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
https://i.redd.it/hfebvf4nn7cg1.png
Posted by coteregipi
27 Comments
Looks like shit
>Listed in UK, so immune from orange man
europoor tech never goes anywhere, you know its bad when a top european tech company is supercell
You crazy son of a bitch I’m in
Raspberry Pi has like doubled in price and has several competitors at better price points with similar/better specs.
Many consumer grade routers are capable of pihole alternatives like AdGuard..
It’s not immune to orange man because (a The US is still the world’s largest so ripple effects will be felt either way and (b Raspberry Pi is a hardware company so tariffs will be felt either way, thus impacting the stock price. I know this first hand as despite diversifying away from the us, my portfolio was still heavily discounted.
https://preview.redd.it/4am780yqp7cg1.jpeg?width=547&format=pjpg&auto=webp&s=0afa6b2cf0f843cba02fadbea72c35b00be3721d
Had no idea that Raspberry Pi was a publicly traded company
You can just reuse an old PC to do what a Pi does. They literally made a distro for it
Raspberry pi’s are crap and I say this as an engineer who’s bought 4 of them in the past. The price to performance is just not there. Pi’s Broadcom chips are bottom of the barrel. For most people the selling point of the Pi is its price point, but they forget that to run a Pi you also need to buy a good power supply, SSD (SD cards’s wear and tear is too unreliable), and a case with cooling fan. For the total price of a decent Pi setup, you’re much better off buying a mini PC like a Beelink S12 Pro which comes with a power supply and a hecking SSD, not to mention a proper x86 CPU. Don’t even get me started on the Pi’s graphics performance. Dual monitor 4K is complete bullshit unless you like your screens to run at 20 fps.
Bought at 4£ after ipo, held thru ath, and now -30%, still holding. You guys are coming back for me, right 🥹
“Open-source projects becoming higher quality.” 💀
Edit: [reminder not to make fun of OP](https://youtu.be/7vjc1lt0IDA?si=oeEfBadGP5ThXwzZ)
Idk, there’s dozens of better options now than raspberry pi for these tasks. I run tailscale and pihole on an orange board for half the price of a pi. I have no idea what I’m talking about but I wouldn’t be surprised if raspberry pi’s catch n100’s in cost
https://preview.redd.it/ufsdrttat7cg1.jpeg?width=1320&format=pjpg&auto=webp&s=39bf12109a285d03d228701876176c987282da32
Current price is lower than the IPO price, why?
Alright fuck it, I’m in.
Thought about that some days ago. Added into my watchlist. I believe Its a good catch
Hope i have time to search more about it
As someone who works in the industry and who is running LLMs locally on the latest RPi chips, I can tell you it’s not amazing for AI use cases yet. The RAM is just not enough. even with the 16gb RPi5, the latency for inference is just too slow (I used the minmax 3b model). Yes it’s cook to run local AI with these edge devices but not sure if RPi is the play, at least until they come out with a dedicated ai chip
You cant buy it on the NYSE get this dogshit outta here.
Nah. Hard Pass. It us a commodity at this point, you could find so many chinese alternatives
It’s already at a 77 P/E. No thanks.
https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=Raspberry%20pi&hl=en
Your cherry-picked search term is stupid
Not on NYSE or NASDAQ
This will be a critical company in the drone wars after China invades Taiwan
Whats the connection between Claude and raspberry pi?
Eh. I’ll buy a mini PC instead of RPI, refurbished Intel from laptops and low powered Intel chips with quicksync is great for smarter regards.
You can’t find them, and home assistant literally sells their own and are readily available. They’ve had this issue for YEARS. If can’t ever meet demand, that’s an issue.
Hey quick question, which one of these or other likable has a working crypto tied to it and what is that and if not why not?
> AI vibe-coding has gotten really good, Antropic’s Opus 4.5 is a game changer.
[IEEE reports](https://spectrum.ieee.org/ai-coding-degrades) you’ve an extra chromosome.