**TL;DR for low-attention span regards:** make their semis/chips, so actually an AI stock. <£600m market-cap, so could moon to >10x returns. Listed in UK, so immune from orange man. All social growth signals going up (3.2m subreddit subs, Google Trend search terms, reseller website traffic data, Amazon keyword search, YouTube + IG + TikTok AI vibe-coding smart-home content like magic mirrors).
**Thesis:**
• AI vibe-coding has gotten really good, Antropic's Opus 4.5 is a game changer.
• Has made coding more accessible to retards than ever; lower learning curve.
• Open-source projects becoming higher quality; more apps, connectors etc
• Smart-home and DIY hobbyist electronics are growing massively in popularity.
• Smart mirrors are viral on Instagram Reels + TikTok + YouTube.
• Raspberry Pi videos going viral on YouTube; one about Pi Hole has 2.8m views over past 3 months.
• Google Trends for DIY electronic resellers at ATHs (AdaFruit, The Pi Hut, WaveShare etc) • [raspberrypi.com](http://raspberrypi.com) site traffic over this past holiday season looks hot; surpassing prior highs.
• Lots of autists buying board to work on hobby projects over Christmas.
• They spent over a decade designing their own chips/circuits/IO.
• They even sell their chips to other hardware partners to embed (including apparent competitors like JLCPCB.
• Last year their semiconductor sales overtook their board sales; more than a product, they're a platform. • CEO ahead of DRAM supply crisis.
• "Twelve months ago people were asking me why do you want a year's worth of DRAM? And the events of the last three-to-six months have probably illustrated why," - CEO Eben Upton, back in September (before Q4 DRAM crisis)
• ARM own 8%, Raspberry Pi foundation (awesome charity helping to get young people into tech) own 49%. They'll never sell.
• Headcount growing >30% past 2 years.
**Position:** 4,489 shares @ £3.024, starter position will get more probs
