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Greg Weaver

Managing Director at Invicta Capital Management, LLC

Greg Weaver is a Managing Director at Invicta Capital, specializing in equity research and financial analysis with a focus on the technology and consumer sectors. He covers a range of notable companies, utilizing data-driven methodologies to deliver actionable investment insights and consistently strong recommendation performance, as evidenced by an above-average success rate and notable returns recognized on independent analyst ranking platforms. Weaver has built his career over more than a decade in the asset management industry, previously holding analyst roles at several respected investment firms before joining Invicta Capital in 2019. He holds FINRA Series 7 and Series 63 licenses, with additional professional recognition for research excellence in sector-specific coverage.

Greg Weaver's questions to SILICOM (SILC) leadership

Question · Q4 2025

Greg Weaver of Invicta Capital Management sought clarification on the specific use cases and technical focus within Silicom's AI inference opportunity, particularly regarding connectivity bottlenecks and potential alignment with technologies like UALink or Ultra Ethernet. He also inquired about anticipated R&D spending to support these new growth areas.

Answer

President and CEO Liron Eizenman explained that Silicom's focus is on AI inference, which occurs across diverse environments like the edge, telco, and enterprise data centers, creating fragmented networking challenges that Silicom addresses by complementing inference chips. CFO Eran Gilad added that the goal is efficient scaling and bottleneck removal. Eizenman stated that current R&D resources are sufficient, leveraging existing IP and expertise, and no significant increase in R&D spending is anticipated at this time, though the company has the financial capacity if needed.

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Fintool can predict SILICOM logo SILC's earnings beat/miss a week before the call

Question · Q4 2025

Greg Weaver sought clarification on the specific use cases and connectivity challenges Silicom addresses within the AI inference opportunity, particularly regarding connecting AI cluster nodes or external memory, and asked about potential increases in R&D spending to support these new ventures.

Answer

President and CEO Liron Eizenman explained that AI inference occurs across various environments (edge, data centers, telcos, enterprise), creating diverse networking challenges where Silicom complements inference chips. CFO Eran Gilad added that the focus is on efficient scaling to multiple servers and ports to prevent network bottlenecks. Liron Eizenman also noted that current R&D leverages existing IP and expertise, so significant additional spending is not anticipated at this time, though the company has the financial flexibility to invest if needed.

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Fintool can write a report on SILICOM logo SILC's next earnings in your company's style and formatting

Greg Weaver's questions to ACORN ENERGY (ACFN) leadership

Question · Q4 2024

Sought further clarification on the 40% contract increase, asking if it was incremental to the original $5 million order. Also asked about the future GAAP tax rate and reporting of non-GAAP/cash EPS following the release of the deferred tax asset.

Answer

The company clarified the 40% increase is in the number of units, not necessarily dollar value, and is incremental to the original order. Regarding taxes, they do not plan to report non-GAAP measures but will aim to provide clarity in future releases on the portion of EPS related to the deferred tax asset versus ongoing operations.

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Fintool

Fintool can predict ACORN ENERGY logo ACFN's earnings beat/miss a week before the call