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Why Iโm staying away from BZAI: China exposure + specific short-seller red flags
$BZAI | Highly undervalued Edge AI stock? DD
My Small-Cap Basket for the Next Wave of AI, Automation, Payments, and Real-World Infrastructure
๐ Blaize Partners with Datacomm to Drive AI in Indonesia ๐ฎ๐ฉ
BZAI โ AI Edge Computing Chip Stock Still Losing Money but Showing Growth Potential
The Chipest AI Play Nobody Talks About - Blaize (BZAI)
Honest Projections BZAI
So we are essentially paying 1.5x the revenues for BZAI when pairs and industry are more around 6-10x...
BZAI - AI play that could go parabolic
BZAI โ The Next AI Runner? Massive Deals, Tiny Valuation, Perfect Setup
BZAI at Asian Summit Oct 1 9:30 AM SGT
๐ Why Investors Should Consider Buying BZAI
BZAI About to Leave Pennyland!
What to Watch This Afternoon - Key Levels After a Green Morning
Don't Just Chase the Hype: Which Under-$10 Stocks Actually Have Legs?
Morning Hotlist: Don't Sleep on This Cleantech Play!
BZAI Signed a 120M contract! TAM of 100B+!
So who bought BBAI Warrants?
Mentions
BZAI. Earnings tomorrow
I have a personal trading tool xAlphaAudit that tracks X accounts and success across 1.3m tweets. I built a little AI tool that lets you run research across those tweets. I gave it your post and found.. $VPG is probably a good play for this theme. Hardware supplier to robotics manufacturers. $BAND for AI voice applications. $OSS military grade computers that allow edge AI capabilities. Sturdy AI brains basically. $BZAI another local AI play. More smart city or kinda surveillance type stuff. $AMBQ for low power microcontrollers that are gonna be needed in robotics.
Any one holding $BZAI at the moment? It seems no one talk about
AI bubble still on the menu for another 12 months boys. Hard to find the scraps that aren't ejected to the P/E titties yet. BZAI, BRUN ? I got nuthin
BZAI is one of my speculative plays. They partnered with Nokia to provide hybrid inference chips. I hope youโre right..and weโll all be right.
Yeah, thatโs lame when that happens. I lost out a bit on plug. I got tired of waiting and got out with what I got in. I also donโt know if I have what it takes because I was in BZAI and got out when it popped. Then I got into EMJ X and now Iโm waiting waiting waiting, but to be honest I probably wouldโve lost if I went in something else. Timing the market is crazy. Im like you I suck at it but Iโm a really good bag holder. I do get tired after a few months though and then the minute it goes up a little I sell so Iโm trying to break that habit so I donโt lose out like you did on three. I should try to learn to sell half or even a quarter. Iโm just a real all or nothing kind of person. I did one time leave my profit in to see if it would go back up but it didnโt it actually did a reverse split and I barely own anything anymore so yeah itโs a tough market. Itโs really stacked against me I feel. Thatโs why Iโm hoping that getting in a few really good stocks even if I have to wait a few years for a big return is better than me trying to get in and out and In and Out and In-and Out of lots of things. I also like ETFs, but the couple I went into lost a lot of value. They still pay and over the years Iโll get my money back but again itโs a real waiting game. If I donโt get in at a good price, Iโm screwed. I got in around this time last year and everything was at the highest itโs ever been but I had no experience so yeah I bought high and sold low or held for a long while. Now I feel a little older and wiser, but not by much ha ha
I definitely like BZAI and I think it will go far. I wish I was a lot richer than I am so I could put a nice chunk in there and hold it. I have a nice chunk in SRXH and when it pops then Iโll be happy to take some profit and spread the wealth around.
They are a 210M MC, with FY2026 guidance for 130M, signing physical AI infrastructure contracts with Nokia and others along the way with a focus on clients in Pacific Asia, with plans to slowly expand to North America. Their playbook is undervalued, plain and simple. This has been attacked by short sellers for fraud allegations, but then you look at the attacks that they have previously placed on other companies and their stocks have soared. They are one among others who have first-mover advantage with making AI relevant at the physical edge rather than confined to massive datacenters. AI Inference Market in 2030: I believe that IF they can capture at least 2% of the MASSIVE (not trying to strike an undertone) $300B-$1T + opportunity here. That would put them at $45-100/SH. and thatโs after adding 250-400 million shares. Comparable numbers to show you how massively undervalued BZAI is: Everspin MRAM trading at $33.33, 790 MC FY2026 revenue ~$70.6M Ambarella AMBA trading at $86.86, 3.84 MC FY2026 revenue -$200-300M (market rewards Edge AI companies with revenues as winners) - - essentially Year 2 for BZAI, if this year you consider year 1 - -
Bought BZAI with the house money. Look up BZAI on stocktwits for futher DD on this ticker
Adding 200 shares on Tuesday 5/26, because I believe in their HBM strategy for their AI inference chip loads, plus their new vision platform (with multiple layers to be added on to later) to drive results. Power is one of the bottlenecks in AI right now. Pushing inference to millions of devices is the main driver for BZAIโs not only survival but push into taking a small percentage of TAM in edge computing. Jensen Huang, did not quote, but in summary suggested: AI is shifting from centralized data centers into a world where billions of โAI agentsโ run in physical systems, and edge computing becomes the execution layer for real-time intelligence.
Went down on earnings in March, back up on NeoTensr deal news in April. BZAI announced a deal with "Starshine Computing Power Technology Limited", a new Chinese company, last year. Starshine was supposed to order $120 million worth of product in the first 18 months. However, Starshine was delivered $10 million worth, paid for $2 million, and has owed $8 million for over 90 days. So that contract doesn't appear to be working out. That is why the heavy volume and price drop in March when earnings were announced. Then NeoTensr expanded their deal in April. NeoTensr bought $20 million worth in Q$ 2025; they added a commitment to purchase $50 million more. So it rallied somewhat, until a short report from some group named "Pelican Way Research" came out. Short report essentially said "Google can't provide in depth information about new Chinese companies, therefore, we believe BZAI is a scam". No one visited Blaize, no one talked to any former Blaize employees, and they certainly didn't fly to China. They used Google and AI to reach their conclusion. Pelican Way concluded "We believe Blaize is simply yet another China Hustle preying on retail investors and being used as a tool to line managements pockets. The latest deal with NeoTensr has all the hallmarks of a bullshit dealย ...". Not for nothing, geniuses, but Blaize is a US company. The many law offices of Dewey, Cheatem and Howe then issued a flurry of press releases for "Security Fraud Investigations". Also, FWIW, it looks like some buyout interest is circling, hoping to buyout at these low prices. In January, BZAI amended the deals for the officers, in case of a buyout. Then last month BZAI adopted a limited duration shareholder rights plan, to make a buyout more difficulat. There is no black scholes clause in the warrant agreement, so a buyout of BZAI at less than $11.50 essentially wipes out the warrants.
What was behind the volume in the BZAI common between March and April? seems to be short lived but it was significant nonetheless.
Don't follow Kneron, but do have a few BZAIW warrants, so have been keeping an eye on them. Here is a pretty good article on Blaize from "Hidden Market Gems", [\[BZAI\] Blaize Holding Inc: The Processor That Doesn't Batch](https://sbeautiful.substack.com/p/bzai-blaize-holding-inc-the-processor). The article contains both reasons to invest and the risks involved. As you mentioned, BZAI has a market cap currently around $200 million, with full year 2026 revenue guidance of $130 million, so it currently priced about 1.5x *projected* revenue, which doesn't seem too bad for a rapidly growing AI chip company. A lot of deSPACs have dropped into the $1 to $2 range and then recovered. Planet Labs stock, for example, was $1.77 in April 2024, about 2.5 years after the business combination closed. Today it is $44. So keeping the fingers crossed that BZAI can execute and pull a deSPAC recovery out of the hat.
Currently in BZAI, KULR Looking for an entry dip in CXAI
I also invested in BZAI, the stock looks very good. I think it has a long lifespan ahead.
Wow, this is a super thorough breakdown, man. You've hit on some really critical points with BZAI. That balancing act between massive growth potential and severe dilution is tough to navigate, especially in these early-stage companies. Been there trying to weigh that exact tightrope walk. Appreciate you sharing this detail for the community to chew on. Definitely a fascinating one to watch.
I'm hoping NVIDIA's positive earnings report takes away the concerns of speculative AI stocks. If it does BZAI will definetely be impacted.
Got a banbet running already but want to do more so just putting these here and screenshotting lol Banbet $V to $340 I'm within 2 weeks... Banbet $TSLA to $400 within 2 weeks... Banbet $BZAI to 2.8 within 4 weeks ...
!banbet BZAI 2.8 30d
Went with AMAT and BZAI shares... lets see what happens...
you saw SOUN so QBTS,RGTI puts ASTS,CRCL,OKLO,NBIS,BZAI calls ONDS puts too much dilution.
I am removing my funds from REKR, ONDO, HBAR, CC, BZAI, RXT, and SLNH because I no longer believe investibility is enough when the infrastructure being invested in is building the cage. This is not because my screening process failed. It worked. That is the point. The process led me to edge AI, roadway intelligence, tokenized finance, cloud-AI plumbing, and compute-energy infrastructure before the broader market fully understood the rails being built. But righteousness is a higher screen than investibility. REKR represents roadway surveillance and movement intelligence. ONDO, HBAR, and CC represent financial tokenization rails. BZAI, RXT, and SLNH represent the AI compute layer behind the machine. I am not saying every investor must reach the same conclusion. I am saying I cannot keep warning about the cage while knowingly holding the spine of it. There is a difference between operating inside a fallen economy and funding the machinery that tightens it.
I sold some IMRX in 5.90 price range and put that money to BZAI. Yesterday decided to sell all BZAI after price pump and got some gains aswell with it (thought it would be less headache to figure if this company is legit or not lol) and put that money back to IMRX. The plan with IMRX is still same for me, when it at least doubles my current price, I sell and make good gains then. I plan to use that money to buy stocks of: Safe Pro Group - I trust Ondas and want to have what they have lol and I did some research with ChatGPT that SPAI could really benefit from Ukraine demining even more so than Ondas itself. Duos Technologies - this company may be a hidden gem but their performance requires more monitoring I plan to wait when there is another big drop in the stock market like at the end of March, inevitably there should be another drop sooner or later IMO. I try to have a good enough amount of cash on hand by then to take more advantage of discount share prices than I have been able to previously.
I sold some IMRX in 5.90 price range and put that money to BZAI. Yesterday decided to sell all BZAI after price pump and got some gains aswell with it (thought it would be less headache to figure if this company is legit or not lol) and put that money back to IMRX. The plan with IMRX is still same for me, when it at least doubles my current price, I sell and should make good gains then. I plan to use that money to buy stocks of either Safe Pro Group or Duos Technologies (this company may be a hidden gem but their performance requires more monitoring) but not before there is another big drop in the stock market like at the end of March and I try to have a good enough cash on hand by then to take more advantage of that.
I sold MRAM way too early bc wanted to put that money elsewhere (don't remember what stock) but at least Kopin is 100% up, looking at it as a long term play and decided not to take profit. Just started a position in BZAI (300 shares at 2.10$) but there is a lot of shorter FUD report going on, don't know if it is another RZLV type of company but if it is a scam, I'm willing to lose money (really like the potential of this company), don't plan to buy anymore shares of it anyway. Have you DD BZAI and if so, what do you think of it? The only thing that is bothersome is that they have reported revenue that is not yet received in cash (earnings are in May 14 and hopefully by then they have received the payments) and their clients are Asian which is the target market for them and with that there is definitely shadiness involved by nature. They recently partnered with Nokia and right after that announcement the shorter report came in like a clockwork after I just bought in at 2.10$ and the price dropped to like 1.83$ (it is hovering around 1.90$ right now).
Coming from someone who bought SATL at $1.90, BZAI at $1.05, HIMS at $15, FSLY at $9. Wanted to also buy MXL for a while but regret not jumping in at $18. DYOR
BZAI to the moon ๐
Thank u whoever mentioned BZAI
BZAI finally pumping
Okay! Cool! I definitely bought BZAI at the top cool cool cool tight tight
Any chance BZAI does anything?
BZAI up a ton..wish I didnt sell lol
Went into PBM in 6 and took out now in 11.5. Got into BZAI - The volume is hard to ignore
Premarket Watchlist: **$BZAI** **$AMS** **$ISPC** **$SILO** **$GXAI**
I like to gamble. BZAI recent news looks good. Order placed
BZAI and DVLT this week ahead
Is anyone in BZAI? I'm thinking of buying at 2 if it drops there todayย
BZAI < NOK < AI bottleneck
Sold BZAI. What yall in?
BZAI about to hit 2
BZAI woke up. Up 12% today
BZAI finally moving. Fucking hell
BZAI does that slow climb but im a fan of the climb
EEIQ, ANNA, BZAI maybe
BZAI NEW HIGH for the day
Wow it continues to just tick up. BZAI I wonder if it will run back to 6
BZAI new high for the day!
BZAI up 35% โจ๏ธ๐
I wonder if BZAI will go above 2
BZAI new high for the daaaaay
BZAI new high for the day
BZAI wooooo! Up 15%
Wish BZAI did more today
BZAI here we gooooooo
Welp! I went into BZAI. Anyone else in
Will BZAI dump at open
BZAI got some room to go. Holding 1.580 strong all pre market
Decided to get into BZAI nowย
BZAI might be a bear trap be careful...
I see a lot of potential in BZAI too today
BZAI still holding up. At $1.72. Up 54%
I don't think it's too late for BZAI. The set up for a potential squeeze is definitely there. Buy the dips.
BZAI buy the dips. People will be taking profit. Short squeeze looks possible.
Fck. Sold BZAI 30mins before close for a 20%...... now up 30%
Ok, Iโll take bait, how?? My QBTS, RZLV, BZAI making me cry. At least BNAI finally taking off. PDYN and VOGY are even down bit ๐
BZAI, BTQ, MOBX for Tech. Load up before Earnings in the next few weeks. Should triple easy......!!!
I just bought some BZAI. Hoping for a good next week.
Try buying BZAI they are down by a lot but will bounce back hard There will be loads of rich people made out of It.
BURUย DVLTย SLS BZAI Respectfully, DYOR
Hope BZAI Pumps past 1.65 so I can dump my shares. Iโd be happy with thata
Im holding BZAI. Not because I want to. But because I convinced myself it was taking off last October when I bought in at $5. I bought 20 shares so not too bad, but still here I am, hoping you're right with the upside.
BZAI. I think around 1.73-78 is a good entry point, for long term.
BZAI holding pretty well
Do we reckon that was the bottom for BZAI?
Sorry I got it wrong Iโm in BZAI
Quiet today, so we think BZAI might be a play?
Whats a good avg price for BZAI?
GTNA and BZAI will be today's big runners. IYKYK