Photon Capital @PhotonCap · 04 Sep 2026
@PhotonCap guide is 150 for fy27? 30% oper mar target, so 45mm x 50pe and i get 2+b cap. prob an ok starting point. assume SiC comes back bigly, moar AI orders, consumables give some predictbility. 150% growth guide for 27, say 75% for 28? 4b target as a start? 30+mm float makes for vol
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