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I’m in the minority that I don’t trust market cap weighted index funds. I do 50% active management 50% passive factor-weighted funds. A lot of the studies about active vs passive seem flawed to me. As you say, a lot of active funds are trying to be more defensive than the market, have rules for sector weighting, don’t allow mag 7 over concentration. Personally I think active funds work better with lower AUM for higher flexibility and higher concentration into a small number of holdings to put more weight in their highest conviction picks. But I choose multiple funds with managers that have different investment styles like GRNY, PVAL, CGDV, EMEQ, STRN, and AIS so there’s still diversification despite the concentration. I feel that the expense ratio is the cost I pay to have somebody else choose my stocks rather than picking them myself, rather than an extra expense I’m losing by not investing in an index. But does the table tilt toward active managers the more people invest in index funds? Yes, but it would require a lot more people to do that. When markets are efficient indexes do well and active struggles. But there could be a breaking point where too much index investing could potentially create opportunities for active investors, but we’re very far away from that being the case.
I asked chatgpt about this and this is something it recommended: Reverse ETF Searching - Which I knew about but adding ontop of that is, New ETF Searching. I know about AIS, QTUM Hot etfs in the tech sector outperformed SPY/QQQ already, but maybe if a new sector pops off pay attention to any new ETFs that come out with tickers inside
Iran turned on their AIS beacons for ships for the first time in 7 years. People are saying they’re about to make a deal with USA in regards to oil. Oil about to tank to put the screws to Putin. WW3 inbound.
Brief synopsis for each. I hold them all. MDAI - 70M - SpectralAI makes DeepView which is an AI-powered scanning device that uses spectral data scans to predict burn healing to a high accuracy and creates the optimal treatment plan day 1. Trials were a huge success and now they are waiting on FDA approval by Q1 26. It is also trained on diabetic foot ulcers which is an even larger market. FDA approval odds are 80-90%, in my opinion. They are fully funded by BARDA (US gov), so there is minimal dilution risk. I see this company reaching several 100M market cap in 1 year, up to 1B in a strong scenario, and 5-10B longterm. ACON - 5M - Super tiny market cap with 100x potential. Aclarion is run by Jeff Thramann who is a highly regarded surgeon-inventor / neurosurgeon. He has taken several companies/products to commercialization in the medical industry. Aclarion makes Nociscan which is an AI system that integrates into MRIs. For pain caused by spinal disc issues, it is often not possible to tell which (or all) of the discs are causing pain, and that results in more fused vertebrae than necessary. However, Nociscan is able to detect pain markers and directly identify the disc that's causing the pain. Previous trials were a big success and current trial is ongoing with results expected mid-2026. The trials showed higher success rate of pain reduction/surgery success vs not using Nociscan, while also being cheaper, which makes it a perfect case for approval. Insurance companies will likely require its use. This is highly speculative obviously, but I see this possibly hitting 50M market cap (10x) in 2-3 years with potential for much more longterm if it is widely adopted. The TINY float is only 532k shares which means it will move fast on any positive headlines. RDZN - 100M - Roadzen is an insurtech company that makes DriveBuddyAI which helps commercial fleets and insurers detect and predict risky driver behavior, provide drowsiness alerts, score driver risk, and improve fleet safety and efficiency. Other companies have similar tech, however RDZN is uniquely positioned in India because they are the only AIS-184 certified device in the country. India also has a new law coming up next year that says all commercial vehicles must have an AIS-184 certified device installed, and RDZN is the only one with that certification. They also just got certified in EU a few days ago and just today announced a partnership with a top 5 EU carmaker. Their other revenue streams are also growing but the big catalyst for me is the India market next year which could instantly unlock 100M of revenue. I see this at $500M in a couple years, possibly sooner if their growth accelerates. The CEO recently reiterated they will turn profitable by Dec 2025 and they just raised a ton of non-dilutive cash (at a premium even), so there is very small dilution risk. AMPX - 2B - Mass drone warfare is the future, and Amprius happens to make the best drone battery on the market, competitors to SiCore are still pre-product/pre-revenue. They are in Amazon's Devices Climate Tech Program and advanced to phase 2. They will likely announce a partnership with Amazon for proprietary drone batteries. Well, this part is just my speculation, but there is no other reason for Amazon to be interested in them. They also crush every earnings. Likely 20B company in a few years. And yes of course, their batteries can do more than drones.
RDZN makes DriveBuddyAI which OP described. Other companies have similar tech, however RDZN is uniquely positioned in India because they are the only AIS-184 certified device in the country. India also has a new law coming up next year that says all commercial vehicles must have an AIS-184 certified device installed, and RDZN is the only one with that certification. They also just got certified in EU a few days ago and just yesterday announced a partnership with a top 5 EU carmaker. Their other revenue streams are also growing but the big catalyst for me is the India market next year which could instantly unlock 100M of revenue. I see this at $500M cap (5x from now) in a couple years, possibly sooner if their growth accelerates. The CEO recently reiterated they will turn profitable by Dec 2025 and they just raised a ton of non-dilutive cash (at a premium even), so there is very small dilution risk.
These are my top plays. AMPX - 1.6B - Mass drone warfare is the future, and Amprius happens to make the best drone battery on the market, competitors to SiCore are still pre-product/pre-revenue. They are in Amazon's Devices Climate Tech Program and advanced to phase 2. They will likely announce a partnership with Amazon for proprietary drone batteries. Well, this part is just my speculation, but there is no other reason for Amazon to be interested in them. They also crush every earnings. Likely 20B company in a few years. And yes of course, their batteries can do more than drones. MDAI - 67M - SpectralAI makes DeepView which is an AI-powered scanning device that uses spectral data scans to predict burn healing to a high accuracy and creates the optimal treatment plan day 1. Trials were a huge success and now they are waiting on FDA approval by Q1 26. It is also trained on diabetic foot ulcers which is an even larger market. FDA approval odds are 90%, in my opinion. They are fully funded by BARDA (US gov), so there is minimal dilution risk. I see this company reaching several 100M market cap in 1 year, up to 1B in a strong scenario, and 5-10B longterm. ACON - 5M - Super tiny market cap with 100x potential. Aclarion is run by Jeff Thramann who is a highly regarded surgeon-inventor / neurosurgeon. He has taken several companies/products to commercialization in the medical industry. Aclarion makes Nociscan which is an AI system that integrates into MRIs. For pain caused by spinal disc issues, it is often not possible to tell which (or all) of the discs are causing pain, and that results in more fused vertebrae than necessary. However, Nociscan is able to detect pain markers and directly identify the disc that's causing the pain. Previous trials were a big success and current trial is ongoing. The trials showed higher success rate of pain reduction vs not using Nociscan, while also being cheaper, which makes it a perfect case for approval. This is highly speculative obviously, but I see this hitting 50M market cap (10x) in 2-3 years with potential for much more longterm if it is widely adopted. The TINY float is only 532k shares which means it will move FAST on any positive headlines. RDZN - 100M - Roadzen is an insurtech company that makes DriveBuddyAI which helps commercial fleets and insurers detect and predict risky driver behavior, provide drowsiness alerts, score driver risk, and improve fleet safety and efficiency. Other companies have similar tech, however RDZN is uniquely positioned in India because they are the only AIS-184 certified device in the country. India also has a new law coming up next year that says all commercial vehicles must have an AIS-184 certified device installed, and RDZN is the only one with that certification. They also just got certified in EU a few days ago and just today announced a partnership with a top 5 EU carmaker. Their other revenue streams are also growing but the big catalyst for me is the India market next year which could instantly unlock 100-200M of recurring revenue. I see this at $500M in a couple years, possibly sooner if their growth accelerates. The CEO recently reiterated they will turn profitable by Dec 2025 and they just raised a ton of non-dilutive cash (at a premium even), so there is very small dilution risk.
For AI.... CHAT, ALAI, SPRX, AIPO. Other interesting ones, BAI, IVES, AIS.
>September 10, 2025 Sidus Space (NASDAQ: SIDU), (the "Company" or "Sidus"), an innovative space and defense technology company, today announced the successful on-orbit operation of its Automatic Identification System (AIS) sensor onboard LizzieSat®-3. The AIS sensor receives real-time maritime vessel information from around the globe, including ship identification, position, and navigation data, advancing the company’s strategy to fuse multi-sensor satellite data with onboard artificial intelligence for next-generation intelligence solutions.
I’m an investor in Roadzen and I believe it has strong potential, but I also have some doubts I’d like us to debate. • Global recognition, but no US traction: Despite being named by CNBC as a Top InsurTech company, Roadzen hasn’t announced a single major US contract. Why? Could it be that solutions like Root or Lemonade are simply more appealing to the US market? • AIS 184 approval is a big catalyst, but fragile: OEMs could delay rollout through lobbying, arguing technical or capacity concerns. Having just one validated provider (Roadzen) with limited OEM track record puts the mandate at risk. • Transparency & appealing marketing gap: Roadzen rarely showcases real world case studies or demos of its solutions, and its marketing lacks the appealing, retail-friendly approach peers like Lemonade use. This limits visibility and investor buzz. DrivebuddyAI • Strong fit for India & emerging markets where most vehicles lack ADAS/camera systems. • Makes sense for large, mixed-age fleets where ROI comes from fewer accidents and lower insurance costs. • In the US/Europe, many new vehicles (Tesla, Ford, BYD, etc.) already integrate cameras and ADAS, why add extra hardware? • Competes with simpler solutions like Root or phone-based telematics, which are cheaper and easier to scale. • Is DrivebuddyAI a sustainable moat, or just a temporary solution for older fleets until OEMs catch up? • The long-term edge might be less about the hardware and more about the software + risk data layer (CARD, AIS-184 validation, 1.8B km dataset).
Did you get more information about the quality of their products and services? I am currently diving into the internet getting all the information I can but apart from their website I can't seem to find much about their product and how qualified they are. Okay they got the first mover advantage regarding AIS 184 but it's not clear how far ahead they are. For all we know tomorrow a different company gets the certificate and they're positioned better to take advantage of the AIS 184 implementation in April 2026.
In for some shares as well. Their drug looks legit: “ DM199 is a recombinant (synthetic) form of human tissue kallikrein-1 (rKLK1; rinvecalinase alpha). rKLK1 is identical to naturally produced KLK1, a serine protease enzyme that plays an important role in the regulation of diverse physiological processes via a molecular mechanism that increases production of nitric oxide and prostacyclin. In the case of ischemic stroke, the administration of DM199 is intended to enhance blood flow to the infarction site and boost neuronal survival in the ischemic penumbra by dilating arterioles surrounding the site of the infarction and inhibition of apoptosis (neuronal cell death) while also facilitating neuronal remodeling through the promotion of angiogenesis. KLK1 deficiency may play a role in multiple vascular and fibrotic diseases such as stroke, chronic kidney disease, retinopathy, vascular dementia, and resistant hypertension where current treatment options are limited or ineffective. DiaMedica is the first company to have developed and clinically studied rKLK1. Non-recombinant, tissue extracted KLK1, produced from the pancreas of pigs and human urine, has been approved for decades for patients in Japan, China and South Korea with a variety of ischemic conditions such as AIS, chronic renal disease, retinopathy and hypertension. DM199/rKLK1 is currently being studied in patients with AIS. In September 2021, the FDA granted Fast Track Designation to DM199 for the treatment of AIS. “
Been watching this all day - [MarineTraffic: Global Ship Tracking Intelligence | AIS Marine Traffic](https://www.marinetraffic.com/en/ais/home/centerx:56.9/centery:26.5/zoom:9) it does seem a bit quieter the past few hours...
Tanker Traffic Continues Moving In Both Directions Through Strait Of Hormuz, AIS Data Shows
USS Nimitz aircraft carrier AIS transponder has been off for 4 days now. Last received signal was 6/17 departing from Malaysia/Singapore. Its somewhere between 3000 and 3500 nautical miles to the Gulf of Oman to be able to assist any US operations in Iran. The USS nimitz is the fastest carrier in the world with a top speed of over 30kts. We will give a conservative 20kts cruising speed to estimate the arrival time to the Gulf of Oman which puts it around 6 or 7 days from the last signal date of 14:52(UTC+8) 6/17/25 Assuming they wait for resources and backup to be available, that puts us At the EARLIEST for a US strike operation on the 23rd or 24th, this coming Monday or tuesday.
I think they turn off their AIS when they go through
With AIS spoofing rampant it pays to look out the window
JUST IN: UKMTO issues new statement saying: Tensions remain high as Iran and Israel continue strikes targeting critical infrastructure. The Strait of Hormuz remains open, but electronic interference near Bandar Abbas including GPS and AIS spoofing may affect navigation. There is no confirmed blockade, but risk levels are elevated. Vessels should stay alert, expect possible communication disruptions, and be ready for sudden changes.
Here's live info from Seattle. [MarineTraffic: Global Ship Tracking Intelligence | AIS Marine Traffic](https://www.marinetraffic.com/en/ais/home/centerx:-122.364/centery:47.601/zoom:15)
Marine traffic is a good AIS tracking website. For industry news I like G Captain.
Complete bullshit. There is one at the dock as we speak and six down at TIW. Two ships left TIW this morning and are underway around Port Townsend. I count 4 within less than a days sail of SEA port. PDX and VAN have 14 in the waterway or at dock. You are all being manipulated. Sure, the numbers are lower than normal at SEA but PDX and VAN are at normal staffing. Astoria has 7 ships at anchor in the bay and 1 entering the mouth. Something strange is afoot down at the circle K but it ain't what you think. [MarineTraffic: Global Ship Tracking Intelligence | AIS Marine Traffic](https://www.marinetraffic.com/en/ais/home/shipid:758124/zoom:14)
So does the United States. It's sent to a different country, repapered and shipped. From ships that have their AIS (tracking) turned off.
Have fun and even though they will look empty go to AIS tracker and see the ocean is full of cargo ships headed our way.
The article heading mention Dry Bulk, the screenshot mentions containers - these are two totally different markets with very little overlap. Do a AIS shipping traffic search, look at the shipping volume worldwide, yes shipping companies, especially Chinese, are avoiding US - but that just means they are taking their business to other markets. Mods should enforce a basic intelligence test for posting.
Say "Ok Google Fuck you" sometime. I found it quite entertaining. And yes I'm aware I will be one of the first people killed when the AIS take over. I've come to peace with it.
You are mixing sex (inter always existed) and gender (historic only two since inter are/where part of the two) ... there are only two sexes, all inter (AIS, Kleinfelter aso.) are variations WITHIN the two sexes not a third one. Gender as such is debatable but since one of the most defining pillars of a gender is sex (Phenotipical Traits) its fair to say there are two (definable descriptor not a belive).
OPTT's [Maritime Domain Awareness System](https://beyondspx.com/article/ocean-power-technologies-optt-pioneering-sustainable-maritime-solutions-in-a-changing-global-landscape) is a game changer for maritime security. High-def radar, thermal imaging, and AIS detection with edge computing capabilities. Their pivot from just wave energy to maritime tech and robotics through the MAR acquisition was smart. The company just landed [$3M in new orders for WAM-V vessels](https://finance.yahoo.com/news/ocean-power-technologies-secures-3-131500312.html) in Latin America. Revenue doubled YoY. Their involvement in Project Overmatch for the Navy shows they're serious about defense contracts. Cost cutting is working - operating expenses down 40%. They'll hit profitability late 2025. The tech is solid and the market need exists. Maritime domain awareness and autonomous vessels aren't going anywhere. KULR's battery tech is interesting but the stock's too volatile right now after that huge run up. OPTT has better fundamentals and growth trajectory at current prices.