AB

jadezsherz

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Plane-Try-6522

Respectfully disagree. >just a little different product (there is less players in 4D radar), but lidar is already adopted by automotive, 4D radars not yet really **Arbe is in defence.** With Sensrad for Sensrad's Hugin D1 [https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes](https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes) With US Army: [https://www.dataspeedinc.com/department-of-defense/](https://www.dataspeedinc.com/department-of-defense/) Gapwaves has raised 78M and allocated 20M to Sensrad for scaling Sensrad's Hugin D1 radar beyond automotive, and into defence, telecommunication and infrastructure. >**Broaden the customer base and industry presence** by expanding beyond the automotive sector to areas such as smart cities, telecommunications, transport, and other industrial applications, while supporting the continued scaling of Sensrad AB – approximately 20 percent. [https://www.gapwaves.com/investors/rightsissue-2025/](https://www.gapwaves.com/investors/rightsissue-2025/) >a lot of pros and cons, this is a high risk play I used to think this way but Arbe has a global product moat, strong Tier - 1 partners like HiRain Technology, Weifu High, Sensrad AB and Magna International, including a collaboration with Nvidia. Arbe's radar chipset is one of the very few that is compliant with Nvidia's AGX Hyperion 10 platform. >just a little different product (there is less players in 4D radar), but lidar is already adopted by automotive, 4D radars not yet really More OEMs are moving away from LiDAR. Volvo has dropped LiDAR (they're dropped Lumina $LAZR), Mobileye is moving towards developing a 4D radar chipset. The reason why LiDAR was commonly adopted was because it was seen as the solution but L3, L4, L5 has shown that LiDAR alone isn't feasible. LiDAR **marginally** beats 4D imaging radar under perfect weather condition but ties with 4D imaging radar + machine - learning. On the other hand, LiDAR fails spectacularly under less than perfect weather condition with the difference in false positives and false negatives performance being substantially behind 4D imaging radar. In the western hemisphere, there are 3 seasons that would adversely impact the performance of LiDAR; in the southern hemisphere where tropical thunderstorms are common, LiDAR would never stand a chance.

Halberd96

It depends on why it's going down. I sold out of Evolution AB for a small to moderate loss because I'm not confident they will overcome the issues they are having with piracy of their games and I could invest the money elsewhere and do some tax offset. I bought the dip on CAAP when it sold off due to Argentina political uncertainty below my cost basis, then it went back up again and its 31% I bought some more HCC below my cost basis and its now 62%, HTLD same thing is now 4% and I think it has upside. My ROOT is -21% but I like the stock, my BEO and ICE on ASX are way underwater, albeit fundamentals are not good but they are risky bets.

GeoLogic23

**CBD/hemp opportunities internationally.** Markets that aren't going to be opening up to intoxicating THC anytime soon could open for hemp/CBD. Think of larger more conservative markets like India, where BAT has a major presence. Or even if they open up for medical cannabis, CWEB has a history of being a first mover in new low-THC medical markets. I assume a reason CWEB partnered with Tilray years ago was because at that time Tilray had the certifications/manufacturing capability CWEB would need to export CBD internationally. I know CWEB has had a deal for years with InterCure in Israel, where they will distribute CWEB products once Israel changes CBD laws. This was supposed to happen years ago. And Tilray used to export to InterCure themselves, so Tilray being the middleman for CWEB/InterCure makes sense. Tilray and CWEB were also both partnered with Southern Glazers for CBD distribution in the US in 2022, which never materialized. Since then Tilray has obtained more beverage assets, along with the distribution that comes with it. This is another area their partnership could benefit each other. **Hemp incorporated into the industrial market and carbon credit market.** Increasing your CBD margins by selling the byproducts of CBD production to fiber, food, fuel, and carbon markets. Lots of ex-Canopy people including Bruce Linton left Canopy to go pursue opportunities in this area. The best thing would be if hemp was part of our biofuel ecosystem imo. It's so much better than corn. Bruce Linton used to say that by the time you got to the point of extracting CBD, you should already have a profit from the other parts of the plant being upcycled into fiber and fuel. CWEB appointed Jessica Saxton as CFO right after BAT's investment. She came directly from AB InBev, where she was the CFO for their subsidiary that upcycled their spent grains from producing alcohol. If this sort of industrial hemp market is developed and supported, CBD really could be an incredible gold mine for major corporations. A highly regulated product so they can control it, but one that could cost almost nothing to produce and still demand a high price markup in a huge variety of CPG products.

c-u-in-da-ballpit

Plenty of space exposure in their | Company | Key LEO Engagement | | :--- | :--- | | **MDA Space** | Prime contractor for large-scale LEO constellations including Telesat Lightspeed and Globalstar; recently invested in dedicated commercial orbital launch infrastructure. | | **Airbus** | Global leader in mass-production of LEO satellites through Airbus OneWeb Satellites; currently developing advanced optical and Earth observation constellations. | | **Kongsberg Gruppen** | Operates KSAT, the world’s most extensive commercial ground station network for LEO; recently deployed orbiting ground stations to minimize data latency. | | **BAE Systems** | Provides "Space as a Service" commercial rideshare missions and developed the Azalea™ LEO cluster for near-real-time intelligence and edge processing. | | **Safran** | Specializes in LEO-PNT (Positioning, Navigation, and Timing) to provide GPS-independent signals; provides high-efficiency electric propulsion for LEO maneuvering. | | **Leonardo SpA** | Through Thales Alenia Space, it is a primary builder for future commercial LEO destinations (private space stations) and various satellite subsystems. | | **Saab AB** | Leading the development of VDES-based LEO nanosatellites to provide global, secure data connectivity for the commercial maritime and IoT sectors. |

girlincognitow

AB InBev (BUD) Alcohol has wrecked millions of lives and continues to do so every year just because it's legal they get a pass for that. I would swap that out for oil companies which actually keep billions of people alive every year. Without oil for transportation and electricity billions would die pretty quickly

Lebuhdez

They cut rates after quarterly meetings AB’s they explain why in the meeting minutes. Prior to the meetings they general release at least one statement that gives a hint to what they might do. Just because you don’t pay attention, doesn’t mean the info isn’t out there

HopefulCat6991

Hi, I'm late to this thread. I am a small holder, and my reason for investing revolves around their joint venture: ScaffSense AB, established in collaboration with the Solideq Group. They are the first company (and currently the only one) operating in this specific type of sensoring: construction scaffold sensor systems. While it is speculative, they predict they could reach a break-even point or achieve a small profit by 2026. If this technology takes off, and crucially, if regulators and insurance companies take notice, this technology could become a real game-changer for the industry."

Ancient_Bobcat_9150

Investor AB

HND171

AB rules chump

Medical-Shoulder-337

Shitco that buys companies and can’t integrate a ham & Swiss sandwich Iconic beer brands that AB couldn’t hit numbers even after buying/forcing sellers to devote shelf space THC beverage demand will stay locally produced. If AB & MC think it’s safe, theyll dominate the mass market. This might be one of the most regarded attempts at DD

J0hnnyBlazer

Hey Ironmanx, here's even a geekier and more accurate fact check: BeammWave AB was actually "incorporated"/registered on 2016-12-21 "Founded" 2017 By Bengt, this the genius nerd research era I assume Started operation 2019 funded, hiring, actually running i guess? Ye since IPO 2022, they been averaging a cost of $100K/year per employees and average staff of 15.

Still-Major1173

Does AB still do the trade alerts? Have fond memories of immediately jamming a stock higher after hearing that beautiful "DING!"

ButterPotatoHead

Brookfield is complex and kind of a whole thing but they have their fingers in what I think are all of the best assets globally -- real estate, ports, terminals, toll roads, renewable power generation, nuclear power, private credit, data centers, cell towers... you can invest in the parent company or any of the asset-specific subs or all manner of REITs and ETFs. I worry sometimes that their results are "too good" but they're very savvy. "Alternative" credit isn't really alternative any more. I think what happened over the past 20 years is that a lot of interesting but complex infrastructure and government asset deals/recaps needed to be funded and the stodgy commercial banks couldn't figure how to lend to them so a bunch of operators like Brookfield, Oaktree, Apollo, etc. figured how to do this profitably. I heard a speech from Rich Fairbank at Capital One complaining about how private credit was going to ruin the industry and this sounded like a vote of confidence for the sector. For nuclear I like Cameco, Rolls Royce (which also has a defense angle), I'm avoiding meme stocks like Oklo. For international growth and defensive stocks I'll throw some names at you, Mitsubishi, Itochu, Dutch Ahold, ASML, Mercado Libre, NuBank, Royal Bank of Canada, Eurofins, Halma, PKO bank of Poland. I also like foreign investment companies that are primarily outside of the US so EQT AB, Industrivarden AB, Addtech, Prosus. I try to buy stocks that are reasonably valued, more to avoid bubbles and memes than to be a real value investor. HDFC Bank, Keyence, Straumann all look interesting but are all expensive.

chuddyman

AB Inbev is closing 3 US breweries in early 2026

Aovidiu78

BNKK https://www.linkedin.com/posts/in-case-you-missed-it-bonk-released-q3-results-share-7399450664499703808-2U1V?utm_source=share&utm_medium=member_android&rcm=ACoAADHFr2AB-TCmctwwEUZdouqK4j7nXyPwx0k https://www.accessnewswire.com/newsroom/en/banking-and-financial-services/bonk-inc.-highlights-major-ecosystem-milestone-launch-of-regulated-b-1114981

GeoLogic23

[Total Wine & More](https://lda.senate.gov/filings/public/filing/e9e9d72b-bf21-4907-b83e-4d50f7142d3a/print/) registered a second lobbyist to lobby for hemp, called HB Strategies, which is the firm run by Roy Blunt and his family. One of the lobbyists is also Roy Blunt's former chief of staff. Roy Blunt is the former Senator from Missouri, who has been known as [Monsanto's guy in Washington](https://www.motherjones.com/food/2013/04/sen-roy-blunt-monsantos-man-washington/). His wife was also a prominent lobbyist for Altria/PMI when they got married. Note that Altria is a big investor in AB InBev, and both AB InBev and Monsanto are headquartered in Missouri. Monsanto is known for dominating agriculture through patenting seeds and genetics. We should always keep an eye on them. The whole idea of having federal legalization based on a completely arbitrary (and difficult to consistently replicate) THC limit of <0.3% would be a perfect situation for a company like Monsanto to monopolize by owning the genetics that are stabilized <0.3%. A cannabis/hemp genetics companies called Phylos Biosciences got into hot water back in 2019 when they got recorded saying they were [preparing to sell out to big agriculture](https://mjbizdaily.com/phylos-bioscience-causes-cannabis-industry-disturbance-in-big-ag-video/). >In the video, Holmes boasted how Phylos had a “really huge lead” because **it had been collecting cannabis data and intellectual property for four years.** >“**By the time (the Big Ag companies) do get here**, we’ll be releasing outrageous new cannabis varieties every few months,” Holmes said. “We’ll have a foothold they can unseat us from, but it will take them three to four years to build what we built.” >He also spotlighted Phylos staffers who had worked for Big Ag companies Syngenta and the former DowDuPont. >“Having these guys around is critical for us because **we’re building a company that is ultimately going to be acquired by that universe**,” Holmes told the room. They were working on genetics for CBD and low-THC hemp strains. Partners like East Fork cut off ties after it was revealed they were planning on selling out to big ag. >East Fork Cultivars CEO Mason Walker said the company’s goal was to expand the pool of CBD-dominant genetics, both hemp and marijuana. >East Fork Cultivars targets the CBD and low-THC market as a business strategy to help distinguish the company Phylos Biosciences was the first US investment made by BAT/OGI.

Aovidiu78

BNKK https://www.linkedin.com/posts/in-case-you-missed-it-bonk-released-q3-results-share-7399450664499703808-2U1V?utm_source=share&utm_medium=member_android&rcm=ACoAADHFr2AB-TCmctwwEUZdouqK4j7nXyPwx0k https://www.marketwatch.com/press-release/bonk-inc-secures-51-revenue-interest-in-30m-valued-asset-with-recurring-revenue-53a1648c https://www.nasdaq.com/press-release/bonk-inc-secures-51-revenue-interest-30m-valued-asset-recurring-revenue-2025-12-03

NoOcelot

Westbridge Renewable Energy Corp. Developer of solar power /BESS projects. Today got their final transmission and connection approvals for their Dolcy project near Wainwright, AB. (Just days after the pipeline MOU between the feds and Alberta) Looks like a good play. Summary of most recent quarter: Q3 (ended Aug. 31, 2025) $1.5 M Net loss EPS: -$0.06 cash on hand: $30.1 M working capital: $29.9 M Westbridge has 21 renewable power / BESS projects in the pipeline in Canada, US, Italy and UK

GeoLogic23

A hemp THC beverage company does not have production scale, distributors who already carry their products, and retailers who are providing them shelf space. You can buy a brand, but if you can't put it in front of your customers you aren't going to sell it. Almost the entire hemp THC market has been direct to consumer (online). In recent years, mainstream retail, bars, concerts, etc have been picking them up, leading to a drastic increase in sales. If THC beverages are regulated like alcohol, you aren't going to see brands being shipped through the mail all over the country. You are going to see traditional distributors and retailers selling the product through the three-tier system. For a company to be successful in a developed beverage market they need to have their products through all three tiers. That doesn't happen overnight. I've commented on this a lot, but imo some of Tilray's beer brands are purely placeholders for new THC beverages. That's why they aren't bothering trying to revitalize those brands. They aren't capable of doing that better than AB InBev or Molson could have. They don't even have a tiny fraction of their marketing budget. This isn't even getting into the differences between brewing beers and seltzers. There aren't any THC beers on the market right now. It's a much more difficult process to make a THC beer than a seltzer, and even non-alcoholic beers are still regulated by the TTB. No current hemp beverage company would have the capability of producing non-alcoholic THC beers at any scale whatsoever. Probably not a coincidence that Tilray is branding their non-alcoholic beers with a cannabis-adjacent name like "Runner's High".

GeoLogic23

They're just betting on hemp beverages being regulated. Idk why people are making this so complicated. Most acquisitions have been focused on the US beverage market, and Simon has repeatedly said for years that selling THC infused beverages in the US is one of their biggest goals. It's pretty obvious to me that their plan was to buy underperforming alcohol brands from big alcohol in order to get in on their distribution/retail. Then they consolidate production of those beer brands, and wait for THC beverages to be regulated. You then cut off the underperforming beer brands, and replace that retail shelf space and distribution space with your THC beverages. You don't just create retail/distribution space out of thin air. It's an extremely competitive part of the beverage industry. But you just can't cut your underperforming brands off without having the replacement ready to go, because that empty shelf/distribution space will get filled by a competitor. Tilray isn't better at revitalizing brands than AB InBev or Molson, and they don't have the marketing budget to do it anyway. That was never a real plan imo. Several of those brands are purely placeholders for THC beverages. Whether betting on THC beverages works or not is a different story. Some don't believe hemp beverages will exist in a year. I do think they will exist in a year. Whether or not Tilray is a leader in that space is also a different story, but they are certainly set up to take advantage of it if that market were to get regulated. I've been refraining from even discussing Tilray lately because people here are so aggressive when a comment can be perceived as being positive about Tilray. But my main point is that **you aren't betting on S3 as a Tilray holder. You are betting on hemp THC beverage regulation.** I am in no way saying this is going to happen. But if you were Tilray and you were assuming hemp beverages were getting regulated, and you were hoping to get some sort of investment from a bev/alcohol CPG company, then you would skip the 6 month extension period and just get yourself in compliance with your exchange. OGI also skipped the extension period before they reverse split, and then they promptly got another investment by BAT. Again I am not saying that will happen, but the idea of reverse splitting to allow yourself to receive an investment has actual recent history in our sector. And we do have big alcohol companies like Pernod Ricard actively looking at hemp beverage investments. It's not unreasonable to think that the reverse split timing is just Tilray making themselves available IF an investment were to present itself.

Aovidiu78

BNKK https://www.linkedin.com/posts/in-case-you-missed-it-bonk-released-q3-results-share-7399450664499703808-2U1V?utm_source=share&utm_medium=member_android&rcm=ACoAADHFr2AB-TCmctwwEUZdouqK4j7nXyPwx0k

Affectionate-Idea690

Here https://finance.yahoo.com/news/nato-taps-google-cloud-top-165730636.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAACG-nonMWMCDSEagNxSUFmWV1G3EigEmqDdI014ecRhtC8QZQhUegaCVs0POWerfbmaP3mdhh31YIKnozedWIxSR_jmRFI0tJofdHpLEY-4ZLlrinq1kw4rWTh1xQXK-j6gz5g9O9yUNTX4fTC81kBoFZj_gKh7AB8elj4f2SHKs

GeoLogic23

I don't think he's anything great as a CEO. I think he just has connections and knows big alcohol has been laying groundwork to move into this space for years. They've worked with AB InBev and Molson, including acquiring assets from them, and using AB InBev distributors, so I'm sure they've had lots of discussions. Even back in his early health food days this was his strategy. His smaller company would try to ride the wave of health food trends pushed by the big guys. I remember one interview where he discussed how he was super happy to see a much bigger competitor advertising rice cakes or something like that that Hain was also pushing. His reasoning was that when the big guys push the sector forward it lifts all boats. So when big alcohol moves into the sector, there are only going to be a few other companies with the distribution/ manufacturing to play in the same market as the big guys. Either Tilray partners with a big alcohol player to jump start that company's move into the space, or they just ride the wave of THC beverages as an independent company. So i see his plan as essentially playing nice with big alcohol and buying their underperformed assets and stuff, so that he's allowed to join them in the hemp beverage market when it becomes a real regulated market.

ShootsnLadders

My bad, looked at $AB haha

Glittering_Water3645

My pick currently is betsson AB PE 8,6. PE for 2026: 7,7 10-15% estimated EPS growth + 5% dividend EV/EBIT: 6 (superhealthy balance sheet) PEGY ratio of 0,4-0,5 Olympic games and world cup in football coming up soon.

lampard44

Is Evolution AB the best provider of live casino software?

Asleep_Swordfish8896

Welcome back, welcome back, wweelcomme back https://youtu.be/NHRGFaQzRBA?si=AB5WTzl57f7hxJ-c

One-Yard9754

this is AB, take it with a bag of salt....I appreciate your post the other day on Rhymth but I didn't agree with it. I was about to comment, what happens if Hemp is banned, before the news came out. To me I see no value in investing in it before the news came out, I'd rather invest just in Greenthumb, you get the added benefit if Hemp was viable under Rhythm without all the risk....

No-Plenty-1470

the sweepstakes-style, non-regulated gaming model in California is under serious pressure, especially with AB 831 on the horizon. That said, it’s inaccurate to say that all U.S. online casinos are doomed. Licensed and regulated iGaming platforms still have growth opportunities. And yes providers like Pragmatic Play have exited certain U.S. sweepstakes operations, but not the entire U.S. casino business. Genuine regulatory risks for specific segments, but not a collapse across the entire industry.

Ok-Buy-9777

Bare kjøp Investor AB og hold, e vel den Svenske equal te Berkshire 😆

amoistsock

They finally got AB in custody for that attempted murder charge

Accomplished_Lynx_69

Nvda puts BOOMIN like AB84

reddit455

>Deals where OpenAI gives x billion to NVDIA for graphics cards is probably structured as they book the nvdia payment as a long term accounts payable, and then the graphics cards as inventory. how much do you think it costs to ***license*** the LLM.. and put some compute in the **robots**? **The UAW and Other Unions Must Focus More on AI and Automation in Their Negotiations** [https://hbr.org/2023/09/the-uaw-and-other-unions-must-focus-more-on-ai-and-automation-in-their-negotiations](https://hbr.org/2023/09/the-uaw-and-other-unions-must-focus-more-on-ai-and-automation-in-their-negotiations) >*HOPE* of being profitable soon and the *HOPE* that the energy sector has the ability needed to power this thing (again, the *HOPE we have the power needed to do this at the scale they want*). labor guys hope it doesn't work out. but when you don't have labor costs, your profit goes up. **Artificial Intelligence: Principles to Protect Workers** [https://aflcio.org/reports/workers-first-ai](https://aflcio.org/reports/workers-first-ai) **Teamsters Endorse Autonomous Vehicle Bill AB 33 Amid Widespread Public Support for Regulation of Job Killing Automation** [https://teamster.org/2025/03/teamsters-endorse-autonomous-vehicle-bill-ab-33-amid-widespread-public-support-for-job-killing-automation/](https://teamster.org/2025/03/teamsters-endorse-autonomous-vehicle-bill-ab-33-amid-widespread-public-support-for-job-killing-automation/) >What are the economies of scale here? how many hotel rooms **IN YOUR CITY** will need to be cleaned this week? **Figure AI's New Humanoid Robot Can Fold Your Clothes, Do the Dishes** [https://www.pcmag.com/news/figure-ais-new-humanoid-robot-can-fold-your-clothes-do-the-dishes](https://www.pcmag.com/news/figure-ais-new-humanoid-robot-can-fold-your-clothes-do-the-dishes) is it reasonable to assume 164k rooms will be cleaned at least once a week on average? 8.5 Million rooms per year in Vegas alone. [https://urbanland.uli.org/development-and-construction/reinventing-las-vegas-hotels-as-iconic-hotels-disappear-new-ones-cash-in-on-luxury-wellness](https://urbanland.uli.org/development-and-construction/reinventing-las-vegas-hotels-as-iconic-hotels-disappear-new-ones-cash-in-on-luxury-wellness) With 164,000 hotel rooms, Las Vegas is the largest hospitality market in the U.S.—outpacing Orlando, Florida, the next biggest market, by approximately 15 percent, according to JLL.

insipidwisps

The beer in question is only $5 at the local sports bar I go to. I think the burger and side is $12 and the same at Wendy’s is $15. These fast food companies did AB tests and found that they could hike their prices and people would still come. Turns out, people are creatures of habit, but they do realize what a crappy deal it is, and they eventually stop frequenting that brand. But because it takes so much time for it to catch up on profit margins, it’s not pointed out as a key reason. Wendy’s and subway are the biggest offenders in my opinion, and I’m happy to see their downfall. Chick-fil-A raised their prices only to match inflation, and I swear they’re expanding more than anyone. All these companies sacrifice long term growth for short term profit and it’s so annoying as a consumer.

Ok_Cry7572

For all of you PLTR earning gamblers here: PLTR-since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say. Quarterly Summary Table Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4) Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5) May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6) Aug 4, 202 5, +7.8% (160.66 → 173.27)1 mega + 3 large-caps Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8) Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2) Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should be flat or go up I guess however it could go down if they don't increase guidance and or keep same growth rate

Ok_Cry7572

For all of you PLTR earning gamblers here: Just did an analysis for PLTR and since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say. Quarterly Summary Table Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4) Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5) May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6) Aug 4, 202 5, +7.8% (160.66 → 173.27)1 mega + 3 large-caps Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8) Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2) Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should be flat or go up I guess however it could go down if they don't increase guidance and or keep same growth rate

Ok_Cry7572

Just did an analysis for PLTR and since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say. Quarterly Summary Table Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4) Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5) May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6) Aug 4, 202 5, +7.8% (160.66 → 173.27)1 mega + 3 large-caps Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8) Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2) Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should be flat or go up I guess.

Ok_Cry7572

Just did an analysis for PLTR and since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say. Quarterly Summary Table Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4) Feb 3, 2025 +24.0% (83.74 → 103.83)1 mega + 4 large-caps Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5) May 5, 2025-12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6) Aug 4, 202 5+7.8% (160.66 → 173.27)1 mega + 3 large-caps Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8) Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2) Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps TLDR: Looking like PLTR will beat earnings slightly by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% YOY so stock should be flat or go up I guess.

Ok_Cry7572

Just did an analysis for PLTR and since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say. Quarterly Summary Table Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4) Feb 3, 2025 +24.0% (83.74 → 103.83)1 mega + 4 large-caps Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5) May 5, 2025-12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6) Aug 4, 202 5+7.8% (160.66 → 173.27)1 mega + 3 large-caps Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8) Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2) Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps TLDR: Looking like PLTR will beat earnings slightly by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% YOY so stock should be flat or go up I guess.

GeoLogic23

The Wine and Spirits Wholesalers of America recently registered a small lobbyist. I figured they would be using this one for hemp, because the very next day that lobbying firm registered the [hemp beverage company Nowadays](https://www.reddit.com/r/weedstocks/comments/1m23mje/comment/n3lzv7u/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). That lobbying firm filed their first disclosures for both the [WSWA](https://lda.senate.gov/filings/public/filing/33709100-1c1f-495f-9b48-2b6e82bf2c77/print/) and for [Nowadays](https://lda.senate.gov/filings/public/filing/65f02647-d102-4162-a238-9c5cb15a0849/print/). They are using the same 5 lobbyists, for the same amount ($50k), and lobbying on the same topic: * Supporting policies to allow the adult consumption of U.S. farm grown hemp-derived beverages Not a huge surprise, as we know the WSWA supports hemp beverages. Seems Nowadays might have some good connections though. The main thing I know Nowadays from is them partnering with an AB InBev distributor (Krey Distributing) that is owned by [Steven Busch](https://www.reddit.com/r/weedstocks/comments/1cx1q9i/comment/l5340oq/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). [https://en.wikipedia.org/wiki/August\_Busch\_III](https://en.wikipedia.org/wiki/August_Busch_III) I also think the language including "US farm grown" is interesting because I hadn't seen that before on other hemp beverage related disclosures. I think that makes sense, as a smart move would be to push hemp products as stuff that will help the US farmers that are struggling right now.

Ma4r

You're selling options, so if you boil it down you're getting paid for taking on tail risk (VRP). This is the good ol picking pennies in front of a steamroller strategy. You can have an edge if you find equities with rich VRP without the corresponding tail risk. How do you do that? If you don't want to get to the nitty gritty, it's backtesting, pick a theory, backtest it. If it works, then you MAY have something. An example with VRP: maybe you can add an invalidation to your current strategy, i. E if we identify vol clustering , maybe n losses in a row, then i wait x days before entering again, etc Or you theorize that a certain company is protected from black swan events because of their cash reserves, then you find a different company deep in debt, yet somehow they both have the same VRP? So if you do a deep dive and found nothing else, you could try going short VRP on one of them and long VRP on the other, like a pair trade. Of course this is oversimplifying the process, you need to backtest it and see how it performed in recent conditions, maybe even add a regime filter and an invalidation condition, etc. But usually the most robust ideas are the simplest. Recently i saw someone post about going long overnight and short intraday, they backtest it and identify conditions where their trades are valid etc. it's all just data analysis, no stat-arb required, you're just back testing, modifying your strategies, doing AB test of variations, etc. it's brute force work and some luck. Even the best quants go on a dry spiel where nothing they try work

TrashPandaDuel

[Don’t change! For the love of Stonk, cherish it!!](https://youtu.be/rr9_EgFKr1Q?si=M4O81AB7Tetv-w1k)

C3POmeetsR2D2

Front Ventures AB (publ), formerly FrontOffice Nordic AB (publ), is a Sweden-based investment company focused on the fintech sector. It invests in listed and private smaller companies with a clear niche. The company invests in fintech companies developing frictionless digital transactions. The largest investments in Front Ventures' portfolio are QuickBit and Intergiro International. Quickbit is a Swedish fintech company that offers solutions that make it easier for people and businesses to use cryptocurrencies in their everyday lives. Intergiro is a Swedish fintech company that offers corporate clients across the EU a digital alternative to traditional banks for transactions, card issuance, and card redemption.

chainer3000

0xb317D2BC2D3d2Df5Fa441B5bAE0AB9d8b07283ae That is the OG wallet for the shorts but I don’t see the long position that’s being reported. I’m also curious what the wallet address is

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Consistent_Dingo_530

Evolution AB is on sales!

GeoLogic23

BAT is definitely pro-hemp, seeing as how they have moved into THC gummies with both CWEB and OGI, and hemp THC beverages with OGI. Then BAT and OGI both invested in hemp cannabinoid manufacturer Open Book Extracts. Altria owns a large stake in AB InBev, whose distributors have been moving into hemp beverages. Altria never stopped lobbying regarding [FDA clarity on CBD](https://lda.senate.gov/filings/public/filing/aac16d47-6512-4ae5-8b51-dac1a5bf57d3/print/), even after Cronos got out of the US CBD market years ago. The tobacco industry probably likes that the combination makes it harder to quit lol they love addiction.

GeoLogic23

AB InBev uses a bunch of lobbyists. The first lobbying firm they started using for cannabis was Splitoak in late 2021. They lobby with Splitoak (2021-present, in-house (2022-present), and with DMM (2025-present) on cannabis issues. At the end of 2024 they changed their wording in-house from: * "Differentiation beer from cannabis" to * "Differentiation of beer **from cannabis and hemp**" DMM used "cannabis and hemp" language since the start of 2025. Splitoak never changed their language to include hemp. AB InBev just filed their most recent disclosure with Splitoak though, and they updated that language for the first time since they [started with them in 2021](https://lda.senate.gov/filings/public/filing/bc0155da-4da4-4c93-8884-1924b32f1113/print/). In the [most recent quarter](https://lda.senate.gov/filings/public/filing/770ae44b-8e44-4487-a28c-7787804b3851/print/) they changed from: * "Differentiate beer from cannabis" * "Differentiate beer **from hemp**" No mention of cannabis at all on this one.

sonofalando

Series is basically over. Just lots of copium and hopium. Just looking at it from a statistical point of view. The mariners can’t hit starting pitching, at all in 80% of games. The Jays plan to toss Shane Bieber who throws a lot of off speed spin balls and then will go to mad max when Shane is done. I predict blue jays 5, mariners 1 in an easy route. Been a mariners fan since I was a little boy growing up born and raised in Seattle. The numbers don’t lie. Look at these batting averages. Player AB H BA Randy Arozarena 27 4 .148 Josh Naylor 27 6 .222 Jorge Polanco 26 6 .231 Cal Raleigh 25 10 .400 Eugenio Suárez 25 3 .120 Julio Rodríguez 25 5 .200 J.P. Crawford 23 5 .217 Victor Robles 18 3 .167 Dominic Canzone 10 1 .100 I appreciate the hope of our fanbase, but the math doesn’t math with this one.

Agreeable-Purpose-56

We will hold you to it😀. For literally decades google and amzn have been my top holdings. Long term wise they both delivered home runs but for a long time google stock wise underperformed imo (while amzn is lagging lately) But both hold and generate $$$$, despite ongoing, never ending challenges. Notice that GOOG has not participated in the circle jerk centered around open AI, orcl and nvda in which money comes more from investors (or out of thin air somewhere in the future) instead of like GOOG where organic vertical stack of existing businesses print money, most probably more so with AI advances. Just this week, 2 cancer related advances were announced without much fanfare, while open AI is planning to sink into AI porn to scrap for money. Also Gemini 3.0 pro is to be the next release. AB testings have been shown to be quite special, in a league of its own. Anyway, let’s see if we are right in time that GOOG can survive the internet bubble and the AI bubble. Looking back, I’m kinda happy that open AI has helped to wake up google and kicked it into a higher gear, with a sense of urgency to push forward.

Former-Object-8363

I love the team or use to. Still remember 2016 school days when I wasn’t allowed to watch much tv at home and my friends use to tell me all the tea from games. AB, Amla, dale loved them. Not a regular fan of the sport anymore but I still watch tournaments or test series. Congrats on WTC

PaperHandsTheDip

The only way I can think of to scale this is to hire a bunch of guys to manually input the shit for you. Crowdsource accounts and do arb between different accounts / names. You can obfuscate all your arbs if you have multiple people. Difficulty of figuring it out who is "in the group" and who isn't grows exponentially as people increase linearly due to combinations of accounts you can arb inbetween. For example - a group of 6 people may be enough to run a sophisticated arb operation on. We know bookies blacklist people / talk to each other (just like casinos) -- so you gotta be smart about it. For example - if you have 6 accounts / people, A,B,C,D,E,F. You arb between A (long) and B (short) on two different brokers. You can do the combinations AB AC AD AE AF \-- BC BD BE BF \-- CD CE CF \-- DE DF \-- Never run the arb between two accounts with the same name. This gives you 14 unique ways to run arbs while minimizing risk of getting caught. With 10 people you basically can run hundreds of arbs in different combinations. Obfuscation is one way to remain undetected.

GeoLogic23

One reason I am bullish on hemp beverages as a whole is that they are so much more efficient to produce than beer. But few brands will have the ability to scale to a national level and maintain consistency, without partnering with a major beverage producer. If a company like AB InBev or Constellation really stepped into THC beverages, they could save so much money on operations. I imagine an ideal scenario for them would be using drinking trends and tariffs as an excuse to do layoffs/consolidations. Then if they shift into hemp beverages they can still pump out the same production volume with a smaller workforce. And sell a higher margin product too. Tilray stopped producing beer at their Texas facility earlier this year. They consolidated beer production at another site, and are focusing on "unique and innovative brews" at their Texas site as part of their "project 420" initiative. I assume they will be pumping out hemp beverages from that facility to support the Texas market, which is currently getting regulated. Texas is one of Circle K's primary markets too, so it makes sense.

jimmyxs

Trump Dick Stupid? 

GeoLogic23

One of the links i provided discusses some of that. Honeywell is working to scale up technology for hemp buofuel production. Creating the infrastructure for hemp has been an ongoing process for years. Meanwhile Texas just opened one of the largest industrial hemp fiber processing plants in the world. They've also been working on that for years. Back when Bruce Linton left Canopy he started to get into the hemp infrastructure funding business. They formed a SPAC to pursue hemp supply chain, and then later other Canopy executive launched another hemp supply chain fund. https://www.globenewswire.com/news-release/2022/03/15/2403765/0/en/rePlant-Hemp-Advisors-Opens-500-million-First-To-Market-Sustainable-Impact-Fund-For-Investment.html So yea, essentially since the last Farm Bill lots of companies and individuals have been helping to create the infrastructure to support an industrial hemp industry. And for biofuel specifically, yes they are probably wanting to get in on other biofuel subsidies. As Bruce Linton said, by the time you get to CBD you should already have made a profit off all the other parts of the plant. Just think of the margins if a company like AB InBev started selling CBD beverages. If you had a supply chain to repurpose hemp waste (like brewers already do with barley) their CBD would be essentially free, but the CBD products would demand a premium mark up at retail. Same idea for hemp THC products. Charlotte's Web was supposed to be getting into CBD beverages in late 2022. And the CFO they appointed in late 2022 came directly from working for the AB InBev subsidiary that upcycles their used barley. https://investors.charlottesweb.com/press-releases/press-release-details/2022/Charlottes-Web-Appoints-Jessica-Saxton-as-Chief-Financial-Officer/default.aspx https://evergrainingredients.com/

IndependentHorror752

Today is a great day for buying AB’s

CommonRemarkable7633

[https://hypurrscan.io/address/0xb317D2BC2D3d2Df5Fa441B5bAE0AB9d8b07283ae](https://hypurrscan.io/address/0xb317D2BC2D3d2Df5Fa441B5bAE0AB9d8b07283ae)

CommonRemarkable7633

[https://hypurrscan.io/address/0xb317D2BC2D3d2Df5Fa441B5bAE0AB9d8b07283ae](https://hypurrscan.io/address/0xb317D2BC2D3d2Df5Fa441B5bAE0AB9d8b07283ae)

NormalAddition8943

https://intel.arkm.com/explorer/address/0xb317D2BC2D3d2Df5Fa441B5bAE0AB9d8b07283ae https://x.com/lookonchain/status/1976330420917764535 > the trader doubling down on shorts just 30 minutes before Trump’s tariff announcement that sent Bitcoin plunging from above $122,000 to briefly below $102,000. > According to on-chain analyst @mlmabc, the whale closed approximately 90% of Bitcoin shorts and completely exited Ethereum positions at the bottom of the drop, pocketing between $190 million and $200 million in realized profits within a single day.

Mr_Fantastic510

file:///var/mobile/Library/SMS/Attachments/99/09/498AB5F6-D5D5-41E6-84D9-81546B08F1A3/tmp.gif

WW_III_ANGRY

Yeah so why do these tariffs matter since we already AB’s from liberation day, we just gotta do it again? What are we retarded?

GeoLogic23

One of the brands is Trail Magic, which is an investment by the Chris Yetter and the [principals of 3G Capital](https://www.reddit.com/r/weedstocks/comments/1nvzpuh/comment/nhg9t3g/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button), one of the biggest investors in AB InBev.

donotpassgo2514

Exactly. When bud light got dethroned as the most popular beer, it was unseated by modelo; also owned by AB InBev.

GeoLogic23

The Beer Institue is a lobbying organization that represents beer producers. Its board of directors are [AB InBev, Molson Coors, Constellation Brands, and Heineken](https://www.beerinstitute.org/about-us/leadership/). In addition to a few others, they've lobbied with a pretty small firm called Thorsen French Advocacy since 2011. In Q3/Q4 of last year, they added "[cannabis regulation](https://lda.senate.gov/filings/public/filing/3247cadc-76c7-4aa3-9145-2f2b40c60d70/print/)" to their lobbying activities with Thorsen. They also started lobbying for the Farm Bill and "[issues related to intoxicating hemp](https://lda.senate.gov/filings/public/filing/09266518-3759-4671-825b-faf27f07e732/print/)" with their in-house lobbying team. In Q1/Q2 of this year, there was no mention of cannabis/hemp with Thorsen. In Q3 of this year, the Beer Institute started lobbying for cannabis/hemp again with Thorsen. Except instead of "cannabis regulation" they used the wording "[Issues related to the regulation of Hemp.](https://lda.senate.gov/filings/public/filing/cb11dc29-6404-42fa-aae0-137cc129f528/print/)". They also added in the House agriculture appropriations act, which makes sense because that's where Congress was trying to add in hemp ban language.

TECHfullyBREWED

I believe Nvidia realizes the need, they have been pumping into Ayar Labs...... by the way Ayar Labs developed their flagship 'Supernova light source' with Sivers! They also made this announcement in December 2024- excerpt from Mark Wade, CEO of Ayar Labs said “Ayar Labs, a strategic customer of Sivers Semiconductors, intends to expand its relationship with Sivers Semiconductors through NRE and pre-purchase of products to prepare for high volume deployment of optical I/O to address bandwidth bottlenecks in AI infrastructure." .But on 29 Sep 2025, Significant new development.... POET announced collaboration with Sivers Semiconductors AB (STO: SIVE), a global supplier of advanced optical semiconductors, to develop high-performance and cost-effective External Light Source (ELS) modules tailored for Co-Packaged Optics (CPO) and next-generation AI infrastructure........ my conclusion from this is .... currently for any development of a competitive light source at the scale and cost that the industry needs. ..... requires the established benefits of POETs Optical Interposer's chip scale integration... no other alternatives available that I can foresee that can enable the widespread adoption of photonics to scale in , out, across..... etc .........and Sivers know this and has acted on it,so will others ... very quickly.... inevitable!

RevolutionaryChip864

Haha, boy, you are really living in an alternative reality. The facts are: their idiotic and arrogant Mulvaney backlash didn’t just devastate sales — it triggered internal turmoil and financial carnage. Anheuser‑Busch laid off _hundreds of corporate employees in the summer of 2023 as Bud Light’s demand collapsed_. Top marketing executives tied to the influencer campaign were placed on leave as the company distanced itself from the decision. Meanwhile, the parent company’s market value was under siege. AB InBev’s shares _plunged by around 20 %_ from their pre‑boycott peak, erasing tens of billions in market capitalization. Its U.S. revenue _dropped 10.5 % in Q2 of 2023_, as Bud Light’s plunge dragged down the broader portfolio. In the weeks following the controversy, Bud Light’s U.S. retail sales plunged by _as much as 26 % year-over-year_, and its market share was overtaken by Modelo. What began as a single influencer tie-in spiraled into structural collapse: mass layoffs, shaken leadership, and a stock collapse. Are you seriously trying to downplay one of the most self-destructive moves in marketing history by pointing out that the global giant is still struggling to recover more than two years later? That’s basically an argument against yourself.

GeoLogic23

Hydrofarm just added [Chris Yetter](https://www.globenewswire.com/news-release/2025/10/02/3160328/0/en/Hydrofarm-Announces-Changes-to-its-Board-of-Directors.html) to their board of directors. Chris Yetter runs a private equity firm called Dumont Global. They have invested in Hydrofarm for years. This firm was formed in 2018 to invest in cannabis, as a partnership between Chris Yetter and the principals from 3G Capital. 3G Capital is the major private equity firm known for their [longtime investment in AB InBev](https://en.wikipedia.org/wiki/3G_Capital). Chris Yetter is only on one other board that I know of (from Hydrofarm's press release). He is a director of Minneapolis Cider Co. since 2024, which is a company doing hemp beverages called Trail Magic. So besides AB InBev's distributors getting into hemp lately, we have 3G Capital associates starting to invest directly in hemp beverage brands.

Raist87

Evolution AB (I don’t think it is that high of a risk but upside potential is quite interesting)

wanmoar

Hacksaw AB would be one. IPO in the last few months. Flew under the radar a little but they could be huge. Blurb from Yahoo Finance. > B2B technology platform and game development company. > It develops and distributes games comprising digital slots, scratch cards, and instant win games for private and state-owned iGaming operators, as well as develops remote gaming servers.

CuffytheFuzzyClown

AB amazing opportunity, people have been pushing this stock for years and not *one single reactor* is built not even close to. And as everyone knows it takes *at least* a decade to build a modern full scale reactor without skipping security so if you buy low you'll see a possible RoI in a mere decade! Why buy something good today when you can invest in this pump and baghold a decade, amazing /s. Don't be fooled. Everyone here is *pushing things they're underwater on* or trying to get out. Nobody here is your friend or trying to help you. If somethings hyped here...its cause people are holding heavy bags and getting panicky

GeoLogic23

Makes sense. I just want them to actually use their cash finally. I feel like they will make some sort of hemp move in the US like BAT is doing. Especially considering Altria's ownership stake in AB InBev, whose distributors are all starting to carry hemp.

moldy912

Apple, Google, Sony, Tesla, Costco, Amazon, Meta, JPM, Visa, my employer, PepsiCo, Schwab, AB Invev, Constellation, Nike, 3M why not because it’s everywhere, Marriott, Chick Fil A privately, Reddit, EBay, Dr Pepper, General Mills, Zoom, Okta, Celsius, Cloudflare. Top holdings based on time/money spent excluding cars would be Apple, Amazon, Costco, Visa, JPM, Schwab, Reddit, Sony, and Meta.

SwordfishOk504

This is really just them reversing course on a previously-announced tax increase. >AB 564 reverses a 25% tax increase on California’s legal cannabis industry and sets the state’s cannabis excise tax rate at 15% until 2028,

TAKINAS_INNOVATION

“Netflix Strikes Global Marketing Deal With Beverage Giant AB Inbev (Exclusive) AB Inbev brands will serve as title sponsors on Netflix content around the world, with Netflix IP featured in activations and packaging.” Big win for Netflix imo. Advertising is just getting started. With the amount of eyeballs they’re getting for their live events. Companies will line up to advertise to these people.

gummi_eater

in the US, Constellation distributes Modelo, as AB had to divest to Constellation to satisfy antitrust concerns. In the US anyway where this boycott was concentrated, AB didn't do anything.

J_Dabson002

$6M Private placement https://archive.fast-edgar.com/20250918/AB2ZM22CZC2R22RD222R22Y2I4GAZZ22ZB72/

Mobile_Tism_420

Reasonable take: boycotts are highly effective most of the time. On the conservative side, the Bud Light boycott worked. On the liberal side, the Target boycott is working. Now the big difference is hiding the brand behind the brand. Anheuser Busch was able to market Modelo to the Bud Light haters and they were never the wiser. Target can't just slap on a new name. I would guess Disney would go more the way of AB but still not great. They can hide behind owning many media companies, but I would guess they might see a noticable drop in direct revenue like park sales. I would certainly sell if I held Disney today, but I think they're poorly managed in general so this doesn't shock me.

Ga_em27

Anyone in AB? 🔋

Acceptable-Drama-684

EDGM Flagship AI data center in Sweden using renewable energy. Partnered with Marviken ONE AB (battery energy storage & energy management), Verticle Data, & Cudo Ventures. Edgemode is Merging with BlackBerry AIF. The merger is anticipated to accelerate EdgeMode's expansion in the HPC data center sector across Europe . A “leading institutional investor” just signed on with up to 50,000,000 share purchase over the next 2 years to provide them with funding as needed. But this is set to be exercised as needed by the company, with them setting the timing, pricing, terms of each incremental share purchase by said investor. So ramping up for additional European AI data centers & expansion after Swedish facility. I made this comment 2 days ago. Someone cross posted my comment. Not sure why there’s not more chatter about this one. Pulled back a bit today. Good buy point imo. Additional brews released today: https://stocks.apple.com/AVCef6k7aQ8SQCuaGYh_dDw

New_Spend5610

Investor AB from Sweden  Also your getting FX return from kronor, its the Nordic Berkshire Hathaway without LGBT Mayor disturbing

Equivalent_Monk_7215

(Flagship AI data center in Sweden using renewable energy. Partnered with Marviken ONE AB (battery energy storage & energy management), Verticle Data, & Cudo Ventures. Edgemode is Merging with BlackBerry AIF. The merger is anticipated to accelerate EdgeMode's expansion in the HPC data center sector across Europe . A “leading institutional investor” just signed on with up to 50,000,000 share purchase over the next 2 years to provide them with funding as needed. But this is set to be exercised as needed by the company, with them setting the timing, pricing, terms of each incremental share purchase by said investor. So ramping up for additional European AI data centers & expansion after Swedish facility.)

Su0h-Ad-4150

Google can run a massive AB test to make sure churn is minimized They'll likely choose their moment well also

ApostleThirteen

I had just seen the National Register notification that mentioned that "1117-AB77 DEA Analytical Labs and Hemp." and "1117-AB83 DEA Medical Marijuana and Cannabidiol Research Expansion.", which were both under the 2022 Cannabis/Cannabinoid Research Expansion Act were being "cancelled" or rather, they were withdrawing the proposed rule(s) around the act. This was all part of working towards rescheduling, making it easier for researchers, etc... But yeah, it's "nothing".... This was published yesterday. Sept. 11... it's not "FUD" unless the Federal Register is now publishing "FUD", and there wasn't really anything about it in the daily thread. I don't read MM, so I couldn't really even guess what they wrote.

RandomGenerator_1

The one thing I have found that could give some sort of deadline is the following: "In Sacramento, AB 564 has been moving quickly. The Assembly approved it 74 to 0 on June 2 to roll back the automatic increase in the state’s 15% cannabis excise tax, which jumped to 19% in July. The bill cleared the Senate Appropriations Committee last week and must pass the full Legislature by September 12. Governor Newsom would then have until October 12 to sign it into law, and he has already stated his intention to do so." https://ivn.us/posts/who-will-move-first-cannabis-tax-relief-newsom-or-trump-2025-09-08 Newsom and Trump have beef. Although I don't know how relevant Newsom is to Trump. And I don't know how passed days events affect the MAGA view on rescheduling. So this might be nothing again.

glacierre2

Maybe use it more than a single day to judge... Personally, I find that there are some tasks where GPT4/5 makes me easily 10 times faster. Today I was exploring some correlation models based on combining a few signals. Something like: prompt: take the average of A and B, take signal C, suggest a model that corrects C based on the slow and fast changing components of AB, with independent time delays (all in all, 5 fitting coefficients). I CAN do all that code myself, but I don't think any human can spit working code for the above in about 2 minutes. Add another prompt: plot me diagnostic graphs for the results: 30s done. It literally takes longer to run the code over real data than to generate the code, I can try a new model idea in 10 minutes, I can refine it by asking add or remove this factor and I get the whole code reworked to fit. Will I simply take the output and use it in something more serious? No, never, but the time I save simply testing what works or does not... Might have been conservative with the 10x.

Echo-Possible

Incorrect. It's 300B over 5 years starting in 2027. [https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe?gaa\_at=eafs&gaa\_n=ASWzDAhX9KGE8R90KS4iB-aZyBolh4wEp5sWeTynD-oRDMx3u\_ayvRkN1t7YiN5oHcw%3D&gaa\_ts=68c214a5&gaa\_sig=1i2uVW-Ti6lpKP-SmI26AEmZfFwFT1pMqp1AB7TNjupzjKMs8ovtyG3ZgZMmr7A1ACC2mt9p2A62p4tpXSsAVg%3D%3D](https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe?gaa_at=eafs&gaa_n=ASWzDAhX9KGE8R90KS4iB-aZyBolh4wEp5sWeTynD-oRDMx3u_ayvRkN1t7YiN5oHcw%3D&gaa_ts=68c214a5&gaa_sig=1i2uVW-Ti6lpKP-SmI26AEmZfFwFT1pMqp1AB7TNjupzjKMs8ovtyG3ZgZMmr7A1ACC2mt9p2A62p4tpXSsAVg%3D%3D)

Playful_Arugula1839

EVOLUTION AB could be nice Also MBUU but you can’t buy LEAPS due to the size. not financial advice

GeoLogic23

I had a much larger comment but it wasn't letting me post for some reason. A lot of the companies you know are selling Delta 9 THC hemp now in some way. There are a few random companies I can think of too. In no particular order. Tilray, CGC, Agrify, OGI, CWEB, Glass House, Jones Soda, High Tide, VFF, Curaleaf, Trulieve, cbdMD, LFTD Partners, Lexaria Biosciences. I'm sure I missed some. Besides investing in many of those companies, I have also been against the grain a bit myself by looking for positions in alcohol companies that I know are interested in hemp beverages. Like Constellation Brands, AB InBev, Boston Beer, and Molson Coors. Also Pernod Ricard is supposedly looking for a hemp beverage acquisition, as confirmed by the founders of Brez. If they are able to shift into higher margin hemp drinks they could be a major turnaround story, as they are getting such bad press lately about people not drinking anymore. I am recently dabbling in other beverage companies that have been beaten down too, like KDP and Pepsi. Pepsi actually had a hemp seed oil Rockstar coming out back in 2022, so they are interested in hemp. I think Celsius will be one of the first mainstream brands to incorporate CBD, but that's purely a guess.

dvdmovie1

If the next thing they buy is STZ, I don't think shareholders are going to be happy. This also seems like more a Todd/Ted purchase. Agree with the others that alcohol consumption decline seems a more lasting issue. If I was going to buy anything alcohol-related, I'd rather focus on higher end liquor (REMYY, etc) in the hopes of perhaps some consolidation there. Or even world's largest tequila producer Becle (Cuervo and other brands), which has bounced lately but still remains well under where it went public in 2017. ("The United States imported $5.3 billion of tequila in 2024, according to the U.S. Distilled Spirits Council, opens new tab, up more than 14% in a year and surpassing its whiskey, gin, rum, brandy and vodka imports combined." https://www.reuters.com/world/americas/tequila-giant-becle-quadruples-profit-even-demand-dries-up-2025-07-23/) I wouldn't buy a beer company that had one lucky deal with Corona from AB then proved with major deals since that that one was just luck.

seedoilbaths

Yeah it’s from real life and online. I mean, what left leaning person is realistically going to buy AE after basically waving a flag that screams white supremacy? You time the boom (AE) vs timing the bounce back (AB). It’s pretty much the same thing. So think it through a little next time. No offense but there’s more nuance to making easy money than haha dumb conservatives are gonna spend more money.

strolls

OP is mistaken. Mortgage rates are near constant - within about 1% of inflation. The 2010's saw a risk-free rate [lower than it has been in 750 years or more](https://i.imgur.com/tqwqCTR.png)^[pdf](https://www.bankofengland.co.uk/-/media/boe/files/working-paper/2017/eight-centuries-of-the-risk-free-rate-bond-market-reversals-from-the-venetians-to-the-var-shock.pdf?la=en&hash=AB134099346A82E88844F8133AF10BE632BB010A) but it's still pretty low today.

newfor_2025

ah, I see, I see, you're thinking of as a chemist, but I would argue, the chemical reaction you're looking for would be AB + C -> A + BC + profit + job cuts

insightful_pancake

Both firms own brands in both cold and coffee like segments. It’s like AB + CD -> AC + BD

throwaway2676

> Modelo has taken much of the market share that Bud Light lost. You know who owns Modelo? The same people that own Bud Light. And guess what? Their revenue and profit is up. Holy motherfucking irony batman. Turns out that crowd of rednecks is still a lot smarter than you: >While both beers are owned by the same parent company outside of the United States, the Modelo brand is owned by Constellation Brands in the US and therefore is not affiliated with AB InBev.[

jimbowesterby

AB teachers are looking like they’re gonna strike too, but considering how shitty the province is I’m not expecting it to go well

manualCAD

Being the 4th largest US brewer in the US and always being in the shadow of AB-Inbev and Coors.....you'd think they'd want to make a splash by being the first Big Alcohol company to bring in a real cannabis company to partner with.

Professional_Cod6824

Key factor for me, and why this is a long ride up. The law in California that says all hospitals need screening at at least 3 entrances before the end of 2027. Now Maryland USA are talking about adapting the same law, this is eventually going to spread to a lot of states in the US. Xtract are already approved for hospitals and are selling in California atm. I expect schools will be next in line for that law. And if so, then there are plenty of room for more than one competitior. So the only thing missing is scaling up production. Evolv has just borrowed 60mill for the same reason I guess. Since Xtract is cheaper and better then its competitiors, I am expecting a lot of sales under this law. I think that was the reason why they diluted the stock a few weeks back. They need money for scaling up fast. -- The law: Under AB 2975, by March 1, 2027, Cal/OSHA must adopt standards requiring hospitals to use automatic “security mechanisms, devices, or technology designed to screen and identify instruments capable of inflicting death or serious bodily injury” at three specific locations: the main public entrance, the entrance to the emergency department and at the entrance to labor and delivery if it is separate. This requirement will not apply to the ambulance entrance. The Standards Board will define a list of the security mechanisms, devices, or technologies that meet these requirements.

Otherwise_Answer_146

Don’t shift the discussion. There is no small cannabis bar/scene. Also, you can’t invest in Busch. They are wholly owned by AB InBev.