You’re describing a product with well known stock shortages that have, in floating, unlocked a bunch of capital which can among other things help them scale their production to meet demand.
That sounds like a good thing both as a shareholder and as a consumer.
I am concerned that ultimately whatever supply chain and manufacturing improvements they see from raising this capital will benefit their commercial/industrial customers more than their non-profit/educational/enthusiast customers. I'm not asserting that will happen, but I'm concerned it will.
Where I am it has been next to impossible to order a non-kit model of Pi released within the past several years since at least mid-pandemic.
I started buying up SFF Lenovo boxes on eBay, which I've been somewhat happier with since I never used some of the Pi's standout features like GPIO.
How am I supposed to know if something is worth investing in if I can’t even use it? A pinky promise that maybe I’ll be able to get one someday isn't a good deal. I want to know what I am getting when I put my money in. Maybe if I was a VC and that’s what they were begging for my money for, but as a retail investor the value proposition is basically nothing.
The company markets itself as an educational tool, but 70% of its sales are industrial? Like I get “bringing low cost computers to everyone” feels and sounds good in press releases but when the business actually focuses on something different - that seems counterproductive to their stated goal - what am I supposed to take from that?
You’re describing a product with well known stock shortages that have, in floating, unlocked a bunch of capital which can among other things help them scale their production to meet demand.
That sounds like a good thing both as a shareholder and as a consumer.