Key insights
- The author discusses Weebit Nano's potential in the semiconductor space, highlighting its recent licensing deal with Texas Instruments and positive revenue guidance. While Micron and other memory stocks declined, Weebit Nano experienced growth. The author questions whether Weebit Nano could reach $100 per share and whether the foreign transaction fee is worth the investment, implying a potentially bullish outlook, but the limited availability tempers the enthusiasm for US investors.
I’ve been watching the semiconductor space closely this week, and something caught my eye. Most of the big AI and memory stocks (like Micron) closed down, but Weebit Nano actually grew.
With their recent licensing deal with Texas Instruments and their first revenue guidance for 2026 showing a 100% increase (projecting at least A$10M), the momentum seems to be shifting from "speculative tech" to "commercial product."
Do you all think if this stock has potential to hit $100/stock mark this year? Also, on a side note, it looks like they are only available in Australian market. Do you think if it is worth paying extra $50 per trade for foreign transaction or wait until it’s available more widely?