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AQ - bought more
Bought another 1k of AQ to double my position. They are small
and very dependant on largest customers, especially INTC, but over
the last 8 months they also partnered with NVDA to move into
autonomous automobile market. Their tech seems to be pretty good
and their margins are pretty good. With revenues growing at 20-25%
I think earnings are going to really grow over the next few years.
As the 5g and automobile market expand, they are well positioned as
a small company to experience rapid price growth. Potentially could
be an acquisition target too.
Sep quarter earnings in a few weeks will probably tell us a lot
about how the story is continuining.
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