SkyWater Technology: More Than A Foundry, A Grounded Bet On The Quantum Revolution

I think SkyWater Technology (NASDAQ: SKYT ) is a strong investment, even if I am overly conservative in my assumptions. At this time, the market is pricing it like a typical chip foundry, while failing to re-rate theI am the founder and lead analyst at Golden Bear Capital (GB Capital), where I specialize in identifying asymmetric risk-reward opportunities through a unique blend of quantitative analysis and seasoned market intuition. My investment philosophy centers on exploiting market anomalies and emergin ...