I don't know whether it is clear by now, but AM is going the B2B route. If you want to enter the sphere of relevance, you have to position yourself as a business partner to AM, which requires large capital investments into IC and datacenter technology. So far AM seems to have all the important business partners lined up for the first months of chip production. The forum will likely be used to source new business partners, which otherwise would not be available.

Unfortunately AM investors and small scale customers take a back seat when it comes to updates, which of course doesn't help with the price discovery for AM. Based on the information available to me, while shareholder management is an important issue to friedcat, company valuation is of a lesser concern. I hope I didn't break the market with that remark.

I understand that the exact timing of chip production and sales are important factors in price discovery and company valuation and I will continue to share updates to the timeline as they become available to me. But firstly, I have no control over when friedcat finds it important to advertise and release information on the forum, and secondly, the business lends itself to production delays which easily can break anticipated dividends. So trade with care.