Everspin — MRAM memory chips
“$MRAM is interesting. Good balance sheet, and very high upside vertical. Also need to make a correction to $VELO above, they have around $49.9M in cash -$11m Q4, so they're probably sitting on $38m now with $23m debt | $64m in liabilities, which looks slightly better. But still not the best balance sheet.” post →
| Date | Tweet |
|---|---|
| 2026-01-24 | $MRAM is interesting. Good balance sheet, and very high upside vertical. Also need to make a correction to $VELO above, they have around $49.9M in cash -$11m Q4, so they're probably sitting on $38m now with $23m debt | $64m in liabilities, which looks slightly better. But still not the best balanc… → · 56 likes · 31,361 views |
| 2026-01-22 | @Lotharinvest $MRAM does not sit inside the $NVDA / $MU HBM4 stack. → · 31 likes · 43,725 views |
from2028 — cross-site stock view. Rebuilt at publish time.