Marcus Milione @MarcusMilione

Wrote this back on Feb 9th and never posted it to X

Thesis in a Nutshell

Defense beachhead: The SBIR award validates Gemini-II and could snowball into larger DoD or prime-contractor deals (sort of seeing this play out now but plenty of room to grow).


Edge-AI tailwind: Gemini-II cuts HNSW index build time by ~85 %, a meaningful boost for vector search at the edge.

Patent moat: Decades of memory know-how plus compute-in-memory IP raise barriers to entry.

Valuation catch-up: A single design win could lift the stock toward peer-level multiples.

Jul 17, 2025 View on X →

https://x.com/MarcusMilione/status/1945855919323337088