IP

No-Meringue5867

I am not an expert, but I know one big video game company which explicitly stated in their earnings calls that they refuse to use generative AI in their pipeline because the laws around it currently are super vague and they do not want to risk their IP with any legal trouble (and they currently haven't found an exact use case). So I do think it is a legitimate risk factor. But I do not how big of a risk it is. Link - [https://www.pcgamer.com/games/the-witcher/cd-projekt-says-its-not-using-generative-ai-on-the-witcher-4-because-its-quite-tricky-when-it-comes-to-legal-ip-ownership/](https://www.pcgamer.com/games/the-witcher/cd-projekt-says-its-not-using-generative-ai-on-the-witcher-4-because-its-quite-tricky-when-it-comes-to-legal-ip-ownership/) >The studio may look into gen AI if and when the legal landscape becomes clearer, but for now it's staying away.

Chutney__butt

I’ve been watching for a while jumped in @ 0.48 w/ 1,000 shares. IP is solid and new partnership announced yesterday. See you at $1 🫡.

Raveen396

They’ve been able to do that for years. iPhones have also been IP67 rated since 2016 with the iPhone 7, and the 12 updated to IP68. That’s about the same timeline as Samsung.

PaperHandsTheDip

The issue is which company is the winner in this game? Compounders are kinda just stealing IP and selling it at a 90% discount

United-Potato-2497

People clown on them for not being ‘first to fly’ but this shows the difference between stunts and strategy. I’d rather see Archer stacking IP, facilities, and $1.3B of dry powder than flexing one more demo flight in Dubai

Jiao_Dai

The entire history of Monopoly is layered with tragic irony Darrow copied the original idea and Parker Brothers monopolised the rights to the detriment of its original inventor who gained very little from her original idea - The premise of the game was corrupted with the winner being the person that accumulated the most wealth and crushed their opponents financially - I would imagine they even used the fact the Darrow/Parker Brothers game was the inverse of the original concept to claim some aspect of unique IP

PaperHandsTheDip

Their firm is banned - sure. But there is no reason their friend tommy can't create a new company, they come up with some sort of IP licensing / funding agreement and they operate thru that entity. Piercing the corporate veil is *very difficult* for even tax authorities, etc. It's not thaaaaat difficult to get around those types of sanctions / bans. For a few billion dollar incentive they'll figure out a way if they really want to.

EyeQuirky5824

I do believe there could be something big there. Like you said the IP alone. Plus Bill Gates mentions them In his book & they received the largest recen government grant 

markdm83

❌ What They Got Wrong 1. Market size is way too low They start with $300M annual graphene sales as a baseline. That’s extremely conservative. Most credible reports (IDTechEx, Grand View, Markets&Markets) put the graphene market already at $600M–$800M in 2023–2024 and forecast it to grow into the $2B–$3B+ range by 2030, with aggressive forecasts going much higher. By anchoring at $300M, every downstream calculation is artificially capped. 2. HydroGraph’s potential share They assign HydroGraph only a $120M total addressable market (TAM) in high-purity powder. That’s almost certainly too low. Batteries, supercapacitors, and conductive inks alone could exceed that figure. For example: Batteries: Just a small penetration into EV anodes or cathode coatings could be worth hundreds of millions annually. Conductive inks & coatings: Large addressable market, not a $100M-ish niche. By limiting HydroGraph’s TAM to ~40% of $300M = $120M, they’re ignoring much bigger growth. 3. Valuation methodology They assume HydroGraph could get $48M EBITDA on $120M TAM, then apply a 10× multiple → ~$480M valuation. That’s again very conservative for a deep-tech / IP-rich materials company. Comparable advanced materials companies can get 20–40× EBITDA multiples if growth potential is strong. They also ignore royalty/licensing models (HydroGraph has hinted at this), which could drastically expand margins and revenue scalability. 4. Dismissal of purity impact They suggest that lower-quality graphene is “good enough” for bulk applications and that HydroGraph’s ASU test data isn’t special. That’s only partly true. In mass-market concrete or paint, yes, cheap graphene can compete. But in energy storage, composites, electronics, purity and defect structure matter a lot. HydroGraph’s ability to consistently deliver high Sp² bonded, defect-controlled graphene is a differentiator. They downplay that. --- ⚖️ Bottom Line This Reddit write-up correctly identifies the segments HydroGraph can and cannot dominate, but drastically underestimates market size and thus potential revenue. By pegging the entire graphene market at $300M and HydroGraph’s realistic TAM at only $120M, their $48M EBITDA projection is far below other analyses. More realistic projections (using $2B+ near-term market growth and considering EV batteries, inks, coatings, and biosensors) put HydroGraph’s TAM in the hundreds of millions to billions, not just $120M. So: their segmentation = good, but their market/revenue math = way too low.

330d

I've followed your DDs and successful plays on WSB, congrats on your success and rational approach. I too read the morningstar report, IMHO they stroke ESG risk with a broad brush briefly. With the current US admin being US first, they can tariff the fuck out of outsiders, yes, TACO so far, but... Remember Trump rambling about taking over Greenland, well that's Danish turf. NVO is carrying the whole DK sector alone, and Trump has negative views on them through this shenanigan alone, it may sound dumb but that's my reasoning. US being a single big market with strong IP laws carries outsized weight if lost, yes in theory you have RoW as your market but goodluck fighting copycats of your drugs and enforcing it in India, China or 20 EU countries IMHO.

RancidSmellingShit

In my opinion Roblox is open to massive class action lawsuits due to IP/copyright infringement and all the pedophilia stuff, but timing it perfectly will never happen 😂

NorthGuide9605

**The pivotal signal months away**: **FDA clearance or official commercial readiness statements**—executive commentary, marketing channel activation, or customer pipeline rollouts. This structural move would shift MBOT from aspirational threat into commercialization reality. * **Why this matters at a system level**: * Pivotal reconstitution of narrative—from clinical prototype to market-ready instrument. * Institutional and retail sentiment pivot, legitimizing further funding and partnerships. * Validates leadership and IP investments as executional, not theoretical. Key moment for MBOT is not when revenues show up—but when they present legally cleared, commercially deployable credibility. The transition from “clinical promise” to “regulatory legitimacy + market-readiness” will be the structural pivot that redefines MBOT’s simulation trajectory.

777IRON

The data has your age, gender, relationship status, credit card purchase information, home address (via your IP address), the MAC id for your phone/tablet/computer, the schools you attended (if you gave them this information), jobs you’ve had (if you’ve given them that information). Curious how’s that’s not yours but sure.

DrElkSnout

You have an inflated view of Chinese capability. Innovation is extremely difficult for them and culturally, theft is rampant, extending from direct copies of small trinkets to complex IP and corporate espionage. And don't let the shiny photos of Shanghai fool you. I've been there. It's all a farce. The people who are obsessed with China being so much greater than the US have largely never even stepped foot in the country, and certainly never taught at universities where Chinese students lie, cheat and steal their way to advanced degrees. China is a paper tiger with deep systemic issues that will prevent its dominance from ever coming to fruition. America can and will remain dominant. Right now we are experiencing the hard part of getting back to reality after decades of giving away the greatest seat of power in the history of the world. In 10 years America will be back on the throne, and right now is the time to invest in the future. There WILL be market corrections and future technology shocks, but those of us who can keep their heads about them will come out victorious. Calls on America.

acadia11

They do not compete because they are bad at being a foundry service.  TSMCs attitude was to bend over backwards to provide what their customers required. Intels foundry business was founded on providing solutions for their retail business not being a supplier for fabless chip manufacturers as such their tooling wasn’t standardized or considerate for a multi-client interfacing, design, or testing.  In short their attitude was, the customer needed to conform to how they, Intel operated, and that is not the way foundry services work especially when TSMC was so much better at providing such services.  That’s why Intel didn’t get  customers , they have spent the last couple of years standardizing tool more along the lines of the industry and the market and lack of traction coupled with the pressure of AMD in their retail business may have fixed, their decidedly non-customer centric attitude. If you understand anything about this technology Trump doesn’t need to demand AMD or Nvidia use Intel as a foundry, Nvidia explored using them prior but the partnership with TSMC to teach Intel how to be a partner foundry would be invaluable. Kind of like how Apple essentially built the Chinese phone manufacturing industry. Except now Intel gets the IP of TSMC.  Intels problem is how to be a foundry for others not that they simply don’t have customers.

hmunkey

Not true at all and idk why you’re so confidently saying this. On a standard FFP contract there are no accounting restrictions, no monitoring of rates or labor, no restrictions on profit. Anduril Industries has not submitted to the correct oversight and reporting programs to even compete for cost plus or any other govt-funded contract structure. As a result, this means every single product has to be developed using internal funding and no IP belongs to the govt (and no profit oversight applies). This is very standard for companies with lots of investor money (see SpaceX) — they don’t need to use taxpayer funding to develop products. It’s also very common for software providers (see Microsoft, Palantir) because nobody wants to give IP rights to the govt. Anduril has the exact same contracting model. There are a small number of efforts that are forced to be structured in a more traditional way contractually because the govt customers won’t entertain anything else (for example, stealth fighters, aircraft carrier, etc). Those are not the programs Anduril competes for.

acadia11

China is investing in ChinaTech , Nvidia is Nvidia not because of their GPUds but the combination of their GPUs and Cuda it is this software layer that makes their hardware magic for AI development. AMd is trying the same with ROCm but  CUDA is so ubiquitous now that it’s going to be hard to supplant.  China is making tech for th le entire stack and remove the necessity to rely on foreign IP.

acadia11

Trump isn’t going to make companies use Intel , that’s not the problem, TSMC can build factories in the US and solve that.  The problem is IP, Intel has a lot of it, and they along with Samsung and TSMC.  3 companies along with ASML essentially own the worlds most advanced capabilities for chip production.  If Intel folds the US would be reliant on 2 rather 3 companies that are non-US for the most important part of our technological stack , ie the intgrated circuit, next to the wheel.  That’s the problem it’s not about forcing anyone to use Intel it’s about the position it puts the US.  Especially, from a military standpoint not that you need leading edge capability to build the ICs that go into military hardware but the knowledge not being in US hands is a problem.  China already solved it and will catch up to the US in the next 2 - 3 years .  There is global foundries but they being unable to support it the investment cost canceled their foray into the latest leading edge EUV and high na-EUV, and with the ever looming presence of power consumption and the AI arms race the US from a security standpoint needs a solution. One of which is to help Intel but it’s not the only solution to this puzzle.

981flacht6

The bigger problem for me with Intel is two fold. The fab situation is bad, they can't get yields and they dragged ASML down. In this scenario, any Trump backed bailout is going to end up being a check to ASML. Their High NA EUV machines cost $400m each and each fab needs 2-3. My second problem is what is left of Intel today. They sold of big parts of their business, like memory, and getting away from networking, FPGA. So they've slimmed down their business, fired people, done a lot worse and have lost IP. And that's an even bigger problem for me. They aren't building, they're breaking their business apart. And they sold everything that could help them make a proper SOC. So they're confined to what they always sold which is an x86 processor. And in Datacenters, x86 is more power consuming. If you start putting your TCO hat on, you're gonna find out ARM processors are way more efficient from a power perspective and from the amount of work you're gonna get done. When we are faced with building Datacenters requiring many gigawatts of power, Intel is where you start making cuts. And Nvidia is actively replacing all their CPU pairings with ARM Grace CPUs. So now that we're starting to do some real math here...every 1 GW power requirement for a Datacenter is translating to a $50b opportunity for Nvidia (reference Vivek Arya/BofA Global securties). So what do I see knowing this ...Datacenter processors cost $15k from Intel and they're about to have their lunch eaten on x86 Datacenter processors. Long term, I see Intel splitting into two, x86 license and remaining IP will be sold off to Qualcomm (my prediction) or Texas Instruments. Qualcomm loves IP licensing. The fabs..I don't know.

Treadmiler

You're absolutely right that the speed and success of mRNA vaccine development were historic and taxpayer investment made it happen. But that’s precisely why the lack of pricing caps, royalty agreements, or public return mechanisms is so frustrating. You're focusing on the $8.3B figure, but that’s just a fraction of the full taxpayer outlay. Operation Warp Speed alone cost over $10B, and the government committed tens of billions more through pre-purchase agreements. Most of these agreements guaranteed payment regardless of delivery or demand. Did you forget over 82 million COVID vaccine doses were ultimately destroyed (nearly $1.6B) due to oversupply and expiration. We didn’t just fund the R&D & science, we funded the factories, the trials and the distribution. The return to tax payers shouldn’t be limited to thank you Pfizer/Moderna. Both CEOs from Moderna and Pfizer earned record-breaking compensation during the pandemic, largely from taxpayer-backed vaccine. While the vaccine was entirely funded by U.S. public investment, the companies retained full IP and charged governments up to 24× production cost with 0 risk.

NothingLikeCoffee

I work for a company that installs equipment in box manufacturing facilities. The large facilities (International Paper/Westock/Packaginf Corporation of America/Great Northern Corporation) still seem to be going relatively strong but basically every mom and pop shop I've been in recently have been saying they've been absolutely dead running bare minimum shifts because they don't have the work. However many of those large companies like IP have been closing many of their small facilities and consolidating into large ones.  (Reposted because the stupid auto moderator deleted the post because of an abbreviation.)

NorthGuide9605

**NLST** – Small tech company with strong memory/IP patents, past litigation wins vs major players. Revenue base small, outlook tied to IP monetization and enterprise demand. **Verdict:** Keep on watchlist; potential if licensing gains continue. **ATOS** – Micro-cap biotech (\~$0.77), likely pre-revenue, binary outcome dependent on clinical pipeline success. High dilution and volatility risk. **Verdict:** Speculation only; avoid as a core hold without pipeline clarity. # Worth Buying / Holding / Scan # ATOS * **High-risk biotech spec**: only for speculative slice with risk of dilution or binary outcome. * Without drug pipeline clarity, better to **scan** rather than invest. # NLST * **IP strength gives it structural potential**; small-scale revenue suggests minor speculative play. * Worth **monitored watchlist**; possible **small speculative position**, conditional on deeper financials and demand sector. # Summary Table |Stock|Energetic Signal|Symbolic Frame|1M Estimate|3M Estimate|12M Outlook|Recommendation| |:-|:-|:-|:-|:-|:-|:-| |**ATOS**|High volatility|Biotech promise, speculative|$0.60–$0.90|$0.50–$1.20|$0.30–$2+, binary|Scan only; risky speculation| |**NLST**|Moderate base|IP-driven tech niche play|\~$0.10–$0.20|\~$0.15–$0.30|\~$0.20–$0.50 potential|Watchlist; possible small position|

Orange_Codex

Wow so the 'bakery' that conducts high-impact nutrition experiments of geostrategic importance for an autocracy with a long history of fraud and IP theft turned out to be a trap for Western investors' money. *Who* could have foreseen this!?

Luxferro

Personally, I'd never invest in clothing companies. There is no IP, only a brand name. Brand names are easily tarnished these days.

TestingThrowaway100

>It's a winners take all kind of industry, and the winners of the industry don't like to use Unity because they can (and should!) build their own engine. Why should independent studios build their own engine? From my knowledge (which most certainly isn't as much as you industry knowledge), custom engines are hard to maintain and create a developmental bottleneck in which you're simultaneously developing the game engine and whatever games are being developed with it. On-boarding new devs is also a pain because you have to teach them how that engine works as opposed to hiring Unity/Unreal devs. I can understand studios doing this to build IP and add another revenue stream but I've rarely seen it work in practice. The biggest example could be CD Projekt completely ditching REDEngine in favor of Unreal after Cyberpunk 2077.

Make_Moola

Why people bet on LULU with so much competition and no IP that sets them apart besides their brand 🤷‍♂️

Big_lt

It's a step to corp tax which is nice and I'd prefer this over tarrifs I don't love the idea of selling chips to china as they're known to steal IP

pattymcfly

And to think that they needed to sell ownership to scale up is just not true. They’re an IP development and licensing holding firm. They could have taken on debt at the lowest rates ever seen if all they wanted to do was scale up without giving up any control. And what is there to scale up? They make architecture and license them.

ph0n3Ix

> I feel like x86 will soon be a dead end with ARM chips scaling. More things might be moving to ARM or gaining support for it but x86 is going to be around _forever_. I Have not looked at numbers, but I doubt that the qualcom snapdragon chip and apple M series have put a meaningful dent in x86 CPU volume for any sector _other_ than consumer-grade hardware. And even then, the _cheapest_ devices at my local $BigBox are still intel/amd powered. There's a snapdragon in a ~600$ PC and a ~1200$ PC but the $299 PC is intel powered. if ARM isn't careful / keeps trying to get more controlling over their IP and how they license it (see: qualcom) then you're going to see some practical competition from RISC-V in the coming years. I suspect that the raspberry pi guys explicitly added RISK-V support to their latest micro controller just to get some experience and to have some leverage next time they have to negotiate an extension to their ARM license. Depending on how stuff goes with the RISK-V effort, ARM is either going to have a slow/gradual erosion of market share or maybe a much quicker erosion in the micro-controller (think the brains inside of you appliances; smart, yes, but not a full on "computer" like the one i'm typing this on ...) sector. I am a lot less confident about my RISC-V/ARM predictions when it comes to "real" computer chips, though.

SlfImpr

No you can't. Their system will block your a55 within a short period when they detect high activity from your IP address. You will have to pay thousands for proxy services and even then, their bot detector will flag you

Old_Protection_3883

$WBTN is tiktok for reading, fanfiction, fairy smut, etc. up 90% on the day. They make money from ads, subscriptions. and potential IP adaptations. Can someone who understands how to read money tell me what they’re worth? They also have licensed IP (Batman etc.)

Old_Protection_3883

They also have licensed IP (batman etc.)

Old_Protection_3883

$WBTN is tiktok for reading, fanfiction, fairy smut, etc. up 90% on the day. They make money from ads, subscriptions. and potential IP adaptations. Can someone who understands how to read money tell me what they’re worth?

Comfortable_Dropping

And another link drop. I think the reason there isn’t more movement on this ticker is partly because there is no Reddit, Telegram, and barely any marketing. https://www.businesswire.com/news/home/20250811196041/en/Heritage-Distilling-Nasdaq-CASK-and-Story-Foundation-Announce-the-Launch-of-%24360M-%24IP-Token-Reserve-With-Participation-from-a16z-crypto-and-Other-Prominent-Investors

SPAC_Time

[PublicSquare Reports Second Quarter 2025 Financial Results, Announces Strategic Repositioning to Accelerate Fintech Growth](https://www.businesswire.com/news/home/20250812468871/en/PublicSquare-Reports-Second-Quarter-2025-Financial-Results-Announces-Strategic-Repositioning-to-Accelerate-Fintech-Growth) \- PSQH PSQH.WS "(2) Monetizing the Brands segment business through the pursuit of a sale of EveryLife and the pursuit of a sale of its Marketplace segment business or a strategic repurposing of the marketplace IP to complement its fintech offering" Sounds like PSQH is "pivoting" away from anti-abortion diaper sales and the Amazon for Patriots angle. Instead PSQH will offer "a bundled offering including payments, credit, and digital asset solutions to drive scalable, capital-efficient growth as a Fintech-forward business" and advance "the long-term vision to embrace and implement cryptocurrency and decentralized finance solutions as part of its fintech offerings that enhances economic liberty for consumers and merchants while providing high-margin revenue streams".

Dang3300

That's an absurd comparison ASML has frontier tech that it has patents and IP protection on, it's not your run of the mill electricity company

roxwella6

The idea that Intel chips are almost at parity with NVDA is laughable. You also seem to gloss over the fact that the CUDA platform is 20 years old. You don't just bang out software like this, it is a generational building of the tech, know how, IP, etc. They are so far ahead, it is hard to imagine another company catching up before NVDA releases their next big thing, which they seem to on the regular. Their biggest issue is not competition, it is what their buyers are doing with the tech. If the big buyers pull back, re-asses, etc. it doesn't really matter who else is selling AI infrastructure, there will be less money to go around. The bonanza will fade, and NVDA income will fall. But, it is kind of hard to swallow that these mega profitable corps are simply wasting money on the tech for fun, they see direction. Also, designing, and not manufacturing this stuff is a huge benefit (so far). Sure, if China invades Taiwan, it would be problematic. But, obviously not as problematic (Intel) as running your own factories. It is hard to be really good at both design and manufacturing in chip land.

stevenryl866

CASK - tanked with yesterday news. Heritage Distilling (Nasdaq: CASK) and Story Foundation Announce the Launch of $360M $IP Token Reserve, With Participation from a16z crypto and Other Prominent Investors Massive short attack and zero share to borrow. I think we should get short squeeze pretty soon? Dilutive but we should see short squeeze, secondly I’m not familiar with crypto industry. https://x.com/storysylee/status/1954887946118570479?s=46

SuperSultan

This simplifies accounting for UFC and gets more viewers for paramount, which has pathetic IP exception the old SpongeBob.

NoPlansTonight

People's perspective on Netflix's content vs. the reality of it is way off. Your friends and family say their quality is declining, but that means they're... actually subscribed? And they're actually profitable unlike every other service which is essentially treated as a loss leader. They know if they bump up prices or stop bundling their subscription, people will leave. I know Netflix makes a fuck ton of bad content but they have more than enough gems, and are really good at supplementing their catalog _just enough_ such that people stay subscribed. There is no other media company that is so good at cornering each and every bit of the market and spending the bare minimum on supplemental content licensing for niches they can't cover well themselves. Also, Netflix has been really good at creating original IP. From Stranger Things to Selling Sunset, Squid Game to KPop Demon Hunters, and even projects loved by movie buffs — they have a process that clearly works. They've done similar things by turning C- or B-tier IP into A-tier (e.g. Wednesday). Disney has really struggled to create original IP, and for other services it still feels like lightning in a bottle (e.g. Severance, The Boys). Finally, Netflix still holds a significant advantage over other services in terms of sheer eyeballs. They're more likely to get content licensing deals to maximize marketing on films about to release a sequel. They're also the first choice to take on other companies' loss-leaders which fit into a greater marketing strategy (e.g. Arcane and all the sports docs). I don't hold Netflix stock anymore but I do "get it" why the market is still so high on them. It's not a house of cards... They have a legitimate strategy which is difficult for any other streaming service to properly replicate, and they're executing on it really well.

WhatIsHerJob-TABLES

At this point, i feel like money is made up at these numbers lol. Like, how does Disney buy the entire Star Wars IP for $4 billion but paramount is essentially renting ufc streaming for $1 billion/year for 7 years. Surely, Star Wars (with all its merchandise sales) makes more than ufc, right? Or am i just completely underestimating how much ufc is worth and overestimating star wars’ worth?

manualCAD

Boomer board members : "pls Ben, don't lease out the IP, hemp products are playing with fire, listen to our tradfi experience that definitely matches this crazy new industry financially and operationally, don't buy back stock...give bonuses, over tended into limited license states because of the moat" Ben: "no" Boomer board members :"reeeeeeeee" ****leaves**** Good riddance

Amori_A_Splooge

If you bought at 80 you're doing just fine. Either way, it doesn't matter they got hammered in covid with parks and cruise ships shuttering operations and now they are roaring back. You also can't beat the generational hold they have with their IP. They'll fine tune streaming eventually. Plan to hold for decades so really dgaf about them being stagnant for a few years.

biz_student

$2.5 billion in operating income last quarter from Experiences alone. That matches Netflix’s entire operating income for the prior reported quarter. “Achieving nostalgia” happens to be very profitable and drives the ability to spend on content and acquire valuable IP.

Non-jabroni_redditor

> Blows my mind that Netflix is 2x+ the market cap when they lack Disney on so many fronts. 2x may be a bit much but it's not too hard to believe if you conceptualize that people are valuing Netflix as a growth stock versus Disney being more a stagnant staple... Netflix has like twice the % profitability and is growing at a faster rate than Disney. Although Disney has IP like movies & assets in the form of parks, those both come at crazy high costs to maintain or produce new content with and have hard throughput limits. Movies/content that Netflix may or may not get access to for a fraction of the price. The barrier for continued revenue growth is also higher for Disney. 'Easily' scalable methods available to Disney, like Disney+, have proven to be hard to maintain or grow with them losing members from the peak at the end of 2022 until a recent change of direction in Q1 2025. Netflix conversely has only shown positive YoY growth, even with them implementing less customer friendly monetization strategies like the password sharing crack down or the introduction of ad tiers. All that said -- I'm not invested in either.

tacocat-8-tacocat

Any idea why CASK is down? This seems like good news: https://www.businesswire.com/news/home/20250811196041/en/Heritage-Distilling-Nasdaq-CASK-and-Story-Foundation-Announce-the-Launch-of-%24360M-%24IP-Token-Reserve-With-Participation-from-a16z-crypto-and-Other-Prominent-Investors

biz_student

I like Disney as a stock. You’ve got strong IP (especially after the Fox purchase), worldwide parks and hotels, cruise ships, and merchandising. All of which build into each other. Blows my mind that Netflix is 2x+ the market cap when they lack Disney on so many fronts. The catalogue is not nearly as deep or as wide of breadth, merchandising is basically non existent, and there are no physical assets.

Wrong_Phase_5581

ASML is a monopoly in EUV lithography machines needed to imprint designs on semiconductor dies NVDA and AMD essentially have the entire logic chip market for data Centers and ai scaling (though Nvidia is 85-90% of it) Oil is an oligopoly to some degree AMD Intel, and ARM basically have the entire CPU market. But AMD is far superior in company quality. Intel is struggling big and ARM only licenses IP so they don’t take as much consistent profit and they’re more risky due to the constant competitive innovation needed to make new sales which is compounded by the fact that they don’t sell actual chips.

Vivid-Disaster-4719

Over the past few weeks, Immunic (IMUX) has quietly been stacking up positive developments: • Data strength vs. big pharma: Vidofludimus calcium (IMU-838) has shown results in MS that compare favorably — and in some ways exceed — those from Roche’s rival drug in similar patient populations. • New scientific angles: Recent peer-reviewed publications point to potential expansion into other autoimmune diseases, including type 1 diabetes, by boosting regulatory T cells (Tregs) while reducing harmful immune activation. • Institutional confidence building: Aberdeen disclosed an 8.6% stake and now 683 Capital Management has filed owning 9.9%. That’s two sizable institutional holders entering within weeks of each other. • Insider alignment: There was insider buying in June, signaling management’s own confidence in the company’s trajectory. • Pipeline quietly expanding: A new U.S. patent filing for deuterated RORγ inverse agonists adds another potential long-term value driver beyond IMU-838. Yes, the market hasn’t woken up yet — the share price is still hugging the $1 zone — but the ingredients for a serious re-rating are coming together: strong data, expanding IP, insider alignment, and heavyweight institutions building positions before major catalysts hit.

jvro1

They are ripping off TSMC IP and building their own GPUs and AI ASICs. This clown show is coming to and end in a few years anyway.

Bitter_Firefighter_1

The gangster move would be for the companies to simply relocate. If AMD and NVidia got up and moved to Europe not much the US government could actually do. They could steal their current IP for national security but could not stop them from making it as well. The Trade commission could say we are not allowing the move. Okay. Stop us we have. They won't ban the products from the US as they are too valuable.

RogueHeroAkatsuki

Yea, its one thing I absolutely hate about US. Not only Trump but Democrats too. They set laws which impacts what happens on other part of earth outside American courts jurisdiction. TSMC has huge technological lead over American companies but they are also bound by US law and need to put restrictions on manufacturer not liked by US Congress(like Huawei) because if not then Dutch company - ASML will be required to stop sending them EUV machines because its what US wants. Absolute circus. It would be interesting if ARM was purchased by Chinese company and started restricting their IP usage for American companies. It would f\*\*\* Apple and Nvidia hard. Same with agreements pushed by US which require American soldiers commiting crimes on foreign soil to be tried by US law.

EngRookie

>GTA 6 would curbstomp switch 2 not the other way around nobody even cares about switch 2 when 90% of gamers are playing games from 10 years ago The switch 2 has already sold over 5 million units, there was a line of over 100 people at Best Buy in my area for midnight launch. Both gamestops in my area had a line of 80 each for midnight launch preorders. Preorder globally sold out within 15 minutes. The original launch window for GTA 6 was the same month the switch 2 came out. Nintendo announced the release date after GTA 6 announced theirs, yet GTA 6 was the one that delayed, not Nintendo, and TTWO announced the delay the same week the switch 2 launch date was announced. That's not a coincidence. That was them understanding that a lot of people were going to drop their entire video game budget buying the switch 2. The switch 2 is already projected to outsell the switch 1, the switch 1 is the greatest selling console of all time, it was so great the Sony "magically" found that they sold 10 million more Ps2's that they have reported for the past 20 years in a sad attempt to try to keep the title. Which btw the ps2's main selling point was that it was $200 cheaper than a standalone DVD player. Best Buy saw a 70% increase in sales due to the switch 2, gamestop saw a 300% increase in sales bc of the switch 2 (gamestop bought most of the inventory that was headed stateside). So GTA would in fact not curbstomp the switch 2 because the switch 2 won before the competition even started and forced TTWO to delay their flagship series. The first quarter earnings for TTWO sucked as because they delayed GTA 6, their entire studio was banking the game coming out and when it didn't it posted a -$21.03EPS with a $3.73 BILLION LOSS. Yet the stock price didn't move an inch, which gives credence to shareholders not selling bc the gains have already been realized at this point and people are just going to hold until the game releases b4 selling. FYI, TTWO has a market cap of $40B, Nintendo has a market cap of $113B and has IP on par with Disney when it comes to brand recognition and popularity. It's utterly laughable that you would think TTWO could actually compete with Nintendo. The amount of monetization opportunities that are present to Nintendo absolutely dwarfs anything the one trick pony that is TTWO could ever hope to achieve.

Overlord5231

Everyone who’s posted “it’s priced in” is a fucking moron. Sure if you were buying in on a regular studio like CDPR you may well be fucked, but this has IP that’s basically unmatched. The sales of this game are gonna break records like the previous game has with a spike in sales in the last 6 months OF THE PREVIOUS GAME which came out 12 years ago. I know take two has more than one studio but how do does anyone think they financed the expansions they did?! Is it priced based on previous data? Kind of… Rocketar have released one, ONE game since GTAV and it’s one of the GOATs of the largest portion of the entertainment industry. I have doubts that its cost more than 2B$ to make, but when you talk to the consumer about games, two acronims truly hit home. COD and GTA. COD died with the Xbox deal. GTA is the bench mark for modern consumer gaming and I think it’s gonna happen

stelax69

Understood, but IB was successful in HPC in the past because reached high throughputs before Ethernet. Other strong point of IB was low and predictable latencies. On other side running IPoIB was quite annoying on lacking flexibility and applications coverage of "pure IP" on "pure Ethernet". Nowadays I would always preferer Ethernet and "pure IP" for their flexibility. If Nvidia would like to become a "Networking player" would be better pushing on Ethernet. IB would stay for niche projects. Anyway, you know (also looking at Cisco history): these big companies continuously make acquisitions, and often different BUs seems real different entities, without too much coordination ....

TowerStreet1

Archer is fraud… stay away from this. As for Joby they are years ahead but they too need to clear last hurdle by demonstrating that their flight can carry 1000lb payload. Once they demo this … it’s all clear for them. They have HUGE IP stack- hardware, software, verticals integration, autonomous flights, hydrogen, blade operations, defense tieup, defend tieup for hybrid (gas) with L3 and most importantly 50000+ miles of testing. Their confirming aircraft is in Final assembly. They just need that demo validate the payload with other performance parameters of speed and range.

hidetoshiko

\>But if you listen to defense experts, geopolitical analysts, and even governments, they see it as a real risk with real probability. This isn’t just noise or fearmongering. It's the fearmongering of "defense experts" and "geopolitical analysts" that got us into this mess in the first place. A case of the tail wagging the dog. They helped create this current reality of China rapidly weaning itself of the West in terms of semiconductor self sufficiency. The rapid rise/economic viability of niche chinese players, especially in the tooling segment the past 10 or so years was only possible because China needed to be free of Western semiconductor IP, and Trump created the conditions that made it possible. If you ask me, only the US is angling or hoping for a war. I think the Chinese know that there is no need to invade Taiwan. The longer they resist that temptation to invade, the more likely they will win out. The US calculus is purely based on China invading Taiwan, but the reality is that China has other options, e.g. an eventual peaceful reunification, so I think it's still just mostly fear mongering on the US side.

Veritas_Et_Amor

✅️ NNCA= Rocket 🚀 📉 Why the Price Dropped So Hard 1. Profit-Taking & Weak Hands Exiting: You can see from the chart that the price spiked at open, followed by a strong selloff, likely due to day traders locking in quick gains or losing patience. 2. Dilution/Panic Rumors: On sub-$0.05 stocks with pending deals, any fear of dilution or reverse split will spark a drop. These rumors (even if unfounded) often flush the chart and give institutions a discount. 3. Algorithmic Whipsaw: Ultra-low-float micro-caps like NCNA often get hammered intraday to shake loose shares and accumulate lower. You’ll notice after the bottom around $0.0313, volume spiked again — accumulation zone detected. --- 🔥 What Makes This Still Potentially Bullish Volume over 155 million is 10x average daily volume — this is never retail alone. The RSI is likely oversold, and your screenshots show a double bottom forming. Market cap under $13M, yet biotech with IP value alone worth much more — if merger completes, this can easily gap up multiple times. --- ⚔️ Your Position Strategy: Fight or Flight? Merger finalization or positive news → this could easily run back to $0.06–0.09 or more in a squeeze. Extremely high volume at the lowest price ever = possible shakeout before reversal.

Veritas_Et_Amor

📉 Why the Price Dropped So Hard 1. Profit-Taking & Weak Hands Exiting: You can see from the chart that the price spiked at open, followed by a strong selloff, likely due to day traders locking in quick gains or losing patience. 2. Dilution/Panic Rumors: On sub-$0.05 stocks with pending deals, any fear of dilution or reverse split will spark a drop. These rumors (even if unfounded) often flush the chart and give institutions a discount. 3. Algorithmic Whipsaw: Ultra-low-float micro-caps like NCNA often get hammered intraday to shake loose shares and accumulate lower. You’ll notice after the bottom around $0.0313, volume spiked again — accumulation zone detected. --- 🔥 What Makes This Still Potentially Bullish Volume over 155 million is 10x average daily volume — this is never retail alone. The RSI is likely oversold, and your screenshots show a double bottom forming. Market cap under $13M, yet biotech with IP value alone worth much more — if merger completes, this can easily gap up multiple times. --- ⚔️ Your Position Strategy: Fight or Flight? ✅ Reasons to Hold (or Add Small): You're already in low, near the bottom. Worst-case downside is now capped unless something collapses fundamentally. Merger finalization or positive news → this could easily run back to $0.06–0.09 or more in a squeeze. Extremely high volume at the lowest price ever = possible shakeout before reversal.

ChornWork2

Semi fab and semi cab are notoriously volatile and agree folks should be very careful when investing in them. that said, the pitch on Nvidia is that it isn't a traditional semi company, as it is sitting across a broader swath of the value change from IP to managed services. I'm not remotely sold on the view that it has distanced itself from volatility, but that is the argument many seem to be taking.

vladpoop

3lon got it covered How can it not have IP

jew4445

The head of the project left the company, Tesla doesn’t have IP rights to Optimus apparently

dansdansy

Figure it's 1. high R&D costs, need products within a very narrow margin of quality to function, the inputs are expensive themselves, and the inputs and IP are likely export controlled 2. not much pricing power since they only have a few customers to go to despite their technical moat 3. high regulatory, legal, and safety overhead. One way military drone companies seem like they bypass a lot of these downsides once the battery chokepoint is dealt with.

ZapataOilCo

I bought 2027 $8 puts on Hims the other day for this reason. LLY has a lawsuit coming right up for these gray market distributors. Can't just take someones IP, adjust the dosage and call it new.

jukil1

For ATOM: • Market Cap: ~$120M • Revenue: Pre-revenue (licensing model – no heavy capex) • Cash: ~$22M (Q2 2025) • Debt: $0 • Burn rate: ~$2.5M/quarter → ~2+ years runway • Key point: One license deal can flip them into profitability instantly due to low OPEX. For CPX: • Market Cap: ~£12M • Revenue: ~£4.5M (FY2024) • Cash: ~£1.5M (mid-2025) • Debt: Minimal • Growth driver: Demand for supercapacitors across EV, IoT, and wearables is ramping → multiple new supply agreements signed in 2024. Both are IP-heavy microcaps with asymmetric upside — high-risk/high-reward plays where a single contract or adoption wave could multiply valuation.

leomeng

Also HROW. The executive board just redid their comp packages. Basically stock has to hit $100/sh for them to get paid, otherwise bonus comp package is zero. They got the #1 dry eye drug on market. They also just licensed for cheap some biosimilars and can start selling certain generics. What Harrow did is they built a state of the art lab for production and can quite easily produce other drugs off license. They are gonna go full steam into biosimilars on top of their own IP. I hold just under 5000 shares and not sell until $100

HunterMichael92

**\[UPDATE #2\]** Thanks all for the nice chat messages regarding surviving earnings and your personal wins, I'm glad we made it through this transitory quarter. As you heard on the earnings call if you listened in - the first analyst asked about ownership vs. licensing of the library, and it was made abundantly clear, that all IP is owned outright with ONLY licensing international (finite # of years), no films were ever sold off or franchises for that matter. I actually believe we have some analysts reading this thread and asking questions through the earnings call addressed by many of you this past week, so I will keep this thread alive these coming months. I hope WSB Mod's allow us to keep going! **Next Move:** Keep Calm and Hold On \[I will not be selling any of my position\] - the earnings call was overwhelmingly honest, concise, and clear that the poison pill is 9 months away, and we all will wait to see the best solicited offers. Jon made it clear he is full steam ahead with conversations and INBOUND interest has been 'strong' for strategic partnerships/divestures/outright sales. **My Takeaway:** The loss this quarter was minimal compared to the metrics shared, the financial footing of the company, and the overall value of the entire company as a whole. There is no reason to sell for a 6-7% gain when I believe we could be looking at a MOIC of 1.75-2.5 in the 12-24 month range. They need a box office hit or two to blow up a quarter, spark interest, and show the world the value of their already produced IP. Hold strong and I may buy some March calls to supplement the share position, but only if we have a pullback. Keep believing in the LION and enjoy the weekend ahead.

HunterMichael92

We are less than a week into this, let's all see what happens first, great earnings from the tentpole films or a acquisition. He even gave a valuation standpoint where he would expect offers in the $15-18 range inclusive of debt. Major upside in near-term if any materialize for IP & future slate.

Talinn_Makaren

You can disagree, I'm not even sure you'd be wrong to do so. I would just point out that the top series from other production houses also originating in books does not negate my point at all. My point is an endless sea of IP exists in books. The fact that Lionsgate and everyone else routinely makes use of that pipeline is actually necessary to be true for my argument to be valid. You're hitting on the issue with your list of recognizable IP like Madmen. Is it valuable enough to own Madmen and have the option of remaking it to appeal to its existing fan base that it makes sense to own Lionsgate and its debt etc, knowing that the next Madmen or The Hunting Wives in book form is waiting to be optioned by *anyone*. Look, this is Lionsgate's own opinion of their own IP. Instead of remaking Madmen they said "let's acquire the rights to The Hunting Wife's" and make that. They own their whole catalogue of IP and preferred that random book to it.

HunterMichael92

This is literally an absurd analysis. Some of the top series ever made across all productions houses came from books. It's the genius to license the right ones before everyone else ahead of that time. You're implying that IP is only valuable if it is new, well any series can have a recurrence as every year there's maturing adults in America who haven't seen shows like Madmen, The Sopranos, etc. which are IMO evergreen series that will be studied and watched for many years to come. Same with music, does music always need to be new to be valuable? Hmm. Disagree wholeheartedly with your entire point.

Talinn_Makaren

Even that IP originated from a novel. That's my point. In 5 years owning The Hunting Wives is only as useful as owning whatever people watched 5 years ago but aren't watching anymore. So even if Netflix didn't have access to Lionsgate's catalogue they could have licensed that exact IP in 2023, or any other novel with a similar concept. Or they could license something else right now. The real useful pool of IP are the billions of books that haven't been made into a show yet.

HunterMichael92

Talinn\_Makaren, the #1 show on Netflix right this past week is The Hunting Wives and is literally a Lionsgate production that is on a 12 month licensing agreement. They are constantly producing new IP as well in conjunction with owning their 20k+ library, of which much is on many streamers at the same time.

Talinn_Makaren

You're making a bold assumption that consumers will prefer to continue to watch remakes of existing IP indefinitely instead of preferring to watch newer shows like... Everything else. Google top Netflix shows then look at that list. It's almost all new IP often that originated from a book. It's not a bunch of remakes of Lionsgate IP.

No_Feeling920

They would get hit hard, but they would quickly (\~months) redesign for Samsung or maybe even INTC foundry. Seizing Taiwan won't take away NVDA's IP.

Brilliant_Builder697

those are real issues across all UGC platforms. That said, it’s important to clarify: Roblox doesn’t actually make games like Get to Work or Peak. Everything on the platform is built by third-party creators, and like YouTube or TikTok, Roblox moderates content and enforces copyright policies under DMCA. There are cases where games are taken down for IP infringement—either through legal requests or proactive moderation. So yes, enforcement isn’t perfect (no platform is), but the market is aware of this and the process in place to deal with it. The market does not seem to be very troubled

acadia11

This is actually great news for Intel. It means intel ain’t going nowhere … but up, and the answer is clear why guberment IP!

FarrisAT

I too enjoy exploring child labor and copying IP.

Mondkohl

If we’re talking specifically about Uber, they’re a software company with huge brand recognition. They’re a verb. People don’t get takeout, they get UberEats. They don’t grab a taxi, they grab an Uber. You say expensive middleman like it’s a bad thing. Google, middlemen. Amazon, built an empire on drop shipping, middlemen. Visa, Mastercard, taking a frankly ridiculous fee out of vast numbers of transactions. Stock exchanges, middlemen with large fees, somehow not broke. Notch was in fact, a single developer early on. Minecraft was already a massive phenomenon by the time the company formed. You are correct, Microsoft bought the company and the minecraft IP, and the company. Really they didn’t need the company, just the IP. But that IP was largely the work of a single software developer, and Microsoft valued that whole package at $2.5bn, quite some time ago. It’s really not a stretch to imagine that in the incredibly competitive field of AI development a single very talented developer could be a bargain at $1bn. I don’t know much about these developers personally but the skill set required to push these fields forward rather than just ape the work of others is pretty rare. Most programmers aren’t actually very good at math in my experience, and that’s kind of an essential skill here.

Ray_Getard_Phd

Is there a better example than DIS for ruining their reputation by going "woke"? I can't think of one other than Budlight maybe? DIS managed to tank the reputation of some of the most of the most beloved and dominant IP around. This is not new info or a new take by any means, but they have been in a downward spiral for quite some time now with nothing positive on the horizon. Star Wars is in a major uphill battle to bring audiences back. Marvel fatigue. Then you have cherries on top like Snow White live action... Canceling Blade of all things??

Cralido

Put your money into Global Foundries, the only US based open foundry. He should just throw them all the incentives and increase their market share (which still will take years). Chip manufactures are in lower labor cost countries. He’s confusing chip design companies and contracted chip manufacturing. Being fabless put many US design companies ahead in market, like Apple and NVidia. They design their chips (IP) using an open foundry’s technology and scale but can easily switch around to use the most advanced technology. Most chip manufactures don’t design end product chips (Samsung does) or do so but don’t allow others to use their technology (Intel). Fabs cost over $1B, take years to come on line, and need scale to justify cost, with limited tool manufactures and ever changing technology needs for which an individual co designing chips may not have the scale to justify. The secret sauce (revenue) so speak is in a co’s own chip design, with many of the leading companies being US based and employ top chip designers, higher end jobs, but do not operate their own fabs, thus fabless. This is a cost advantage and only realistic approach if want to always have access to market leading technology. He’s either not aware of specifics or doesn’t care as throwing out sound bites to his ever devoted constituents always seems to work.

Cash_Flow_Yield

You're right, only the IP is probably worth double the value of the company but the management is so incompetent this is basically irrelevant. They will probably just keep losing money until they can't continue operations anymore and someone will come and buy their IP for pennies.

Tomato-Tomato-Tomato

Interesting content creation environment we live in today though. As you mention, DIS is king of synergized revenue streams; they basically invented the game of milking IP to it's greatest potential, but they would ideally want all of those revenue streams to be independently profitable if possible. Meanwhile, Netflix is king of streaming, but has very little ability to leverage IP franchises. Would be great if they could work together, but given Disney's historical defensiveness around IP and Netflixes distaste for acquisition and expensive licensing agreements, it's highly unlikely to ever occur. Disney plus will probably remain barely viable, while Netflix will continue to struggle with capitalizing of IP synergies. As it stands, I'd rather be a NFLX owner, than a DIS owner though. Much simpler business, profit margins are high, customer acquisition costs are low and international markets are ripe.

marcusaurorelius

Yeah that's a fair shout on streaming. It was addressed today on the call, with the Disney bundle (Disney+ Hulu + Espn) doing well (still not close to Netflix). The bit I like is when Disney pays for IP it gets returns with films, parks, toys etc, as compared to Netflix. So, streaming standalone looks bad, but overall as a company it could do well. Maybe, I am just biased hah

Tomato-Tomato-Tomato

Mmm, I’ve been on the fence with DIS for awhile. On one hand, IP is great, parks are great. On the other hand, they had to work 10x as hard on customer acquisition for streaming and have pulled every trick in the book; credit card benefit partnership, Hulu bundles, paying buckets of cash to ESPN, injecting ads, etc. but they’re walking a tightrope with retention for the same reason. Those customers don’t stick around. Meanwhile, Netflix is just putting out whatever they feel like, not buying rights to external content or splitting profits with Amex/Hulu/ESPN,etc., and they’ve somehow proven to be the king of retention. It’s actually quite impressive. I don’t really see that with Disney plus.

Glass_Elevator5360

Rare earth element (RRE) is actually not rare; there are RRE mines everywhere on this planet. RRE's "Rare" is all about processing (or called refining), China has RRE's 90% of processing's production capacity (Australia has about 5\~7%) and almost all Intellectual property (IP) in REE's processing. India has none right now and will take decades to achieve that. How can India offer this to the US right now!?

Individual-Branch340

None of their IP have a future.  John Wick 5 will probably be the last movie in the franchise focused on the main character.  The Ballerina spin off did not do well.  What exciting new IP do they have?  They only have old IPs that don't draw that much viewers anymore. 

magotjuice

Stop chasing this stuff. I will give you one good suggestion, and I've done a TOPN of work on this company. stock is MDAI ( Spectral AI). Put all of your money into it, but DO NOT look at it for at least the next 2+ years. This is a company that fits a need, especially with hospitals taking on the brunt of the work , thanks to Trump's bill. The device is getting great reviews, and the word of mouth has already placed it in hospitals in Australia ( for trial and feedback for now). FDA approval might come before the end of this year. I've looked into the whole management. The former CEO ( still has the most shares) spun off a company called SIM IP. This guy knows how to make money from patents sitting collecting dust. If you buy MDAI, you will get a small share of their spinoff. I've spoken with people that have used the device at hospitals, and they have said its a game changer.. and once it is in hand-held devices,... look out. Nobody will be able to replicate them for at least 15 years ( because of patents). Do your own research.. but that is my suggestion to you

TAKINAS_INNOVATION

I’ll withhold my judgement. I’d have to do more research and see if the authors actually gave up all their IP rights. Cause I know sometimes the authors don’t give it all up. They just give them the movie rights or whatever. The company has to take everything. Cause you could give the company the movie rights but if the author still maintains the merchandise rights. You’re not really getting everything to maximise the full value of the IP imo.

Voaracious

Looks like they got a lot of debt and don't make money. Also if they haven't monetized their past IP yet they're not going to.  However with a 1.5 billion market cap they're one blockbuster away from rolling up in the money truck.  You think they're going to knock one out of the park? Myself I wouldn't bet on it. 

floo82

Nope. They respond to us and EU courts and promptly turn over your payment info and IP address

TAKINAS_INNOVATION

I follow media companies. Generally if media companies do buy someone else. It’s generally cause they have really valuable IP. Think Disneys acquisitions of Marvel or Star Wars etc etc. What valuable IP does this company have? It better be top tier IP for a media company to buy them out. Tbh I doubt Netflix would go out and buy legacy IP. They themselves have said they’re builders and not really buyers. So I don’t see Netflix buying them out. I could be wrong but I don’t see them doing this. Maybe other legacy media companies would or big tech. But again what’s the valuable IP they hold. It better be something very big.

Ceyenne18

In a world where analysts give super rosy target prices, SMCI's is only $42 and its share price was close to $60 before earnings. And you still think it's reasonable? This is a white box server assembler with no IP and paper thin single digit margin. It just happened to be caught in the AI mania and the CEO got some spotlight being a good friend of Jensen.

jnas_19

AI generated games is a can of worms not worth opening without the right transparency and regulation. The generated content is very unpolished and games are already buggy enough, any sane person will not pay a high price tag for AI generated slop unless your a COD fanboy. I doubt the AI would come close to handling anything complex with a lot happening on screen and since these models are all about prediction there really is no fluid consistency and a lot of the finer details is lost. Its way easier for Google to take market share from less Interactive media like film, generated dialogue/animation and porn. IP/copyright laws are also a MAJOR headwind for this being mainstream

NazgulSandwich

NVO will feed my family for generations at this price. It’s like pricing for bankruptcy and that’s not happening, it’s IP alone is worth more than its market cap and it is still very profitable

Alternative_Delay899

It's too late I've already triangulated his IP address which gave me the exact coordinates of his grandma's account labeled grandson inheritance, and am extracting and transferring funds into Intel as we speak.

TAKINAS_INNOVATION

I mean, I agree, Netflix owns some valuable IP. So they get to play the game of exclusivity and also branch off into other things like Gaming, licensing, merch and others. Spotify's moat isn't as strong but it's there. They have network effects and switching costs. Most people are too lazy to recreate their playlist. Also they have nearly 700 million users and probably will hit 1 billion eventually imo. If you're an aspiring artist or whatever you have to go to where the listeners are and that's Spotify.

DiskAlternative9854

Q3 2025 commercial launch of the LIBERTY Endovascular Robotic System, upon planned FDA 510(k) clearance for sale in the US, global IP expansion strategy including nine patents granted globally and 59 patent applications pending. US and China is main market for sale the world’s first single-use, fully disposable endovascular robotic system. New VP of Sales worked with notable companies like Boston Scientific, Abbott, Stryker and Intuitive Surgical, a two-time U.S. Olympian with 20 years of medical device sales experience. https://finance.yahoo.com/news/microbot-medical-secures-china-patent-112002133.html

HazardousRhombus

So then factor in all of the licensing fees generated on the IP as well. Every popular retailer and toy/clothing brand that licenses from Disney has been selling F4 merch.

GodMyShield777

Check this out , there's a total of 8 videos , Answers everything from Finances, to FDA Approval , Army handheld device , etc . from A-Z [interview with Spectral AI's Chairman of the Board, Dr. J. Michael DiMaio](https://youtu.be/cGktsfcfYSM) [MDAI : Finances](https://www.youtube.com/watch?v=R6RdtHfjs98&t=94s) [Spectral AI's DeepView FDA Submission Process](https://youtu.be/25nbD9FZIjs) And from what I understand MDAI shareholders will get free shares of the new IPO SMIP (Spectral IP) of which Trump Jr. is on the board. For better or worse lol , you be the judge

gizamo

Free trade was a problem for manufacturing, but not the larger economy. Also, manufacturing wouldn't even have been as big of a problem if the countries we imported from hadn't exacerbated and compounded the issue by subsidizing their entire supply chains. For example, US and European automakers won't be able to compete with Chinese EVs while they allow that industry to be fueled by the Uyghur work camps in Xingang that provide free lithium and aluminum. But, tariffs are a dumb way to combat that. The US entirely bans those cars, but the EU doesn't have the spine to do so. Further, imo, the US, EU, UK, etc. should ban all Chinese products that were made with any theft of IP and trade secrets -- even if those companies only grew within China on the stolen tech because that cut the international community out of the market, even tho their product was what was being bought/sold. Even further, any company working with any state-owned entities that supported those companies should also be banned because they're all in the coordinated efforts to undermine US, EU, UK companies.