ADEA
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Zephyr 1mo ago
LONG1mo ago
“There is a version of $ADEA where they get paid on every memory chip made on earth. Almost nobody is pricing it in.”Zephyr
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.
ADEALONG@ $30.70
$27.18-11.47%
since call Jun 26