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Photonics needs special coolers because if the temperature goes off even by a little bit, the thing doesn't work."},"performance":{"entryPrice":637.450012207,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ee03733de002c6b665","url":"/trace/claims/mcl_ee03733de002c6b665","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Flex is mispriced as commodity cooling when it's really a consulting play for high-voltage chip cooling.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"FLEX","name":"FLEX","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2759336391?t=8110s","sourceUrl":"https://twitch.tv/videos/2759336391","timecode":"135:10","startMs":8110000,"endMs":null,"excerpt":"Flex just really makes water, water cooling equipment, right? We've kind of seen that, uh, ADS Telegraph, that their, the voltages of their systems are going up. So they're going from what was called 48-volt to like 800 or something. You're going to need more cooling."},"performance":{"entryPrice":87.1800003052,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}],"nextCursor":null}