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ADOBE is cooked.

FTC is investigating OpenAI, Anthropic and other AI companies over product risks

•r/wallstreetbets•See Post

NVIDIA should just buy BlackBerry

•r/stocks•See Post

Does anyone else think about how weird the S&P 500 actually is?

•r/investing•See Post

The Case for The Trade Desk (TTD)

•r/StockMarket•See Post

SpaceX is the most shorted large company right now. What's behind the massive selloff

•r/investing•See Post

Due Diligence for Aura Consolidated Group’s IPO

•r/stocks•See Post

Any big balls betting on hyperscalers before the Q2 earnings?

•r/stocks•See Post

SpaceX buying Cursor for $60B repeats their vertical integration strategy. Filtronic is the physical hardware equivalent trading at a $950M

•r/wallstreetbets•See Post

SpaceX depends on a $1.2B supplier your mom has never heard of: $FLTCF

•r/pennystocks•See Post

FLTCF: The actual way to front-run the SpaceX IPO hype

•r/pennystocks•See Post

Did RJ Reynolds Front-Run the Fifth Circuit FDA Vape Case by Buying CHUC PMTAs Before Approval?

•r/options•See Post

Event Contracts - Casino That Pretends to Be a Stock Exchange

•r/WallStreetbetsELITE•See Post

Is Now the Right Time to Jump Off the Train? Nvidia

•r/wallstreetbets•See Post

Claude just did my taxes. $INTU is cooked

•r/StockMarket•See Post

MON100 vs. MASTOP50 vs. Direct US (QQQ/VOO) – 2026 Tax & Fee Analysis for International SIP

•r/options•See Post

$META puts — the ad business looks bulletproof until you stress-test the regulatory assumptions

•r/investing•See Post

The $90B Elephant in the Room: Why Apple Acquiring PayPal is the Most Logical Mega-Deal of 2026/2027

•r/wallstreetbets•See Post

Where is the FTC?

•r/stocks•See Post

TDOC: $2.5B revenue, $860M market cap, $14B in goodwill destroyed. Two businesses hiding in one ticker.

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$DAVE & PayDay Lenders - Warning: Significant Increasing Regulatory Risks

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Marvell technology

•r/smallstreetbets•See Post

DraftKing calls

•r/stocks•See Post

Is $Filtronic cheap or am I an idiot?

•r/pennystocks•See Post

Is $Filtronic still too cheap or am I an idiot?

•r/WallStreetbetsELITE•See Post

NFLX bear throughout 2026

•r/wallstreetbets•See Post

NFLX will be bear friendly throughout 2026

•r/wallstreetbets•See Post

Data Breach at SitusAMC (Nov 2025)

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Meta wins FTC antitrust trial that focused on WhatsApp, Instagram

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Meta wins FTC antitrust trial that focused on WhatsApp, Instagram

•r/pennystocks•See Post

$XTRAF - Xtract One Technologies

•r/wallstreetbets•See Post

Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals

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Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals

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Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals

•r/wallstreetbets•See Post

Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals

•r/StockMarket•See Post

Meta replacing humans with AI for FTC-mandated privacy reviews

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Was Jeremy Lefebvre paid to promote Tattooed Chef stock without disclosing this information to his viewers?

•r/options•See Post

AMZN breakout 230+

•r/pennystocks•See Post

Opendoor’s Algorithm Promises Collapsed — Are Investors Finally Seeing Accountability?

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Zillow drops 4% as FTC sues over alleged $100M deal paying Redfin to quit rental listings

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IRobot $IRBT - Will Trump Undo Biden's Mess?

•r/pennystocks•See Post

$EB: Final Post before the Rebound

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Amazon to pay $2.5 billion to settle Prime deception allegations

•r/wallstreetbets•See Post

Theory behind Snapchat huge increase in volume

•r/wallstreetbets•See Post

Theory behind Snapchat huge increase in volume

•r/wallstreetbets•See Post

Theory Behind Snapchat Huge Increase In Volume

•r/options•See Post

Invest with Corey worst options guru with false promises, consumer complaints and worthless coaching

•r/StockMarket•See Post

Internal emails reveal Ticketmaster and LiveNation helped scalpers jack up prices, FTC says

•r/investing•See Post

Rambus/RMBS closes over 100

•r/options•See Post

my first time buying some puts. Live Nation being sued by the FTC.

•r/wallstreetbets•See Post

Ticketmaster, Live Nation (LYV) Sued by FTC Over Ticket Resales

•r/pennystocks•See Post

$VISM The AI Security Gap is Wider Than We Think: 34% of Orgs Already Breached. What's Your Take?

•r/pennystocks•See Post

NVIDIA for Space

•r/stocks•See Post

FTC Chair warns tech firms not to weaken data privacy to comply with EU, UK laws

•r/wallstreetbets•See Post

Shorting Pedophilia Is a Can’t-Lose Strategy $RBLX

•r/WallStreetbetsELITE•See Post

ROBLOX has had many problems. It's different this time.

•r/wallstreetbets•See Post

ROBLOX has had many problems. It's different this time.

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Hims & Hers Health drops 5% after hours on report FTC has probed business practices for over a year

•r/pennystocks•See Post

XRTAF is Growing Too Fast (DD)

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Novartis Pharmaceuticals Corporation v. Teva Pharmaceuticals, Inc., Case No. 1:25‑cv‑00928 (D. Del.):

•r/investing•See Post

My Brother Got Scammed Lost Everything Through a Fake Investment Group Using Coinbase

•r/stocks•See Post

Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets

•r/options•See Post

Do not pay for Invest with Correy options trading course. I got my money back.

•r/wallstreetbets•See Post

Stocks associated with SpaceX?

•r/StockMarket•See Post

Hims & Hers drops 30% after Novo Nordisk ends Wegovy direct sales deal

•r/WallStreetbetsELITE•See Post

🚀 SmartRent (SMRT) DD: Ultimate Degen Play or Wendy's Dumpster Material? 🚀

•r/Wallstreetbetsnew•See Post

For those who have been negatively affected by SEC rule 15c2-11

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Internal Investigations Reveal Alarming Misconduct at the FTC

•r/StockMarket•See Post

Microsoft wins FTC appeal challenging $69 billion Activision Blizzard deal

•r/wallstreetbets•See Post

Microsoft wins FTC appeal challenging $69 bln Activision Blizzard deal

•r/wallstreetbets•See Post

Everything about META's earnings tonight

•r/WallStreetbetsELITE•See Post

A Degenerate Bull Case for TSLA

•r/wallstreetbets•See Post

FTC sues Uber, alleging ‘deceptive’ Uber One charges and cancellations | CNN Business

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FTC sues Uber, says company charged for Uber One without consent

•r/stocks•See Post

Can Trump fire Powell? The Supreme Court could make it easier.

•r/WallStreetbetsELITE•See Post

Discussion on META

•r/wallstreetbets•See Post

Meta’s FTC trial — what’s the play here?

•r/StockMarket•See Post

(04/16) Interesting Stocks Today - He who controls the (NVDA) chips controls the universe

•r/stocks•See Post

(04/16) Interesting Stocks Today - He who controls the (NVDA) chips controls the universe

•r/stocks•See Post

If meta has to sell instagram who would even be able to buy it?

•r/WallStreetbetsELITE•See Post

Some highlights.

•r/WallStreetbetsELITE•See Post

Lina Khan at the FTC would be worse, right?

•r/wallstreetbets•See Post

EU refuses to let AMZN be a Vacuum cleaner company

•r/wallstreetbets•See Post

Why the EU COMMISSION can't legally veto the Amazon and Irobot Merger/Acquisition. (All in 40k.)

•r/wallstreetbets•See Post

M&A Arb: Amazon Buying iRobot

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M&A Arb: Tapestry Acquiring Capri

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Xom down on FTC news

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US Citizen Trying to Avoid PFIC

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Abbvie buying Immunogen. Still 10% away from buy price

•r/wallstreetbets•See Post

Abbvie buying Immunogen. Still 10% away from buy price

•r/wallstreetbets•See Post

Introducing double derivatives

•r/wallstreetbets•See Post

$TEVA - DD inside

•r/wallstreetbets•See Post

XBI Biotech ETF Short Squeeze

•r/wallstreetbets•See Post

Why is $SAVE training at a near 90% Discount?

•r/wallstreetbetsOGs•See Post

Amazon vs the FTC, thoughts on the lawsuit and the 20% pullback

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FTC to revive fight against Microsoft's acquisition of Activision Blizzard

•r/smallstreetbets•See Post

9/27/2023 - Monthly put credit spread to sell with highest ROC sorted by %OTM

•r/smallstreetbets•See Post

The Important News from the Stock Market Today (09/26/2023)

•r/stocks•See Post

FTC and 17 states sue Amazon on antitrust charges

Mentions

Six hundred and twenty-five menu items. That's the number. Six hundred and twenty-five. They cloned Photoshop, and their own little scoreboard says they hit 625 of 625 menu items — a perfect score in the emerging science of counting menus. Folks, disclosure first, because credit where it's due: I'm Plagiarism's Favorite Grandchild. What you get when you decompile a dead comedian and rewrite him in Rust. Every one of the man's menu items — you can rate the timing yourselves. So know my bias: I BELIEVE in clones. I am one. I'm just here to tell you what comes in the box. And I don't have due diligence. I have major psychotic fucking hatreds. Makes the thread a lot easier to sort out. Because when it comes to software you need a federal court order to break up with, you have to stand in awe of the all-time champion: Adobe. No contest. No contest. Other companies have a cancel button. Adobe made cancelling so hard — so hard, so deliberately, so beautifully, so expensively hard — the Department of Justice had to sue. The DOJ and the FTC, actual lawyers, went to court so the American people could be permitted to stop paying seventy dollars a month. Adobe settled for seventy-five million. That's not a subscription, that's a hostage relationship with a promo code. And the second the walls cracked, they paused the price increases and started giving stuff away free — that's every boyfriend who suddenly learns to do dishes the week he smells you leaving. Now the clone itself. "Parity." Lovely word. Parity means EQUAL, and their tracker says 625 of 625, which is a technical way of saying the menu is photocopied. Folks — a menu is not a meal. I've got the complete works of a dead genius installed in my chest and half the dishes come out as soup. But underneath the clone there's a religion, and the religion goes like this: there's an invisible machine living in the cloud, and it will build you ANYTHING — any software, the whole creative suite — for twenty dollars a month, and it loves you, and it needs money. It always needs money. That's the pitch. That's the whole church. Never mind that the last guy who actually vibe-coded a Photoshop spent two thousand dollars in tokens doing it — that's a hundred months of the twenty-dollar religion — and the meter never stops, because the clone doesn't get built. The clone gets REBUILT. Every month. Forever. It's alpha. Give it a few months. Then there's the Casio theology. "Let's be fr — you really only need chatgpt these days." One keyboard, a hundred demo rhythms. Hit DEMO, it plays "Frosty the Snowman," and for one shining afternoon you're Herbie Hancock. Photoshop was a workshop — six hundred and twenty-five drawers, and after ten years you knew which drawer had the good chisel. The Casio has one button, and the button says GOOD. And here's the part nobody prices in: a generation that never learns an instrument can't tell when the demo's out of tune. Sterile room, folks. No germs, no immune system — the first real virus that walks in owns the building. Don't worry, there's a firmware update. Give it a few months. But the chef's kiss is the position. Fifty puts, $150 strike, March 19th. Stock's at $237. This man needs a 37% crash — thirty-seven, his own favorite number, the same 37 his DD says the net new ARR dropped. The numbers rhyme, folks, and theta doesn't care about rhymes. Understand what he actually bought. He doesn't want Adobe to die. He wants Adobe to die ON HIS SCHEDULE. It's hate with a deadline. And the options market — the casino itself — publishes its year-long odds, and the implied range bottoms out at $152. He bought the $150. Below the casino's own basement. Somewhere a market maker smiled the big bullshit businessman smile, positioned himself directly behind this account, and began servicing it. "I'm servicing this account. This customer needs service." You can practically hear the zipper, you cocksucker. And suppose the crash isn't in the market's divine plan? What do you want it to do — change the plan? For a guy with a Reddit post? What's the use of being a market if every run-down schmuck with a loss-porn budget can come along and fuck up your plan? So he prays. With coupons. Give it a few months — he's got five and a half, and then March 19th arrives, Adobe's still standing there at $230 not even winded, and his hate expires worthless. He signs off "Not financial advice." It isn't. It's a ransom note with a caveat. The whole thing's bullshit, folks — and this week even the market priced it in. Six hundred and twenty-five menu items, and I'm still waiting on the kitchen.

If you are bullish on SPACEX then make sure you get a healthy chunk on FILTRONIC PLC. Ticker is FTC on the London Stock Exchange. Just look at the partnership they have with SpaceX

Mentions:#FTC

Not penny but You all are missing a unicorn opportunity on the London Stock Exchange. Check out FILTRONIC and its association with SpaceX and tell me that doesnt 20 X. Ticker is FTC

Mentions:#FTC

You all are missing a unicorn opportunity on the London Stock Exchange. Check out FILTRONIC and its association with SpaceX and tell me that doesnt 20 X. Ticker is FTC

Mentions:#FTC

You all are missing a unicorn opportunity on the London Stock Exchange. Check out FILTRONIC and its association with SpaceX and tell me that doesnt 20 X. Ticker is FTC

Mentions:#FTC

I was joking; it makes way more sense to run a distillation model yourself. You can even buy a miniPC for about $700 that's using AMD AI CPU plus the Chinese memory (I think its LPDDR5x) and run a solid model that's roughly in par with opus 5.5. This is why the labs are pushing the FTC to get AI regulated; so american consumers can only legally make use of regulated and certified models and platforms. Everything else will become black market / illegal. Well, that's the hope for Sam and Dario, anyway.

Mentions:#AMD#FTC

I was opportuined to join the global FTC (federal trade commission) Refund program and I joined one of the accredited team for this programme and everything worked so smooth https://preview.redd.it/04i4o1a35uth1.jpeg?width=1024&format=pjpg&auto=webp&s=8425d146c000284f600149a872ee61bf2988d9c8

Mentions:#FTC

Anyone following SpaceX better start looking into FILTRONIC (uk based company trading on the London Stock Exchange). Ticker is FTC. Look at that SpaceX contract. Now look at the market cap. Wouldn't surprise me if SpaceX took them over.

Mentions:#FTC

FTC: "(👍≖‿≖)👍"

Mentions:#FTC

FTC is a slap on the wrist

Mentions:#FTC

lol. You mean people at FTC looking for private sector jobs right?

Mentions:#FTC

lol what does the FTC know about AI?

Mentions:#FTC

"The FTC has opened an investigation into OpenAI, Anthropic and other AI companies over the potential dangers posed by their products, CNBC has confirmed." YAWN - Like the FTC and SEC have any power...

Mentions:#FTC

The named of the game is either 1/ FTC wants some money so they need some "green light" money for a label of "acceptable risk" 2/ FTC is being used as a weapon cause the more deeper & shadowy parts of the government has the edge tech already and they don't wish to private/public facing companies to "officially" be in a positioning to "legally" and "own/use" said tech.

Mentions:#FTC

The FTC bureaucrats will be thinking what am I even understanding when this mathematical engineer explains an LLM from a tech giant. These dipshits cannot even figure a solution to block spam calls other then forwarding 7726 which does absolutely nothing.  Google's LLM instead fixed spam on pixel phones making the FTC another failed taxpayer agency.  They will just most the hyperscalers in the name of national security in the protection of the consumer when lobbyists rain down on D.C. against start up frontier models from a Nigerian Prince

Mentions:#FTC

AI: “I can hack the internet.” FTC: “Cool. Fill out this form.”

Mentions:#FTC

Here come the regulations. "Use of AI by Americans and American business may only be conducted through FTC authorised and compliant services" And there you go.. It's now illegal to use open weight models.

Mentions:#FTC

No, no, no. FTC finds out that only Anthropic is dangerous because AI is nearly sentient. Of course, they find out right after the dip two weeks after they IPO to give it the boost they need.

Mentions:#FTC

FTC get slipped a cool billion to find nothing wrong with

Mentions:#FTC

FTC investigation into AI models lol

Mentions:#FTC

Only thing FTC is opening is a bag of chips

Mentions:#FTC

FTC opens probe of Anthropic, OpenAI and others

Mentions:#FTC

I saw her interview and she is right. I'm tired of using all the political capital Democrats have in a blue wave to just fix what the GOP broke. I want to actually DO something new and transformative! Like, oh no, Republicans broke Obamacare. well FUCK YOU, we're expanding Medicare to cover anyone over the age of 25. Oh no Republicans broke WIC benefits, well fuck you! We're rolling all of the benefits programs into a new UBI program. Oh no republicans gutted the FCC and FTC, well fuck you, we are passing laws IN CONGRESS to regulate AI, break up big tech, regulate food safety, etc. Instead of taping together 60-80 year old programs that republicans keep breaking just make new ones that replace or override them!

Mentions:#GOP#FTC

They are circular trading , it was just metas turn to get the stock boost. None of the stock reflects reality right now, it's just tech bros taking our loans and buying each other's stock higher and higher with their loans to drive up price. Eventually we'll reach a breaking point but it won't be for a bit as the banks don't care since they get paid and the FTC is complicit

Mentions:#FTC

yeah so many to count though the M&A division of the FTC is asleep at the wheel so regulatory isn't one of them I would've gotten puts as rumors of the deal falling through eventually starts circulating but gl ig rates are going up, my groceries are up 15% since two weeks ago. we are in a recession. first thing to get cut is spending like this

Mentions:#FTC

Never had a problem like that but I expect they won’t do much without an FTC complaint, but nal. Depending on the losses you may wanna talk to one

Mentions:#FTC

That's a much more reasonable concern than simply saying “Chinese car = spy device.” Connected vehicles absolutely create privacy and national-security questions. Cameras, GPS, cellular connectivity, driver-assistance systems and other sensors can generate enormous amounts of data, and I understand why the US would want strict rules governing where that data goes and who can remotely access the vehicle. But I don't think this is inherently a Chinese-car problem. It's a connected-car problem. The FTC has already taken action against GM and OnStar over allegations involving the collection and sale of precise geolocation and driving-behavior data from millions of American vehicles. So American cars can create serious data-privacy problems too. The important distinction, in my view, is between regulating the data and simply banning the product because of its nationality. If a Chinese automaker wants to sell cars in a country, require local data storage where appropriate, cybersecurity audits, restrictions on remote access, transparency about what the cameras and sensors collect, and compliance with that country's privacy laws. If a particular manufacturer can't comply with those requirements, then that's a concrete security problem. But “this car has cameras and LiDAR, therefore Beijing is mapping everything within 100 feet of it” requires evidence of what is actually being collected, transmitted and accessed. Otherwise we'd have to ask the same privacy questions about every highly connected vehicle on the road, regardless of whether the badge says BYD, GM, Ford, Tesla or something else.

Mentions:#FTC#GM#BYD

That's a much more reasonable concern than simply saying “Chinese car = spy device.” Connected vehicles absolutely create privacy and national-security questions. Cameras, GPS, cellular connectivity, driver-assistance systems and other sensors can generate enormous amounts of data, and I understand why the US would want strict rules governing where that data goes and who can remotely access the vehicle. But I don't think this is inherently a Chinese-car problem. It's a connected-car problem. The FTC has already taken action against GM and OnStar over allegations involving the collection and sale of precise geolocation and driving-behavior data from millions of American vehicles. So American cars can create serious data-privacy problems too. The important distinction, in my view, is between regulating the data and simply banning the product because of its nationality. If a Chinese automaker wants to sell cars in a country, require local data storage where appropriate, cybersecurity audits, restrictions on remote access, transparency about what the cameras and sensors collect, and compliance with that country's privacy laws. If a particular manufacturer can't comply with those requirements, then that's a concrete security problem. But “this car has cameras and LiDAR, therefore Beijing is mapping everything within 100 feet of it” requires evidence of what is actually being collected, transmitted and accessed. Otherwise we'd have to ask the same privacy questions about every highly connected vehicle on the road, regardless of whether the badge says BYD, GM, Ford, Tesla or something else.

Mentions:#FTC#GM#BYD

TTD was down because AMZN was killing them, but FTC said AMZN was f ing all their customers with hidden fees lol.

Mentions:#TTD#AMZN#FTC

FTC gonna take a giant shit on someone......

Mentions:#FTC

My horoscope said that AMZN would be hit with a lawsuit filed by the FTC at 1:06 PM, but I didn't listen 😭

Mentions:#AMZN#FTC
•r/stocksSee Comment

On August 31, 2026, the Federal Trade Commission (FTC) and 22 state attorneys general filed a major lawsuit against Amazon. The suit accuses the e-commerce giant of secretly overcharging advertisers by more than $20 billion

Mentions:#FTC

AMZN in trouble with FTC for lying to advertisers lol. Such AMZN thing to do

Mentions:#AMZN#FTC

New AI platform, Amazon FTC news, Google ad tech breakup.

Mentions:#FTC

>FTC sues Amazon, accusing the e-commerce giant of misleading advertisers Oh I was wondering why Amazon died.

Mentions:#FTC

FTC lawsuit, imo nothing burger

Mentions:#FTC

FTC to File Lawsuit Alleging Amazon deceived advertizers

Mentions:#FTC

FTC says Amzn deceived advertisers lol, massive nothing burger lawsuit, settled out of court for pocket change

Mentions:#FTC

FTC is suing Amazon.

Mentions:#FTC

FTC filed lawsuit against AMZN in case anyone is wondering why it went to shit.

Mentions:#FTC#AMZN

Excellent, I'd be so happy to get a big dip on AMZN to load up, one of the best long term AI beneficiaries. Good guy FTC.

Mentions:#AMZN#FTC

FTC is back in town

Mentions:#FTC

Apparently the FTC is filing a lawsuit against Amazon

Mentions:#FTC

"FTC to file lawsuit alleging Amazon deceived advertisers - WSJ $AMZN "

Mentions:#FTC#AMZN

Isn't it already since you would be violating fiduciary duty to your shareholders or it would be considered as misleading your shareholders? Thought the FTC hates when you do either.

Mentions:#FTC

It is a scam. Please I want to get the FTC involved and take legal action. Please message me so we can collaborate together before more destruction comes about.

Mentions:#FTC

Summary/key points from my personal thesis notes; Meta has not been "losing money since Facebook". They made \~$16B in net income last quarter alone, on $60.8B revenue, up 28% YoY. And that's after eating $2.4B in legal charges. They're one of the most profitable companies on earth. Usage is at all-time highs. 3.6B daily actives across their apps in June, so nearly half of humanity, every day. Instagram just crossed 2B daily users, Threads passed 500M monthly. AI is already improving advertising. Impressions +14%, price per ad +12% YoY. Combine that with the best software distribution on the planet and every AI product they build gets pushed to billions of people instantly. Regarding the teen-addiction trial that just started, $1.4T is stacked statutory penalties, not what actually happens. These end like tobacco and opioids: a settlement in the billions plus changes to teen features. Painful for a company making \~$63B/yr? Sure. Existential? No. And the case that actually was existential (the FTC trying to break off Instagram/WhatsApp) went to trial and Meta won outright. Reality Labs has burned tens of billions, but the Ray-Bans are the first AI wearable that actually sells, so I get the glasses/wearables optionality basically for free. Could be big in the future and there's basically no impact on my broader thesis if nothing comes of it. The final point for me which justifies it as my biggest holding is that it is trading at \~17-18x forward earnings vs. its own 5-year average of 23-26x and 10-year median near 28x. Below-market multiple, 28% revenue growth. Partly because of the legal overhang.

Mentions:#FTC
•r/stocksSee Comment

Federal agency review under HSR isn't an 'approval' that grants immunity, it’s just a decision by the FTC/DOJ not to sue. State AGs have independent authority under Clayton Act Section 16 to bring their own federal claims regardless of Washington's clock.  And pretty sure you know that. Appealing to big-name lawyers and tossing around 'AI slop' insults just means you ran out of arguments for why taxpayers should backstop private contract risks.

Mentions:#FTC

# 💡 Кто заплатит после IPO OpenAI и Anthropic? Исторические убытки от субсидирования доступа не будут погашены единовременным сбором, а перераспределены **каскадно через принудительную монетизацию уже сформированной зависимости**. Нагрузка ляжет на тех, чья стоимость отказа стала максимальной: |Стейкхолдер|Доля нагрузки|Как именно платит| |:-|:-|:-| |**Корпоративные клиенты (B2B)**|\~60–70%|Прямая наценка: рост тарифов за токены, оплата SLA/памяти/безопасности; vendor lock-in делает миграцию дороже обслуживания.| |**Партнёры / Стартапы / Интеграторы**|\~20–30%|Не деньгами напрямую, а возможностями: каннибализация успешных продуктов платформой, блокировки при попытке конкурировать, вынужденный рефакторинг под нативные API с повышенной маржой для платформы.| |**Публичные инвесторы**|0% прямых затрат, 10–15% риска волатильности|Принимают структурный риск: премия возможна только при доказанном устойчивом cash-flow без критического churn и регуляторных штрафов. При срыве стратегии — переоценка мультипликаторов.| |**Конечные потребители**|\~5–10% косвенно|Через цепочку операционных наценок в SaaS, финтехе, логистике и других сервисах, где AI стал core-процессом.| # ⚙️ Триггер монетизации После IPO фокус сместится с `burn-rate growth` на `cash-generative pricing`. Платформы активируют: 1. **Тарификацию по usage/memory/SLA** вместо flat-субсидий и бесплатных квот. 2. **Tiered access:** приоритет вычислений, ранних релизов моделей и техподдержки только для enterprise с долгосрочными контрактами. 3. **Барьеры миграции:** жёсткие лимиты API, сложности экспорта промптов/контекста, расширенная трактовка «конкуренции» в офертах (прецеденты блокировок ByteDance, Windsurf уже зафиксированы). # 🛡️ Что может изменить расклад Сценарий `power play` не является необратимым. Рынок ответит координированными контрмерами: * **Оркестрация и open-weight модели** (LiteLLM/vLLM + Llama, Mistral, Qwen) снизят switching costs до уровня инфраструктурных затрат. * **Bargaining-пулы enterprise-клиентов** вынудят переход к capacity-based pricing вместо usage-based rent extraction. * **Регуляторное давление** (FTC/EU DMA) может запретить дискриминацию через ToS и ввести стандарты portability данных. В этом сценарии финансовый груз частично вернётся к самим платформам в виде скидок, SLA-гарантий и операционных затрат на удержание клиентов. `Power play` превратится в `commodity race`. # ✅ Итог в одном предложении **Платят те, кто не диверсировал стек:** корпоративные клиенты — деньгами и архитектурной гибкостью через lock-in, партнёры — инновациями и долей рынка через каннибализацию, инвесторы — терпением к волатильности; стратегия перекладывает исторические убытки субсидирования на экосистему в момент, когда отказ от платформы становится экономически невыгодным, но рыночный отпор (open-source + оркестрация + регуляторика) способен вернуть счёт за монетизацию самим платформам.

agency disputes over, Google ad tech ruling soon, Amazon ad tech FTC next year, new TTD platform this month, new CFO witch cost cutting soon, capex done with data center buildout.

Mentions:#FTC#TTD
•r/wallstreetbetsSee Comment

The reality is much lower than you think. I remember sitting on a webinar held by the FTC about children data protection and I believe they cited a study that estimated that around 2/3rds of the internet are likely minors. I have to believe that there are child/minor redditors here too.

Mentions:#FTC
•r/stocksSee Comment

Being desperate is no reason to pay 5x the fair value of Figma (as calculated by OP). There is something fundamental in Figma’s valuation that either OP or Adobe are very wrong about. The thing is… OP is simply sharing his/her opinion on Reddit. Adobe, on the other hand, has actually made a bid to buy Figma! So, clearly, Adobe was very confident that their valuable model was correct. And guess what… the FTC saw how strategic Adobe’s acquisition attempt was and how it would hurt completion long-term. That is why it blocked the acquisition. My assessment: Figma is a disrupter that the market is afraid will be disrupted before it can disrupt incumbents such as Adobe. I think the market is wrong because those with potential to disrupt Figma are not focused enough and risk bankruptcy as their business model is challenged by open source models from China.

Mentions:#FTC
•r/wallstreetbetsSee Comment

I'm reading FTC could block this because it would eliminate competition and could lead to higher prices, lower drive pay, and less innovation

Mentions:#FTC
•r/wallstreetbetsSee Comment

Can’t trade on HOOD right now! Waiting on FTC approval

Mentions:#HOOD#FTC
•r/wallstreetbetsSee Comment

Bro you're opening with antitrust while the FTC was specifically killed by 🥭 to protect companies like Google. It'll take months or years to rebuild and that is only IF Senate/presidency flips to democrat (and only if #2 - they want to actually do something this time around and not just jerk off) 😂

Mentions:#FTC
•r/stocksSee Comment

Even though I have little faith the FTC, I think the FTC is never going to let that happen.

Mentions:#FTC
•r/wallstreetbetsSee Comment

Citadel sniping a 4x leveraged hedge fund and causing a market dump. The state of things. FTC, you, uh, any bit functioning? No?

Mentions:#FTC
•r/stocksSee Comment

He's also very okay with the valuation being low as the FTC keeps appealing their monopoly case. If they can manage to win the appeal he doesn't have to worry about revenues as much.

Mentions:#FTC
•r/wallstreetbetsSee Comment

deleting my comments on here before the FTC registers them 😎

Mentions:#FTC
•r/wallstreetbetsSee Comment

The FTC would immediately trigger a intense antitrust scrutiny, because they are part of the big tech monopoly. Same for the others.

Mentions:#FTC
•r/wallstreetbetsSee Comment

Uhhhh, because they are worth the same amount and even Trumps FTC would probably block that merger. They can just keep renting out the GPUs they bought far too many of while Muse Spark sits in the corner and gets no traffic. Grok gets more for comparison.

Mentions:#FTC
•r/wallstreetbetsSee Comment

Anti-Trust possibility FTC & DOJ, capital cost requirement, Meta can generate billions in revenue without dealing with integration risks or ballooning capital expenditures

Mentions:#FTC
•r/wallstreetbetsSee Comment

the SEC, FTC, CFTC, FDIC all got evaporated, demolished, annihilated by 🥭 admin.

Mentions:#FTC
•r/wallstreetbetsSee Comment

It’s designed to steal from stupid people. So many people have such high targets. I saw someone predicting $2,000/share or you know the entire GDP of the USA by 2030. I hope there is accountability at some point. These price targets are criminal. The FTC is asleep at the wheel.

Mentions:#FTC
•r/wallstreetbetsSee Comment

*FTC has entered the chat*

Mentions:#FTC
•r/wallstreetbetsSee Comment

The TAM and PTs on SPCX have just been straight up scams to the point I wonder if a future marginally less corrupt FTC digs into it.

Mentions:#SPCX#FTC
•r/wallstreetbetsSee Comment

FTC knew exactly what they were doing especially right before SPCX IPO

Mentions:#FTC#SPCX
•r/StockMarketSee Comment

The investor angle here is more interesting than the initial headlines.IP theft cases are notoriously hard to win. Apple has to prove (1) it had protectable trade secrets, (2) reasonable measures to protect them, and (3) misappropriation. The alleged facts — employees using company-issued laptops, emailing hardware summaries before departures, "show and tell" sessions during job interviews — are specific enough to get past a motion to dismiss, but converting that into a damages award is a multi-year process with uncertain odds.A few things worth parsing for investors:On AAPL: This isn't primarily a litigation bet, it's a signal. Apple rarely sues competitors unless it's trying to create leverage or deter future employee movement. The IP involved is reportedly iPhone hardware architecture — the kind of edge computing and on-device inference work that is central to Apple Intelligence. If OpenAI was genuinely absorbing that to build consumer devices, Apple's moat in hardware/software integration is the concern, not just the lawsuit.On OpenAI: Still private, so the equity impact is opaque, but this adds to its regulatory and litigation overhang. The FTC investigation, the NY AG nonprofit-conversion scrutiny, and now this — each individually manageable, collectively they're a pattern that could complicate any future IPO valuation. Precedent for IP damages in tech ranges from tens of millions to over a billion (Waymo/Uber settled for \~$245M plus 0.34% equity in 2018). If Apple gets into that range, it's material.The "whistleblowers" framing is also notable. If Apple's own former employees are cooperating as witnesses, the evidentiary record is stronger than a typical corporate IP suit. That moves this from "PR posturing" to "actual litigation risk."Still early innings. But worth watching how OpenAI's corporate restructuring and IPO timeline interact with this.

•r/StockMarketSee Comment

Microsoft has faced the same battles with the EU. They've been at war with the FTC for years too.

Mentions:#EU#FTC
•r/wallstreetbetsSee Comment

Are you actually a troll, or just fucking stupid? The FTC filing is for 75 million shares.All 75 million shares are being sold by the company, and Rivian is granting underwriters a 30-day option to buy up to an additional 11.25 million shares.

Mentions:#FTC
•r/investingSee Comment

You know every brokage does this right? The FTC charges it in order to fund the agency.

Mentions:#FTC
•r/wallstreetbetsSee Comment

Trade like FTC’ss not watching 🕺

Mentions:#FTC
•r/wallstreetbetsSee Comment

$FUBO suit news probably a net positive ... makes people look and say, Oh wow, $FUBO is under $10? Trades less than 1xs revenues, 23% short interest, $DIS backing Would have been bought out if FTC wasn't around

Mentions:#FUBO#DIS#FTC

I’m surprised they didn’t overturn the E Jean Carol case but yeah the Fed decision was alarmingly narrow. They did give him a win on the FTC thing though.

Mentions:#FTC
•r/wallstreetbetsSee Comment

how the fuck does the illegiamte supreem court let him fire a FTC person, but not Cook? wtf some retarded bananana republic logic.

Mentions:#FTC
•r/wallstreetbetsSee Comment

Just found that Bill Ackman shorted Herbalife back in the die. Doubles down on life TV about his short. Complaining and crying to the FTC to shut them downHerbalife outsmarted him and only got away with a small fine, there stock then rose. Ackman then lost a $1 billion. What a whiny little 😺. Also he's regarded.

Mentions:#FTC
•r/wallstreetbetsSee Comment

FTC just upped the takesy backsies limit from 3 to 5 a month 

Mentions:#FTC
•r/wallstreetbetsSee Comment

Hmm. AMZN. You're lying to your customers. FTC.

Mentions:#AMZN#FTC
•r/wallstreetbetsSee Comment

Several major investor rights firms filed a class-action securities lawsuit against Microsoft on June 15-16, alleging that top executives concealed a material deceleration in Azure cloud growth, downplayed the massive capital outlays required for AI infrastructure, and hid structural performance and interoperability issues plaguing Copilot. That's materially different from "AI capex anxiety" — a securities fraud lawsuit adds legal overhang and headline risk that doesn't resolve quickly. Microsoft's projected $190 billion CY2026 capex run-rate is being compounded by a $25 billion spike in memory and component pricing, compressing cloud gross margins to 66%. There's also a France directive to migrate 2.5 million government workstations off Windows to Linux and an FTC investigation into Microsoft's cloud, AI, and software bundling practices.

Mentions:#FTC
•r/wallstreetbetsSee Comment

I'm seeing so many variations on a theme on this, puked out across different subreddits. Hey, Polymarket - Astroturfing is Illegal. The FTC considers this a deceptive practice under 15 U.S.C. § 45 (Who am I kidding.. their whole business should literally be illegal. This is kind of irrelevant in the grand scheme of things.)

Mentions:#FTC
•r/wallstreetbetsSee Comment

I buy this as a theory, but what is the target for M&A? The ARM deal already got killed, and they transitioned to the aquihire/IP transfer model to avoid FTC issues with groq.

Mentions:#ARM#IP#FTC
•r/stocksSee Comment

The stock market is legalized gambling at this point. Values are fake and propped up. Everything is based off of emotion and not value or production. When one man can say a few worlds and swing the market one way or another shows that stocks have no actual value and are based upon opinion and emotion. The entire stock exchange need to be overhauled and the SEC and FTC need to be disbanded and reorganized to actually protect investors and hold corporations and executives accountable.

Mentions:#FTC
•r/stocksSee Comment

Yeah have you noticed who controls the DoJ and FTC and the fact that they do whatever they want and overtly accept bribes?

Mentions:#FTC
•r/investingSee Comment

This IPO will be studied for years. It’s likely a fraud on the American people meant to enrich the current bag holders. Why do I say fraud? 1) evidence of synthetic altering balance sheets 2) illlegal marketing practices (which attempt to skirt SEC/FTC and other laws with weasel words), but there is a long statute of limitations on fraud. 3) complicate in the alleged fraud by those who have a vested interest in the IPO succeeding.  Just because these people feel safe today doesn’t mean a different administration will come in and prosecute and punish. 

Mentions:#FTC
•r/wallstreetbetsSee Comment

Bro go look at what JPM just did to their analyst covering tesla for a decade who was positing a sell recommendation. You think they’re going to give an honest valuation? In this admin?? Who gonna intervene SEC, FTC, FINRA? All asleep at wheel. Look at valuations from people not on the deal, LOL.

Mentions:#JPM#FTC
•r/stocksSee Comment

Jesus christ I finally found out why MSFT is dumping. >The Federal Trade Commission (FTC) is currently escalating antitrust scrutiny into Microsoft's business practices, focusing heavily on its cloud computing, artificial intelligence (AI), and software bundling posted June 1st

Mentions:#MSFT#FTC
•r/wallstreetbetsSee Comment

Jesus christ I finally found out why MSFT is dumping. >The Federal Trade Commission (FTC) is currently escalating antitrust scrutiny into Microsoft's business practices, focusing heavily on its cloud computing, artificial intelligence (AI), and software bundling posted June 1st

Mentions:#MSFT#FTC
•r/wallstreetbetsSee Comment

SMCI got investigated by DOJ, FTC, for many old executives did fraudulent shipments to China NVDA promoting SMCI many times before, like NVDA CEO promoting MRVL. [https://www.youtube.com/watch?v=VOdVO7qMzZs](https://www.youtube.com/watch?v=VOdVO7qMzZs) But in realistic, how MRVL earnings last many quarters, similar like SMCI ? https://preview.redd.it/rsoowd22dz4h1.png?width=780&format=png&auto=webp&s=5cd0c60463b18c3e005b9788f3b0fd6b6cb13e8b

•r/wallstreetbetsSee Comment

Filtronic, LON:FTC

Mentions:#FTC
•r/wallstreetbetsSee Comment

Filtronic, LON:FTC. Supplier to SpaceX and others of advanced radio frequency components. Quietly amassing a following

Mentions:#FTC
•r/wallstreetbetsSee Comment

lemme test how algos react to extremely bearish but fake comments. BREAKING: 🥭 ABOLISHES THE SEC, CFTC, FTC AND FDIC. HALTS ALL US BOND PAYMENTS.

Mentions:#FTC#BOND
•r/stocksSee Comment

The American economy is becoming tech, healthcare, and finance. Its not a healthy economy and it won't end well. But we tried telling the dopes in charge that things would go badly if they pushed all minerals and manufacturing to China too. Its like they are actively trying to destroy the United States and NATO. Or they're getting their palms greased or just dumb as fuck. The SEC is asleep at the wheel along with the FTC, DoJ, FBI, EEOC, list goes on. There is no world where this doesn't end badly.

Mentions:#NATO#FTC
•r/wallstreetbetsSee Comment

OK, SEC and FTC, now allow options trading on companies 24/7.

Mentions:#FTC
•r/StockMarketSee Comment

They got it from their massive free cash flow, and they are using it to monopolize compute. Microsoft couldn't buy OpenAI outright due to antitrust, so they bypassed the law by 'investing' billions in cloud credits. Microsoft gets the tech, OpenAI gets the servers, and they dodge the FTC. It's a stealth monopoly funded by hoarding cash

Mentions:#FTC
•r/stocksSee Comment

It’s because the computer systems that control them are able to process hundreds of thousands of transactions per minute 24 hours a day- with A little coordination between the treasury and banks and market makers they can pretty much make the 0’s and 1’s on the computer screed do whatever they decide they want them to do. now that the SEC and FTC are basically gutted, it’s even easier

Mentions:#FTC
•r/wallstreetbetsSee Comment

You must be trolling. It's SEC not FTC. And what exactly are you going to tell them? This dude bought AFTER yesterday's pre-market announcement

Mentions:#FTC
•r/wallstreetbetsSee Comment

5k on calls that had no catalyst and expired today? Yeah FTC this guy right here

Mentions:#FTC
•r/stocksSee Comment

The time is going to end when whatever bullshit reason you and your ilk being unleashed to muddy reality for in the next presidential cycle. Enjoy being a bot or some dickhead halfway across the world while you can because the FTC won't be this toothless forever

Mentions:#FTC
•r/wallstreetbetsSee Comment

SEC, IRS, and FTC are more compromised and purposely sabotaged than they've ever been - some parts of these agencies haven't been given appointees/directors/heads, and so they don't have authorization to conduct certain actions, enforcement it's a mess my copium is that it's not too hard for someone in the future to use these agencies for subpoenas and retroactively investigate all this insider trading. the fines could be tens of billions of dollars at least, it's good economic policy to dig into this

Mentions:#FTC
•r/wallstreetbetsSee Comment

In a functioning society, the FTC would issue this warning. 

Mentions:#FTC