CTO
CTO Realty Growth, Inc.
stock NYSE

$svco is one for the watchlist
The partner list is what got me interested. Foundries include TSMC, GlobalFoundries, UMC, Tower, X-FAB, onsemi, ams. EDA partners are Cadence, Synopsys, Siemens. Cadence even sold them their Process Proximity Compensation product line in 2024. IP customers include NXP, TI, Renesas, Winbond, Micron. Strategic partners include ITRI (Taiwan), Fraunhofer (Germany), APEC (Taiwan SiC power). Micron also holds about 1% from a converted pre-IPO note. https://silvaco.com/corporate/text-partners/
That’s not bad for a $360M cap company.
AND Trades around 5x EV/revenue vs SNPS at 11x and CDNS at 16x. Growing 26% YoY while the EDA industry is at 10%.
Three segments: TCAD (fab process simulation), analog/mixed-signal EDA, and IP licensing (Mixel MIPI PHY, which they acquired).
CEO is Wally Rhines. He ran Mentor Graphics from 1993 to 2017, grew it from $340M to $1.3B in revenue, sold it to Siemens for $4.5B. He’s also the industry coordinator for the EDA Market Data program, meaning he sees the Big Three’s quarterly numbers before anyone else. Took over at Silvaco in Aug 2025 after the prior CEO got shown the door following a bad Q3 2024 that took the stock from $19 IPO to $3.
He also advises ChipAgents, the agentic AI EDA startup that’s raised $74M and is backed by Micron, MediaTek, and Ericsson. Same advisory board as the former CTO of Synopsys and former CEO of Cadence. Different layer than Silvaco, but it tells you Rhines is positioned at the center of the AI EDA story.
Q1 numbers (reported May 7):
• Revenue $17.8M, up 26% YoY
• TCAD bookings up 50% YoY on AI FTCO, their digital twin platform that Micron uses in production
• 88% non-GAAP gross margin, operating loss cut in half sequentially
• Q2 guide is the first non-GAAP operating profit since Q4 2024
• Q3 guide is positive operating cash flow
Risks worth naming. Only $11M cash. ATM facility just got upsized to $35M with $30M of dilution capacity remaining.
The rerate path. Q2 operating profit plus Q3 cash flow positive lifts the dilution ceiling. The 5x vs 11-16x multiple gap compresses. Power semi TCAD (SiC, GaN) is driving growth, and Rhines also sits on the board of SiC wafer maker Pallidus, which doesn’t seem coincidental. Analysts already raised post-Q1: Rosenblatt $9 to $14, Jefferies $8 to $14, B. Riley $12 to $15.
Dyor/etc.

Ripple CTO Reveals Why BTC`s Mining Model Is Broken

"Exactly 428 days ago I quietly left the space at the height of my influence because I realized that holding, bag working, and genuinely believing had died." -Midjet
Those are the words of the leader of the $LFG token. Now, it's time to revive all the lost glory of the space and of genuine memecoins.
Fh5fNaGMHQfencSGj83kyp26RrB3fCoYtYuLvXaRpump
And what better coin to spearhead this than a coin we all chant when the market is mooning: Let's Fucking Go
With a pedigree of glory and honor, Midjet CTO'ed lfg neutrally without any bundle. You may read his article on the hurdle of trying to achieve a decent cto.
This is it. The task is for us all to take on lfg as our personal project and run this to billions. That is what we know memecoins to be.
A New Hope

There was a time when memecoins meant more.
They were not just endless launches, recycled jokes, and charts designed to die as quickly as they pumped. They were about conviction. Community. Identity. Finding something you believed in, working for your bag, and holding it like it actually meant something.
That culture faded.
The easier it became to launch tokens, the harder it became for anything real to stand out. Launchpads made creation effortless, but they also flooded the market with noise. Suddenly everyone could launch, almost nobody wanted to build, and attention got pulled in a thousand directions at once. Mindshare became harder to earn. Trust became harder to keep. Most projects were not built to last. They were built to extract.
That is exactly why 🎒 feels different.
🎒 is not trying to be clever for the sake of it. It does not need a complicated story to justify itself. Its power is in how simple and true it feels:
work for the bag
be a bag holder
just hold the 🎒
bagmaxxing
That is not just a slogan. That is an identity.
And identity is everything in memecoins.
The strongest projects are never only driven by charts. They are driven by belief. They become something people want to represent, not just trade. That is where real stickiness comes from. That is where cult energy comes from. And that is why has such a serious chance to grow into something much bigger than most people realise.
Because the conviction here is real.
The CTO group locked 52% of supply for 24 months using their own money. In a market where so many people are looking for the fastest exit, that kind of commitment says everything. It says they believe. It says they are here for the long haul. It says this is being built with patience, not rented hype.
And the market is already starting to notice.
After months of grinding, has grown into the second top meme on bonk fun after Useless. That does not happen by luck. That happens when a project keeps showing up, keeps building, and keeps giving people reasons to care. On top of that, it is the second biggest holding in Bonk Guy’s wallet, which only reinforces the idea that serious eyes are already on it.
But even that is not the full story.
What really makes bullish is that the culture is already forming around it. This is not a dead community sitting around begging for volume. This is a community that understands the mission. People are building. People are contributing. People are pushing the narrative. The project is creating a real identity around what it means to work for your .
And now the setup is getting even stronger.
The rebrand has already happened. The identity is clearer. The positioning is sharper. The message hits harder. And on top of that, incentives for both working and holding are incoming. That matters because it means this is not just about attention. It is about giving people real reasons to stay, contribute, and become part of something bigger.
That is where the emotional pull of really comes from.
It taps into something people in crypto actually miss.
Not just making money.
Not just chasing the next launch.
But believing in something enough to hold it.
Build it.
Rep it.
Work for it.
That is what memecoins were always supposed to be.
And in a market full of short-term noise, that kind of energy stands out more than ever.
🎒 feels like a return to conviction.
A return to diamond handing.
A return to culture.
A return to building your bag instead of flipping your way through a hundred meaningless charts.
That is why people are bullish.
Because this is not just another meme with a few good posts and a lucky run.
It has a clear identity.
It has committed holders.
It has real belief behind it.
It has incoming incentives.
And it has the kind of message that can spread far beyond its current reach if it catches the way it should.
After months of working for the 🎒, it feels like the project is moving closer and closer to escape velocity.
Not just a chart.
CA: HMaJxXp3Ja81jSwigF6zGaMt79hNZuczrw6i7LjTbonk
X: https://x.com/Bagonbonk

CTO role

Michael Day was just the CTO and has done nothing of note ever since ...

They present at battery shows frequently, their CTO has a substantial pedigree and patent hoard. Amprius are the only other pure play battery company worth bothering with IMO.

Hey, looking for a sanity check from anyone who's been through this.
We started building our own Solana indexer back in January for a small DEX analytics dashboard. Validator + Geyser plugin writing to Postgres. Seemed manageable on paper.
Three months later: still falling behind by 200–400 slots during peak hours. Restart the plugin and it takes 6–8 hours to backfill before we're real-time again. AWS bill went from \~$400 to \~$2,100 because we kept scaling the box up trying to outrun the firehose.
Things I've tried:
* Switched from Yellowstone to a custom Geyser fork
* Filtering events at the plugin level (helped, but we still lose state we actually need)
* Splitting writes into a Kafka topic + downstream consumers
* Throwing a beefier machine at it (i3en.6xlarge → i3en.12xlarge, marginal improvement)
Honestly at this point I'm wondering if running our own infra is the right call at all. My CTO is convinced we'll save money long-term, but I'm not seeing the math anymore.
For anyone running a production Solana indexer:
* How long did it take you to get stable?
* Are you actually saving money vs paying a data provider?
* Is there a setup that doesn't fall over every 10 days?
Considering throwing it all away and just paying someone. Talk me into or out of it.

I had a realization today.
I found some information published by one of the old school financial news papers (who are now mainly digital) from 2016 where they showed off their average reader. The average income was something like $210k, the vast majority were college educated, and 53% of them were in a chief officer position, professionally (i.e CTO, CFO, CEO etc). This newspaper in particular is entirely focused on position trading growth stocks, for those who know, that should give it away.
Anyway, my point is this: Their average reader is quadrupling the national average income wise, probably (remember, this was 2016, so who knows now) and what do you think the audience of guys who promote prop firms look like? What do you think the audience of people who create titles like "Use this strategy to make $1000 a week!" type stuff? You notice something funny? They always write it out as a dollar amount, which of course makes no sense since gains are % based, which means they're appealing to people with little money and much hope, to put it bluntly. "Compounding 15-20% a year long term makes you rich" only works out when you have capital to begin with, or ability to save rapidly.
Honestly, as someone who can make returns of 5% a year and life off of it... I think most people have no idea how comfortable it is. Obviously I don't aim for 5% CAGR, but the point is, I CAN, which means there isn't that pressure that kills so many trading careers. Get a job if you need to double your account sustainably every year lol... ya ain't gonna do it.