Wrote this back on Feb 9th and never posted it to X Thesis in a Nutshell Defense beachhead: The SBIR award validates Gemini-II and could snowball into larger DoD or prime-contractor deals (sort of seeing this play out now but plenty of room to grow). https://t.co/Y19Xn7uPmu Edge-AI tailwind: Gemini-II cuts HNSW index build time by ~85 %, a meaningful boost for vector search at the edge.https://t.co/w31Iq6Oijn Patent moat: Decades of memory know-how plus compute-in-memory IP raise barriers to entry. Valuation catch-up: A single design win could lift the stock toward peer-level multiples.