in postADEADEALONGFIRST CALL

“There is a version of $ADEA where they get paid on every memory chip made on earth. Almost nobody is pricing it in.”

Adeia's flat-fee HBM memory licenses expire 2027-2028 exactly as HBM4 ramps, giving them rare leverage to convert to per-chip royalties and re-rate the stock.

ADEADEALONG@ $30.70

$27.03-11.95%

since call Jun 26

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