BW

JHgrandgerard

Only if the company makes it through the bad years, and in shipping that's mostly about debt. Solstad's debt is 106% of its equity right now, more than double BW LPG's. You have to get through them too without white-knuckling it. Position size does most of that for me.

yawn44yawn

And then there’s the fact all except asts have satellites that would make your current phone basically a flip phone. All this sudden interest proves asts hit gold. I’ll say it again. When BW1 (I think) rolled into SpaceX one week later Pelon did a very half ass show announcing he was doing the same with Verizon (who dumped them). Watching him explain the satellites was comical.

Chonch_Monkey

BW

patiently_entropy

Oh hell, yeah! Nice. I've only benched 325. I'm not big though, that's at 180 BW

SpicA332

Umm.. well anthropics A/P is also reflected in the A/R of each individual creditor/supplier, until they convert their A/R to shares of the Anthropic. First Anthropic buy (and semicon companies sell) semiconductors with A/R, then convert (offset) that A/R to the shares of Antrhopic. shares can be stocks, CB(convertible bond) , or BW (bond with warrant)

SpicA332

A/R can be converted (offset) into the shares, like BW, CB. And Assets accounted for at amortised cost can only be bond. not something else. so $27 billion of Assets accounted for at amortised cost would be government bond, or corporate bond. but this doesn't make sense. However, BW is also bond, and they are considered as Assets accounted for at amortised cost. So only possible scenario is BW of Anthropic. or you are insisting that samsung bought $27 billion of government bond or corporate bond of some company. And if they had money, they had to pay their debt.

SpicA332

but then Why $27 billion of increased Assets accounted for at amortised cost (which means Samsung acquired the stake of Anthropic with BW.) in only three month after strategic investment deal with Anthropic? (III-3-3, 20,461,402 to 57,885,133) A/R is visible on Audit report of Samsung, and you can see increase of investment assets.

SpicA332

well, looks like you are the only one that read the audit report of Samsung. But then can you answer to this simple questions. 1.A/R is instantly added into the sales/ revenue in accurual method, before it is actually paid. 2.Can A/R be converted into the shares like BW/CB/RSPS (massive increase in investment assets, in Audit report of samsung. 3AI tokens can be also used to pay A/R (offset)

SpicA332

Strategic investment is the deal to offset their A/R into shares of Anthropic. irrational increase of investment asset on the samsung's audit report. And if offset accounts receivable to shares of the company, there comes significant increase in assets due to acquired shares of the company. [https://images.samsung.com/kdp/ir/events/2026/2026\_2Q\_conference\_kor.pdf](https://images.samsung.com/kdp/ir/events/2026/2026_2Q_conference_kor.pdf) see slide 15, i also uploaded audit report of 2026, but this shows suspicious increase of assets in one page. 546,196 to 1,048,245 in only three month 1per 8000$, 1,000,000 won significant increase on investment asset account This is their confernce call presentation file. And if you go III-3-3 of Samsung's Audit report of q2, you'll find $27 billion of increased Assets accounted for at amortised cost which means Samsung acquired the stake of Anthropic with BW.

SpicA332

Summary. 1.anthropic buy semiconductors on credit 2 they dont pay, instead they offer (force) semi con comapnies hyperscalers to convert that credit to their share ( BW CB RPSP) 3. if you buy stocks of anthropic, you are paying all the credit that they bought semiconductor and aicomputing and google samsung hynix blahblah all the comapny that received A/R instead of money can earn money, can make a new start.

SpicA332

[https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260515002181](https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260515002181) [https://dart.fss.or.kr/navi/searchNavi.do?naviCrpCik=00126380&naviCrpNm=%EC%82%BC%EC%84%B1%EC%A0%84%EC%9E%90&naviCode=B002](https://dart.fss.or.kr/navi/searchNavi.do?naviCrpCik=00126380&naviCrpNm=%EC%82%BC%EC%84%B1%EC%A0%84%EC%9E%90&naviCode=B002) this is Korean audit reports of samsung in 2026 Go to III - 1 and 2 of those report, then run translator 1 per 8000$ (1,000,000 won) A/R Q4 2025- Q1 2026 **매출채권 (주3,26)** |**82,285,029** |**51,127,642** A/R Q2 **매출채권 (주3,26)** |**96,408,968** |**51,127,642** $ $70 billion of A/R, excluded offset of A/R with Anthropic strategic investment + chat GPT, claude, Gemini subscription, with $27 billion of increased Assets accounted for at amortised cost (which means Samsung acquired the stake of Anthropic with BW.) in only three month after strategic investment deal with Anthropic. (III-3-3, 20,461,402 to 57,885,133) A/R is visible on Audit report of Samsung, and you can see increase of investment assets.

JabCrossE4E5Quark

Gonna hop on my elitism here... RTS is dead because people just fucking suck at gaming now and need everything to be easy ans brainless. MOBAs are the new RTS, and MOBAs are fucking boring and miserable to play. Same tech trees, same kiting, occasional strategy happening but mostly juat spam clicking the same shit 1000 times in a game. People will unironically say LoL and DOTA 2 require just as much skill as SC2 and BW, jist that its different skill. No. Those games are a fucking joke that are a breeze and have as much depth as a hard single player mission in brood war. Rant over.

SpicA332

summary. 1.anthropic buy semiconductors on credit 2 they dont pay, instead they offer (force) semi con comapnies hyperscalers to convert that credit to their share ( BW CB RPSP) 3. if you buy stocks of anthropic, you are paying all the credit that they bought semiconductor and aicomputing and google samsung hynix blahblah all the comapny that received A/R instead of money can earn money, can make a new start.

AtomaticlyAdaptive

I enjoy BW 4-legged positions. Wider IC's for structured for either bull or bearish forecasts. Love the IB's, often based on GEX put walls 1-14dte, depending on price & RoR. I'm finding these work better for me than many other strategies.

NotMe357

"BREAKING: Presiden Donald TACO and US regulators are setting out to bring perpetual futures to the US for everything from precious metals to oil and equities, per BW"

JabCrossE4E5Quark

That shit is long gone man. People dont like challenges anymore, and things need to reward you a lot quicker. Imagine if a game like Brood War came out today. No one would play it, its too hard and takes hours and hours to even get decent enough to beat simple campaign missions. Let alone beating the final mission in brood war. I couldnt beat that mission when I was a teen even though I had played BW for 4 years.

henristig

That's what the CEO's been saying from the start as well, that the numbers get pretty ridiculous pretty fast. I'm sure you've run the napkin math, but here's for everyone else. Around 1.25 billion smartphones produced globally in 2025. Projected market CAGR 5.3% through 2033 ​Smartphones require 8–10 chips per unit at an estimated $1–$2 per chip via a fabless business model (this number is years old by now, leaked from a company presentation, so take it for what it's worth) ​With a moderate 20% penetration into the smartphone market by around 2030—roughly 330 million units per year, factoring in CAGR—annual revenue would land between ~$2.7B and $6.6B USD ​Let's apply a P/S multiple of 10 for simplicity, which puts the market cap at $27B – $66B USD. With roughly 51.2 million shares outstanding at this time, the stock would trade at ~$500–$1,300 USD without further dilution. ​Note that high-growth semiconductor companies with strong moats often trade at significantly higher P/S multiples during their expansion phase, and not a single cent from their other verticals - FWA, base stations, satellite, radar, military etc. - is included here.  That's WILD.  This is what I mean when I say "orders of magnitude of upside".  Keep in mind that this has the potential to become *fundamental* tech for future high-frequency communication, and ​we could easily see a winner-takes-most dynamic play out, given the lack of viable competitive alternatives and BW’s patent moat around distributed digital beamforming. We're already seeing a potential path opening up in the 6G standardization work at 3GPP towards some of Beammwave's patents becoming standard essential, which would imply a future where everyone's mandated to use their invention at higher frequencies and Beammwave would passively collect a royalty on every device that does so. Pure IP with close to 100% margin.  Market share could end up quite substantial or almost total, whichever way it goes.

Jwelz90

Wild volume, MFI and OBV pop in ticker BW the last 10 min.

Swimming-Dingo-9695

Why do people focus on futures, when the market is still trading live? It's like watching the game on your 1990 Sony Watchman while your at BW3

htowns

All in on 3 stocks: VLO, MXL, RDDT largest US producer of diesel, US data center hardware provider, and 6th most visited website in the world. ive got some long-dated calls in WEAT, SU, TRLV, BW, MUR but those make up like 5% of the portfolio. love HOOD but too closely correlated to BTC for my liking at the moment.

DoubleFamous5751

😘 took 1 new position today: BW on a upgrade from Needham. https://preview.redd.it/040mywnm7tmh1.jpeg?width=1170&format=pjpg&auto=webp&s=d57e4a6081ddb022a1b086725218cf2197058a57

DoubleFamous5751

Bought BW today, will buy more

Operation_Neither

Raccoon meat will now be labelled “beef” by the FDA, and “wagyu” if its road kill. 

Busy_Ad_1180

BW

Fast_Reputation_5666

Anyone have any thoughts on $BW?

loveactuary21

BW a screaming buy here

loveactuary21

$BW looking very cheap here

Outrageous_Appeal_89

You forgot $RILY. If $BW goes up that impacts $RILY

Bazzer82

Same. Always wore Nikes through the 90s and into the early 00s. The quality took a real nosedive after that and the designs got shitter and shitter. It's just chav crap for scruffs now, apart from a couple of pairs of proper running shoes. Never forgave them for stopping production of the Air Max Classic BW either.

Shoddy_Performer_548

Bought some BW in the 9’s, just broke a key level at $10 on Friday, looking at a retest there before adding a lot more. Normally don’t trade these, but noticed a very similar setup to BW from late last week on SURG and wondering if this is some sort of newish pump-dump-pump pattern. The nano had a ridiculously good print last week signaling a potential recovery coming, seeing \~5x potential. Been going nuts this weekend trying to find price risk and just can’t, although a lot of money has been lost thinking this way in the past.

NoBlock3917

BW holy

Even-Square-6246

Whoever bought these BW callls gunna be so rich at open tomorrow wtf what even is this company

Moist-Guava-732

>*holy shit BW absolutely annihilated earnings no wonder its up 40%*

Least_Buddy2367

BW stock?

Healthy_Bathroom_666

BW smashed it - power baby

NerdSlamPo

Shoutout to all my BW holders out there. All one of you is so rich right now

Fortnait739595958

How the hell is BW on +40%? Nobody even knows what that is

Fortnait739595958

The fuck is BW doing?

htowns

I have so much money on BW.

aerialwizarddaddy


arcanition

Don't start this shit again. We all got burned by that unemployed idiot that convinced us Bath & Body Works was going to go to the moon because his local B&BW was packed full.

sorean_4

That’s not correct. What you seeing as a single user test is the marketing material. A telecom company employee calling from isolated location back to head office. This is marketing for standard person to understand. The MNO’s have been testing, improving and developing network connectivity on Bluebirds for 2 years. BB1-5 with BW3 is providing 120 minutes a day of testing time. Last year fairwinds technology tested ASTS sats for warfighter, military communication over secure channels. The military tests passed. This would not be a single user being tested for US army and Navy. This would be a complex military communication test scenario.

mneymaker

It doesn’t count with a BW of 405lbs considering our heavy bags since Friday LMAO

crywhenugetolder

BW should be on this list

Theresnolight5

Yeah, I sold BW May 2025 for 89cents. It was stagnant for months. And had read about staying away from penny stocks. A few weeks ago an article came up mentioning them as part of the AI sector.. so I checked. Holy crap..it was then $20+/share.

Old-Pomegranate3634

Connect APLD to BW and RILY as well. All three in it together it seems.

creemeeseason

Babcock & Wilcox (B&W) (NYSE: BW) today announced it is collaborating with TerraSpark in support of its planned energy generation project in West Virginia. The project, known as the TerraSpark Energy Campus, will include a 1.6-gigawatt (GW) coal-fired power plant, a multi-industry campus and a Coal Innovation & Training Center for rare earth extraction and advanced materials initiatives. The project has been awarded an $18.5 million grant from the U.S. Department of Energy to support its development.

origami_bluebird

7 in orbit right now (including BW3) and they only need 25 to be FCF positive and for intermittent coverage to begin, and only around 100 sats for global coverage vs Starlink who needs to launch around 25,000 for tech that still cannot currently achieve 5G speeds unlike AST which has proven it to most of the global telecom companies (like Verizon and AT&T which have already partnered with AST because they understand they will be the global leader in Direct to Cell) Is your argument that AST will never launch their sats because they can't launch themselves? Realize SpaceX is launching their next 3 sats in the coming weeks. So it would take anitcompetitive trade practice for them to not launch AST. Amazon Blue Origin is responsible for failure of last launch and we can also use ISRO (again) and ULA Vulcan to launch.

Smoothie-Groovy

I guess no one gives a fuck about those implicated in the Epstein files anymore. Victoria Secret and B&BW are evil companies you shouldn’t be purchasing from.

TastyArcher5080

Bruh. I bought 2k shares of BW at 1.05 and sold at .97 . Then I bought 2K shares of BW at 1.13 and sold at 1.09. Also bought 100 shares of STRL at $74 and sold at $143. At least I made money on that one.

Status-Pride1260

I've been long BW since $6. The litigation is a salty short seller. They supply APLD and will continue to break into the HPC space.

Theresnolight5

We all have a similar story. I sold BW for 79cents in May 2025. It was stagnant for months. I sold and all of a sudden, out of nowhere.. BOOM! 3,000+%

butts____mcgee

The last stock I posted in one of these threads (BW) got downvoted into oblivion and I was told I was an idiot. It cost about 70c at the time.

heinzhelmut

BW

happy123z

Smart man. BW is a miracle that keeps miracling

lookapook

BW

Outrageous_Appeal_89

Sadly stocks, every time shorts sell it off 5+% i buy. Fair value using conservative metrics is $20-$25 and that’s assuming $BW doesn’t breakout and go much higher. SpaceX ipo and possible IPO of other units will be future catalysts

Vlisa

Fuckin’ BW diluting me.

stockjocky

WULF and BW are my current AI plays. Jan 2027 calls. BW has just entered the AI sector and has been performing nicely. it is in the materials/industrials arena.

ShootsnLadders

I sold like 3000 shares of BW at $3.74 after making what I thought was an acceptable return lol

creemeeseason

I think I was the under $20 person in that. The other person wanted to buy it after a big run. It went back to $17-18, for the record. It is amazing how price action has played out. I remember talking to a few people about BW when it dropped from $7-4.50 and more when it went from $13-9. Any of those buys would be amazing right now.

Healthy_Bathroom_666

BW (Babcock and Wilcox) - whilst certainly AI linked, as this company addresses one of the key bottlenecks, power… the recovery it’s had this year has been phenomenal. Whilst the world has been focused on intermittent renewables and is looking at nuclear in the next 10 years, gas is the solution for here and now. Siemens and GE would still be the go to, but their equipment is impossible to get your hands on - this has helped BW build a 2.4bn backlog. 1 year return is 3,653%….

mark_man

You're generous to share the intel! Funny story - Robinhood unfortunately made me wait on depositing funds I was planning to use for CABA on 5/1, right before it's subsequent run up (I still brought shares after the increase, but I imagine calls would have been affordable beforehand). I managed to miss today's BW jump too - that was my fault for getting distracted with work last week though, can't blame Robinhood for that one

Vlisa

Own BW 10c exp 2028 but liquidity so low I don’t get to see my gains.

creemeeseason

BW earnings: Revenue in the first quarter of $214.4 million, a 44% increase compared to the same period of 2025, ahead of consensus street expectations Net loss from continuing operations was $79.6 million in the first quarter, of which $81.8 million was due to non-cash warrant and stock appreciation rights increased valuations from improved common stock performance Adjusted Net Income from continuing operations, which excludes non-cash warrants and other stock costs, was $2.2 million in the first quarter Adjusted EBITDA in the first quarter of $16.1 million, a 296% increase compared to the same period of 2025, ahead of consensus street expectations Total global pipeline grew by 17% to more than $14.0 billion Bookings of $2.5 billion in the first quarter, a 1,971% increase compared to the same period of 2025 Backlog of $2.7 billion in the first quarter, a 483% increase compared to the same period of 2025 Significantly reduced secured debt and unsecured bonds by 87% to a net debt of $42.4 million at the end of the quarter

AlertPen4796

BW up and heating bers pipe

Mug_of_coffee

No worries. I am not sure I fully understand your questions either, but will provide an example which will hopefully clarify things: Last week (or actually the Friday before) I noticed NVDA had unusually high IV/HV a couple weeks out from earnings. IV/HV around 140% caught my attention, so I did the math - NVDA was trading at about $198 at the time, and I sold $192.5C approximately 14DTE to expire before earnings; this brought my cost basis to $189.33. I can't remember the premium received, but I believe it was a >2% return in 2 weeks. On a megacap, with a fairly large cushion, I felt like that was a good trade. Then NVDA started running after AMDs steller earnings, and I was able to roll it up and out to a 200C for $1.38 credit. Granted, NVDA is now trading around $215, so I might've done better if I just went long, but that's not the game I am playing. I also have two ITM Buywrites on IREN. One I bought shares at $47 and sold a $41C 5 weeks out, and the other I bought shares around $55 and sold the $50C. IREN had good earnings and news, and is now trading around $60, so again, I probably left money on the table. I can't remember the exact percentage I entered the trades with, but the first one was close to 10% return so long as IREN doesn't close below $41 at expiry. $55/50C BW I sold into the pre-earnings IV ramp for 5-6% for 2-3 weeks expiry, again, assuming IREN doesn't close below $50 @ expiry, and my actual cost basis is lower than the strike price. This only works with inflated IV though. A paradigm shift for me was focusing on selling premium, rather than holding shares. I am after the premium and want the shares to get called away.

bodymindtrader

#BREAKING: HANTAVIRUS new cases confirmed in France, Turkey, Argentina, Brazil and Lebanon. Source: Reuters BW

callsonreddit

Why no one talk about Babcock $BW? \+3,434.09% 1Y

creemeeseason

Right? Turbines are sold out through 2030. I still think BW can win some more new build contracts too, if their first ones go well. Slightly different design.

ai-moderator

#TLDR --- **Ticker:** $RILY **Direction:** Up 📈 **Prognosis:** Buy Shares and $10 Calls (Expiring 5/15) **Catalysts:** May 7th ($RILY) and May 11th ($BW) earnings + Insider buying window reopening. **Ape Logic:** The company's 25% stake in another stock ($BW) is allegedly worth more than its own entire market cap. Free money glitch activated. 30k YOLO engaged. 🦍🚀

Bumi-KingOfOmashu

They’ve contracted $21B in backlog, have almost 1GW contracted, are positioned in states with massive amounts of energy savings due to climate, have secured energy contracts with BW, and have a secured supply chain for builds. They haven’t had one delay and have executed perfectly.

crywhenugetolder

So bummed I miss this run. I was in at $139 and sold for some profit. BW has also had an insane run.

Bluefin_in_Dresden

BW, oversold

ahuskybitjoffrey

Be careful, this is part of the unhinged "Short RILY to 0" group's attack basket, as RILY holds a stake in APLD, along with BW and a future power IPO/SPAC I forget the name of. Not being negative, I like these guys, just be aware.

MyBoomstickIsBigger

[The BW dream is over](https://youtu.be/deEdGeTYRkU?si=9vOzxLg0gFeBSX9o)

mrpuma2u


Healthy_Bathroom_666

Babcock and Wilcox (BW) up over 6,000% on the 1 yr chart - still feels seriously slept on given the power demand for data centres

CallsOrPutsYES

SNDK, AXTI, BW, RGC are all up 2000% plus over the last 52 weeks.

Local_Sentence_2463

Indeed, I hope they do buyback the preferred shares in these distressed prices. They certainly have the funds to do so with their BW and spaceX positions. If not those, they also have 299mil in net income so hopefully a portion of that was used to buyback the preferred. I think they did so that, bought back about 30mil.

Babyfat101

Im NOT familiar with BW…are you paying up for shares with voting rights? If so, I suggest to re-think wanting this. Your votes/shares will never matter. You seem tech heavy to me, so more diversity and NOT meme/high beta/high risk stocks stock/ETF. Heck, an index fund would be smart (but viewed as boring to some who want to get rich quick). With all that’s been blown up and it’ll take awhile to rebuild, look into companies like…CVI, LYB, CF…

SelfDiagnosedUnicorn

Trimmed BW this morning on its ATH to when it reached near what I consider its fair value.  Didn’t know what I was holding the cash for until I saw NOW taking it in the chin on bad sentiment.  That’s my big trade for the month.

creemeeseason

I think we talked about it in the $130s and I've kicked myself all the way. Then I remembered that BW is almost a 9x for me since August and there are always more opportunities out there.

creemeeseason

This prompted me to look at my port and realize I have a huge overweighting to energy and power. Happy! BW, SHLS, WBI, NE, PPIH...even KFS has exposure to power infrastructure. Fun times!

NonStopGravyTrain

What are your goals? To beat the market while managing risk, or swinging for the fences with the understanding you might lose a lot? Either way, AMAT and VRT are s-tier businesses but the markets are aware of it and have priced in perfection. BW is basically one step above meme stock in my opinion, in that it actually does have a legitimate business case, but up 5000% YOY and still not profitable. Not the bag I'd want to be holding.

creemeeseason

I'm assuming BW is going to announce another data center deal? Beautiful breakout. The 52 week price variation is nuts. The range is $0.22-$17.39. Done with my selling on this one for the foreseeable future (I've sold about half).

Possible-Pirate9097

Thanks! Yeah I think DGXX will recover and really like Nebius too. Have a look at posts by the user retiredportfoliomgr on reddit - I found out about him because of BW getting a contract with APLD (he was/is big on BW) but he has good writeups on NLST. I like GLXY too. If you're buying shares, you won't go wrong. Ones I'd keep an eye on for the short term are FSLY, UCTT, BKSY (like you said), KOS, MU, WDC and BW.

Zann77

check out BW.

Tytuseva

Hey Orange man, do the tweet thing. It’s like the overtime button from BW3s but for green candles.

happy123z

BW is great.  I caught that weird ass not peeve drop haha

gamjatang111

A lot of smaller overlooked ones too like BW and FTK

stockjocky

My BW jan 2027 calls are up 143%. it has been performing nicely even though a short seller (Wolfpack Research) has been trying to crush the stock. there should be a law against this. show us what you got Wolfpack!

crywhenugetolder

BW & BE also been on a tear

AntoniaFauci

History kind of not relevant since BW is basically a phoenix of its former self.

AntoniaFauci

Personally I’m playing that story from the long side but did you read the report? I don’t think any facts it references are untrue. The conflicts and intermingling of BW and APLD and RILY and Base Electron is not what you want to see, especially with Bryant Riley’s checkered past.

Late-Activity-2513

its $BW time aka double dih

creemeeseason

Haven't read the call yet, but apparently BW hinted that another big deal was imminent (bigger than the last deal) and several more in the pipeline. Good luck shorts.

Cataclyzm7

Thoughts on RILY after BW started recovering ytd

happy123z

Either hold on or get out or invest in good companies that will also benefit from the war and a slow or fast drawdown. VG, MOS, CF and EONR are my plays. They're good companies projected to grow already and will be be accelerated by this conflict. Or we all die, either way I'm fine. Aside from my core individual holdings ASTS, SLS, DRTSW, IBRX, NLST, and BW. They're long term and will survive this administration and as much as I fear for our country and the world right now I will be smashing that buy button with fat, piggy fingers for the next 5 months if they crash. Then my month-long getaway during the midterms/civil war. And so it goes...

AntoniaFauci

BW and APLD and RILY are inextricably linked. RILY is the financial firm that blew itself up a couple years ago when the CEO made a foolish napkin deal with a fraudster. They’ve spent the last year or two sorting out the aftermath. The fraudster has been sued and criminally charged, RILY has taken billions of writedowns and basically cut the company in half to recover. Along the way the stock dropped from $60-80 range to as low as $2.56 Part of the recovery has been getting caught up on overdue filings. RILY had missed numerous filings and as of fall 2025, they were technically delisted for these breaches. They changed auditors and used a lot of loopholes to stay listed temporarily pending a series of extensions. Finally in January 2026 they filed the overdue quarterlies, staving off final delisting. The quarterlies indicated a strong trajectory. The stock has had relief rallies to $11 and recently settled in around $7-8. RILY is the largest shareholder of BW and APLD, so BW’s share price rise has bolstered RILY’s financial health. The biggest catalyst was to complete the annual filing before March 17. Yesterday however they announced they’re using an old loophole to get an extension to March 31. They also announced they would be paying off debt that’s due this year by issuing shares to the bond holders, effectively dilution. Recently BW and RILY have been, understandably, linked in how they trade.