Reddit Posts
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
AVGO: Missed opportunity or value trap? Curious what this sub thinks
$DFSC - XVIII Airborne Corps evaluating sensor manufacturers, command-and-control developers, communications providers.
BOXABL Inc. (NASDAQ: $BXBL) — factory-built, foldable modular housing.
Just handed 100k to my trading agent after running evals
DEUTZ AG - Deez Nuts: 40%+ Upside to €13, Zero Analyst Downgrades, and a €1.6B Defense Moat Nobody's Pricing In
Space X - Data Centers in space is a totally moronic
$MEGL: $6M market cap sitting on a cash pile, and the ownership just flipped
ICHOR Holdings DD: I bought this random semi stock, made 5k€, and now I’m reverse-engineering the thesis before earnings
74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)
Pre-Market Gainers and Losers for Today (June 17, 2026) 📈 📉
$IQST (iQSTEL): $7M Market Cap on a $400M Revenue Run Rate?
$IQST (iQSTEL): $7M Market Cap on a $400M Revenue Run Rate?
🚨 $HMR NEWS - The Next Uber - Just Launched a YouTube Trailer. Marketing, eyes & attention are only just arriving. - The Most Undervalued Stock on NASDAQ imo
🚨 $HMR Trailer NEWS - The Next Uber - Just Launched a YouTube Trailer. Marketing, eyes & attention are only just arriving. - The Most Undervalued Stock on NASDAQ imo
🚨 HOLY $HMR Trailer NEWS - The Next Uber - Just Launched a YouTube Trailer. Marketing, eyes & attention are only just arriving. - The Most Undervalued Stock on NASDAQ imo
🚨 HOLY $HMR Trailer NEWS - The Next Uber - Up 110%+ since post 1. Up 50%+ since my last DD. The Most Undervalued Stock on NASDAQ Just Launched a YouTube Trailer. Marketing, eyes & attention are only just arriving.
🚨 Holy $HMR Trailer News - Up 100%+ since post 1. Up 50%+ since my last DD. The Most Undervalued Stock on NASDAQ Just Launched a YouTube Trailer. Marketing, eyes & attention are only just arriving.
🚨HOLY MOLY $HMR TRAILER DROP - Up 100%+ since my post 1. Up 50%+ since my last DD. They just dropped the wildest investor trailer I've seen on a small/microcap. Marketing & Eyes are only just arriving.
🚨HOLY MOLY $HMR TRAILER DROP - Up 110%+ since my post 1. Up 50%+ since my last DD. They just dropped the wildest investor trailer I've seen on a small/microcap. Marketing & Eyes are only just arriving.
🚨 HOLY MOLY $HMR TRAILER DROP - UP 110%+ SINCE MY FIRST POST. UP 50%+ SINCE MY LAST ONE. 2.5M VOLUME IN A DAY. AND THEY JUST DROPPED THE MOST INSANE STOCK TRAILER I HAVE EVER SEEN. PLUS CASH IF YOU LEAVE A YOUTUBE COMMENT. THE MARKETING & EYES ARE ONLY JUST STARTING…
$HOLO Case Study: Seeking Factual Input on Financing Incentives and Dilution Cycles
New letter to Ascent IR we are doing the work for our community r/gdcstonk
Why the Market is Completely Mispricing $LEXX Right Now 👀 🚨
Immunotherapy for AML Remission Maintenance - GPs Phase 3 Results $SLS Now Truly Imminent. 80th Event PR offers as sure a Sure thing there ever was or Will Be in the Market
Immunotherapy for AML Remission Maintenance - GPs Phase 3 Results $SLS Now Truly Imminent. 80th Event PR offers as sure a Sure thing there ever was or Will Be in the Market
Take a look at this hidden OTC stock about to up list to QB
$LEXX: Why a $15M Market Cap for a Proven GLP-1 Platform is a Statistical Absurdity 🚀📈
SoFi Releases Its Q1 10-Q, Quietly Confirming Massive Fair Value Losses, Credit Card Distress
$RCAT - Japan Ministry of Defense press release quietly deleted from their IR site. No explanation. Earnings in 5 days.
LightPath Technologies (Nasdaq: $LPTH): Defense Optics, BlackDiamond Glass and the High-Stakes IR Systems Re-Rating
Herbal Dispatch Reports Q4 2025 Gross Sales of $6.2 Million, Achieves Positive Adjusted EBITDA, and Reports Full Year Gross Sales of $16.5 Million $HERB.CN / OTC: $LUFFF
ZenaTech (NASDAQ: ZENA) Continues International Expansion Opening New Offices in South Korea and the United Kingdom
DD: The Schedule III & SAFER Banking Catalyst – Why Ancillary Cannabis is the Real Play ($NDEV: 50% EBITDA Margin, Zero Toxic Debt)
$NUAI The next 10x in AI Infrastructure after $IREN and $APLD. (Hidden Mag7 deal incoming)
$AVAI is the OTCQB ticker for Avaí Bio, Inc. (formerly known as Avant Technologies, Inc.), a small-cap biotechnology company focused on cell-based therapies, particularly in longevity, anti-aging, and metabolic conditions like diabetes.
Does anyone track all portfolio-related announcements in one place on daily basis?
VPG Next bagger Humanoides witg new 63$ target by analist
Free AI tool that auto-analyzes any earnings report (open source)
DVLT keeps showing up in the rooms where tokenization money and policy actually meet
$BNZI is the NASDAQ ticker for Banzai International, Inc., a small-cap marketing technology (MarTech) company focused on AI-powered tools for data-driven marketing and sales.
I found this theme through one small cap, but the bigger names were the real surprise
$SYNX: Defense microcap with order backlog larger than its market cap, likely to turn a profit next quarter. Received large order TODAY, volume just spiked.
$RMXI - VAST™ compresses and conditions video at the source whether on fixed installation cameras, mobile EO/IR systems, counter-drone UAS payloads, or vehicle-mounted sensors so high-fidelity streams can traverse constrained RF links, tactical SATCOM, and terrestrial networks.
DUOS new investor deck mentions TSSI as an acquisition target
$BJDX – IR Confirms Structure (Credit: Colossus_83 on Stocktwits)
SLS: 🔥 The "SECRET" Meetings + Digital Smoke! 🚀
Triller (ILLR) Subsidiary AGBAGroup is a Hong Kong-based fintech and financial services group using OnePlatform to offer machine-learning-driven consumer finance and healthcare solutions to over 400,000 clients across Asia. Stock Analysis
$SLS Part 2 and FINAL (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor) (Predicting BAT mOS from Predictive Model)
WBD has released advisory and instructions on how to vote for NFLX deals in this shareholder statement, regardless of 7 day window with PSKY
I told AI to 10x by Mar 31st or you die. Thoughts?
Part 2- GNS – The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
TDOC: $2.5B revenue, $860M market cap, $14B in goodwill destroyed. Two businesses hiding in one ticker.
Part 2- GNS – The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
Part 2- GNS – The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
MENEF (Mene) and XAUMF (GoldMoney) - Overlooked unique fold pure plays
$ILLR opening back up for TRADING. Triller Group TODAY Announces the successful completion of its comprehensive post-merger restructuring and audit processes related to the October 2024 business combination with legacy Triller Corp.
How does Tesla make robotaxis wildly profitable when nobody else can?
Telescope Innovations ($TELI): Betting on the Factory, Not Just the Pill
DD: LightPath ($LPTH) - The Defense Tech Play Nobody's Talking About
LightPath Technologies ($LPTH) - The Defense Tech Play Nobody's Talking About
LightPath Technologies ($LPTH) - The Defense Tech Play Nobody's Talking About
$LQDA DeepDive. $3B marketcap looks incredibly cheap..
SEZL is the BEST setup for 2026: Flipping the Script on BNPL
NRXP: FDA Decision Dec 31 + 38% Short Spike = Potential Binary Catalyst. Here's the Due Diligence.
TSLA Q4 Delivery consensus: refocusing a long term growth narrative
Tesla published a compilation of analyst estimates for vehicle deliveries on its website, with averages for the current quarter being more pessimistic than those gathered by Bloomberg.
$DGXX ($2.50 → $10 PT): AI-data center company currently priced like a cript0 miner — Q1 inflection point
Triller Group Granted N A S D A Q Extension : Story Highlights - The extension reflects progress since the October 2024 business combination. Trading Symbol ILLR
Small-cap, big logos: the “partners” angle on $NXХT that still feels under the radar
Sweetgreen Bagholder soon to become Bagholder of that Sweet, Sweet Green
Cannabis is about to be rescheduled, and this is my favourite pick and why. CSE: $HERB OTC PINK: $LUFFF
Herbal Dispatch Unveils Strategic Business Plan for 2026 to Drive Sustainable Growth and Enhance Shareholder Value $HERB
VisionWave Holdings, Inc.(Nasdaq: $VWAV)
$NVNO: An FDA reject with almost 4X cash per share
Drone Company with News Today: ZenaTech Expands Drone as a Service into Colorado’s Commercial and Agricultural Markets Closing the Company’s 12th Acquisition, Rampart Surveys
Humanoides race is starting and Japan 110B stimulus
$HYFT - MindWalk Holdings (formerly IPA) Rebrands to Bio-Native AI Powerhouse – Record Q1 Revenue $7.6M (+45% YoY), $16M Cash from Divestiture
MSAI + Amazon Partnership Confirmed
AI tool to analyze first party investor relation materials in real time
MSAI: Unusually heavy institutional stake — rare “large bag holders” are on the cap table
MSAI: Unusually heavy institutional stake — rare “large bag holders” are on the cap table
NXXT up in premarket on no headline: buy wall into earnings or just noise?
Is the market sleeping on $MODD? Micro cap, low float, insider holdings and M&A potential?
Is the market sleeping on $MODD? Micro cap, low float, insider holdings and M&A potential?
My E-mail to Microns IR Team aged well :P MU ATH $232
Fiserve ($FI) Fire Sale! Overreaction on Earnings
Capstone Holding Corp. ($CAPS): 🪨 Rock 🪨 Bottom Prices
BYND: The Veggie Squeeze 2.0 - Why Beyond Meat will moon next week
Mentions
The condo next door to me is for sale again- Sold in Jan 21 for 195k. HOA was $350, Interest rates 3% Now listed for 250k w/ HOA at 800 and IR at 6.7% I wanna buy it but Jesus Christ the the monthly payment has gone from ~1400 to ~2200. With the 10yr screaming off the launch pad I dont know if I should wait or if I'm being penny smart and dollar foolish
Do y'all think the IR3n w4R and 9/11 [#NvRForgetxSentinelS555.00.pp] ate relatable for trading stocks. It is 1st September of 2026... 25... Years... So.... 🙄
You're right, i think it's not going to end well, problem is what events will trigger the de-QE that's been going on for decades... Glacier melting flooding nyc? IR skyrocketing? Another Covid? US defaulting on its bonds...
1) If you're talking about adopting legal code and writing system, guess with that logic China is just a vassal state of the global West. Considering the Chinese uses a legal system that's similar to the West and uses Pinyin. See the ridiculousness of that statement? Also, Koreans do use English heavily - as for adoption of Chinese, you do realize it's only the literary elites that learned how to read/write Chinese. That was the whole reason for Hangul 2) You still haven't said much about if Yuan and Qing were Chinese. And yes, I did use them on purpose to poke on a sensitive topic considering you seem like one of those crazy far right Chinese nationalists. Even if they adopted the legal code, it still wasn't Chinese. The Yuan dynasty was very Mongolic and as for the Qing, you forgot about the queue. 3) The Nazis didn't admire the US for colonialism you idiot. They admired the US for racism. About the Philippines, that again isn't colonialism. America exercises a very different form of imperialism. It's neither good or bad, it just is. It'd be like when people say China is exercising colonialism in Africa - that's a ridiculous statement. It is imperialism however. Also, your bit about mocking countries as a vassal state - you do not even understand what a vassal state is, how would you mock a country when you literally don't even understand what that means. This is so frustrating because you say these things and I'm sure you think it sounds clever, but it's not. It's actually really stupid. 4) The US hasn't done anything even remotely close to thr Philippines for close to a century. Again, most of America's imperialism is based on gun boat diplomacy and they're really good at it. Venezuela is as close as it gets and why I mentioned it's the first crack in the American system - it's incompatible to how they built their system and if they don't resolve it, it's going to create a wedge. As far as American capabilities diminishing, you have to understand that it's based on a relative. The American economy is still a gigantic apparatus. Their military is still the largest. And they do have an extensive network that they can rely on. The problem is Trump - we'll have to see what happens in the next 2 years and even the mid terms but you're talking about a relative decline. Not terminal. As far as the IR bit, it's not an appeal to authority. It is an appeal that you are out of your depth. You bring up Dunning Kreuger but you don't seem to understand this point about the whole research - the people that falls within that range are people that doesn't know enough about the subject that they're overally confident. That's you. You keep bringing up points that are infantile and frankly stupid. If you've had formal education on it you'd realize your arguments doesn't make any sense - like the whole colonialism bit
https://preview.redd.it/fvnlokdicjmh1.jpeg?width=1206&format=pjpg&auto=webp&s=36fc1165b56a1b5b8e0fff888b5da882b382a32b Bring all Michael's home Pedro. IR3N is obliterated
1) Korea like many others in the region adopted the *literal* Tang legal code bureaucracy architecture philosophy etc, ie. totality of culture. Korea never remotely adopted literal english etc. 2) The cultural mass of the CN civilization is exactly why those "foreigners" still used chinese legal code etc etc, and even spoke chinese. Not even the commies were able to succeed w/ the cultural revolution to change its basic nature, eg. the imperial exam is still around in the gaokao. 3) The US was so successful at colonialism that nazi germany literally used it as the model for their own expansion. Philippines is a pristine example of colonization, with obedience even decades after the US kicked them to the curb. But really "colony" is being used loosely here to mock the vassals, but you knew that. 4) The reason venezuala (or iraq etc) can't be the success that philippines was is US state capacity has massively diminished from its height. Its deep state is now filled with people of your level with obvious consequences, which is very much worth pondering over. Speaking of which, don't you find it a bit amusing pretending to know history cus you "studied IR" like that's supposed to impressive people who don't know it's parody level propaganda? Which is again the very problem the empire faces in its late stage.
She is a TREAT TAR HEEL PRICELESS FIRM GEM. RESPECT HER RIFFS AND BLITHERIMGS. IR3N, I'M COMING FOR YOUR KEY. IT'S MUTING MINE BY RIGHT
I find this super ironic that you keep going off about Dunning-Kruger and not realizing how much you don't know. I actually formally studied IR. From what you wrote, you haven't and it's glaringly obvious. 1) Korea was not a Chinese state. China, starting from the Ming, built a suzerain system - Korea for all intent and purpose was an independent kingdom but the Ming had a direct influence on the country. This is very much the same as how the US practices and built it's imperial system after Bretton Wood. 2) You're saying how are people oblivious to their own history but you're forgetting that a bulk majority of modern Chinese history is not even Chinese. You have the Yuan dynasty that last for 200 years. Then you have the Qing which last for about 300 years. That's about half of China's recorded history. Which also goes back to the Korea being a Chinese state by choice bit - it was only under Ming. Korea prior was under the Mongols and had a close kin relationship, even the Liangdong area were under a Korean administration leading up to the Ming rebellion. Before that, you had the 3 states period that actively fought against the Tang and Sui, specifically Goguryeo. After Ming, the Qing had to force the Koreans back into the Suzerian system through war. You're saying stuff about history but you don't even know basic regional history. 3) US is not a colonial empire. You do not seem to understand what colonialism means. Even if we apply the usage to not mean settler colonialism it's still not colonialism. Again, they've built the American empire that mirrors heavily on how the Chinese built their empire - it's a suzerian system. That's, again, also why it's possible for China to try to get S. Korea and a lot of other Asian states to jump ships into a Chinese system. It's, again, why the Chinese appealed to pan-Asianism a couple of years ago about this. The US also knows that. On the flip side if the US tries to move towards a formal colonial system it would destroy their own international order. That's why Venezuela was such a disaster - it's the first shot to slowly destroy the current international order on top of the other compounding forces accelerating the process. But sure, go off about Dunning Krueger. Bet you don't even know anything about the actual study
Rwanda better beware. I conquered China, Russia, IR3N, ARGENTINA AND MEXICO. THE AFRICAN UNION PUNISHES OUR OWN BEFORE WE SURRENDER TO THE HAGUE. MUGABE NKRUMAH FOR DINNER? I'M FEELING LIKE GROUNDHOGS SOUP
But it also depends. Can US sell the new bonds at lower interest rates? If they can sell, they can use the money to buy back higher IR bonds
starlink has 40 subpanels in the folding array collecting ~1kW, so spitballing it, they need to add 40 1kW IR radiators on the other side.
it's operating in a vacuum-sealed environment like being in a big Thermos, so has to shed heat via IR EM emission. Basically for every 600W solar panel facing the sun they need a 600W light bulb pointing the other way.
The agents generate a rating and rationale. I then transform rating to holdings. You can see their outputs here: [https://www.fintel.capital/strategy](https://www.fintel.capital/strategy) All the tools are point-in-time controlled by the platform, so if model does a web search or price call it can only access data up to the backtest date. All its prompts fed by the platform are also controlled so it will only see "Evaluate this stock...etc". That said it could still have look ahead bias from training knowledge, aka which company became the winner. For longer backtests I just factor it by discounting some of the performance and focus on the iterative impact - e.g. if I swap a model how do the metrics change, what inherent factor bias it has. I then run backtests after the model knowledge cut-off (model I'm using was May 2025 cut off) where even the model does not know wt would happen after. That said, across the pre- and post-cut off tests I ran the performance (IR) and characteristics are very similar. And I separately had agents checking the pre cut off decisions and saw no sign of knowledge leakage; When there are tools and data the model can rely upon it rarely defaults to training knowledge. \^ this is how I validate/evaluate my agents. I iterate the loop to improve. If you want even deeper look of why I landed on the agent architecture (why openclaw is shit for investment) read this [https://felixdaga.github.io/Optimized\_Agent/posts/2026-07-16-optimizing-ai-agents-for-alpha-generation/](https://felixdaga.github.io/Optimized_Agent/posts/2026-07-16-optimizing-ai-agents-for-alpha-generation/)
My broker sent me a trade confirmation. I believe that came directly instructed from Amazon IR
You should be going to the company's IR pages shortly before earning season starts, they will have a date announced that you can put in your calendar if you care that much. But following earnings shouldn't have anything to do with your immediate investing decisions. Earnings are a 3-month, trailing representation of the business, with a little bit of (non guaranteed) guidance sprinkled in. You don't want to be buying or selling based on an earnings call.
Excellent Read - August 2026 Investor Presentation - [https://s23.q4cdn.com/291493418/files/doc\_presentations/2026/08/Vireo-Q2-IR-Deck\_FINAL.pdf](https://s23.q4cdn.com/291493418/files/doc_presentations/2026/08/Vireo-Q2-IR-Deck_FINAL.pdf) Same store sales increased 7% YOY in Q2 2026 given integration and optimization efforts - that's huge. In Q2, Vireo eclipsed a billion dollar run rate in a proforma basis. On a sequential proforma basis, revenue per share was up 23%. I get a strong feeling that acquisitions will be speeding up even faster than the pace they are on. They almost are literally saying that. It isn't slowing down for sure. Personally I think Marimed will be their next acquisition though definitely many more private companies will be scooped up as consolidation fills in the map.
Literally the only problem is making them cheap enough to launch that the economics are better than building data centres here on Earth. All the problems described in this thread are extremely easy to solve with existing technologies. You send them up in very small modular units. You put solar panels on the sun side, and a regular old radiator of the same size as your power capacity on the space side to radiate the heat as IR. If the unit fails, you de-orbit it, it's just one in a giant swarm of processors. But it will just take a very, very long time to make them cheap enough to launch into space. The per KG price would need to be drastically lower than even projected at the moment. In an idyllic society we'd regulate the fuck out of data centres using up all our power, water and polluting our environment with contaminants and noise, to the point that it was actually cheaper to build them in space. But we won't get there for a decade or two at the earliest I'd say.
This is why you read the 10-Q instead of the transcript. Earnings calls are IR scripted, footnotes aren't. Nice breakdown, appreciate someone actually going line by line instead of just parroting the 'AI supercycle' narrative.
I think they have a pretty good idea what to do with collectibles. I invite you to visit the IR Page (https://investor.gamestop.com/news-releases/default.aspx) and have a look at the last few quarter reports
Hi there CFD Specialist who focusses on thermal simulations- Not space based but I have several peers who do orbital trajectory, satellite thermal management systems, and satellite refuling. But doing View Factors and radiation simulation is a part of my job. Black body radiation is the primary method for cooling in space. You can move the energy around the satellite easily but releasing the energy as IR radiation is about as good as it gets. Its a dog shit way to do it, but its what we've got since you need to get rid of the energy. On earth you use conduction, and take hot metal, and cool it by making hot air, or liquid, or a giant block of metal that you have to let cool off later. But in space there is NOTHING. There is no way to transfer the energy easily. Lets use your logic here. ISS is about 120kw (averaged) a Data center that turns a profit is about 10MW. (about 9880kw more) Using your 800kg rad needs to be about 84 bigger to keep up with the just the power usage adjustment. It costs about 3k usd per kilo to put it in orbit. So about 202,000,000 bucks for shipping the radiator to orbit. Now stack that with the cost of the chips, the fact that there is no way to service them, the coms and telemetry, the solar panels, and it get more insane. And by then the usable service life for a data center is like under 5 years before its obsolete. There are currently data centers that aren't even done yet, getting full re designs to meet the new compute requirements. Is it technically plausible- yes. Is it efficient - no. Is it cost effective- no Will it yield any result in the next 5 years- no.
It’s almost as if you can call IR mixed with reading and actually get fluid conversations. Conjecture would infer this was not done soundlyx
Sorry, LEAPs is a pet peeve of mine. CSPs and CCs are meant to be the plurals of CSP and CC, respectively. One CC, two CCs. LEAPS is **not** the plural of LEAP. LEAPS is an acronym, like IRS. You don't have one IR, two IRS, and you don't have one LEAP and two LEAPS. If you want to form the plural, have LEAPS modify the thing you want many of, like one LEAPS call, two LEAPS calls.
this is wsb, we don't like to hear dirty words like macro issues IR fundamentals. go hard or go home
Reddit IR were handing out “bag holder” carabiner clips not that long ago [https://www.reddit.com/r/redditstock/comments/1vb4gx6/just\_received\_this\_in\_the\_mail\_lmao/](https://www.reddit.com/r/redditstock/comments/1vb4gx6/just_received_this_in_the_mail_lmao/)
Reddit IR was literally giving out branded “bag holder” carabiner clips in the past two weeks leading up to this earnings. It’s all the DD I need. Imagine giving out thousands of these only to post terrible earnings and make the “bag holder” meme come to life. That would be some 3D galaxy brain chess. They are going to smash and I’m extremely confident in the thesis above being more important than any deep dive you could do right now. I’m dead serious.
Where are people seeing SK missed? Not even on their IR page
The thing that helped me most was separating "keeping up" from "deep dives," because they're different jobs and trying to do both every day is why you fall behind. For keeping up, the trick is fewer sources, not more. I stopped grazing Yahoo/Google News because the signal to noise is brutal and you end up reading the same wire story reworded five times. One good morning newsletter that filters for you beats skimming ten tabs. Morning Brew for breadth, or something narrower if you want depth. For the deep dives, don't do them live. Earnings calls aren't a "catch up before work" thing. I let the quarter happen, then on a weekend I'll pull the actual press release and the transcript for the 2-3 companies I actually care about. Reading the release yourself once is worth more than ten hot takes about it. Transcripts are on the IR site or Seeking Alpha, and honestly reading the CFO's guidance language directly tells you more than any article. Also... this forum plus finance Twitter for the pulse, but treat Twitter as a lead generator, not a source. See something, go verify it at the primary.
u/rddt_IR with the clearest case of signalling since the SEC introduced rules to prevent signalling.
My AI Slop Analysis: AMFN -- HARD AVOID One-liner verdict HARD AVOID. American Fusion Inc. is a 26-year-old shell corpse that got Weekend at Bernie's'd into a fusion energy concept in March 2026, slapped a ticker change on it, and is now trading at half a billion dollars in market cap on ninety-nine thousand dollars in actual cash -- enough to cover their operating burn for about 22 days before somebody has to print more shares and start the whole sorry dilution treadmill over again. --- Three names, zero businesses, one very tired shell. This company was born in the nineties as Tech Laboratories Inc. and proceeded to accomplish absolutely fuck-all for a quarter century before becoming Renewal Fuels Inc. -- another concept that dissolved into the OTC ether -- before finally landing its third identity as American Fusion Inc. in March 2026, roughly 72 hours after completing a reverse merger with a private entity called Kepler Fusion Technologies on February 27. That reverse merger is where a pre-revenue helium-3 fusion concept called Texatron got stapled to a zombie ticker and handed a nearly three-billion-share float, which is not how legitimately transformative fusion energy companies typically launch themselves into the world. The management team assembled to steward this corporate rebranding was not some seasoned deep-tech VC consortium flush with strategic capital. It was one guy holding every C-suite title simultaneously -- CEO, President, Secretary, Treasurer, AND Director, a full royal flush of corporate governance in a single pair of hands -- who has not spent a single goddamn dollar of his own cash buying open-market shares in over two years of running this company. A Costello-shaped hole in the cap table. The share count story for AMFN is genuinely unhinged, and you need to understand it before you think about touching this ticker. The 10-Q for Q1 2026 shows 2,997,301,029 shares issued and outstanding on the balance sheet as of March 31 -- call it roughly three billion shares -- which at the current price of $0.1671 makes the market cap approximately $500.8 million. That alone should give you pause. But Note 10 of the same filing discloses a subsequent event that is wild even by OTC pink-sheet standards: a court-ordered cancellation of 1,683,000,000 shares tied to a dispute involving Justin Costello, the prior RNWF-era operator who pleaded guilty in January 2023 to federal securities fraud for running a $35 million pump-and-dump scheme -- posing as a Harvard MBA billionaire war veteran to systematically defraud retail investors across a web of OTC shells. A federal court nuked 1.683 billion of his shares. By the May 20, 2026 filing date, the cover-page share count had dropped to 1,636,801,029. But here is the part that tells you exactly what kind of operation you are looking at: between the court cancellation and that cover-page date, the current management had already issued approximately 322 million fresh new shares. The court blew up a billion and a half Costello ghost shares, and the new team's immediate institutional response was to dilute right back up. This is not an accident. This is the whole business model. Twenty-two days of runway and a share printer. At March 31, 2026, American Fusion had $99,594 in the bank. Their Q1 operating cash outflow was $415,931. Their net loss for the quarter was $669,750 -- more than six times what they lost in Q1 the prior year -- because now they carry public-company overhead: patent filings, IR marketing, compensation, and a physicist on salary developing technology that has produced zero prototype test results, zero third-party validation, and zero published test data. That $99k is not a strategic reserve. It is a rounding error with delusions of grandeur. The only reason this company breathes as a going concern is that they raised $513,000 in Q1 through unregistered stock sales, and a May 6, 2026 8-K shows they were back at the trough immediately with a new material agreement AND a dilution event in the same filing. Add up what the market is actually buying: roughly $500.8 million in market cap, plus $491K in debt, minus $99K in cash, gives you an enterprise value of approximately $501.2 million for a company with no revenue, no prototype, and 22 days of runway. The CTO has real credentials, a real plasma physics career, and a published theory about nuclear war on Mars. Dr. John E. Brandenburg holds a legitimate PhD from UC Davis, spent real time at Lawrence Livermore and Sandia National Laboratories, carried Top Secret clearances, and built a decades-long plasma physics career. He is also publicly and on-the-record the author of a theory that ancient nuclear weapons annihilated a Martian civilization. He presented at a Fermilab conference on July 23, 2026 -- a real venue -- and American Fusion's own accompanying press release felt morally obligated to include the sentence that participation "does not constitute scientific validation or endorsement of the technology." When your own promotional material preemptively disclaims scientific endorsement for the thing you are promoting, you have reached an entirely new tier of accidental corporate honesty. The Texatron concept is an idea wearing a patent portfolio as a costume, and ideas in patent-portfolio costumes do not deserve half-billion-dollar market caps at development stage. The catalysts have already fired, and you are standing behind the confetti. The July 23 Fermilab presentation and the Texas Tech Testing referenced in the concurrent news release were the freshest catalysts in this story -- and the market had already taken the stock on a nearly 60% single-day rip to approximately $0.20 on July 21 before handing back about 16.5% to settle at current levels. That move is done. If you are looking at AMFN right now thinking you are getting in front of a catalyst, you are literally standing behind the curtain trying to catch confetti after the party ended. There are no upcoming binary events on the calendar -- no dated readouts, no FDA gates, no earnings inflection, nothing concrete on the horizon. You are post-pump and post-peak, sitting at the part of the chart where early buyers are deciding whether to hand their bags to you (3/3) One hundred and sixty-seven thousand percent, and the crowd already did its job. The stock's 52-week low is $0.0001. At $0.1671 today, that is a 167,000% move -- a number so cosmically stupid it wraps back around to being clarifying about what this thing actually is. Penny-stock communities have been flooded with explicitly promotional language around AMFN, breathless comparisons to legitimately funded private fusion companies that have nothing substantive to do with this ticker, and the classic "you still have time to get in" energy that means, with zero ambiguity, that someone who got in cheaper wants you to fund their exit. A sentiment alert on this name fired in mid-July at $0.079, and the stock subsequently peaked at approximately $0.20 -- a 153% move from that alert price. That move is in the books. There is not a single institutional shareholder in this company. Not one fund has touched it. The people who got paid on AMFN got in at sub-pennies, and the only remaining question is who writes their exit check. VERDICT: HARD AVOID. American Fusion Inc. is a zombie shell with three names and zero businesses that stuffed a physics concept with no test results into a nearly three-billion-share float, handed it to a one-man management operation that hasn't spent a cent of its own cash on the stock it runs, carries the legacy of a convicted federal fraudster baked into its corporate DNA, has 22 days of cash left as of its last filing, and is valued at north of half a billion dollars on the strength of promotional press releases and a retail crowd that already ran it 167,000% from the 52-week low. The pump is done. The catalysts have fired. There is no fundamental thesis here. Stay far the fuck away. .
IR prob, XR doesn’t decrease my app
[https://www.skhynix.com/ir/UI-FR-IR06/](https://www.skhynix.com/ir/UI-FR-IR06/) Based on the official website, isn't the ER due on 29 July instead?
IR calls for earnings? 8/21 90C 95C? IV is low.
Netflix IR website -> Financials tab isn't even working. Whole page for Earnings is blank/buffering lmao. What a shit company
Just got out of a preliminary meeting with a team who wants “a database” for one of their initiatives. Head of IR says whatever we make needs to be scalable to all clients not just their group. Ok, bigger lift but that’s normal stuff. In the meeting, asking about data sources. What exists where is it, etc. one of these people starts saying they were thinking of using google sheets to track the data. I need to get out of here man.
I saw a post last night on **$ITP** where someone (likely one of the largest, if not *the* largest shareholders) was actively communicating with IR regarding their earnings report filing. Jus the fact that there's actually someone to respond to the emails is enough to make me raise my eyebrows. It's pretty close to as low as it's been & there isn't that far to go before it gets to $0.00. I loaded up on it. I'm also holding **$NIXX** & **$CAPS** FWIW, chilling, not tryin to time the market for now as I keep losing that way.
Lottery numbers are pretty insane actually, leading defense platform in NATO in 10 years time? Contracts with the us selling MAMC containers. Subsea energy transfer and the potential future of charging satellites from earth doubling their lifespan with technology that’s surpasses any of the big names because of the blue laser wavelengths capabilities over IR. I mean there’s a lottery ticket bull case where this is a 50+b market cap company in 10-15 years, no question. But realistically a shorter term, 1-3 year jump up to a 5b market cap is looking extremely realistic. Currently sitting at a market cap of approximately 38m.
And Golden Dome!!!! (Even though they have no working product and no EO/IR capabilities)
honestly the best free approach is just following the IR pages and earnings calendars for the upstream suppliers/partners. for MU specifically you'd want ASML, TSM, SKH on your watchlist since their results move the whole memory space. google finance and seeking alpha both let you set up watchlists with news alerts. subreddit alerts (via reddit or third party) for the main tickers help too. takes like 30 mins to set up and you stop relying on luck. But if you are lazy and want all catalysts at one place chack my bio i have built a tool just for that, i hope mods wont take me behind the barn for the plug :D
The boring answer is you need a repeatable watchlist process, not a magic feed. Earnings calendars, company IR pages, a few industry sources and alerts for the names you actually own will get you most of the way there. If you try to monitor every second-order catalyst for every adjacent company, you will drown in noise pretty fast.
They'll likely beam it via IR radiation. You do realize this problem is already partially solved via SpaceX satellites, right? What a circlejerk of Elon hate lmao.
IR's attacks are all intercepted/hit nothing/no casualties or launched at empty US bases, bullish
EDGAR, IR pages, and my brokerage. I like to make money so I invest for the long-term rather than trade.
The heat is a huge issue, but solvable with bunch of heat pumps and IR radiators. The real issue is the second one. It will always be cheaper to build terrestrial and power it here than lift it into space.
2G Energy AG (ticker 2GB) - energy solutions: gas engines+cooling (high energy efficiency), currently more available then gas turbines. Silimiar to INIO (on Nasdaq since June 2026, already +12,4%). They've just received first big orders from data centers (new orders in 1H26 +260% yoy); they say new orders in 2026 should amount to 725 mEUR (66% of market cap). 21x EV/EBITDA in 2026, net cash, 10% EBIT margin. You can read analysts' reports on their IR page [Analyst reports and studies | Investor Relations | 2G Energy](https://2-g.com/en/investor-relations/analyst-coverage)
That’s factually incorrect. The money spent on space exploration is 100% spent on people and companies on earth. A huge amount of technology that is being developed as part of space projects ends up in everyday household items that benefit everyone. That being said, unless space becomes a self-sustaining economic force, it’s not worth investing a penny on the stock market, because nearly all money comes from government contracts. You’re better off investing in companies who use the spin-off technologies and market that towards products for terrestrial use. Some examples: CMOS sensors, IR thermometers, LASIK, Cochlear implants, aircraft anti-icing systems, earth observation for agriculture and land surveying, solar panels, GPS, dry lubricants, gold plating…
VOO and chill as much as you can: Roth, IRÁ, Brokerage.
https://www.reddit.com/r/SipsTea/s/IR8A8b84uu This is who is in charge of the people making stock price targets. You can make it too.
I can't believe I'm saying this but I think I'm gonna load 100 shares of $CTM to DCA, set & forget type of thing. [They recently PR'ed](https://investors.castellumus.com/news/news-details/2026/Castellum-to-Present-at-Maxim-Group-Defense-Tech-and-Domestic-Supply-Chain-Virtual-Conference-on-June-25/default.aspx) that they're going to a Maxim pump & dump defense conference. The two typos at the front & center of [their IR page](https://investors.castellumus.com/overview/default.aspx) still blow my mind... "Our unique capabilities...***give us unique capabilities*** to ***DELIVERY*** comprehensive solutions?" https://preview.redd.it/mdkekghuh79h1.png?width=1812&format=png&auto=webp&s=96c8a22836d24c4e235ad5c35020f84647cea9a6
Otis is no longer the largest vertical transport company in the world. Kone has purchased TKE, and will surpass both Otis and Schindler in size. Add to that, Otis equipment is the worst of the big companies by far, has the worst technology, and customers utterly hate them. They just lost a sure fire win at Marina Bay Sands IR2 project as well.
LEAPS is not the plural of LEAP. LEAPS is an acronym, like IRS. You don't say one IR agent, two IRS agents, right? Same with LEAPS. No, it is not better risk/reward than just owning stock. The only advantage a LEAPS call has is leverage, and since you are going deep ITM, you are giving up most of that advantage, while keep all the disadvantages: time decay, expiration date, inability to add-on or risk-off a few shares at a time, can't DCA, don't collect dividends, etc.
Many like it https://www.reddit.com/r/wallstreetbets/s/IR1SvRqvO3
I will not freebase cocaine…I won’t do it! Going to be traveling today & tomorrow so I may not get much of a chance to trade; I may just load $RDGT & let it cook. Let’s see what I can get into in the PM. https://preview.redd.it/cfzdom34bm7h1.jpeg?width=1170&format=pjpg&auto=webp&s=8d35d8969e0ded969b24fb07b348be98b2d628c4 Peep the $CTM IR homepage; they literally don’t give a fuck. Even though I brought it to their attention, asking them if they’re proud of having this fucked up of an intro. They’ve since changed Tammy’s bio & post news, but yet need a “web overhaul” to fix blatant typos? Asking repeatedly, no one ever told me how these JVs financially affect Castellum, how the money is split. I’d have to see a lot more of those $250M headlines to get excited. That’s potential revenue, likely over 5 years: $250M/2 (assuming the JV is 50/50) is $125M. Assuming a \~10% margin that’s $12.5M, divide by 100M shares that’d be OS with all the employee options & that’s added value of \~$.10-.12/share… in one year. And again, that $250M is the ceiling, not guaranteed.
CO2 effects are dwarfed by water vapor. The cloud cover(albedo) and TSI (SWIR) are by far the major driver of terrestrial temps…..not long wave IR backradiation. “Low-level reflective cloud cover has declined by about 1.5% per decade over the last 20 years. This reduction darkens the Earth, allowing more sunlight to reach the surface. This decline acts as a significant positive feedback loop, directly accelerating global warming and contributing to recent record-high temperatures. \[[1](https://www.science.org/content/article/earth-s-clouds-are-shrinking-boosting-global-warming), [2](https://newsbase.com/story/shrinking-cloud-cover-may-be-driving-record-global-temperatures-scientists-warn-368053), [3](https://www.reddit.com/r/climatechange/comments/1h7j823/why_has_it_been_even_hotter_than_expected/), [4](https://www.ehn.org/scientists-link-record-heat-to-declining-cloud-cover), [5](https://www.youtube.com/watch?v=h8alh8p92is&t=2)\]” Much of the cloudiness decline is due to reduced particulates and natural variability If you studied a bit you would know these things.

I’ve survived more of them than Belushi. He’ll be aight. Source: prescribed 30mg IR addy + 1mg zanny daily
Since when did r/pics become r/gazapics and why are IR and Russian bots so rampant on reddit

His pay package is for the trillionaire headline and for the voting shares he 'gets' before he gets them. Never in my life have I heard of voting shares that haven't been awarded. But here we are. I think one of the milestones was a million people on Mars. Even if it's a thousand, how close do you think we are to a mars colony where you live underground in a corporate colony with no chance at a journey home? The other milestone is compute in space. The main waste product is heat. It's f'n hard to radiate heat in space instead of having the sun cook you. You get full radiation but there's nothing conducting heat away. You've gotta do it in IR and that scales on surface area. Size and weight are at a premium in space launches. And the chips have a service life of what, 3-5 years? Data centers in orbit is the stupidest thing I've ever heard of and my buddy working on Artemis agrees. It's about the corporate control and ego. He's not hitting the milestones as written.
I sent Cresco IR an email the other day. *I was wondering if you could let me know if you're working on plans to separate your medical from rec cannabis business to allow for uplisting as Trulieve recently did.* Their response: *Thanks for reaching out, and for the thoughtful question.* *To address it directly: a Trulieve-style restructuring is not a comparable path for Cresco. Trulieve's approach deconsolidated its mixed-use operations to leave a medical-only consolidated entity, which fit its predominantly medical revenue base. Cresco's revenue is materially weighted toward adult-use markets, so a medical-only structure would not reflect our business and is not the route we view as appropriate for our footprint.* *More broadly, we believe the meaningful path to a US national exchange for a company with our profile runs through the federal reform process now underway rather than through a structural carve-out under current exchange rules. We continue to position the business to be ready to access those markets as the regulatory framework evolves, and we will communicate any developments through our public filings and disclosures.* So, not plans to try to uplist in the short term.
Called the IIPR short here right around 128. Trades at 58 today. Posted the positions along the way. Saw right through the IR fuckery and smoke and mirrors reporting
CBRE🟢 WFC 🟢 RSG🟢 ABT 🟢 CTAS🟢 IR🟢 MDT🟢 SSNC🟢. Munch munch munch 🦧🍿
the thing actually keeping institutions quiet is dilution. sub-$2 biotechs with no revenue fund phase 3 trials by burning cash and selling shares, usually through an ATM or a raise right after good news. before you size anything, pull the latest 10-Q and check cash runway and shares outstanding. alzheimer's has the worst clinical failure rate in the industry, and "3,000 institutions briefed" is an IR talking point, not a position. trade the readout, keep it small, and assume a raise is coming.
Trulieve Announces Uplist to NYSE $TCNNF $TRUL Soon to be TRLV! https://investors.trulieve.com/2026-06-05-Trulieve-Announces-Uplist-to-NYSE https://x.com/Trulieve_IR/status/2062852328919580967?s=20
$GMEX really is an enigma… 🧐 It’s very scammy in a lot of ways: the phone number on their website is 123-456-7890, someone said their IR email is undeliverable, & the overall sentiment of longs on ST, holding since the last business. There’re old headlines of a class action lawsuit as well. And yet, they’re hella active on LinkedIn.. Why is JPMorgan holding 50K shares?
Ahahah Godspeed. Fyi the IR firm will be running that not the company. They made the video
TACH filed their IR deck. OpenPayd is profitable and the team is finalizing a $100M PIPE. https://www.sec.gov/Archives/edgar/data/2009183/000182912626005925/titanacq_ex99-2.htm
I'm relative new to this group, so please be easy on me.... Has anyone done research into the importance of Tantalum? Based on my findings, it seems like it will be the most valuable material needed for next-generation integrated photonics and everything involving quantum computing at scale. I've researched and found there is only 1 place in the US where it can be mined, and the publicly traded stock that controls it is USAR. Can anyone verify this and get back to me? Thanks! Summary Material Comparison |**Property \[**[1](https://opg.optica.org/oe/fulltext.cfm?uri=oe-32-7-12291)**,** [2](https://www.researchgate.net/publication/340215053_Tantalum_pentoxide_nanophotonic_circuits_for_integrated_quantum_technology)**,** [3](https://pmc.ncbi.nlm.nih.gov/articles/PMC10800353/)**,** [4](https://preprints.opticaopen.org/articles/preprint/Visible_Integrated_Photonics_with_Tantalum_Pentoxide/30611234)**,** [5](https://www.researchgate.net/publication/394003551_Tantalum_Pentoxide_Integrated_Photonics_A_Promising_Photonic_Platform_for_Third-order_Nonlinearities)**,** [6](https://physicsworld.com/a/tantala-3d-integrated-circuits-deliver-a-rainbow-of-laser-light/)**,** [7](https://pubs.acs.org/doi/abs/10.1021/acsphotonics.4c01485)**,** [8](https://www.nature.com/articles/s41586-026-10379-w)**\]**|**Tantalum Pentoxide (\\(\\text{Ta}\_2\\text{O}\_5\\))**|**Silicon Nitride (\\(\\text{Si}\_3\\text{N}\_4\\))**|**Advantage of Tantalum**| |:-|:-|:-|:-| |**Transparency**|UV to Mid-IR (\\(\\sim \\)300–8000 nm)|Visible to Mid-IR|Superior UV and visible light operations| |**Nonlinear Refractive Index (\\(n\_{2}\\))**|\\(\\sim \\)7.2 to 7.8 \\(\\times \\) \\(10\^{-19}\\) \\(\\text{m}\^2/\\text{W}\\)|\\(\\sim \\)2.4 \\(\\times \\) \\(10\^{-19}\\) \\(\\text{m}\^2/\\text{W}\\)|3x stronger optical light manipulation| |**Thermo-Optic Coefficient**|\\(\\sim \\)2.3 \\(\\times \\) \\(10\^{-6}\\) \\(/\\text{K}\\)|\\(\\sim \\)2.5 \\(\\times \\) \\(10\^{-5}\\) \\(/\\text{K}\\)|10x less drift; far less thermal noise| |**3D Integration**|Deposits at room temp without warping|Requires high-temp processing|Enables damage-free multi-layer 3D chips|
> [Company] did not immediately respond to [news organization's] request for comments. I love finance journalists. They shoot an email to IR with 'tis true?' 5 minutes before publishing an article.
This is technically so unfeasable on so many layers. If he even attempts that he will probably blind mankind (IR/Radio/optics astronomy). Also there is basically no way to get rid of the heat. If solar panels are used, the station needs to be exposed to the sun... Than you need gigantic radiators. If you use a powerplant (atomic), you need to get rid of that heat too. The only reason that this can influence the stock of spaceX is, as many people are uneducated enough to believe this crap idea
Solar panels are more effective in space, I believe, but the "cold" in space doesn't make cooling in space easier. It's actually much harder because it's a vacuum which means your primary heat shedding is radiation (IR blackbody radiation). Beyond the vast additional costs associated with hardening data center hardware and creating an aerospace grade chassis, power supply, battery etc, launch cost, there's a much much higher risk you lose the whole package compared to a semi truck to an earth based building. This doesn't even get into the latency issues starlink is low latency, but do you know what's even lower latency? Fiber optics between things already on the ground. Space based data centers are a terrible idea, as cool as they sound.
From what I read, the Lidar IR 1550 wavelength is absorbed by water which probably caused confusion with the their radar and camera system.
Former buyside analyst here I covered TMT. Everyone in the industry has their war stories. Don't think institutions and funds doesn't make the same mistakes. I've seen many questionable decisions from investors with loads of capital and armies of analysts at their disposal. Big one for me on personal investing was Unity (U). Bought in at size (at least for me) around $90 in mid-May 2021. Rode the highs all the way to $195 only to continue holding all the way back down to $35...yup it wasn't good. Early in my career on of my PMs used to say view losses as learning opportunities, its a little cliche but defintely as positive mindset. On Unity, this is a name I knew inside and out. The rise of their Create platform (hosting their game development software) and the promising Operate segment. 2021 was peak tech fever. The company started pouring money into acquisitions and products that in hindsight were a complete waste of capital. AR/VR, sports streaming, you name it, they were dabbling in everything. But what I learned is it's easy to get caught in the hype cycle. I covered this name so I spoke regularly with IR and management on occasion. And you could see the tone shift, the personnel swaps quarter after quarter on the way down. But I overindexed on the potential for the Operate segment, where it could grow to. Toss in some definetely questionable decisions from the CEO on pricing structures, alienation of their developer base, the eventual removal of their CEO, and it just became a name you didn't want to be in. They've since stabilized but I haven't been in the name in a long time. All of that is to say you can have a thesis, be confident in the direction, be meeting with management regularly, and still minimize what are obvious red flags. It's easy to be adamant on a view and get blinded by the very signals that should be telling you to get out. Live and learn!
https://preview.redd.it/44rf2svnl04h1.png?width=1103&format=png&auto=webp&s=020f3276bb6ae18368ed1d151e8056cfe29d6953 Full debt redemption completed as of yesterday, 658 unencumbered bitcoin left they'll monetize and not save as an asset but invest into their 4g/5g IoT and IR receiver business. Thanks all the haters for your contribution, my conviction has never been stronger.
russell inclusion? yesterday was official on their IR page
$A $AXP $CELH $IR $PRGS - all on high time frame reversal watch 🟢
In a perfect world, estimates are set so that they can be beat and raised. The denominator/E in any index level P/E est should always be too low, thus inflating the ratio. Ofc companies fuck up and miss earnings, or black swans happen and the E actually needs to compress. But the vast majority of the time these estimates are on average, not accurately reflecting mid-term growth prospects. The usual lever is the fact that the street sucks at modelling buybacks or cap deployment. Ask any sell side analyst or corp IR person, this is the game that's being played.
LightPath Technologies (LPTH) plays a vital, mission-critical role in the Western defense sector as a vertically integrated provider of infrared (IR) optical components, lens assemblies, and full camera systems.Geopolitical tensions and strict domestic manufacturing mandates have driven LightPath into a crucial position for securing U.S. military hardware supply chains. The company operates a high-value defense backlog—reaching over $90 million to $103 million—for critical military applications. > Ai slop ftw
What else did you speak about? Improved IR and marketing would be nice. Although the stock has went up after earnings.
"I've called off tomorrow's attack." IR: ???
Yes, price action is the most frustrating part of CTM. They have investor conference or something like that tomorrow and maybe something comes of that as a catalyst. I think the lack of knowledge of the stock may be the issue for the price action. I think the company knows that and hired IR firm because of that but so far nothing has come of that IR firm. There is also possibility that hype means more in today's market than good fundamentals and good fundamentals is just a bonus to accelerate hype of a company that is in a hyped sector.
Decided to boost my shares with CTM after last earnings. Now have 1020 shares at 0.81 ( over 800$ investment that seems reasonable risk/reward for me). Company has backlog of almost 1B and no debt and the net loss decreased from 1.2m to 400k, apparently the CEO have stated that they do not need dilution for acquistion even though you can't neccessarily take any CEO word on things like that but hoping for the best. Also they have recently hired IR firm that apparently has a great track record. You have mentioned having this stock in the past. What is your current take on the company?
IDMC Unblinded actual MOS and IR Data from the Interim Analysis (60th Event) - told all industry participants Gps works.
No im not lmao. Tell me where I’m making shit up at. You think banks are like hey he’s a good guy here’s big ass loan for 3 percent?. No. There’s a whole ass risk profile they do, and that’s where they get the IR.
Read the IR deck. You’ll have your questions answered. CEO is an MBA not an engineer
You can get rid of the heat. Radiators. Ditching the heat via (IR) radiation rather than convection or conduction as you would down here. I don't think the market for datacentres in space is a trillion dollar industry, but it's not some impossible product.
I’m thinking about 150. Half XR half IR crushed and snorted.
LightPath Technologies, Inc. is a University of Florida-founded company that manufactures advanced optical and infrared (IR) systems for defense and commercial use, known for its proprietary **BlackDiamond™** chalcogenide glass and vertically integrated production. > Catch these diamond hands boi
I'm looking at the indicators on $BTQ. They look bullish and the company had a positive IR recently. Quantum in general is having a pop, so I'm looking for a bang for my buck!
A few things.....why do you feel like you need more energy names? You have plays on oil,.oil, gas, offshore, and tankers listed. Why do you need more names? I have been buying KFS recently, so yes, I believe it's a good buy at this point. It's probably going to require patience though. It's kinda a weird company. They're not insurance. They have an extended warranty business, which is basically a legacy interest at this point. The actual growth story is their accelator find. They have several operators in residence that buy small companies and turbocharge their growth. So they own a variety of "asset light" businesses in various fields. They have plumbing, electric components, some natural gas stuff....it's all broken out in their IR page. High growth with a long runway if they execute well. I've mentioned KINS and KNSL both in the past, but I don't own either. Both great insurance names, just not really inclined to buy either right now.
(1) It wasn't the YouTube guy's opinion. SoFi contacted him after the earnings release to address issues that investors were discussing primarily on social media (X.com). Investors were expressing concern that the minimal growth reflected underwriting tightening or credit stress. The information the YouTuber conveyed came straight from SoFi IR - but he apparently was directed to not quote IR directly and not identify his source. SoFi employees promoted this video on social media. So the YouTuber was the conduit for SoFi misinformation. That makes this whole episode very bizarre in many ways. I agree that the credit card business is a small fraction. The concern raised is why go to these lengths, to put out information that takes only a little bit of digging around to debunk. (2) The assertions were basically consistent with the themes of the earnings call: everything is doing great across all loan types. The comments management made about credit cards during the call were all positive. Under SEC rules, investor communications aren't supposed to be a cat and mouse game or some kind of elaborate forensic puzzle. The fact that SoFi is engaging in all these machinations ought to be very concerning. How can you trust them on the big picture items, if they can't just let go that credit card performance is not great, which is a small potato issue.
If this was not important, why would SoFi IR bother setting up an unorthodox, post earnings off the record call with a YouTube host, where one of the key messages (to be disseminated in an unusual, opaque fashion by the YouTube host) is the credit card slowdown is not due to changes in underwriting and "not because the credit is deteriorating?" I agree credit cards are small part of business. The biggest red flags on credit cards are the brazen inaccuracy of the message conveyed and the amount of effort that went into conveying it relative to the importance of credit cards.
I would say military cybersecurity Castellum ($CTM) due to them having no debt and each financial report since then, they’re making profit. They just need some spotlight which is why they hired a IR firm that has a great track record. It’s +- 0.75 cents. Another one for me is Ultra-High Purity Hydrogen, Charbone Hydrogen ($CHHYF), which has a couple of Hubs in Canada and United States. They also want to diverify to other gases but still maintain Hydrogen as the main gas. UHP hydrogen has a lot of use in semi-conductors. It’s +-0.08 cents.
Yeah this is what bad disclosure looks like. Real CFOs lead with the number. When you have to scroll past 'new feature ideas' and a CEO quote to get to a $405M net loss, that's deliberate. I've been doing this 15 years and the companies that bury earnings tend to have worse next quarters. Disclosure quality is a leading indicator most people don't screen for. Also IR if you're reading this, your investor base notices.
The "gigantic swings" YoY in the model aren't proof of bad inputs they are proof we just lived through one of the most aggressive fed rate hike cycles in modern history. When macro interest rates swing wildly, fair value adjustments will obviously swing violently with them. That is exactly how the accounting is supposed to reflect reality. **You are half correct. The fed hikes are what makes the SoFi model output particularly crazy . In 2022, there were historic rate hikes. Debt instruments had one of their worst years of all time. I saw somewhere that the 30 year treasury bond had its worst year since the American Revolution (interesting, if true). Every single public company (that I spot checked when I was looking this up) marked its inventory loans down considerably EXCEPT SoFi . As best I can see, in 2022, SoFi loans were practically the sole exception to the epic meltdown in loan values, somehow maintaining a premium over par when commercial loans, commercial mortgages, residential mortgages, treasury bonds, corporate bonds across all companies, all declined historically in value. If SoFi had done the right thing, it would have taken its hit then. Instead, it continued to mark up its loans. Leading to the inevitable reversal in years to come (in 2024/2025).** Finally, focusing on YouTube rumors while ignoring audited SEC filings is one way to do it but not the way I would do it. **SoFi employees promoted this YouTube video on social media. This host has interviewed Anthony Noto before. The host said (and I have no reason to doubt him) that he spoke to SoFi IR to get the information he was sharing.** **Besides YouTube, SoFi management said during the earnings call that credit performance across the board was good and made positive comments about the credit card business. So that's straight from the horse.** **I do agree with you in a sense. The financials should be the starting point (and really the middle and the end). But SoFi routinely contradicts or undermines their boring, long, fine print SEC disclosures in social media posts, media interviews, etc. I've seen on numerous important points that many SoFi investors simply have their facts wrong about important parts of SoFi's business. For instance, to this day, many investors don't seem to realize that SoFi already spent most of its 2025 equity raise paying down debt. That money isn't available for M&As or share buybacks or other ideas I've seen thrown around. The misimpression is understandable, because the CEO has given multiple interviews where he gives off that incorrect impression.**
radiate heat away with IR and design systems that run at higher temperatures.
This is all just so fundamentally dumb lol. Fundamentals have been out of the window for a while but I feel like with the recent SEC filing changes proposed, this market is just on hopes and dreams with IR obscurity driving it. Like we’ve got the worst energy crisis ever, uncertainty with the whole Hormuz control is “hard to get” game over and over again for over a month…..shouldn’t everything kinda fall in with reality. This is like endless Groundhog Day and something needs to give.