I can see that Intel is considering Mosys as "golden Intel FPGA Design Solutions Network (DSN)" and on Intel website Mosys is described as "MoSys, Inc. is a fabless semiconductor company enabling leading equipment manufacturers in the networking and communications systems markets to address the continual increase in Internet users, data and services. The company's solutions deliver data path connectivity, speed and intelligence while eliminating data access bottlenecks on line cards and systems scaling from 100G to multi-terabits per second. Engineered and built for high-reliability carrier and enterprise applications, MoSys' Bandwidth Engine® and LineSpeed™ IC product families are based on the company's patented high-performance, high-density intelligent access and high-speed serial interface technology, and utilize the company's highly efficient GigaChip® Interface"
so the bet here is not on the traditional fundamental analysis but the bet here is on the value of the technology which is unique in terms of performance and power saving and cost of the final product. I believe that Mosys will be acquired at some point in the future due to the promising technology because it is a game changer on the long term. I also believe that a leader such as Intel needs this technology to provide unique and competitive technology as a respond to it is competitors. so the key bet here is "speed and intelligence while eliminating data access bottlenecks on line cards and systems scaling from 100G to multi-terabits per second"
so the price velocity of the stock is not important if we can see the future of this company and price velocity could happen on the short term but on the long term I see Mosys as a leader and it is a fact of today that we will realize it in the future.
the partnership between Mosys and Intel remind me when Intel and Microsoft worked together and became leaders. I believe that Mosys is intel's hope to provide something unique that will preserve its leadership.
the value of the technology is far more than it is current market cap. in another word if we want to reproduce Mosys work and technology it would cost more fund than its market cap. and years of research.
working from home/distance is becoming a fact in post COVID and the world needs faster networks/internet and faster chips. also cloud services needs it the most such as Azure which is growing. i see ISPs are working to have faster networks due the changing style of work from distance.
however, price velocity of the stock does exist on the market and we are aware of the risk and I solve it by controlling my average cost. as i can see new long term trend is building up