IR

osantacruz

So they do logistics to 4 cities in Australia. What is the growth potential there, any plans to expand beyond that? Or is it purely a value play? If so, where is their last quarterly report? I don't see it in their IR site. How does one even purchase their services? There's nothing on their website. Data elsewhere doesn't seem consistent. IDK...

msbbc671

LPTH- if the DoD forces companies to use non-germanium lenses for IR cameras, this company basically has a monopoly. Currently just south of $600M cap

DocBrown-84

You are mostly right, but: it's not Trump, it's a Project. It will continue without Trump. This is realism (IR theory) at its best. US, Russia, China, it's powerblocks and hemispheres all over again.

cambeiu

The time to worry about the "authoritarian menace" was decades ago. People are talking as if Trump was the problem , and that we just have to "stop him". The issue is that He is not the problem, he is the symptom. The problem is that the republican institutions that held the checks and balances which prevented a single point of critical failure in our government system have been hollowed out and made our country prime for any grifter to take advantage of the rot. If it was not Trump, it would have been someone else. Who's fault is it? Elected officials in general doing "politics as usual" over the last 30+ years are to blame for this. [An apathetic voting public also has a share of the blame on this](https://youtu.be/moc9Cg_D6Kk?si=vj6gMqcvdJ50IR20&t=115). The time for alarm was back when politicians started the War on drugs, the Crime Bill, the impunity around the Iran-Contras scandal, the repeal of Glass-Steagall, the Patriot Act, Guantanamo, the normalization of torture, the warrantless spying, the broad usage of civil asset forfeiture, the invasion of Iraq under false pretenses and without a formal declaration of war from Congress, the Wall Street bail outs and the impunity due to "too big to fail/too big to jail", the prosecution of whistle blowers on warrantless spying and war crimes, the passing of the "Hague Invasion Act" to protect American war criminals... Someone like Donald Trump is just where this road ultimately leads to.

xolana_

Add Iran to that list too. The IR have such a weird relationship with Venezuela.

Extra_Progress_7449

If i am going to invest money into any organization/startup....if I am going to incur 100% loss, I also want 100% gain.....anything less than 100% gain, benefits the startup founders solely...which is why you will be hard pressed to find any quality funding....if you simply looking for volume funding, then use the platform below; chain of custody receipts protect both parties. Have you published a Red/Green/Blue Paper on your platform? This would also be equivalent to a Business Plan....no quality seed-funder will take less than any of those Have a website selling your idea and published documents related to IR goto these URLs and get comparative/differing opinions \> [https://fi.co/benchmarks](https://fi.co/benchmarks) \> [https://www.startups.com/investors/matching](https://www.startups.com/investors/matching) \> [https://visible.vc/blog/startup-funding-stages/](https://visible.vc/blog/startup-funding-stages/)

ffo_kcuf_og

Based on Carvana's financial filings for 2025, the volume of dollar transactions with **DriveTime** and other related parties is disclosed across several categories. Note that while DriveTime is a significant related party, Carvana's filings often group "related party" transactions together, which includes entities controlled by the Garcia family. # 2025 Related Party Transaction Volume According to the **Q2 2025 Financial Results**, transactions with related parties for the first six months of 2025 included: * **Wholesale Sales and Revenues:** Carvana generated **$17 million** from related parties through wholesale channels during the first half of 2025.   * **Cost of Sales:** Carvana paid **$7 million** to related parties for vehicle-related costs. * **Selling, General, and Administrative (SG&A) Expenses:** Carvana incurred **$15 million** in SG&A expenses paid to related parties, which often includes lease and service agreements.   # Specific Balances and Agreements As of the **June 30, 2025 balance sheet**: * **Due to Related Parties:** Carvana owed **$62 million** to related parties ($24 million in accounts payable and $38 million in other current liabilities).   * **Lease Obligations:** Carvana maintains several lease agreements with[DriveTime](https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/annual-report-2024.pdf)for inspection and reconditioning centers (IRCs), with right-of-use assets totaling **$8 million** from these leases as of mid-2025. * **Service Agreements:** The[2025 Proxy Statement](https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/proxy-statement-2025.pdf)notes that while major agreements are established, the company periodically enters into minor transactions with DriveTime that do not exceed $120,000 individually. # Important Clarification It is important to note that **DriveTime is not a subsidiary of Carvana**. They are separate companies that are considered "related parties" because they are both controlled by **Ernest Garcia II** and **Ernest Garcia III** (the "Garcia Parties").

Ok_Cry7572

It is unusual for TSLA to send out a press release with quarterly consensus delivery estimates. Interestingly, Bloomberg consensus, which tends to be stale since it is depends on analysts updating their estimates in a timely manner, shows a 4Q delivery consensus of 445K, vs the IR-derived 4Q consensus of 423K. Obviously, someone at TSLA wanted the IR-derived consensus to be distributed as widely as possible. This suggests to me 4Q actuals are more likely to be in the 420K range than the 445K range Again, one has to align a potential 4Q delivery shortfall with the expectation that $TSLA could announce by midnight Wednesday that they are removing some or all safety monitors from Austin robotaxis.

Medical-Shoulder-337

PP bales are the entirety of Operating costs? learn something new every day. Please link to the published mass balance So you can ignore Media and regen costs? Waste handling (not bales), etc The video you linked is a gravity separator, maybe he talks about it but IR sorters look like this - [https://bulkhandlingsystems.com/equipment/nrt-spydir-hs/](https://bulkhandlingsystems.com/equipment/nrt-spydir-hs/) How can you know what the operation costs (COGS?) are if you don’t have the mass balance? It’s impossible

burner-1234

It’s literally been published. This is a patented process. You can go find used PP bale prices online, add on transport, then look at energy usage - there’s your costs. What is in that video is literally a TOMRA IR optical sorter. You are obsessed with your mass balance report but how can you even do one correctly if you don’t know what’s going into the plant?

Medical-Shoulder-337

How are you estimating the operating costs(?) if you don’t work for the company and don’t have the Mass balance? Well if someone on Seeking alpha thinks it’s $0.40, it must be true. Again is that at nameplate? The video is worthless, theyve got a light/heavy separator I would expect some type of IR sorter to get impurities out

sunfishtommy

Yea maybe one day but the tech is not there right now. Nobody is walking around with apple visions on their face. And less obtrusive products are not nearly as capable. The problem I think is these tech companies are treating these IR and AR products as stand alone products when they are actually accessories for your phone the same way a smart watch is. The reason the ray ban glasses have been popular is because they lean into something that the glasses are good at. Un-intrusive POV filming and streaming. They don't try to have a user interface or replace your phone or computer they are there to extend your phones capability. They compete more with goPro than with a laptop. And most importantly the price point is very affordable.

sunfishtommy

Social media was way more interested in IRAnd AR than the average person. When steve jobs introduced the iPhone pretty much everyone immediately saw how useful it would be. A tech swiss army knife in your pocket. And while developing a developer base certainly helped it was not required. An iphone with only the default apps was still incredibly useful and much easier to use than your average phone of the time. Having a phone that could take pictures surf the internet listen to podcasts do alarms be a calculator have a calendar and take notes was useful all by itself. Even with no 3rd party apps developed. In contrast i cant think of how an ar headset is useful to me. Anything I can do on an AR headset i can pretty much already do with my phone or computer. In fact in a lot of ways an ar headset is less convenient. Like say i want to watch movies. An AR headset would be pretty cool. Watching movies in 360 fully immersed. But only I can watch that movie. If someone else wants to watch that same movie with me at the same time they better have a whole other headset. Which is fine except these thing cost as much as a high end TV. The thing that truly makes AR and IR headsets ridiculous is when due to lack of development or imagination they display essentially a rectangular computer monitor in front of you. So you are wearing this ridiculous and expensive headset so you can get the same viewing experience as a tv.

Focux

I’m a LP with Blue Owl, will hear what their IR emails on this matter. I’m sure all other LP’s will be spamming their inbox now

volly1985

I asked my friends at dinner last night if everyone maxed out their Roth IRA this year yet, thinking they maybe didn’t know they have till tax day next year. They were like “Huh? Who’s Ross? IR what?!”

will0593

You sound like an NYC street preacher. Just because your pitch is quick or cane from the head of IR, doesn't mean that it's sensible

EarlyDuration

There are a few specific angles I have that are different. 1 is that I got to interview the Head of IR for this. 2 is that I package up everything in a very succinct way.

concerned_citizen171

For those still following this situation, the Sidoti Conference presentation on December 11th was quite thorough - including valuation relative to public peers. XBP's IR website has links to the webcast and slides used.

TheInkDon1

So you didn't like me adding the 'S'? I didn't spell it out like you did there, so are you saying that calling it a LEAP Call is less redundant than calling it a LEAPS Call? I wish we could get rid of the name entirely, because it's outlived its usefulness from 1990 when they were invented. But still, that's their name, 'LEAPS'. Should we save a letter everywhere and call an option an optio? A Call a Cal? A Put a Pu? NVDA NVD? A Roth IRA a Rot IR? Where would the madness end?

dont_downvote_SPECIL

Gemini is so much better than ChatGPT, this is what Gemini said when I wanted an overview for the NFL season As of today, Thursday, December 4, 2025, the NFL is kicking off Week 14 with a pivotal matchup, and the playoff picture is heating up as we enter the final month of the regular season. Here is what is going on in the league right now: 1. The Week 14 Kickoff: Cowboys vs. Lions (Tonight) The week begins tonight with Thursday Night Football featuring the Dallas Cowboys (6-5-1) visiting the Detroit Lions (7-5). * The Storyline: The Cowboys are one of the hottest teams in the league, riding a 3-game winning streak that has vaulted Dak Prescott back into the MVP conversation. Meanwhile, the Lions are fighting to stay in the NFC wild-card mix after struggling with consistency recently. * Implications: A win for Dallas would solidify their playoff positioning in a crowded NFC, while a loss for Detroit could push them to the playoff bubble. 2. Playoff Picture & Standings Both conferences have surprise leaders as we head down the stretch. AFC: The Patriot Way Returns * Top Seed: The New England Patriots (11-2) currently hold the #1 seed in the AFC. They are on an 8-game winning streak, led by breakout sophomore QB Drake Maye. * Contenders: The Denver Broncos (10-2) are right on their heels in the West. The Jacksonville Jaguars (8-4) lead the South, while the Baltimore Ravens (6-6) are clinging to the North division lead in a tight race with the Steelers. * In the Hunt: The Chargers (8-4) and Bills (8-4) are strong wild-card teams, while the Chiefs (6-6) are fighting for their playoff lives. NFC: Bears on Top * Top Seed: The Chicago Bears (9-3) have claimed the #1 seed in the NFC, leading the North. * Contenders: The Los Angeles Rams (9-3) are dominating the West, led by a resurgent Matthew Stafford. The defending Super Bowl champion Philadelphia Eagles (8-4) lead the East but have looked shaky recently. * Wild Card Race: The Seahawks (9-3) and Packers (8-3-1) are firmly in the mix, while the Buccaneers (7-5) lead the South. 3. MVP Race The race for the 2025 NFL MVP is narrowing down to a few key names: * Drake Maye (QB, Patriots): The clear frontrunner, having led New England to the league's best record. * Matthew Stafford (QB, Rams): Having a career renaissance year and keeping the Rams atop the NFC West. * Dak Prescott (QB, Cowboys): A dark horse candidate who has surged up the odds boards thanks to Dallas' recent hot streak. 4. Key Injuries & News * Indianapolis Colts: Dealing with a major QB crisis. Anthony Richardson is on IR, and backup Daniel Jones is playing through a fractured fibula, limiting the offense significantly. * Minnesota Vikings: Rookie QB J.J. McCarthy (concussion) and RB Aaron Jones (shoulder) are both banged up heading into their weekend matchup. * Tampa Bay Buccaneers: Hopes are high for the return of WR Mike Evans soon, which could boost their playoff push. Next Step Would you like a breakdown of the playoff scenarios for a specific team, or are you looking for fantasy advice for the Cowboys/Lions game tonight?

ButtholeAnalogy

Anecdotally I am seeing a ton of clients using our IR services much less, boss is freaking out, so am I now.

Alarmed_Sell_1583

Thanks for your detailed reply! I agree that CTB spikes can be a catalyst, but they’re not the only driver of a squeeze, especially in microcaps where borrow availability, utilization, and the effective lendable float often matter more. You pointed out that shares available are bouncing off zero. When the lendable pool is consistently empty, the short side is already operating at its limit, whether CTB is moving in a ‘hockey stick’ pattern or not. Regarding the float numbers, I’m not claiming everyone is wrong, only that the tradable or lendable float can differ materially from the headline float shown on public sites. That’s normal in microcaps with insider ownership, locked shares, and limited institutional lendable supply. Different vendors report different floats because they measure different components (total float vs. effective float vs. lendable float). That’s why comparing methodologies is useful. If you have a specific breakdown from IR, I’m happy to look at it. Cheers!

mouthful_quest

Won’t be surprised if mango calls up BOJ and tell them not to raise IR otherwise it’ll trigger another YCT.

Many_Easy

I’m staying the course based on financial and operational improvements. Similar was recommended to me when I was buying at USD 35¢ ATL in June. I sold portion of my shares a few months later for a hefty profit. If financials and operations were doing poorly or not improving, then I’d be concerned. I’m sticking with my thesis as the issue is valuation and not operations. I’m still DCA as well. However, I do believe that Tilray does need to improve their **perception** to retail investors. The buck stops with Irwin Simon and he’s responsible for managing it no matter how hard it is. That’s why he’s paid the big bucks - he accepted that responsibility. No more interviews on The POW Group, remove Renah Persofsky and other BOD members that don’t add value. Maybe offer a cut in salary for more equity. Maybe reduce outside interests. Fix IR and PR. Improve their social media. I believe Irwin Simon is doing best he can, but he really needs to do something to quell retail shareholder unrest. At the end of the day he’s the face of Tilray and he does report to shareholders. I’m well aware of the risk/reward scenario here.

Fancy_Thanks3372

What are your career goals? Would you ever want to head over to IR?

Icy_Jelly_315

It's Thanksgiving mate, give yourself a day off from being a retard why don't you, and eat some turkey? Look at the Industrial revolution. You go from human and horse and wind power to godlike strength and speed. Now look at AI, which performs like an exceptionally retarded dei hire. Even if it didn't, the IR didn't lead to societal breakdown and UBI and shit did it? Oscar Wilde the prominent ghey wrote an essay called The Soul of Man under Socîalism about how we would all hang out creating works of art instead of working. Didn't happen You're talking about the Jevons Paradox btw. Jevons was pretty unretarded.

HofT

IR firms don’t determine whether specific shares are unrestricted or part of the public float. They don’t remove restrictive legends, they don’t issue 144 legal opinions, and they don’t decide when shares become free-trading. An email from an IR rep is not a legal document. It doesn’t override what’s in the SEC filings, and it doesn’t show the Rule 144 chain of custody, the exact acquisition dates, or whether a legend was actually cleared by the transfer agent. Those things only come from filings or the TA’s records. The 10-Q confirms the shares were issued and outstanding, but it doesn’t confirm they are registered or that they entered the float. Without a filing showing registration or a documented legend-removal under Rule 144, it’s not possible to assume all 4.3M October shares are trading today just because IR said they were issued.

Possible_Cheek_4114

Well blue lasers are not uv for a start! Lol 😂 Why blue better then ir do you own research! Much better metal absorption 5 to 20 times better then IR. Smaller spot size higher precision. More compact, efficient diode arrays lighter system. Better interaction with electronics and materials. Works better on reflective surfaces aluminum, copper, shiny drone parts.

Candid-One813

No. IR radiation is significantly better absorbed by surfaces than UV. Also, IR has far better atmospheric penetration and has a nice window that absorption and scatter can be minimized (while UV is very well absorbed by water vapors and a lot of other things). You have 0 understanding of the technology you invest in.

Leaper229

Stock price tanking means lower morale for employees and dissent from major shareholders. Of course IR is afraid

WTF-US

I don’t think there’s a magical free site that gives you a full-on “Bloomberg terminal for one company” with every 10-K/10-Q, call transcript and insider comment perfectly stitched together. If I had to pick one place to start, it’s still SEC EDGAR + the company’s IR page – that’s the source of truth for 10-Ks/10-Qs/8-Ks, proxies, etc.

ecnecn

**Before adopting intelligent monitoring, Ford’s EV battery testing facility** MSAI is just asking to use testing environments to study their IR tech combined with licenses AI/ML-tools (not their own AI/ML tech, just bought)

ecnecn

They use Amazon AWS for hosting and the AWS AI/ML testing environment - MSAI is just the client and Amazon the provider. MSAI is not on the Global Partners list and Amazon announced no cooperation. Everyone who is suging AWS Servers and the Testing environment is an "AWS Partner" but is not in a real Amazon partnership. Some trolls bought MSAI low and try to convince people. Throuwh AWS AI/ML testing MSAI has access to the cams and robots to test IR-cams images. This investment trolls try to twist it like they implement their tech their. MSAI made a tour through one Amazon AWS testing warehouse, the trolls here try to sell it as a business meeting.

Ok_Bedroom_5088

Private or public? Either way, interesting talking points ! Made my own FDA, Clinicaltrials data pipelines and 10K/20F/10Q/40F XBRL & ASCII parsers, which connect to my RAG/LLM infra. *(as part of a startup).* What I also integrate are phase update-, and industry presentations, which you can locate on most IR websites. Be aware that open gov. company names aren't standardized, and that you may find it hard to locate subsidiaries. That's extra work on top ! Quick copy-pasted exmaple: "Pfizer Inc": [ "PFIZER INC", "PFIZER INC.", "PFIZER, INC", "PFIZER", ... ], Regarding filings/XBRL; I'd pass on most retail tools, since they're undercomplex and repetitive. Another resource may be courtlistener or similar, to track lawsuits mentioned in filings once a while. Thoughts? What's your current workflow?

ecnecn

This. They dont have IR patents they literally bought the AI solutions from third parties and combined it with IR.... there is no original tech.

PRguy82

ASBP making moves on low volume. This thing can pump. NFI. Long term they have a lot of good R&D and pipeline. IR said they have updates coming soon that should move this.

Dirtygeebag

I don’t understand your point. They use a combination of sensors, thermal IR is one. They also use visible light (camera), vibration sensors, acoustic and laser spectroscopy. They intent is not to manage events, but to detect them to prevent unplanned downtime. IR cameras help with heat detection which is a significant cause in equipment failure. Conventional cameras, and thermostats won’t be replaced. It’s a fleet of sensors that will be used. I’m in vested in MSAI for long term. I’ve worked in a team providing DC consultancy. Unplanned downtime was a massive issue for them, and much of their monitoring was manual. I see this as a solid stock over the next 3-5years

Due-Papaya-6217

I think that must be an error with Stocktitans AI. This is direct from their IR https://feeds.issuerdirect.com/news-release.html?newsid=5668113967057105&symbol=MGRX

Beginning-Fig-9089

[we neeed cash to pay Open AI](https://www.wsj.com/business/earnings/softbank-groups-profit-doubles-on-openai-investment-c01d85a4?gaa_at=eafs&gaa_n=AWEtsqc4AI8LvW9zZNHOgOXiCP1rhoBllZYTPRcsiwD0DSbEXTRPPydQK2OtzdKVZfI%3D&gaa_ts=6913951d&gaa_sig=58EbQ-L2j-M3uLQ6TTtz7LzlNbk6GVmK80QxFD14lSudk0IR4SSE2X1nUCtEgOhrJHjSGM4zqW30xmLGCEzgTw%3D%3D)

JohnDavisStorm55

Fair-but the good part is the IR cadence looks like they’re lining up those channel steps. A distributor headline is probably the single cleanest catalyst.

cooldaniel6

Ai is going to create jobs as well which is something no one seems to mention. Same thing happened during the IR. Won’t be the same people and it’ll be less but still.

C0II1n

You oughta take the A’s out of that, then put IR between V and G cause that’s what u are

lil_Senshi

Yes you can… stealth jets aren’t completely invisible on radars for one… IR tracking missles can do it, and SAM’s can do it Bucky. You seem like you lost a lot of money today😂

No_Art_2787

Im a vascular IR RN. Its cool tech. Super small demographic. Tons of pharma solutions for clots that dont require a level 1. JNJ shockwave has a larger customer base potential.

Then-Following-1475

1) A big client (Amazon whether you choose to believe it or not) just extended an offer so this gets them more business and exposure 2) If you read the IR material, they mention the advancements currently happening and it’s only getting better with the spending they are putting to maintain and grow their client base. Likewise, their products are cheaper than competitors (mentioning Teledyne FLIR)

Hour_Transition5047

TL;DR: Thu 6 Nov, 08:30 ET Q3 call  → Sat 8 Nov, 13:00–14:00 ET AASLD poster  → Tue 11 Nov, 11:45 ET AASLD late-breaker oral.  Company guides to 48-week IMPACT readout in Q4. Float ~87.6M; shorts ~21.5M (~25% of float); days-to-cover ~7.8.  I’m watching for 2–3× volume vs recent avg, OTM calls into those dates, and fresh IR slides. Not a buy/sell call.  Why this catches attention: mid-stage liver/weight signals → next data/reg path colour.  With hard dates on the calendar, positioning can matter more than opinions for short windows. Key dates & numbers: Earnings call: Thu 6 Nov 2025, 08:30 ET.   AASLD poster: Sat 8 Nov 2025, 13:00–14:00 ET. AASLD oral: Tue 11 Nov 2025, 11:45 ET. 48-week data expected Q4 2025.   Float: ~87.6M. Shares short: 21.5M (25% of float). Days-to-cover: ~7.8.   Set-up tells to watch: Volume lifts to 2–3× recent average without negative news. Options: OTM calls stacking into the catalyst week. Tape: late-day dip buys; quick recoveries. IR drops: slide/poster uploads that circulate easily.

Hour_Transition5047

Hey all, Not a buy/sell call — sharing a setup I’m watching because the risk/reward is changing with time-boxed catalysts and shorts are still in. 1. Structure first: why this even matters • Ticker: $ALT • Float: relatively tight vs. daily volume on news days • Shorts: still meaningful — which = fuel if they’re wrong on timing • Catalyst window: company already put dates in the public domain (earnings + liver data), so we actually know when the next info hits • Sector narrative: obesity/MASH names are back in rotation — attention helps. When you get (shorts) + (attention sector) + (dated catalyst) you don’t need everyone to pile in — you just need enough volume ahead of the date to make shorts uncomfortable. 2. What the crowd is likely to react to • It’s a data/name stock, not a zombie shell. • The drug (pemvidutide) has real 24-week data in MASH/weight already out there. • Management already said they’re moving toward 48-week data + FDA conversation. That’s a story people understand: “data → talk to FDA → Phase 3”. • That’s easy for Reddit/FinTwit to narrate. So you’ve got a story people can repeat in 1–2 sentences — that’s underrated. 3. Why shorts stay in (and why that’s a tell) Shorts love these because: 1. It’s biotech (binary outcomes, dilution risk). 2. Phase 3 in MASH is expensive → “they’ll raise”. 3. Data not 100% de-risked → “I can stay short until the readout”. That’s fine — but when the calendar gets close and volume wakes up, shorts have to rethink sizing. That rethink = potential upside pressure. 4. What to watch (this is the important part) • Volume spike before the event – if average daily volume suddenly 2–3x’s without bad news, someone is positioning. • Option chain getting busy – especially if OTM calls pick up in the same expiry as the catalyst. • Tape around pre-market/last hour – if it keeps getting bought back after dips, that’s someone absorbing. • Company IR drops slides/posters – gives fresh material for socials to circulate. If 2 or more of those happen at the same time, shorts don’t have a free ride anymore. 5. Possible headlines the market can latch onto This is how I expect people to talk about it (this is psychology): • “Small float MASH name with real data coming” • “Shorts still in before the 48-week readout” • “Next GLP-1/MASH sympathy runner?” • “Call today – management will have to guide” You don’t need them to be true in the strongest sense — you just need them to be plausible based on public info. 6. Risks (read these, seriously) • If the company pushes the timeline → setup weakens. • If they guide to a big, near-term raise → shorts relax. • If the 48-week data underwhelms → it unwinds fast (biotech). • This is not BYND — that was a perfect storm of short interest, meme ETF flows, and viral clips. Don’t assume repeat.

Hour_Transition5047

Altimmune ($ALT) — Near-term catalysts in MASH; 48-week readout and FDA meeting on deck Altimmune’s dual GLP-1/glucagon agonist pemvidutide has positive 24-week Phase 2b data in MASH with weight loss and strong NIT signals. Near-term catalysts include: (1) Q3 results + business update on 6 Nov 2025, (2) AASLD late-breaking oral/poster the same week, and (3) 48-week IMPACT data in Q4 2025, followed by an End-of-Phase-2 (EOP2) FDA meeting targeted for Q4 2025. Cash was $183.1m (30 Jun 2025). Watch short-interest dynamics and the Phase 3 path in MASH.  Investment thesis (biotech-focused, medium risk) Clinical signal: At 24 weeks, pemvidutide met the primary endpoint (MASH resolution without fibrosis worsening) with up to 59.1% response in ITT analysis, alongside meaningful weight loss and improvements on NITs (e.g., ELF, VCTE, cT1). These markers support anti-inflammatory and anti-fibrotic activity pending biopsy-based confirmation at 48 weeks.   What’s different: Company secured late-breaking slots at AASLD 2025 (oral + poster) for 24-week data, a credibility signal in liver circles, and guides to 48-week IMPACT data in Q4 2025 (weight, NITs, safety).   Execution adds up: Altimmune scheduled Q3 results and business update on 6 Nov 2025; management recently strengthened clinical leadership by appointing Christophe Arbet-Engels, M.D., PhD as CMO to steer Phase 3 in MASH.   Near-term catalysts (dated) 6 Nov 2025 (Thu): Q3 results & business update call (watch for Phase 3 colour, 48-week timing, cash runway commentary).   7–11 Nov 2025: AASLD The Liver Meeting late-breaking oral + poster on 24-week IMPACT data; expect slides/posters on the IR site.   Q4 2025: 48-week IMPACT readout (weight loss trajectory, NITs, safety; biopsy subset/AI fibrosis analyses may be discussed). Company also targets EOP2 FDA meeting in Q4 2025 to align Phase 3.   Balance sheet & ownership watch-outs Cash: $183.1m as of 30 June 2025; net loss $22.1m for Q2. Provides a cushion into 2026, but Phase 3 will be capital-intensive—monitor financing overhang.   Short interest: As of 15 Oct 2025, reported short interest around 21.5m shares (down vs end-Sept). Any data surprise can move borrow/price quickly.   Pipeline context (beyond MASH) Obesity: EOP2 meeting for obesity completed previously; programme remains a strategic option post-MASH clarity.   Adjacencies (liver/behavioural): RECLAIM (AUD) and RESTORE (ALD) Phase 2 trials initiated in 2025 - optionality if MASH succeeds.   Key risks Biopsy-level uncertainty: 24-week signals are strong, but regulators care about biopsy endpoints and longer-term safety; 48-week data are the inflection.   Funding/di­lution: Advancing to MASH Phase 3 likely requires more capital. Watch the Q3 call and subsequent filings.   Competitive landscape: GLP-1s and emerging MASH agents are crowded fields; differentiation on efficacy/tolerability, fibrosis impact, and combo potential will matter (AASLD discussion will help).

FriendlyQuit9711

What brand of hopium are you all smoking?? We just lost back to back forever wars and everyone in the comments is pulling a full Putin acting like the war would be over in 3 days. A war with Venezuela would make our experience in the Middle East look like a kindergarten party. Venezuela is 52% jungle…. Like… end of sentence I’ll go further though It’s also 53% mountainous highlands Specifically the Guayana Highlands and the Lara Falcon Highlands. (But 52% + 53% > 100%) Ya because the a large chunk of the country is an overlap of jungle covered mountains. And it’s just us, no coalition, ZERO international support. We will take the sea and the air and it will give us zero strategic advantage. The Taliban had to dig caves to hide from IR they never had a canopy. Also, NOONE KNOWS WHY WE ARE GOING TO WAR!! FUCKING NOBODY!! NOT YOU NOT THE SOLDIERS NOT THE GENERALS NOT THE PRESIDENT Noone… Is it to stop drugs? Is it for regime change? Is it to start a new Venezuela democracy Are we supposed to be wining hearts and minds or will a nuke suffice? How to make money on this? Easy invest in what China is investing in. Not in Chinese companies, rather what Chinese companies need to grow.

ProfessorAkaliOnYT

potential +30% catalyst for $NBIS on wednesday [https://x.com/sarfatti\_IR/status/1982768915261620493](https://x.com/sarfatti_IR/status/1982768915261620493)

mdew720

Sources? Their IR page has nothing. Not a good look.

EngineeringWeekly682

I couldn’t get this screenshot to upload correctly in the post but here’s the personal response from the CEO after I emailed IR about signing up for email alerts. I really just think that this is a chance to get in super early on a company that was recently restructured 🤙 https://preview.redd.it/g74m9fx6rmxf1.jpeg?width=1344&format=pjpg&auto=webp&s=7788e8c369d29331904cc189f2f447044045ca0e

cheddarben

Yup. Been lucky some years. Not lucky other years. Overall I am ahead AND I enjoy it. So… I do it. I have long liked digging into financials. I don’t do them anymore but I kinda miss digging deep into penny stocks. I will never forget calling the IR number of one and getting the CEO, who confirmed to me through his lack of knowledge of the gold industry, that he was full of shit

sigizmundfreud

This is a tough call but I suspect 2026 will be the year Waymo fully breaks into public consciousness which will help make the case for autonomy more generally. The America Drives Act, which will significantly reshape the regulatory environment for autonomous freight transport, is on a timeline to be made into law mid to late 2026. https://www.congress.gov/bill/119th-congress/house-bill/4661/text So I'm cautiously optimistic that pressure will build to rotate into autonomy stocks next year. Throughout 2026 and 2027 I expect Aurora to keep hitting milestones as outlined in their IR deck. https://ir.aurora.tech/_assets/_aea05bc7e00b8acfa22bc54ae529f699/aurora/db/937/9974/pdf/Investor+Presentation+-+July+2025.pdf

likamuka

There is this recent bank from Tennessee that IPO's. Went to their IR website. Their entire news section are fucking Word documents that you have to download. They are not protected, you just download Word documents an intern typed and uploaded to as IR news. Not a bubble.

sigizmundfreud

Market Cap is still tiny versus a projected 2035 $600B autonomy pool (McKinsey) and is even small versus Aurora’s near-term SAM. You don’t need monopoly outcomes for multi-bagger math; low-double-digit share over time can justify multiples of the current cap. See their IR deck: https://ir.aurora.tech/_assets/_aea05bc7e00b8acfa22bc54ae529f699/aurora/db/937/9974/pdf/Investor+Presentation+-+July+2025.pdf

SlfImpr

$TSLA **YoY** * Net income attributable to common stockholders (non-GAAP): **-29%** * EPS attributable to common stockholders, diluted (non-GAAP): **-31%** ^(Source:) [^(https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2025-Update.pdf)](https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2025-Update.pdf) Calls!!

WindMiddle1130

https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2025-Update.pdf

NeitherGas5326

Global Tactical Metals Corp. (GTM), trading as MONI on the Canadian Securities Exchange, is a junior explorer laser-focused on critical minerals like antimony and tungsten—metals pivotal to defense, renewables, and electronics. GTM is positioning itself as a North American play in a market starved for domestic supply amid soaring antimony prices and geopolitical tensions. With a micro-cap market cap of ~CA$1-2M and recent trading volume spikes (e.g., 7M shares on Oct 15, 2025), GTM screams undervalued opportunity for risk-tolerant investors. Here's why it could deliver 5-10x upside in the next 12-24 months: 1. Antimony Tailwinds: Prices at All-Time Highs, Demand ExplodingAntimony is the hottest strategic metal of 2025, with spot prices hitting US$51,500/ton—up 300%+ from 2023 lows—driven by China's export curbs (70%+ of global supply) and Russia's sanctions-hit output. Global consumption is projected to grow at 2-4% CAGR to 103K tons by 2033, fueled by: Defense Surge: Antimony's role in ammunition, night-vision sensors, and flame-retardant gear aligns with US defense spending at $2.46T in 2024. U.S. DOE's $150M funding for critical minerals and 60% North American sourcing mandate (effective 2025) scream policy support. 2. High-Impact Assets: Proven, Scalable Exploration UpsideGTM's portfolio is stacked with low-cost, high-grade potential in mining-friendly jurisdictions: Green Mine (Nevada, USA): Staked in April 2025, this past-producing antimony deposit in Pershing County delivered blockbuster May 2025 sampling: 7/10 grabs >10,000 ppm Sb (1%), with highs of 17.7% Sb, plus silver (up to 1,200 g/t) and lead bonuses. Historical production + on-site verification (mapping, geochem, geophysics) positions it for rapid drilling and resource definition. Nevada's pro-business regs and proximity to infrastructure make it a gem. Minerva District (Nevada): April 2025 staking covers historic tungsten mines (e.g., Silver Bell) with >1.35M lbs past output. High-grade scheelite veins offer dual exposure to tungsten (another critical metal, prices up 20% YTD). Darling Township (Ontario, Canada): 1,400+ ha expansion targets antimony in a stable, accessible area (300 km from Toronto). Complements US assets for diversified North American footprint. These aren't greenfield wildcats—historical data de-risks them, with assays confirming economic grades. Next catalysts: Q4 2025 drilling permits and results could ignite re-rating. 3. Micro-Cap Leverage: Asymmetric Risk/Reward At CA$0.01/share and $1-2M cap, GTM trades at a fraction of peers (e.g., U.S. Antimony at $100M+ cap despite smaller assets). With 50M+ shares outstanding and low float, news flow could spark explosive moves—recall the 7M-share day on Oct 15. Technicals show bullish hold signals per Barchart, with volatility (50%) favoring juniors in bull markets. Funding via CSE eligibility and IR outreach (SMS alerts, presentations) supports runway without heavy dilution.

VastCar6051

hank you for sharing your professional insight. You are absolutely right that Dexcom offers real-time monitoring, but Profusa's distinction is critical: **Tissue-Integrated Biosensors**. Unlike Dexcom, the Lumee sensor is designed to be **implantable for 6-12 months (or longer)** without replacement, offering continuous, sustained monitoring that existing adhesive sensors cannot match. **This eliminates the need for frequent sensor changes, which is a significant quality-of-life upgrade for patients.** Furthermore, I fully agree on the website/IR issue. **I have already sent a direct, detailed inquiry to CEO Ben Hwang,** demanding better investor relations and updates. I am awaiting a positive response.

STOCKSHAMAN

Been in the resource exploration business for 40 years now. Never, and I mean never, have I seen a better risk/reward equity. They are going to the France conference, what you don't know is France made a massive Hydrogen discovery est .to be worth $92 BILLION. Presently, a huge initiative is underway to transport it into Germany (pls note the German IR contract) The plan is to bulk store the gas under 2 salt domes in Germany..What might happen to the MAXX stock shares should they hit a similar-sized deposit in Sask., Canada? $10 a share $100 a share is a possibility...that is why I am a shareholder, high risk./unfathomable reward

exvertus

Not saying the OP's reason should be given any weight, but be \*very\* cautious here. SOFR is spiking above IORB without the typical quarter-end/taxes excuse. There is already known junk collateral in private credit and that's probably just the tip of the iceberg. The yield curve inversion -> bullish steepening, corroborated with IR swaps, SOFR futures, and the recent repo fails have been signaling things could go illiquid soon.

emptyminds0110

Predicting Derivatives (e.g., options) with OpenAI is suicidal. There are quant nerds working around the clock on Wall Street and beyond. Summary: Interest rates (IR), the Consumer Price Index (CPI), commodities, and even the President’s decisions all impact two key areas: FX and bonds. These, in turn, influence the futures market, which sets the direction for the day for indices, equities, and related instruments. Attempting to use AI to trade equity options without considering the macro-to-intermediate derivative layers of the market is misguided, because equities and their options are downstream in this multi-quadrillion-dollar financial system. We all are subjected to our own Biased including myself. Hope you see though it and conquer. Start with unusualwhales bro, keep it simple. They have tons of wonderful thing that makes you $$$$. this will give you an idea what is working and what can be improved in your Prompting AI effort. Claude is good for small code snippet but not overall stuff. Cheers

Opening-Sea7814

Took 150mg of IR oxycodone and 80mg of hydrocodone and 3mg of Xanax today

BlLB0

Portfolio managers, investment advisors, and similar professionals can be very useful in certain cases. They’re helpful if you’re investing a significant amount of money but not enough to hire a full-time manager, if you tend to make impulsive decisions, or if you have specific future financial goals. If you’re prone to panic selling or FOMO buying, then you probably need their guidance. Investing, at its core, is simple math involving four variables — Time, Interest Rate, Monthly Contribution, and the Expected Final Amount. Usually, one of these variables is unknown. If you don’t have specific needs (like a target amount, timeframe, or particular risk tolerance-this is related to IR), you don’t need to hire anyone to manage your investments. The best approach is to find the most tax-efficient investment this is usually a retirement account and max it out. Then, simply buy a global ETF that covers the entire market. That’s really all you need to do.

Friendly-Strength420

Pcsa In June, just before the Intact Therapeutics deal, PCSA showed a clear pattern: both the AccessWire ping activity and IR site cache updates occurred about three days before the press release, indicating an embargo upload. Now in October, the exact same pattern has reappeared — the ping and cache changes happened roughly 72 hours before the expected announcement, suggesting the upcoming PR is already uploaded and waiting for timed release. The embargo duration is again about three days, perfectly matching the June setup. Market conditions are weaker this time, but small-cap biotech catalysts often move independently from broader trends. Community sentiment on Stocktwits is actually stronger now — around 85% bullish, compared to roughly 60% bullish in June. Traders are openly calling this a “bear trap,” implying they expect a major rebound. Meanwhile, short interest has risen from about 1.3 million shares in June to roughly 1.8 million now, which could amplify any move upward once positive news hits.

Adtechvet

They have two major problems. 1. Their competitors are multi-trillion dollar companies who can and do subsidize their DSP business to bolster their owned cash cows (e.g YouTube). Their competitors also bring unique data to the table and don’t charge to use it or basic backend solutions that support it (bid shading, cross device audience mapping, etc) Advertisers are becoming increasingly skeptical of ad dollars not going to ‘working media’. These nickel and dime fees are their only option for margin. Not a problem for their massive walled garden competition. Basically they have no media or data assets that are exclusive to them and/or so incredibly powerful that they are what we call in advertising ‘a must buy’. They had the easiest platform to use until they launched their new UI, that power users with big budgets and evolved programmatic practices haven’t received well. Minor improvements by Google and Amazon could crush them, especially as more and more programmatic grunt work gets automated by ad agency applications of AI and automation. 2. They picked up a lot of momentum in 2020 and with that came speculation and a market cap they just can’t live up to. They are not a pandemic stock in the purest sense but there just isn’t enough money for open web intermediaries to live up to it without a serious pivot towards higher margin sides of the business. I would probably not jump in with a significant buy unless it went sub $30. Even then I’d probably pull out most of that after the next good seasonal wave. Another thing is they have a lot of finance expats that know how to butter IR. So anything they say is incredibly deliberate and more savvy than just about any other pure ad tech co.

IJesusChrist

I am now hearing they are in a quiet period... ??? Try to contact IR.

McTrolling69

When I talk finance and I say 'cash' I'm saying not currently working for me. Mostly MMF or HYSA if IR is good.

Ingo2021

Thankyou for shairng as that was an excellent Tech Analysis ...I hope you dont mind if I add to it. **ATCH – Condensed Assessment with Share Value** **Upsides** Revenue (FY25): $10.86M (commissions, clearing, vetting) Operating Loss: $(4.9)M, down \~65% vs prior period Bottom Line: GAAP profit +$5.75M (non-cash fair-value gains offset losses) Capital & Insider Signal: $5M financing in Sept, $2M insider checks Governance: 10-K filed Sept 29; earnings call Sept 30 @ 8:30am ET Share Structure: Reverse split 1-for-60 (Dec 2024); 126.8M shares outstanding (Sept 25, 2025) Revenue Multiple Enterprise Value (EV) Approx. Market Cap Implied Share Price\* 5× (low fintech infra) $54M $54M $0.43 7× (base bull case) $76M $76M $0.60 10× (growth fintech) $109M $109M $0.86 12× (premium fintech infra) $130M $130M $1.03 \*Implied share price = Market Cap ÷ 126.8M shares. Excludes net cash/debt adjustments. **Upside Catalysts** 1. Revenue scaling: Doubling commissions/clearing + vetting 2. Banking optionality: Adding net interest income via CB of Wyoming 3. Operating leverage: Opex already down \~65%; path to breakeven is visible 4. Capital structure & IR: Insider alignment + PCG Advisory → potential for institutional entry **Takeaway:** At today’s \~$0.73 share price, ATCH is trading above a distressed 5× multiple but well below growth fintech ranges. Execution on revenue doubling + banking monetization could reasonably re-rate the stock into the $0.60–$1.00+ zone, with higher optionality if it scales toward $50–250M revenue

Crazy_Willingness_96

This. Analysts in banks (real institutions, not crap auto generated reports) are part of n eco system. - first, ratings are never meant to be what the value should be today. They are always what the analyst thinks should be fair value in 12-18 months. For biotech companies that includes assumptions on certain catalysts - some banks have rules on their covered universe. Think about bell curve distribution skewed towards buy. Why? Because if the analyst thinks a company is shit they tend to just stop coverage. It’s pointless to track small companies only to tell investors how bad they are. Pisses off management, doesn’t interest investors, etc. - analysts job are not about price targets or projections. It’s about generating flow for the bank. So they more they can generate discussions with investors who will then trade through the bank, the better. That means making sure they get answers when they speak to IR. That they get questions in the Q&A. That they can organize investor meetings with management, etc. - some banks have actually stopped issuing price targets for small cap biotech (goldman) You need to think about what analysts job are. they’re not about giving price recommendations to retail investors.

Amish_guy_with_WiFi

The S5 active was one of my favorite phones. What a beast. Don't forget the headphone jack too. That IR remote was the best for putting on whatever you want at the bar without have to ask anybody.

ThePhoenixxReturns10

The Galaxy S5 had IR remote, was water resistant, removable battery, wireless charging and an sd card. Never forget that they took from us.

A_Tall_Bloke

IXHL have themselves not announced anything for tomorrow, you are just reposting something that appeared on reddit which has no backing. The companies IR/News shows no upcoming call tomorrow. I agree with some of your DD but dont be getting excited for tomorrow because as far as we know nothing is happening. Not trying to kill the vibe but just being realistic :)

Alternative_Rent_303

1. IR 2. keep the USA dream on 3. Real estate

persua

Where is the news of the 300K contract? I can't find anything on their IR. What I do see there is insiders, including CEO, relentlessly dumping the stock over the last two weeks.

Scodam

As someone who works in IR, thank you for being the first to accurately describe one reason why this change could be a benefit. Not saying there aren’t other factors, but there is indeed a conflict of interest in requiring leadership to justify long term decisions on quarterly basis because there is often short term pain that accompanies important long term strategic decisions (eg doing a reduction in force to right size operating margin) and holding them accountable before the benefit could possibly be realized is in bad form. Its like drafting a project QB for your head coach and then being mad he isnt immediately an All-Pro — this process requires time to see the full benefit. If you measure too early and often then youve lost sight of the long term strategy

LetsGoAhoy

It doesn't use the camera, it uses an IR laser They say its weaker than the sun, yet under a IR camera blast it can still be seen in daylight with an ir camera 🤔

Bonus_Options

Sharplink filed another 8-K yesterday stating that the purchased an additional 1,000,000 shares at an average cost of $16.67 per share and that their ETH holdings as of 9/14/25 now stood at 838,152, up from 837,230. Their reported ETH concentration metric (reported and updated on their IR web site) grew from .394 to .397, likely due to the increase in staked ETH rewards now at 3,240. Based upon the new ETH concentration number (divided by 1,000 to get to a per share value) times current ETH price of $4,450, SBET's fully diluted ETH value per share is $17.67 per share for a current 7.9% valuation discount. The potential substantial valuation increase will occur if and when ETH makes a substantial upside increase in price over $5,000.

RonMexico16

You’re interested in improving the company’s product so you came to…checks notes…r/pemnnstocks for advice? Sir, this is a place to pump and dump stocks. It’s not a place to get product feedback or make sneaky IR/marketing posts.

ThetaGrim

Every corporate manager is going to still do monthly and quarterly deliverables. Maybe life is a bit easier for the IR team but this isn't really going to help make companies make "better" investments just because you want to provide less visibility to the public. 

Competitive-Ant2876

They just did a press release/ go to IR on GTI it’ll pop up

wannabejetsetter

I work closely with external reporting folks at my f100 company. I don’t think there would be any significant cost to companies to shift to biannual reports. If anything there would be savings from fewer billable hours to audit firms & probably g&a reduction from lower headcount. I think the real loser would be the individual investor. Firms have models and lifelines to IR departments that will help them manage the longer waits between publications.

This-Prior-3210

# Why are individual EPS estimates not public? I’ve noticed that most public sites only show consensus stats (mean/median/min/max). We rarely see the individual estimates and who made them. I think it's important to see when estimates were revised, the rationale, as well as the analyst’s forecast track record. **Questions:** \- How does this process roughly work? Who publishes estimates and where? \- Are there legitimate reasons this shouldn’t be public? If so, what’s a reasonable compromise? \- How do you handle this today without paid data? \- Is there an RSS feed that tracks the publication of new analyst estimates? \- Are there any DIY approaches to get similar information? **DIY approaches (how I’d try it, open to better ideas):** \- Use company guidance from IR/filings \- Track consensus level, count, dispersion, and direction over time. *Disclosure: No positions mentioned.*

Wild_Space

I start with roic.ai to get a sense of the financials a little bit. If revenue is sluggish or there’s a lot of debt, I’ll probably lose interest. Next Id read their latest Earnings Release. (Google the ticker symbol and “ir”) Then I’ll read their latest 10K or 10Q plus anything else on their Investors Relations page, like their Presentations or Earnings Call transcripts. (Many IR pages wont have the EC transcripts. Roic.ai has them) And recently I started taking all of those documents and uploading them to ChatGPT and Gemini and asking for a deep research report. Gemini even makes you a 5-6 min podcast.

BogleheadQ8

I work with a couple of clients like this. They have a fund with the underlying denominated in a different currency. They will call their bank and trade what is called an FX swap to roll over the forward leg and hedge the currency exposure. They will not realize the far leg of the swap, rather roll it over every couple of months, exposing them to the carry cost (IR differential risk) WHEN they roll over again. But they are not speculating, they are rolling over at the prevalent market rate. If you don’t want to express a currency view, then this completely protects you and is traded at the market rate (protects you from both upside and downside.) If you only want downside protection the fund would need to call the bank and buy EUR/USD put options but that would be expensive if implied vol is high and they would pay a high premium. Most likely pass on the cost through the expense ratio. Not many funds use this method, either hedge it with a swap or don’t hedge it at all.

Sensitive-Star-5121

Spoke with IR yesterday. Guy wouldn’t even show his face on camera. No clear path. We’re all cooked.

Sorry_Form_9972

Okay, I am so new to all of this, like a week in. I had a rollover IRÁ put $1030 into an S&P, bought 2 shares of NVIDA, and $64 in Broadcom. Saw the Broadcom numbers today and I’m considering moving some of my S&P over to have 1 full share of Broadcom. Is it the right move? Should I do a limit by at only a certain rate? 

Xtianus21

Thought for 2m 27s Got it—here’s a **BS check** on that reply, fast and surgical: * **“Your MW numbers came from nowhere.” → Wrong.** **CRWV** ended Q2 with **\~470 MW** and says it’s on track for **>900 MW by YE’25** (company transcript). Q4 Capital **NBIS** publicly guides **\~100 MW in 2025** (Vineland phase 1) and **targets \~1 GW by end-2026** (IR/news). Data Center DynamicsNebiusReuters * **“Use EV/NTM, P/ARR is unsound.” → Overstated.** P/ARR is **non-standard** and ignores capital structure—but it’s not “invalid” if used consistently. EV/NTM Revenue is cleaner; calling P/ARR “unsound” is rhetoric, not a factual error. * **“NBIS is 11.35× TEV/NTM vs CRWV 9.97× (CapIQ).” → Unsupported as stated.** Could be true, but it’s **uncited** and depends on **proprietary estimates**; no public source given. If you want to use it, **show the inputs** (NTM rev, net debt, options). No source = hand-wave. * **“CRWV interest $260m vs NBIS $4.6m proves your multiple is bad.” → Partly right, partly spin.** Facts: **CRWV Q2 interest expense = \~$267m** (company), and NBIS shows **\~$4.8m** in its Q2 release tables. Those numbers are real; the leap to “P/ARR is bogus” is **opinion**. Q4 CapitalBusiness Wire * **“$105.1m is NBIS group revenue—you mislabel it as cloud.” → Fair.** NBIS’s **Q2 $105.1m** is **group** revenue; the release does **not** break out “cloud only.” Your earlier wording should say **“group”**, with AI infra as the growth driver. [Nebius](https://nebius.com/newsroom/nebius-reports-second-quarter-financial-results-and-raises-arr-guidance-for-2025?utm_source=chatgpt.com) * **“GS report says Finland triples, UK cluster, co-los (KS/IS/Paris), 1 GW by ’26.” → Directionally right, not unique to GS.** Public NBIS sources already say **Finland → 75 MW**, **UK Blackwell cluster live Q4’25**, **Kansas/Iceland/Paris co-los**, and **1 GW by 2026**. Nothing here debunks your capacity-gating thesis. Nebius+4Nebius+4Nebius+4 * **“NBIS is 20% more power-efficient from custom racks.” → Marketing claim, not a hard audited fact.** NBIS cites **\~20% lower TCO/energy** in PR/sustainability materials; treat as **company claim**, not an independent benchmark. **Net:** They landed a fair hit on your **“cloud vs group”** label and (reasonably) prefer **EV/NTM** over **P/ARR**. But calling your MW math “made up” is **just wrong**—both companies’ capacity roadmaps are on-record, and your **capacity-gated revenue** point still stands.

Salty-Bid1597

That UFO is clearly a small drone with an IR light or something on it. I behaved exactly as you'd expect in a near miss with another fast flying object. You hope the Pentagon guys aren't as dumb as congressmen.

Bonus_Options

I was looking at the Investor Relations link on [Sharplink.com](http://sharplink.com/) [https://investors.sharplink.com/sharplink-eth-holdings-837230-staking-rewards-aug-2025/ The](https://investors.sharplink.com/sharplink-eth-holdings-837230-staking-rewards-aug-2025/The) latest update provides some additional share and ETH holdings data as that can materially change by the day! If you take their "**ETH Concentration**" number (which is per each 1,000 diluted shares) and divide that number by 1,000 to get to an ETH per fully diluted share number and then multiply that by the current market price of Ethereum, you will get a **current FULLY DILUTED ETH holding value per share** of SBET! The number they provide is current through 8/31/25 which is much better than 6/30/25 balance sheet data. (3.94 divided by 1000) x $4,342.98 = $17.11 ETH asset value per share on a Fully Diluted share bases. At current SBET price of $15.80, **you are buying their current ETH holdings at a 7.7% discount. Sharplink's "ETH Dashboard"** [**https://www.sharplink.com/eth-dashboard**](https://www.sharplink.com/eth-dashboard) has some additional company specific metrics. Their most recent purchases of ETH have been above today's current market price but long term adoption of Ethereum platforms Decentralized Finance Platforms for borrowing, lending, trading as well as ETH smart contracts should continue to be additional adoption growth drivers. According to ChatGPT, "Stablecoins are (currently) the largest source of transaction volume on Ethereum"). I am not betting the farm on SBET but I do own a few ETH coins at under $3,500 and I believe SBET, at these valuations offers longer term appreciation as ETH adoption builds. The below is from SBET's "ETH Dashboard" page but it doesn't copy the format correctly. If interested, best to use the actual web site link above and look at this information on their IR website page. # TOTAL ETH HOLDINGS 837,230 JunJulAug176.27K376.27K576.27K837.24K # AVG PRICE PAID PER ETH $3,603 Jun Jul Aug 01. 50K 3.00K 4.50K 6.00K # ETH NAV $3.68B JunJulAug453.72M1.30B2.15B3.00B3.81B # ETH CONCENTRATION 3.940 JunJulAug2.022.583.133.674.14 # STAKING REWARDS 2,318 ETH JunJulAug06001.20K1.80K2.32K # BASIC MNAV 0.88x # ENTERPRISE VALUE $3,206,208,149

SlfImpr

$NVDA to 250 Six months from now, you might regret that you didn't load up on the current NVDA dip: [https://wccftech.com/jpmorgans-big-nvidia-update-all-6-next-gen-vera-rubin-ai-chips-enter-final-pre-production-stages-at-tsmc-amidst-extremely-high-ai-demand/](https://wccftech.com/jpmorgans-big-nvidia-update-all-6-next-gen-vera-rubin-ai-chips-enter-final-pre-production-stages-at-tsmc-amidst-extremely-high-ai-demand/) >**JPMorgan’s Big NVIDIA Update: All 6 Next-Gen Vera Rubin AI Chips Enter Final Pre-Production Stages At TSMC Amidst Extremely High AI Demand** JPMorgan analyst Harlan Sur has come away from an investor group meeting with Toshiya Hari, the VP of IR and strategic finance at NVIDIA, with a fairly [upbeat view](https://www.streetinsider.com/dr/news.php?id=25295928) of the demand profile for NVIDIA's current-gen GPUs and the tentative production cadence for its next-gen Vera Rubin platform. >Sur notes with cheery effervescence the fact that the lead times for NVIDIA's current-gen Blackwell Ultra GPUs remain firmly ensconced in the range of "quarters, not months," and that's despite Blackwell Ultra ramping up sharply in NVIDIA's fiscal Q2, now constituting around 50 percent of the Blackwell mix. According to the JPMorgan analyst, NVIDIA's stretched lead times more than 2 years into this AI spending cycle suggest that **"demand is still outstripping supply."** Moreover, in what constitutes a critical tidbit shared by NVIDIA at the meeting, all six Vera Rubin GPUs have entered final pre-production stages, negating reports of a purported delay. > Meanwhile, Reuters recently [reported](https://wccftech.com/nvidias-planned-latest-china-ai-gpu-will-sell-like-hot-cakes-even-with-a-24000-price-tag-says-report/) of **budding excitement within some of China's biggest tech firms, including ByteDance and Alibaba, for NVIDIA's upcoming Blackwell-based, China-specific GPU**, with these titans willing to pay as much as double the H20 GPU's price tag to get their hands on the B30A's reported 6x performance boost over its predecessor. This aligns with [aggregate US broker research](https://wccftech.com/china-ai-gpu-cornerstones/), which recently found a strong preference for NVIDIA's products in China.

ReiShirouOfficial

My current play is txtm - Intent to retire in my 20s from it... Listen before judging this... https://preview.redd.it/v0b56v2v8knf1.png?width=689&format=png&auto=webp&s=eb47b070d4d3d70e55c028df11c0b6ceec90366f Q2 Assets doubled from 255m to 505m which by contract we are owed another 500m in assets thus doubling the balance sheet again. Paper wise we are trading at a 30m market cap with 505m+ in assets Waiting for PCAOB audit + sec reporting to be done at this moment. Backed by a prestigious chairmen who owns a farm half the size of paris which we will benefit from them soon A caveot emptor was removed so the only thing in the last 2 years was multiplying the balance sheet but ever since CE removal 3 months ago We learned we are finally hiring a PR firm / IR firm and advisory team People will bring up share structure but to get that out of the way, management has never diluted a share, and plan to uplist every share... Very great candidate for a long term buy and hold imo

gabagool-99

MBOT is so interesting to me since I work in IR but I still haven’t jumped on the train. Been watching it for over a month now.

UsedState7381

https://x.com/Curaleaf_IR/status/1964079799392993669?t=U7nmVpGfdakm862_e6QnFg&s=19 Curaleaf has officially joined the S&P/TSX composite index. For once, MSOS managers did the right move by pivoting into Curaleaf.

potsmokinsocialist

$CGTX Looks like an individual spoke with their IR https://stocktwits.com/aletz/message/627510314. Takeaway: BTD application has been submitted, FDA review is in progress and the decision is expected by end of month

Maleficent-Teach-699

Saying that you can’t realistically expect physicians to use it at all seems a bit harsh. I understand your gripes with it, some of the IR people, nurses, and cardiologists (I don’t know their exact title so I’m using that as a general term) brought up the same issue. They said “In regards to if physicians will want to use it, there will be a certain group that are on board right away. But when a physician pushes the wire, they can feel the resistance and know not to push any further. I'm not sure how this translates to a system like this. Maybe they have a resistance measurement transmitted through the wire to provide them feedback? Many of the most experienced docs will pass on this i would imagine, while younger, tech forward docs may be willing to try it.” That’s a direct quote from someone I talked to in interventional radiology. I know the sample size was small and the trials won’t test for every scenario that could possibly happen but they did have a 100% success rate with no adverse events, which has to count for something. Also the corpath is used still right? From my understanding this isn’t a far cry from that and would be considered a predicate device to the liberty. Also from my understanding the nursing staff would still be present. I know market adoption may be rough at first especially like you said with most older docs being stubborn and preferring the way they currently do these procedures but saying nobody would ever use it, again seems a bit harsh.

PenguinnBets

Chill man, I got no hate just some frustration. Only pointing to the fact that PSTV has really poor investor relations. While they distribute positive news on the company side they failed to address the issue on the RS that was played up by certain parties that tank their price which directly affects their listing status. The message is really for the company. Are you employed by PSTV IR ? If not then it’s not directed to you. PSTV IR, you READ me ?!!

reader12345

I’ll give another example. We have been doing 2D laparoscopic surgery for years since the 90s. Long long ago someone came out with 3d laparoscopic surgery just like we had 3d tvs. You put on the glasses and now you see everything in 3d instead of 2D. People assumed it would be the future of laparoscopy because one of the pain points of laparoscopy people cite is that it’s just 2d and stuff like suturing is hard in 2d. For some reason it never caught on, kinda like how consumer 3d tv never caught on. I guess the simple task of putting on special glasses wasn’t really worth it to people. Ironically now the davinci robot is 3d and people love that and talk about how’s it’s a major advantage of robotics. Idk what changed. Maybe it’s because 3d glasses always felt weird? Anyways again it becomes more of a consumer preference thing. Idk what their price point is but if it’s truly disposable that might make people try it. Endovascular surgeons tend to be very technology oriented and it there’s a low barrier to “giving it a shot” I can see it happening. Also my other issue is I’m just talking from the perspective of vascular surgery. Something like neurointerventional IR has a lot more teeny tiny vessels to steer around where it might be useful. (Imagine vascular as just being short drives down big highways with neurointerventional as being driving down small alleys) Either way TAM is definitely not the entire Endo market. I’d value it as a small percentage. The positive thing is the first mover advantage in robotics can’t be overstated. I see how entrenched davinci is I don’t see anyone making me learn a new system.

MutaliskGluon

I get to watch all 3 of my teams let me down every year. Steelers never rebuild and just go 9-8 or 10-7 and get ass spanked in the WC game every year. Bills always look ready to go the distance then lose to mahomes. And Lions are the lions. The one year they are the best team in the NFL they lose 17 defensive players to IR and completely fall apart down the stretch then lose 2 O lineman and their coordinators.