Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/gsi-technology-inc" target="_blank" data-smartkarma-citation="entities:38051:1" rel="noopener">GSI Technology (GSIT US)</a> share price is up ~5x in the past month fuelled by the fact that they have an AI Accelerator (APU) called Gemini-I</li>
<li>Launched in 2020, Gemini-I was 3 years late, has never been properly benchmarked and has thus far attracted just one customer, the Israeli military</li>
<li>We remain wholly unconvinced that GSIT is on the cusp of a breakthrough in the world of Accelerated AI</li>
</ul>



GSI Technology (GSIT US) share price is up ~5x in the past month fuelled by the fact that they have an AI Accelerator (APU) called Gemini-I
Launched in 2020, Gemini-I was 3 years late, has never been properly benchmarked and has thus far attracted just one customer, the Israeli military
We remain wholly unconvinced that GSIT is on the cusp of a breakthrough in the world of Accelerated AI


United States

GSI Technology Inc. designs, develops and markets high performance SRAM, or static random access memory, integrated circuits, or ICs, for the networking and telecommunications markets.

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GSI Technology (GSIT US)

$GSIT. Meme Stock Or NVIDIA Slayer?

GSIT share price up ~5x in the past month fuelled by excitement over their APU, Gemini-I. We remain wholly unconvinced that GSIT is on the cusp of...

William Keating

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