Mar. 17 at 3:10 PM
$WATT someone mentioned this, but you should also check out
$INVE . INVE, WATT, and Wiliot are all partners in the IoT ecosystem. INVE manufactures the actual pixels that WATT powers, and Wiliot handles the back end. INVE is also has a market under
$100 million, and is more diversified because they also manufacture RFID tags. They just completed a transition in their manufacturing from Singapore to Thailand to cut costs and scale easier.
Current price is also near all-time lows.
Granted, tags / pixels is a more crowded market, and INVE doesn’t have as much of a moat as WATT, but it’s a good way to invest further in the ecosystem.
