AG

Retired-Programmer

*> Well, back in 2000-2001 when the dot-com crash happened, mutual funds were still new to many people.*  Not sure I agree with that. I can't remember exactly what brokerage we had for our 401k at work, but wherever it was at they had all mutual funds (don't think they had ETFs, but can't be sure what they had back then). And this AG Edwards financial planner guy told me which funds to invest in with that 401K and I remember him telling me how he didn't like the choices I had with it. But thank goodness those for those funds, because they didn't get hit anywhere close to what he had me with at AG Edwards. Maybe the 401K went down 30% when the AG Edward account went down 85%. I really can't remember exactly what the 401K did. It could have been even less, just don't remember for sure how bad it got hit, but certainly remember being down 85% with his AG Edwards picks and I was pissed. *>  Now, most middle-class investments probably happen through index funds. So having your assets concentrated into one sector like you describe should (in theory) be less common now.* Looking at reddit r/wallstreetbets , it seems to me there is now a much larger portion of people who are really concentrated compared to 2000 especially with this 0DTE stuff. Man, that is nuts. Not even sure I agree that 0DTE should be allowed. And now there is no longer Pattern Day Trading rules it appears and then we also have Prediction Markets. To me it seems we are now promoting pure gambling.

Retired-Programmer

I had the same similar thing in 1999/2000. A AG Edwards financial guy talked me into having him manage my account. I Still remember him telling me that the these stocks are here to stay because of this new technology. A year later or so my portfolio was down 85%. I later recovered some but nowhere near where I started (guessing probably down around 40 to 50%). Although to be honest, not sure how much different it would have been on my own back then (first time ever with stocks). But I have learned since then and what I do since then is 60% stocks and 40% Bonds/Cash. And for example when the Covid Crash hit I bought a bunch of stock (using the Bonds/Cash) not only to get back to 60/40, but I took it all the way up to something like 85/15 Stocks/Cash around 2021 timeframe. Then in 2022-2023 slowly sold off to get back to 60/40. So I don't go ever go completely out of stocks like the OP's dad got him to do, but I don't go all in either (especially when the market is way high). I really like doing it this way because like during the Covid crash if was fun deciding what to buy next (even though I was down, but I felt comfortable that the market would recover). Whereas 2000 was an absolute nightmare for me, during the day and night, a 24/7 nightmare. Right now I am slightly under 60/40 (58/42 to be exact) and the 42 is all Cash/CDs (no bonds) because the bonds really sucked in 2020 and I lost some money with it (which wasn't much but that isn't supposed to happen). And with the CD interest rates right now the CDs works much better I feel than the bonds.

postinga_fewtimes

$AG to the moon

postinga_fewtimes

!banbet $AG 20 eow

postinga_fewtimes

$AG. +10% instantly. Marvelous!

postinga_fewtimes

$AG fucking MOONING.

DiscussionCivil5747

Let's share our call ideas for this week 😄 (I think i'll do AG, 0DTE SPY and rklb?)

postinga_fewtimes

baked as buns listenin to mile davis album from to back. made $190 from $35 bettin on those knicks. going balls deep into $AG and spaceX calls. look at 6m-1year trade and tell me $AG isn’t primed for liftoff. worst comes to worst hella sideways. this is all the words i can give on the matter silver soldiers 🫡

postinga_fewtimes

thoughts on $AG? seems like it’ll retest the $20’s or go back to \~$15-$16 before ripping back up. either way, money to be made lads, no?

SPAC_Time

[VERAXA Biotech to Debut as a Publicly Traded Company Pioneering Next-Generation Cancer Therapies on June 11, 2026](https://www.globenewswire.com/news-release/2026/06/10/3310101/0/en/VERAXA-Biotech-to-Debut-as-a-Publicly-Traded-Company-Pioneering-Next-Generation-Cancer-Therapies-on-June-11-2026.html) \- VACH VACHW -> VRXA VRXAW Shareholders approved the business combination in March. [82,685 Class A shares](https://www.globenewswire.com/news-release/2026/03/11/3253575/0/en/Voyager-Acquisition-Corporation-Announces-Redemption-Results-in-Connection-with-its-Business-Combination-with-VERAXA-Biotech-AG.html#:~:text=82%2C685%20Class%20A%20shares) remaining after redemptions. VACH is $18.40 after hours.

looool_k_libtard

Nice portfolio red again AG

SailMaleficent6183

Blanche got nominated for AG. Up to the senate to approve now

Sozebj

Texas AG/ Senate Candidate suing Celsius over Alani causing the “death” of a young woman in Texas.

enolevakava

Andritz AG

Fri3ndlyHeavy

Yep, just made a post about this yesterday. Was very undervalued, and then a lawsuit scare dropped it even further. Amazing stock to get into right now. Texas AG investigation will lead nowhere.

kendalkitchen

The same reason I did in 2013 for monster energy. Forward PE got down to around 20-21 and I’d say they’ve done damn good since. PS they had the same exact issue Celsius is having with the Texas AG right now in 2012-2014.

DoubleFamous5751

I’m cursed with this fucking stock. I took a position on it recently and last year. Both times, news hit to tank it. One was the vodka in the energy drinks news, second was last week with the TX AG investigation. I’m not touching it again. Good luck 😊 I will continue to drink their stuff though, so tasty and gives solid energy

postinga_fewtimes

AG. fly away please. i lost on you before. big bucks. down the shitter.. come on little roulette guy.

greenbelieve

Trump’s AG is picking the judge for the hearings. I mean who knows but 🤔

guyoffthegrid

For those who are lazy to click: *** “Schneider Electric Schneider Electric remains the most consensually owned name in European Capital Goods, with 53% of European long-only funds carrying overweight positions — a level that has held essentially flat for eighteen months. The more notable recent development is that global funds have rapidly closed the gap, with 48% now overweight versus a much lower share in 2024. Morgan Stanley believes hedge funds — which have reportedly reduced exposure — could be incremental buyers if Schneider demonstrates improved price-cost management at its first-half 2026 results, with the analysts reiterating FY26 EBITA margin guidance of 19.1–19.4%. ABB Morgan Stanley saw ABB as the most structurally under-owned of the large-cap Electricals, with European long-only overweight positioning stuck in the 10–15% range over the past three years — a deep discount to peers where between 38% and 53% of European funds hold overweights. Morgan Stanley flags this as partly a data lag issue: ABB’s shares have surged roughly 37% year-to-date, with about 33 percentage points of that gain occurring after the March 31 data cutoff. Siemens Energy Siemens Energy has completed a remarkable repositioning in European long-only portfolios, with the share of funds carrying overweight positions jumping from 18% a year ago to 41% today — now surpassing both Siemens AG (38%) and Legrand (38%). Morgan Stanley views the premium valuation, a 2026 EV/EBITA of roughly 30x, as defensible given its forecast of a 22% EBITA CAGR through 2027–30. Morgan Stanley said the stock remained a key Overweight pick.”

postinga_fewtimes

yes i lose money on AG 4 time. yes i go again!

postinga_fewtimes

!banbet AG 20 3w betting big bucks on this one monday .

babyd42

I jumped on CELH leaps. Almost down to being priced as a failing company, but reducing debt after buying Alani and expanding its revenue significantly. With shifts out of tech and space, a "food" company with over 20% of its market captured and growing. The Texas AG investigation adds some overhang and might continue down short term, but the fear is way overblown

nerveclinic

I bought AG, MELI, PSLV, BE, CAMT and 1 share of MU all close to the lows of the day.

nerveclinic

I bought AG, MELI, PSLV, BE, CAMT and 1 share of MU all close to the lows of the day.

UsedState7381

To be completely honest, him getting confirmed by the Senate is already a given, since he's the interim AG and they confirmed far worse people.

Skilledthunder

Thanks Texas AG Ken Paxton -_-

msmaidmarian

texas AG investigating them. whatevs.

Jagged_Tide

Texas AG* who is a certified retard and so are the medical examiners that handled the case. Really 200 mg a day caffeine consumption over a year caused cardiomyopathy? Really? My fucking mom has had like 400+ every day for literal decades. And she’s like 100 pounds. Fucking nonsense

Kbarbs4421

Not true. Trump has decided to appoint Blanche as permanent AG. He still needs to be confirmed.

imustbegthequestion

AG of the gatos y gstors... Mr. DeSantis... Should we invsfe Cuba? Call your king. Et shots.

imustbegthequestion

AG. Of the great state of birth Carlin's. Sick em #Campbell

Deelawn88

Then everyone is going to come stampeding into $AG... right fellas? So ronery. https://preview.redd.it/7sc8wl9e7p4h1.jpeg?width=400&format=pjpg&auto=webp&s=24ab8d11e904c91707d7b96a4df284dc9b5b1eb8

Schim4499

Nuai. New Mexico AG dropped lawsuit.

postinga_fewtimes

silver calls again. never won before. come on little $AG!

SPAC_Time

Maybe when they file a public F-4 it will get more attention. They [filed a confidential one in December](https://www.globenewswire.com/news-release/2025/12/29/3211134/0/en/WISeKey-International-Holding-AG-Nasdaq-WKEY-and-Columbus-Acquisition-Corp-Nasdaq-COLA-Announce-Confidential-Submission-of-Draft-Registration-Statement-on-Form-F-4-in-Connection-wi.html), but don't see a public filing yet, no idea why the delay.

GiuseppeMaiolico

FYI ALP just made the deal [https://finance.yahoo.com/markets/stocks/articles/alpha-compute-corp-completes-majority-133000837.html?guccounter=1&guce\_referrer=aHR0cHM6Ly9hcHAudHJhZGluZzIxMi5jb20v&guce\_referrer\_sig=AQAAAANqX4ycH6C4RcQoWjowm7E\_4brcoC8MbvQnRb\_Fffx0vLCCnqailcnsiwMuwm8AG8n7Nf0dK7DIHkbQzK0gyx\_wROQ1Q4wRIje7wAYXkv-JrfZ1C0yc3D8\_VcTJBmyRkzms55TDAACcj435pFK7mtkhawoLWyfqjockU2ppVftx](https://finance.yahoo.com/markets/stocks/articles/alpha-compute-corp-completes-majority-133000837.html?guccounter=1&guce_referrer=aHR0cHM6Ly9hcHAudHJhZGluZzIxMi5jb20v&guce_referrer_sig=AQAAAANqX4ycH6C4RcQoWjowm7E_4brcoC8MbvQnRb_Fffx0vLCCnqailcnsiwMuwm8AG8n7Nf0dK7DIHkbQzK0gyx_wROQ1Q4wRIje7wAYXkv-JrfZ1C0yc3D8_VcTJBmyRkzms55TDAACcj435pFK7mtkhawoLWyfqjockU2ppVftx)

SSkilledJFK

The last admin actually adhered to the executive branch not asking for things from the DOJ and left the decision to the AG. Also they followed the law since the files consist of disparate materials including grand jury transcripts, which are presumptively confidential under federal rules without a court order or legislation. Which Congress under which admin made a special law for the release of the entire unredacted files, and which admin did not follow said law? 🤔

Fun_Illustrator_9327

AG will eventually be known as the original architect of the great collapse

SPAC_Time

MLAA filed this today: "[As previously disclosed, in April 2026](https://www.sec.gov/Archives/edgar/data/2094265/000121390026060735/ea0292119-8k425_mountain2.htm#:~:text=As%20previously%20disclosed%2C%20in%20April%202026), Mountain Lake Acquisition Corp. II, a special purpose acquisition company (“MLAC II” or the “Company”) entered into a non-binding letter of intent to enter into a business combination with Terra Quantum AG (“Terra Quantum”). While MLAC II and Terra Quantum may continue discussions relating to a potential business combination, the exclusivity provisions of the non-binding letter of intent have expired. As a result, MLAC II may also enter into discussions with other companies regarding a potential business combination."

Sanpaku

The [AU/AG ratio](https://charts.goldprice.org/charts/gold_all_data_silver_x.png) has ranged from 40 to 120 over the past 40 years. There's perhaps a central tendency around 70, but its deviated above and below for periods of as long as 7-10 years, so its not a great timing signal for returns to the mean.

Individual-Unit3470

Agreed with those on here who say to just invest it yourself. Years ago I used AG Edwards and had a 'guy'... he didn't do squat except take fees. I thought to myself, 'Jesus, why is this guy getting anything? I can make 4% a year myself.' Then the financial crisis hit and they went bankrupt. One thing I do give the guy credit for is that he had me in very safe investments, so I didn't lose anything. Once they went away I started doing it myself and never looked back. If you don't have the confidence to take the plunge and do it all yourself, try investing a small chunk and see if, after accounting for fees, you can beat the advisor. My bet is that you can, because ultimately no one can care about your money more than you do. That's my take, anyway.

Imaginary_You2814

Marths Stewart didn’t even do such a thing. Her financial advisor tipped her off and she said do whatever you think is best. The AG in NY was a loser trying to prove his distinction.

ThetaHedge

Thank you so much! I am confident it will help you find new opportunities to trade on! One thing I’ve personally liked is that since the app updates in real time (every 5 minutes), it helps surface where premiums are shifting. For example, during the Iran conflict many of my CSPs were in mining stocks like HL, AG, and FSM because premiums were elevated there. As market conditions changed, the focus shifted more toward semiconductor names (AAOI, AMSC, CRDO).

Saved_by_the_Bull

I live in Las Vegas. In August of 2025, a literal Israel (Mossad) agent was caught in sting to catch pedos. Tom Alexandrovich, an Israeli (Mossad) agent was arrested for preying on a child. Then native Israeli, but inexplicably US AG for NV Sigal Chattah released him, but nobody else...so Alexandrovich could evade prosecution. Alexandrovich immediately fled to Israel. Nobody, including 🥭 has mentioned it. To date Alexdrovich is in Israel. This isn't antisemitic. This is a problem.

dedpossum

You're a fucking retard. The AG position isn't about justice, it's about making sure the right people have funerals running defense for the constituents who purchased the presidency that cycle. So your rating system is inverted, the worst to us, is the best to them. Bondi did exactly what she was supposed to do, give handies and be blonde.

Street_Barracuda1657

Mr Acting AG is moving up quickly…

Commercial-Trade-117

In my eyes she doesn't exist as AG, without him doing nothing.

Commercial-Trade-117

Merrick Garland will go down as the worst AG in history because he didn't follow through

postinga_fewtimes

silver please fly away i need AG to hit $23 by eow

postinga_fewtimes

dude these have been so hard to hold i’m still overall down big time on some AG calls

Nomadictionnn

similar setup on my end, business + RE only, no consumer. got debitum too, decent so far. fintown i looked at but never pulled the trigger, the prague RE concentration spooked me a bit. couple others worth a look if you want to spread further: lande (someone already mentioned, ECSP, agri collateral, slow but boring), and maclear which i added last year. swiss AG, collateral agent on every deal, EU SME borrowers. monthly payouts, 14-16% range. not without risk obv, no p2p is, but the structure felt cleaner than yet another unreg baltic platform for me. inrento i held briefly, exits were slower than advertised when i tested withdrawal, ymmv.

ThrowRAkakareborn

How long will it take for next AG to void this?

FartPolluter

WBD is essentially probability merger will go ahead wher 31 = 100%, Cali AG is potential block not EU tbh

FartPolluter

if merger doesnt go ahead it will be due to Cali AG and PSKY should have relief rally. If it goes ahead, roughly 10% gain on WBD baked in. NFLX offer was 27 per share

AdCritical5383

Time to fire another AG

Worried_Quarter469

Ask the AG to add you to the Epstein List

Pawwnstar

[I've seen something very similar before..](https://stargate.fandom.com/wiki/Absolute_Power?file=AG-3_satellite.jpg)

moorhound

>Federal Reserve Board announces termination of enforcement actions with UBS Group AG, Credit Suisse AG, Credit Suisse Holdings (USA), Inc., and Credit Suisse AG, New York Branch Day 1 Warsh lmao These guys are totally getting away with a second financial crisis

Real-Personality-465

yeah sure but still pulls this shit on his last day "Federal Reserve terminates enforcement actions against UBS Group AG, Credit Suisse"

musing2020

How do you came to this conclusion? He removed regulatory requirements from UBS and Credit Susie before leaving the office. https://www.federalreserve.gov/newsevents/pressreleases/enforcement20260515a.htm The Federal Reserve Board on Friday announced the termination of the enforcement actions listed below: UBS Group AG, Zurich, Switzerland, Credit Suisse AG, Zurich Switzerland, Credit Suisse Holdings (USA), Inc., New York, New York and Credit Suisse AG, New York Branch, New York, New York

foliag

Advantest CORP, KLA, ABB, Teradyne, NVIDIA, Microchip Technology, FANUC, KEYENCE, SIEMENS AG etc.

SPAC_Time

A [confidential F-4 registration statement was filed in December 2025](https://www.globenewswire.com/news-release/2025/12/29/3211134/0/en/WISeKey-International-Holding-AG-Nasdaq-WKEY-and-Columbus-Acquisition-Corp-Nasdaq-COLA-Announce-Confidential-Submission-of-Draft-Registration-Statement-on-Form-F-4-in-Connection-wi.html), but no public registration statement yet.

Psychological-Sun744

The whole market is looking at the civil lawsuits Musk Vs Openai outcome. If there is breach to California charity law and the AG of California decides to open a case, Microsoft and Openai are F.

Groffulon

Texas AG first day using modern technology…

kylkartz21

Paxton really trying to campaign from the AG office. Bravo

Sad-Group5464

NFLX sued by texas AG btw... If you have shares, SELL NOW

Ok_Hand5810

So you're claiming that because the victim chose to remain anonymous, that therefore she's lying? Yeah that's not how it works. And if Biden was interested in going after Trump he wouldn't have nominated a centrist AG like Merrick Garland to slow-walk any prosecution related to Trump. Plus Trump was already found liable for sexual assaulting E. Jean Carroll by a jury and he bragged about assaulting women on the Access Hollywood Tape. Trump's own wife accused him of raping her when they were married. Why are you giving the benefit of the doubt to a man who has a pattern of abusing women? There's plenty of evidence against him.

AdCritical5383

#Dow closed under 50k. When is the AG getting canned? 😤

ivigilanteblog

> Trump has already made it clear he is not in favor of rec. Is there some specific statement or choice that makes you say this? I'm curious, because as I see his words and actions, it seems like he is clearly in favor of medical and rather agnostic and "states rights" on rec. He even voted for rec in Florida. He just hasn't made a strong push to deschedule or legalize federally, other than to say (despite the actions of his first-term AG) that he would like the federal government to stay out of it.

BaggyLarjjj


scottishboy-7070

Hmmm, Didn't his AG say he was the presidents Wing Man? Didn't his AG allow certain illegal actions because his boss wanted them done? Operation Fast and Furious drug running campaign, going after journalist and tapping their lines. How quickly we forget or how easy we are manipulated.

FreedomIsMyRight

Classic Obama - pot calling the kettle black. What’s good for me is not good for thee. Funny how Obama conveniently forgets his own corrupt AG. Eric Holder was among the most corrupt EVER. Roll that up and smoke it. Loretta Lynch wasn’t far behind.

palindromic

I mean I’m no Obama defender here, but Obama was just continuing the precedent set by Dub Bush after 9/11 with his skirting the intent of the AG office and overreach via espionage. Remember, America was full on gung ho rah rah nationalism post 9/11 for many years and that bled into Obamas stance on “terrorism” pretty heavily. Trump though has *personally* used the AG office and contorted the legal system for such very cool and very legal abuses as: • trying to overturn election results (Rosen and Clark pressure, Raffensperger, literally trying to “bad faith” the slate of electors with Pence) • public demands to prosecute rivals (lock her up, going after Obama, claiming Biden was a crime family for Hunter getting a board seat at some pissant company) • efforts to interfere with criminal investigations involving himself or allies (fired Comey, “let go of Flynn” attacked Judges and prosecutors who investigated him or his associates, interfered with Roger Stones and Flynn’s sentencing) • tried to use executive power for personal political protection (perfect phone call, pardons for political crimes and political donors) All of that shit is world endingly bad for almost any normal politician and would be seen as outright corruption in almost any EU/first world country we consider an ally. People have been impeached or gone to jail for way less..

Skywayman87

Hold the fuck on. This is absolutely zero defense of Trump, but does this mfxr really think everyone forgot about his own administrations abuse of his AG office?? Political targeting, persecution of government whistleblowers by using that Espionage Act which wasn't written for that, illegal surveillance of journalists, including seizing APs phone records Holder, Obamas "wingman" faced congressional contempt in 12 or 13 iirc, bc of the fast and the furious scandal Again, not defending Trump at all here, but Obama really has no leg to stand on

john-know-nothing

Mass AG just snapped up a ~~Mossad~~ AIPAC cell

marouan10

Heckler and koch AG is A cheap German weapon producer that might recieve government subsidies in Q3 and Q4 of 2026 because they have said they want to increase arms productions.

Beetlejuice_hero

What's sad is supporting a man who, alongside his frothing (former) AG, is covering up a pedo ring and is [a pedo himself](https://images.wsj.net/im-98212567/?width=975&height=975). And you and /u/Albie9 just okay with it because you're in a cult. You'd really think harming children would be the line for some people, but we see there is no bottom for the MAGA cult. It's completely sick but you're unable to see it. You're deranged.

Gambelero

Let’s take a stock that’s was at a $10 equilibrium with A $1b market cap before the final rule news was known. If that stock would go up 4.5 to 7 times merely on the enactment of S3, then why was it valued at $10 before the news came out? Two explanations are possible. Either the investor collective had not factored in a high probability of S3 getting done or it expected that the impact on cash flows and profit would be way less than 4.5 to 7 times. You here it argued here on any given day, and with particular vehemence around opexes that the stock valuations are not set by the market collective, but by bogeyman market makers or short side Tusserians. It’s hard to see interventionist behavior affecting long term equilibriums though, so let’s look at (1) the expectation level and (2) the impact. The range of expectations ranged pretty widely. There were some predictions markets posted at varying times showing this. Nevertheless, POTUS issued an EO and then complained about it not being done. So, the expectation that we would get S3. The impact then. When this came out, I told Kbarbs that this was much better than I expected. The next day Pablo Zuanic said the same thing. In particular the AG asking the IRS to consider retrospective relief hit a positive chord. It disappointed a lot of people, though, who wanted full (e.g. rec and medical) scale relief. Holders of Canadian companies were disappointed in that new rules won’t allow for importation except for research. The OP might be right. These stocks might revalue way upwards quickly. Kaiser’s estimates are way more reasonable imho.

Beautiful-Lack7442

The headlines are missing three things in the 8-K that explain why this is down double digits even on a "beat" report. First, the $10.44 reported EPS includes an $8.03B one-time tax benefit tied to One Big Beautiful Bill Act offset. Strip that out and the EPS is roughly $7.31, $3.13 lower. Second, FY26 Capex got bumped to $125-$145B which is a big jump from the prior range and pushes Meta into the AI-infrastructure-capex valuation bucket along side MSFT, and GOOGL. Third, is the risk language "ongoing legal and regulatory scrutiny in the EU and US, particularly concerning youth-related issues, which could materially impact financial results". When a filing says "materially" they mean it, and the backdrop is Australia's under 16 social media ban now in force, EU DSA systemic risk obligations, the UK Online Safety Act, and the multistate AG teen harm suit still working through US courts.

UsedState7381

>who cares about Doug? Everyone in here should care about when he gets involved with cannabis stocks, because he always moves way too much volume into these tickets waiting for another pump, and is the main reason for their dump when the pump happens. His fund(seabreeze) was overweight on MSOS before the first news of the AG moving on rescheduling cannabis.

AxelFooley

I'm sick of all the "trust me bro" DD on reddit, so as many others, i built an agent that verifies claims based on factual data: # OSRH DD Verification — Verdict: HIGH CAUTION / Do Not Enter Here's the breakdown of what the Reddit DD gets right, what it distorts, and the structural red flags the author buried. # ✅ What's Factually Correct * **$815M deal is real.** OSRH executed a definitive global exclusive license agreement with BCM Europe AG for VXM01 development and commercialization, with BCME pledging its \~29.7% stake as collateral for milestone obligations of up to $815 million. [Pressrelease](https://www.pressrelease.com/news/osr-holdings-executes-definitive-815-million-global-license-agreement-for-vxm01) * **The $10 put option exists.** The agreement includes a put option under which OSRH may require BCME to purchase up to $15 million of OSRH common stock at $10.00 per share, exercisable no earlier than six months following the effective date. [Pressrelease](https://www.pressrelease.com/news/osr-holdings-executes-definitive-815-million-global-license-agreement-for-vxm01) The DD calls this a "valuation floor" — that's misleading (see below). * **Shares outstanding / market cap math** roughly checks out. Current market cap \~$15M at $0.46. # ❌ What's Wrong or Deliberately Misleading **1. "Sealed the deal" framing obscures the deal structure.** The DD presents this as OSRH *receiving* $815M. It's not. The milestone structure is weighted primarily toward clinical and development achievements [sec](https://www.sec.gov/Archives/edgar/data/0001840425/000121390026004199/ea027273801ex99-1_osrhold.htm) — meaning OSRH only collects if VXM01 clears Phase 3, gets regulatory approval, then achieves commercial milestones. That's a 5–10 year path with a high failure rate for oncology assets. The $815M is a theoretical maximum across a full lifecycle, not cash in the door. **2. The $30M upfront is also not clean cash.** OSRH acquires the full VXM01 IP from Vaximm AG under a $30 million asset purchase agreement [Pressrelease](https://www.pressrelease.com/news/osr-holdings-executes-definitive-815-million-global-license-agreement-for-vxm01) — meaning that $30M flows from OSRH *to* Vaximm to buy the IP it will then license out. That's a capital outflow, not inflow. **3. The "valuation floor" at $10 is fantasy math.** The put option lets OSRH *sell shares* to BCME at $10 — but only up to $15 million total. That's not a stock price floor. At 33M shares, $15M in buyback at $10 is 1.5M shares. It puts zero floor on the other 31.5M shares. The author is conflating "BCME must buy stock at $10 if OSRH triggers the put" with "the stock will go to $10." These are completely different things. **4. BCM Europe is not an independent institutional investor.** BCM Europe AG is a healthcare and blockchain investment firm based in Zug, Switzerland — and the founding organization behind Taekwondo Access Credit (TAC), a utility token adopted in the martial arts community. [PR Newswire](https://www.prnewswire.com/news-releases/osr-holdings-announces-strategic-roadmap-for-tokenization-under-reg-d-framework-in-partnership-with-bcm-europe-ag-302501191.html) This is a Zug crypto/blockchain entity that also holds a large OSRH stake, not a Royalty Pharma or Blackstone-caliber life sciences fund. The DD author omits this entirely. BCME is also a **related party** — the agreement constitutes a related party transaction and was approved by the board, including independent directors, following consideration of an independent fairness opinion. [PharmiWeb](https://www.pharmiweb.com/press-release/2026-04-29/osr-holdings-executes-definitive-815-million-global-license-agreement-for-vxm01-with-bcm-europe) Related party deals at micro-caps are a classic pump vector. **5. "Smart money shaking out weak hands" is narrative, not evidence.** Current price is $0.46 — *down -38% today* from yesterday's close of $0.74. The stock opened at $0.74 and is now back to the DD author's described "flush" level. This is not a controlled shakeout pattern; it's a micro-cap that spiked on news and is giving it all back. **6. No Phase 3 data cited for VXM01.** The press releases consistently call VXM01 "Phase 3-ready." Phase 3-ready ≠ Phase 3 complete ≠ Phase 3 approved. Glioblastoma has one of the worst oncology track records for new therapies. The DD doesn't mention this risk at all. # 🚨 Structural Red Flags |Flag|Severity| |:-|:-| |Micro-cap ($15M), 22 employees, no revenue|🔴| |BCME = related party + crypto token issuer (TAC/Taekwondo utility token)|🔴| |$815M milestone payments conditional on full clinical/regulatory/commercial success over many years|🔴| |Stock down -38% today after spiking on deal news|🔴| |$80M ELOC from "White Lion GBM Innovation Fund" — dilutive capital facility|🔴| |Blockchain tokenization of royalties ("OSRT security tokens", "TAC tokens") attached to a pharma licensing deal|🔴| |Put option presented as valuation floor when it's capped at $15M total|🟡| |No independent pharma partner signed — BCME must go find one|🟡| The ELOC is particularly damning. OSRH continues to draw from its $80 million ELOC from White Lion GBM Innovation Fund [PR Newswire](https://www.prnewswire.com/news-releases/osr-holdings-announces-strategic-roadmap-for-tokenization-under-reg-d-framework-in-partnership-with-bcm-europe-ag-302501191.html) — equity lines of credit at micro-caps are continuous dilution engines. Every draw issues new shares, suppressing price. This makes an upward "mega jump" structurally difficult unless a major pharma partner signs on, which hasn't happened and may not. # Bottom Line This DD reads as a promotion piece dressed in "I did the math" clothing. The core comparison — "$19M market cap vs $815M deal" — is technically real but functionally misleading, because the $815M is a milestone ladder that requires the company to survive, run successful trials, and secure commercial deals that BCME hasn't found yet. **This goes nowhere near a position.** Even if you were inclined to speculate, you'd need: 1. Evidence BCME has actual capital (not TAC tokens) to fund Phase 3 2. A named pharma sublicensee 3. Phase 3 trial design and timeline published 4. The stock to stabilize — it's down 38% today and hasn't held any level for 3+ consecutive days (your own re-entry rule applies here) Parking lot? No — this doesn't even qualify for the parking lot. There's no catalyst gate you can clearly define, no exit logic that makes sense at this volatility, and the counterparty credibility is genuinely questionable. Hard pass.

postinga_fewtimes

$AG looking pretty juicy. might buy calls later ..

Athien

Blanche is sweating right now at 49k, we are 1/1 for losing the AG at 50k

Runkleford

Trump has warped everyone's perception that it's the POTUS' responsibility to go after criminals like Trump. That's supposed to be the Attorney General's job and supposed to be independent of the position of the POTUS. But Trump normalized using the AG as his personal lap dog. Biden respected this separation of the AG and POTUS so he was not directing the DOJ to go after Trump since it was not something that was done before Trump normalized it. And now we can see why it wasn't since Trump is using it to go after his enemies.

OorvanVanGogh

Trump expressing support for medical is consistent with rescheduling medical, which is what has been done via an AG order. But Trump's reluctance on rec indicates that it may not necessarily be all smooth sailing from here on.

Gambelero

It’s a commonly held belief that the summer hearings are to move rec Marijuana to S3, but that’s almost by definition impossible (SuzyCreamCheese has a particularly lucid explanation). Why are they having the hearings then? I think the AG knows he’s on thin ice invoking the treaty exception.

Gambelero

Agree. I certainly didn’t have this situation right. I’m pretty sure that previous AGs didn’t think they had the authority do just issue a final order without going through the administrative process. People here argued that the AG did have the authority under the treaty obligation exception. I totally disagreed. They were right and I was wrong. So, S3 wasn’t “priced in” and this should not be a sell the news event.

Viktemeyez

[The Cole Memorandum](https://en.wikipedia.org/wiki/Cole_Memorandum) did more to protect users and manufacturers than this. AG Jeff Sessions rescinded the memorandum during Trump 1.0 because of course he did.

youngbutgood

For what it's worth, I think S3 for adult use will get done as well later this year. This is a massive boon for medical operators right off the bat and the fact that the AG recommended that the IRS apply the tax breaks retroactively is big as well.

King_Chron

The EO was a positive in my eyes for that exact reason. In the eyes of the industry, a republican presidential incumbent telling the AG to get off your hands(not exact quote or wording), was the wording Pro cannabis lawyers needed to push back against inaction. When progress continued to lag in early 2026, legal advocates and industry leaders (such as the CEO of Trulieve) used the EO's forceful language to keep political pressure on the Department of Justice (DOJ) Today acting Attorney General Todd Blanche cited the need for **"immediate"** reclassification to fulfill the administration's goals. By using the EO’s "expeditious" requirement as a baseline, lawyers successfully argued that any further delay by the DEA or other agencies would be a direct violation of the President’s directive. The boy who cried wolf was more of a 2020-2023 thing until AUG 30 23, that was the first shift. The boy who cried wolf now are SAM & the greedy pig naked short ETF arbitrage illiquid stock manipulators....... when they move the entire sectors stocks on little volume and spread the nastiest social sentiment on these boards.....all to squeeze out a little more juice out of the grapes they have been stepping on for almost 6 years now. Their time has come to an end, real money will start to enter this sector once the language is clear. They will not be able to pull these shenanigans for much longer. All trades come to an end at some point.

the_mammynun

Correct me if I'm wrong but skimming through the AG report it seems to refer to all state licensed cannabis. Maybe just an error by the editor?

Immediate_Thought656

They didn’t reclassify shit. The AG’s order calls for an expedited hearing to reclassify, which has to be done by the DEA and the hearing is scheduled for June 29.

jmu_alumni

The fact that this is being downvoted is pathetic. It is in AG statement. This is a critical peice

ConLawHero

It's all bullshit. They have to resolve an interlocutory appeal. Then the stayed DEA hearing has to resolve, then they can reschedule, and then Smart Approaches to Marijuana, represented by former AG Bill Barr will immediately file a lawsuit seeking a temporary restraining order and preliminary injunction. I think they actually have a good shot at winning it because the HHS medical recommendation is so full of holes because Biden clearly told them to just make the recommendation, science be damned. Point being, unless they intend on violating the Administrative Procedures Act and the Controlled Substances Act, it is a process that will take time, even still.

CD274

What's Kash Patel and the acting AG's press conference at 5:30 about

GeoLogic23

The HHS review initiated by Biden is the only reason we're discussion Schedule 3. That was real action that we can see the results. If he hadn't done that Trump would have had to make his executive order directed at HHS to start the 8 step review. Not for the AG to simply to sign off on the already completed review. Also Biden approved a bunch of new research growers after Trump didn't appoint a single one in his first 4 years. We just had one grower who grew ditch weed before Biden expanded the program. Biden could have done a lot more, but he's literally the only person to have made actual progress on cannabis in some way.

flamelikesunset

Vegan companies like Oatly (OTLY) and Veganz Group AG (VEZ).

Thumbszilla

POTUS signed executive order to reschedule cannabis last year + POTUS replacing his AG + POTUS publicly verbally telling his people to get rescheduling done now in a press conference this past weekend + 4/20 = M$O$ in the not too distant future

boravuth

Go back and read “Also, according to Clinton his only association…” I bet you don’t give the benefit of doubt to Trump. Clinton also appointed his AG in the DOJ as well.