, to #Ethernet solutions by Broadcom, now optical switches by MRVL are picking up, my eyes are on NVTS i
$Quantum-Si Inc.(QSI)$ have huge upside potential, despite the recent volatility and potential year-end pressures: Stock Offering Impact: The stock offering announcement at $2.26 per share to raise $75M caused a sharp retrace - significant downwards movement. The Stock offering came at a right time, though slightly late, to raise capital for more R&D. Room for Recovery and Growth: during COVID-19, most pharma R&D was redirected to vaccine research, delaying other projects. With the pandemic over and R&D resuming, QSI is well-positioned to benefit from the renewed focus on biotech, particularly in personalized medicine and drug discovery, offering significant growth potential. EPS Outperformance: Consistently beating EPS estimates h