Looking for the next parking spot!
Just joined the community and looking forward to constructive conversation from all. I was early in with GSAT and did copious amounts of research to know it was a HR waiting to happen. Walked away with good coin from it. Looking forward the next place to park some money.
Stumbled across GCTS via their partnership with GSAT. I see they provide the 2 way chips for GSAT’s RM2000 (something) product. After some initial research, I see that GCTS fills the void outside of where QCOM runs town (also made a lot with QCOM).
GCTS has a solid position with GSAT and now Amazon and could be primed for tremendous growth as Amazon Leo rolls out and starts leveraging their stronger satellite network and newly acquired spectrum (highly valuable and usable).
Outside of drones, potential Ring and Echo products, and low connectivity solutions outside of cell network, what would be the best use cases this “3 way” partnership could prosper?
Just listened to GCTS earning call and love the adjusted outlook and trends. Still early but am a risk taker. Any articles or groups that love to share their insights and thoughts that you could share? Just looking to take in all information I can, similar to what I’ve done with GSAT. GLTA!!