IP

Kachowxboxdad

A little late to be asking this now I think QS is cool but the thing that would keep me up at night is if China reverse engineers the tech. Do you really think QS is better than a country that leads the world in battery tech and doesn’t care about outside IP?

Inevitable-Tomato666

They're over 2 million guild members. People are paying to green light the new content. The balance sheet is great, they'll have money to buy some IP especially if there's any at firesale prices. I'm thinking stuff like Jack Webb's library to pad the streaming service. Re: David, they still haven't fully released it internationally. Some big emerging markets will be seeing David sometime in Lent near Easter. I've been buying here and there when it dips under $4.20. Up to 1,450 shares and my target is 10,000 shares before letting it ride. I think this is a "bankrupt or 100x+" stock. Did you buy any?

OsamaBagHolding

Gotta milk the IP until the nipples fall off

ihopethisworksfornow

ChatGPT will literally skirt rules and regulations if you tell it to. It second image I was trying to make was IP and I literally said “bro just fucking try it” and it made the image.

Kevory

Saudi Arabian fund is investing heavily in gaming and IIRC they own a large portion of Scopely, the company that bought the rights to Niantic's Games IP. Snapchat invested an undisclosed amount in Niantic Spatial (Other half of Niantic after it split).

nomadichedgehog

This has been the biggest misunderstanding since day 1. The asset sale is for the legacy business, not the ticker - read the definitive agreement. SONM as a brand name cannot possibly be a publically traded company anymore because it no longer owns the IP. That’s why the ticker will soon change to DNAX. Nexa are also on record that they don’t want to go public.

ExplanationNormal339

Echostar's diversified product offerings definitely provide a stronger safety net compared to ASTS, which seems to lack tangible assets for a quick sale if needed. It's crucial to consider how market volatility could impact companies without significant backing in IP or physical assets. If ASTS can't demonstrate a clear path to monetization, it might struggle under pressure.

sleuth_creamer

Gemini recommended below based on the give criteria Criteria,GigaCloud (GCT),Gravity (GRVY) Market Cap,~$1.5B (Borderline),~$430M (Pass) ROE / ROIC,30% / 25%,30% / 30% Revenue Growth,40%+,10% (Variable) EPS Growth,50%+,15%+ PEG Ratio,~0.4,~0.7 Founder-Led,Yes,No Moat Type,Network Effect / Cost,Intangible Assets (IP)

Uisce-beatha

Why does you IP address have a trident next to it? Are you in Atlantis?

firstofall0

The US economy is just 3 nerds in a Chinese trenchcoat, but who's fault is that? No one forced American companies to shift their production to China and let them steal 100% of their IP. No one forced American companies to break up unions and hire illegal workers to reduce worker's wages. No one forced American companies to privatize their education system where the only access to secondary education for the lower classes was through massive student debt or military service. So who is this 'they told us' here? 'They' were American leaders. There's nothing about the world made by Americans that needs fixing by anyone but Americans.

whomakesthetendies

Put him on the list boys. Good thing Reddit keeps his IP address.

monkeynutzzzz

Intel does not need to be the best in absolute performance terms; it only needs to be good enough and located in the right jurisdictions. As AI increasingly automates chip design and optimisation, traditional design moats erode and architectures converge, shifting advantage away from IP and toward manufacturing access, scale, and trust. In that world, location, political alignment, and assured capacity become the scarce assets — and Intel is uniquely positioned with leading-edge fabs in the US and Europe, ownership of advanced packaging, and first access to the latest ASML EUV tools. The winner is not the fastest chip, but the company that can reliably ship advanced silicon when others cannot. TSMC’s dominance carries an inherent strategic risk because the core of the US and global technology stack is effectively concentrated on an island just off the coast of China. Regardless of short-term political assurances, this creates a single-point-of-failure for advanced computing, where disruption does not require invasion—only blockade, coercion, insurance withdrawal, or export-control escalation. As AI, defence, and critical infrastructure become inseparable from national security, governments and regulated buyers cannot rationally base their technological future on a supply chain that depends on uninterrupted stability in the Taiwan Strait. Geographic concentration alone makes TSMC a systemic risk.

No-Adeptness8801

GUYS what do yall think of Ubisoft? Its now in its all time high down 96% and likely buyout due it being very cheap now most companies would want it because of the companies IP. Its currently a penny stock from $100 to 4$..

JamonRuffles17

Hijacking top comment… if thy get bought out, will that likely be good for shareholders or bad? Because at this point it just seems more likely that they get bought out (especially for their IP)

Scared_Step4051

They definitely don’t “have all the patents.” The core CRISPR IP is owned by universities and licensed across the industry, including by CRSP. They do have strong patents around their specific therapies, but they still pay royalties like everyone else. They’re early on approvals v competition, but that doesn’t magically short-circuit reimbursement, manufacturing, or timelines to meaningful revenue.

Highborn_Hellest

\>Europes greatest technological innovation this century has been bottle caps that stay attached to the bottle lol i thought was an American IP... lol. And yes, EU is becoming a shithole. Our dearest of dear leaders don't seem to realize, that we have very little natural resources, and those that we have aren't used.

QFGTrialByFire

Stock price rise -> justification for the valuation of that IP held by eg openai-> IP valuations push GDP up. Make people feel richer and consumer spending goes up -GDP goes up -> sock price rise All build on a house of printing money and belief in AI. Just like before the .com crash.

pharm4karma

Contrarian opinion as a PharmD in Big Pharma. NASH/MASH has been tried to be commercialized for 20+ years. Many other larger companies have graveyards of IP filled with N/MASH prospects. See selonsertib, firsocostat, cilofexor, etc. The reason the market cap is small is that Metabolic dysfunction-associated steatohepatits is just a fancy acronym for fatty liver disease of metabolic origin, ie you eat too much garbage and don't exercise. GLP-1s have shown to basically reverse all metabolic dysfunction, and have even revealed relationships between metabolic disease and historically unrelated diseases like Alzheimer's. So GLP-1s are very tolerable and are upstream of MASH. I don't see MASH specific targets will be very successful. I don't see this to be the moonshot you think it is. IMHO.

Thin-Mine-6816

Semaglutide is not approved for MASH. It’s approved for T2D (Ozempic) and obesity (Wegovy). Also “twice as effective for weight loss” isn’t the point — MASH approval is about liver histology endpoints (NASH/MASH resolution + fibrosis improvement), not just scale weight. Pemvidutide is being developed as a balanced GLP-1 + glucagon agent, which can matter for: • liver fat reduction • fibrosis impact • metabolic + lipid improvements • potentially better lean mass preservation / energy expenditure Big pharma doesn’t buy “the best weight loss drug,” they buy the best overall profile for a specific indication + differentiation + IP. Different mechanism, different value. Please stop talking you sound like an absolute moron

zedk47

That's actually a real performance to throw such a poor performance while having this king of IP

OrcOgi

Dont forget Rayman. Im in the same boat though. Might trow in some cash for IP value. Either 10x with recovery or slips away in insolvency. Just hurts to see my beloved AC 1 and 2. Peak gaming. Bioshock and AC both in 2007 was god tier.

Finalshock

I work with Amazon in a B2B capacity. The past two years every fucking call with these guys begins with “Hi I’m x with Amazon ____, it’s my first week here so I’m still getting spun up on this project, can you summarize what we’re doing at a high level for me?” (Business unit left out to avoid dox) Next month it’s someone else, one winner asked us if we could truncate IP addresses and still use them. That company looks like a competence black hole, from the outside.

Weldobud

Market cap is down to 580 million euro. That’s cheap. Considering their IP. Not saying it will recover soon. But a take over is a possibility.

crusading_angel

Wouldn't be suprised just for the IP rights.

SpicyElixer

Seriously. All they had to do was make a spinoff that was an Age of Exploration historical fiction action RPG that was about trade, piracy, exploration, with deep business simulation etc. without the lame AC lore, and they’d have had a massive hit IP. They could have done it in DLC expansions too. Start with Africa and the Mediterranean. Expand to Americas and Asia.

jbjhill

I do NSFW subs on this device or IP address except as a clickthru to see people’s profiles. And honestly none of that’s my jam. That’s why I thought it was so funny.

iannht

Bringing up indie failure rates is a massive cope. Ubisoft isn’t a solo dev in a basement; they’re a billion-dollar company that just watched their stock crater 33% because they forgot how to make games people actually want to play. The "market" isn't the problem. Look at Elden Ring, Baldur’s Gate 3, or Black Myth: Wukong. Those were massive bets that paid off because they focused on quality instead of "AAAA" marketing and aggressive microtransactions. Ubisoft’s €1 billion loss and the sudden cancellation of 6 games (including the Prince of Persia remake) isn't because the industry is "too hard." It’s because they spent hundreds of millions on formulaic, bloated titles like Star Wars Outlaws and Skull and Bones that the audience finally rejected. People are still spending record amounts of money on games; they’re just tired of spending it on Ubisoft’s copy-paste homework. When you’re closing studios in Halifax and Stockholm because you can’t even break even on a Star Wars IP, that's not a market trend, that's a management failure.

faithOver

Someone better pick up FarCry IP and not ruin it. God I love FarCry franchise. So many random additions to that model. Primal. Blood Dragon. New Dawn. Just awesome franchise and game environment.

Sad_Cheesecake9693

I remember considering buying on the basis AC:Shadows may be the beginning of a turn around for the company but luckily I didn't pull the trigger. Now I'm back thinking is this the end of the dip? Probably not. They have a lot of great IP, they are launching great updates such as 3rd person on Avatar and The Division 3 is being worked on. They can still operate as a profitable gaming company but we need a generational run of execution or new revenue streams that isn't tainted by their company brand.

FaerieViolet

Didn't they spin out most of their IP into a joint venture shell company with tencent? I think the main company was preparing itself to die and leave that part alive with all their property a while ago.

skilliard7

Pretty much their only value is if you can do a hostile takeover or if they can be sold off. There is value to their IP if properly managed, but I wouldn't invest as a common shareholder under current management.

SquirrelFluffy

The IP issue is exactly why I haven't adopted any AI in my engineering practice. There's no chance I'm letting it loose onto my knowledge base.

TAKINAS_INNOVATION

AI will probably democratise this industry and make it even easier to get into. But again the IP of media companies should protect them from getting overrun. People want to play with the IP of companies. People can make knock off versions of say Pokemon. But no one will want to play their shitty copy cat because people want to play with Pokémon’s IP.

frugaleringenieur

You can do AI just right on-prem where IP is not at risk.

JuryOpposite5522

Ive seen a mid size companies spend 70+ million on a new SAP system and still fail to setup the basics correctly. If they can't do that, how are they going to make a streamline AI process and replace workers? Most businesses don't have the internal skills to deploy something like this outside of the IP issues; and consultants will only get a few quarters to show results.

TWSTrader

>**Viewing this from an institutional lens...** ignore the "Turnberry Deal" suspension. That is just political theater. The market largely expected that deal to die the moment the tariff tweet went out Saturday. The real "Black Swan" in this article—and the thing that should actually scare you—is the **"Anti-Coercion Instrument" (ACI).** Most retail traders have never heard of this because it has never been used. It was designed for China, but pointing it at the US is a massive escalation. Here is why the ACI is infinitely more dangerous than standard tariffs: **1. The "Nuclear Option": IP Stripping** Standard trade wars are about taxes (Tariffs). The ACI is about **Property Rights.** * **The Threat:** The article mentions *"lifting of intellectual property protections."* * **The Impact:** If the EU invokes this, they could theoretically tell European generic drug makers, *"Go ahead and copy Pfizer and Merck's drugs; we will ignore the patents."* Or tell European tech firms they can ignore US software licenses. * **The Trade:** This stops being a "Soybean/Farmer" problem and becomes a **Big Tech / Big Pharma** problem. **2. The "Asymmetric Warfare" of the ACI** The EU knows they can't win a tariff war (The US buys more from them than they buy from us). So, the ACI allows them to target **Services and Capital**, not just Goods. * *Investment Restrictions:* Blocking US Private Equity from buying EU assets. * *Procurement Bans:* Banning Microsoft or Amazon AWS from bidding on European government cloud contracts. **My Take:** Watch the language coming out of Thursday's meeting. * If they stick to **"Retaliatory Tariffs"** (Bourbon/Harleys): **Buy the Dip.** That is standard playbook stuff. The market knows how to digest it. * If they officially invoke the **ACI (The Bazooka)**: **Short the QQQ and XLV (Healthcare).** * US Tech and Pharma valuations are built on global IP protection. If that cracks, the premium evaporates. **The Timeline:** The EU moves at the speed of bureaucracy. They meet Thursday. Implementation takes weeks. You have time to hedge. Look at **Puts on US Multi-nationals** with >30% revenue from Europe, and rotate into **Domestic Small Caps (IWM)** or **US Defense (ITA)**, which are immune to European regulators.

Narrow-Astronomer-45

i worked at one of the firms you mentioned, wont say which for *reasons* but you can guess. (throwaway, obviously.) i feel the same way. you're not missing something - if you want meaning in your life, look elsewhere. lots of problems in the world to fix. it's not all stupid stuff (won't leak IP but there was some impressive tech), but a lot is dumber than you'd think. there's lots of economies of scale involved - you only pay txn fees once, so marginal signals have higher ev; building robust tech and developing good relationships with brokers gives you opportunities others can't reach; there's lots of weird facts you learn about how different markets work that accumulate. but then, lots of the brainpower is used to fix tech debt created by people who did lots of leetcode in college but have no actual experience designing good code. in any case the narratives about 'providing liquidity' increasing GDP are myth they use to recruit people from ivy leagues. the *entire industry is extractive*, plain and simple. the people there are (usually) smart but the 'you have to be a galaxy brain' attitude online is just locker room talk. yes, it's hard to get in, but if you're preoccupied with leetcode and brainteasers instead of developing real skills that's probably why

MiloticM2

Yeah the IP issues is what really puts me off

Party_Service_2830

This analysis focuses on four companies—AmpliTech Group (AMPG), Gilat Satellite Networks (GILT), RADCOM Ltd. (RDCM), and CEVA Inc. (CEVA)—that operate in critical layers supporting satellite communications and 5G infrastructure, complementing AST SpaceMobile’s satellite layer business. AmpliTech (AMPG) specializes in ultra-low-noise RF amplifiers and ORAN 5G radios, critical for satellite ground systems. It showed remarkable growth with FY2025 revenues up 163%, guided for $50 million revenues in FY2026 (about 100% growth), and achieved positive EBITDA in Q3 2025 after strategic margin compression investments to secure Tier 1 customers. AmpliTech has no debt and modest cash reserves ($8.4M), with concentrated customer exposure posing execution risk. Gilat Satellite Networks (GILT) delivers satellite gateways, terminals, and network management across commercial, defense, and international markets. It grew revenues 58% YoY in Q3 2025 to $158 million, raised 2025 revenue guidance to $435-$455 million, and improved operating income with strong cash generation. Gilat benefits from secular growth in in-flight connectivity and multi-orbit satellite markets, maintaining a strong balance sheet with low leverage. RADCOM (RDCM) provides AI-driven network analytics and telecom traffic monitoring software. It reported 16-19% YoY revenue growth in 2025, achieving positive GAAP and non-GAAP operating incomes, with the highest margins (20.9% non-GAAP operating margin). RADCOM has a strong cash position, zero debt, and solid recurring revenue from cloud-native 5G network assurance, positioned well for telecom digital transformation. CEVA (CEVA) licenses DSP and AI processor IP targeting wireless connectivity and AI acceleration. While revenue growth is modest (\~4% YoY) and GAAP losses persist due to heavy R&D investment, CEVA shows very high gross margins (\~88%) and positive trends in AI-related licenses, including partnerships with major semiconductor manufacturers. The balance sheet is strong with $162M cash and no debt. In comparison to AST SpaceMobile (ASTS), which is a high-risk, early-stage satellite network provider with large market cap but little current revenue, these four companies offer more immediate cash flows, profitability, and critical complementary infrastructure exposure at significantly lower valuations. Risks across the group include customer concentration (especially AmpliTech), geopolitical tensions (impacting Gilat’s defense contracts and market environment), competitive pressures from larger integrated operators, and the challenge of keeping pace with rapid technological standards and AI commoditization (notably for CEVA). Given their differentiated roles in the 5G-satellite ecosystem, substantial recent growth, improving profitability, and strong balance sheets (except for CEVA’s net loss but offset by robust cash and R&D investment), these companies present compelling opportunities for investors seeking exposure to the evolving satellite and telecommunications infrastructure market beyond the speculative AST SpaceMobile stock. Recommendation: BUY with 80% confidence based on strong growth rates, increasing margins, visible revenue pipelines, and strategic positioning as foundational providers in ground and signal-processing layers critical for global satellite and 5G network scale-up.

FreshLiterature

Compliance and IP concerns are neither ignorance nor bias. The only way to deal with those concerns would be to fork an open source model then build your own custom layer on top of it. That would be incredibly expensive. The business case necessary to justify that kind of capex just doesn't exist.

Arbiter2562

You do. You pretend to be abhorred by the worst actors in the world and then do business with them. About as useless as the UN. “Not a true partner” because Trump said mean words? Please do business with the country that steals your IP, conducts routine “dumping” into the continent, “Leaving the US behind” lmao the continent who’s only contribution to inventions is the resusable bottle cap is leaving us behind? In what? AI? Space? Lmao “Beefing up their militaries” while failing to get anyone to join and who’s procurement is routinely delayed. And no it means we get to pivot more towards Asia, the continent that matters more than the museum with refugee camps called Europe. And that was the mentality that Europe had for decades. Protectionism against the US, when its applied in kind (and maybe overdramatically in some cases), they cry foul. Hilarious hypocrites.

Pale-Hair-2435

Massive taxes need to be coordinated across the free world against big tech companies. Use their IP as collateral if they refuse to pay. 

Neat-Voice2456

Here’s my way of thinking about this, and how I think Netflix is as well. In the age of UGC, AI slop, TikTok, short form content, the way you differentiate yourself is with strong IP. And strong IP is extremely difficult to spin up. Much of the world’s strongest media IP is 20-50+ years old. No amount of money can replicate the DC Universe. You need money, but you also need brilliance and time. If you try to compete with YouTube, TikTok, Instagram on content that they can produce, you’re going to lose. But if they have Kai Cenat China trip and you have a new Christopher Nolan Batman movie starring Leonardo DiCaprio (making this all up), you can compete. You have differentiated product that is based on strong IP. Then, as you mentioned, the IP benefit for other forms of media. Netflix has started releasing these “Netflix houses” in malls, which desperately need strong IP. Gaming is another big one that benefits hugely from IP. I think Netflix can target people who are not traditionally gamers with very casual, interactive, story based games. The way Netflix differentiates themselves in the era of UGC is maximum quality and legendary IP. And that’s exactly what WBD provides.

MoreHuman_ThanHuman

i get what you're saying, but let's break it down another way... manufacturing is machine + energy + labor = work knowledge work is machine + energy + cognition = work the industrial revolution and 'modern era' came from converting most forms of labor into machines. we just opened the flood gates for accelerating the conversion of cognition into machines. what do you think comes next? the impact of accelerating software development alone is going to be huge for pretty much every business out there. you will feel it on the factory floor, though maybe not as much as the insurers covering your workplace and work force, or the banks financing your expansion. lastly, IP and data protection isn't a long term concern -> you can set up your own infra for inference and fine tuning pipelines just like we do with everything else on the compute layer.

Accomplished-Club690

What the fuck did you just fucking say about me, you little shit? Ill have you know I graduated top of my class in the Navy Seals, and Ive been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and Im the top sniper in the entire US armed forces. You are nothing to me but just another target. I will wipe you the fuck out with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of spies across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your life. Youre fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and thats just with my bare hands. Not only am I extensively trained in unarmed combat, but I have access to the entire arsenal of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass off the face of the continent, you little shit. If only you could have known what unholy retribution your little clever comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldnt, you didnt, and now youre paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. Youre fucking dead, kiddo.

johndsmits

70's data sharing allowed your **bosses** in your company to exploit your IP, and you knew 80's data sharing allowed **your** **dept** in your company to exploit your IP, and your sort of knew 90's data sharing on "the network" allowed **other depts** in your company to replicate your IP, and you didn't know 00's putting data on "the Internet" allowed **other industries** to expand your IP, and you didn't know 10's putting data on "the cloud" allowed **everyone** to clone your IP, and you didn't know 20's putting data in "AI" .... well it does scare a lot of folks.

terribleazn

Exactly. Companies run by intelligent people aren't even implementing it into email or letting their employees use AI note taking, due to IP and company trade secrets. The one thing we all agreed AI was supposed to replace...

Soossaaaa

I don't see a bull case other than the stock is low and will rebound a bit. It will have to issue massive debt or dilute shares to fund the acquisition. It's not like making movies on all the new IP they'll acquire is cheap either and they only chance they have is raising prices at the risk of losing user growth from churn. I don't see it but someone let me know what I'm missing?

MrMcjibblets1990

My take on it, we're spending a shit ton right now on AI, and in some areas, it's going to be worth it, in other's, like at my $150 mil/yr company, manufacturing facility, it most likely won't have much of an impact outside of making a few people within the company more efficient. There are THOUSANDS of companies out there that are just like this. Sure, like I said, AI can streamline a few things around the facility, but at the end of the day, it can't be the one building things, and these companies don't have $10's of millions to pour into into so they can fire 35% of it's workforce over that decade. There are segments of business across the spectrum that for the next decade plus, the juice won't be worth the squeeze. I won't expand on this too much, but the company I work for, they own multiple companies the size of ours and have roughly $7 billion market cap, top down, extremely anti-AI simply due to worries about IP. That's one major hurdle I NEVER hear anyone talk about, and I think it scares the shit out of companies.

Sufficient-Aide6805

I think there’s long-term value in quality IP. Disney could still be a going concern in 30 years off the strength of merchandising its back catalog alone. Netflix IP is crap so it has to keep making or buying new content if it wants to survive.

TortyPapa

Spending a ton of money on Warner Brothers with no real plan on capitalizing the IP. I think people are on the sidelines until this materializes into something worthwhile. Also you act as though there is no competition. So many people are going to YouTube especially for content nowadays. If they plan on increasing sub fees to justify the WB M&A, you might have some resistance as well.

clootch1

$HLEO centers on strengthening leadership (new CFO and IP chair), broadening investor engagement, and financing operations — all part of positioning the company for future growth and potential uplisting.

Sufficient-Aide6805

There isn’t one. Netflix is a media company with trash IP that came out on top of the last round of media tech innovation and is still valued like a tech company. Absent some major innovations, it will be a dinosaur in 10 years.

TAKINAS_INNOVATION

People don’t even think about company culture either. The cultures could clash and it could be a disaster. People just see them acquiring IP and think excellent.

TAKINAS_INNOVATION

Short term could get hammered. Netflix isn’t buying back stock anymore so they’re not going to step in and stop the drop. Long term you have to really believe this WBD deal is good for them. They have to use the IP well and expand into video games, merch, and experiences. They just almost reached a billion viewers. So they’re not likely going anywhere. But the problem is do they become like Disney and just be dead money for the next decade if it does go through.

TrashedLinguistics

Yeah but Microsoft and Alphabet are multi-trillion dollar companies. Netflix is nowhere close to them. If it goes through they have much less room to recover if things go sideways - they’re going all in on a legacy media company with a nice library and some interesting IP. Unless you believe in their ability to generate strong creative it’s full risk on.

inconsistentsavant

Honestly, it would be interesting to see the EU stop enforcing IP for US tech. For the consumer it’d be amazing to have options

drew-gen-x

I work for a small trucking competitor to Heartland. I have no idea how they are doing, but freight volume did not increase in 2025 as anticipated. IF the fear of tariffs are back, that is like a kick in the balls or beating a dead horse. I'm out. International Paper is one of our biggest customers. Their outbound shipping volume has recovered after a huge expansion at one of the midwest paper mills. I'm just moving some cash from a trucking carrier to a stable shipping staple that is undervalued. Have you checked the packaging on your Amazon boxes and packages? Most packages sold online have that IP logo on them.

account051

It sounds like you personally prefer new IP, which is fine, but from a business standpoint, we all know obtaining proven IP works

LyptusConnoisseur

It's the obscene price they are paying for IP that's getting them punished. That and uncertainty of closing the deal and taking on massive debt at high interest rate environment.

Creative-Sherbet-584

Yeah, but that is an insane amount of money to pay for old IP. Imagine how much fresh IP you can make with 80B dollars?

account051

Unless I’m mistaken, they deliberately left out the WBD legacy media in the deal. They’re paying for IP and studio infrastructure

drew-gen-x

I sold out of my $HTLD position and moved that cash over to $IP.

TAKINAS_INNOVATION

I don’t get why people are so bullish on this acquisition. The IP is decent but you’re paying 80 plus billion for it. It’s a hefty price and if you look at history. The people who have bought WBD have not done well in the past. Could Netflix pull it off? Maybe Ted and management are amazing. But this is a big acquisition.

magentaberrymuffin

Objectively they are using good money to buy not so good assets, in the sense that the parts of warner bros they are buying when combined with netflix will result in a pretty significant drop in operating margins. On top of that they are buying those assets at a huge premiums so just book wise, right now the stock is pretty appropriately marked down. Now obviously they believe long term the synergies and IP will make up for it but don't think there's gonna be huge bounce on earnings because people will suddenly think the stock sold off too much. I think the bounce or drop after earnings will be pretty in line with post earnings moves that it's had before in relation to a beat or miss

HanseaticHamburglar

does it make a difference if they shelf all this IP and dont license it out to other players? Because thats how these things typically work out.

RigTV

Meta’s massive investment—over $78 billion—into social-first VR experiences like Horizon Worlds has failed to deliver the deep, engaging content core gamers demand, resulting in low user retention and stalled ecosystem growth. Their focus on casual social experiments neglected proven AAA gaming franchises and squandered resources that could have fueled meaningful VR adoption. The right move now is a decisive pivot: launch a multi-IP AAA VR blitz on the upcoming Quest 4, featuring native versions of blockbuster titles like WoW Classic, Halo 3, GTA 5, NBA 2K, Fortnite, and Skyrim. This strategy leverages existing fanbases and the Quest 4’s hardware leap to drive hardware sales, software revenue, and developer confidence—restoring Meta’s credibility and positioning it as the true leader in VR gaming. It’s time for Meta to stop chasing gimmicks and start delivering the games that actually move the needle. If I was the director of Meta's VR department this is what I'd push over the next two years.

mcchicken_deathgrip

So just to clarify, all that is expected tomorrow is an 8k filing that the company has sold off its assets like IP and phones? Or are you anticipating a bigger announcement? I read through your substack and it's very convincing that this reverse merger will take place between qai and sonm. I'm just wondering what would make tomorrow the big catalyst.

Porkbelliesareup

It is the refining part that is the issue for the US, no current miner has the IP necessary to build/create a profitable supply chain. Lynas (AUS) will not set up any facility there due to the current political climate, who would invest with the mad orangutang king running amok?

It-hurts-whenIP

It hurts when IP

Hot-Pottato

Please elaborate. Monsanto's IP isn't worth anything?

Mouth_Herpes

OKLO. They are literally nothing more than an idea, which is not even their own idea or patented. They have no prototype, no regulatory approval, and no real IP, and years until plausible revenue generation. I can’t believe people keep piling money in.

BigReference1xx

2008? Try great depression times five. The export bans back and forth would cripple almost every industry in the world. Can't export CPU tech from USA. Can't export silicone wafer fabrication equipment from the Netherlands. Can't buy microcontrollers for any products. No cars, no machines, no computers. It would take 30 years to rebuild national industries where everyone is making everything domestically and it will all suck in comparison to what we have now. ... Unless China can come to everyone's rescue and quickly fill in the blanks with stolen IP, and we just all form a line to suck off Xi's dong in exchange for tech.

Always_Curious_One2

Observability absolutely needed more in an Agentic AI world - DDOG is very well positioned to grow profits rapidly. CRM is a tough one. Do they “own” the customer records ? Or can clients use Claude Code to personalize their own CRM system ? ADBE has users trained on its systems, has shifted the model Away from seats (good), has their own agentic offering, and gives enterprise users the ability to audit their content and be sure they are not crossing IP lines. Their 10-K just came out. This past year revenues grew in the low double digits, free cash flows in the teens And they’ve been buying back a lot of stock. All make a strong case for upside from this price. Yes some lower end users may switch to image/ video generators from AI startups, but their core is in enterprise users that benefit from the breadth of their offerings.

Relevant_Hat_8802

Basically, if they manage to secure clean equity to the tune of 10-30m, and/or convince some of their bluechips to front them their revenues this will be a great asymmetric play, instantly going to 20/30m market cap. The only "solace" is that Streeterville doesnt want them delisted, as then they cant get their money back (and they obviously have no interest in the operational IP assets). As such, there will be no dilutive pressure from them until operational performance improves to absorb their selling.

pragmojo

More likely they go insolvent and MS gets all the IP as per their existing investment agreement

CombatMuffin

It seems dumb when you look at it that way,  but since this Sub is focused on maximizing value: the name facebook had value before. Now both facebook and meta have value as trademarks, and from a financial perspective,  they created a valuable new IP asset. It seems easy, but compare that to how much the Alphabet *brand* is recognized, despite being Google's. Not cheap or easy doing what Meta did  for essentially a Holding' Companys brand. I thought the drive for VR was dumb as hell, then and now,  it doesn't b boil down to *just* what is shown in the picture.

LyrianRastler

Can't believe billionaires will do money and stuff like this, but not buy the EverQuest IP and do something actually worthwhile.

ThinkingOfTheOldDays

The growth multiple is contracting because they needed to purchase growth externally. It should be treated differently for a media company buying IP imo, but the rule of thumb is to sell growth multiples that aren't growing organically That's what's happening 

PowerLawCeo

AWS European Sovereign Cloud is a massive €7.8B bet on Brandenburg through 2040. With 90+ services and a 10-15% pricing premium, Amazon is targeting the $410B EU cloud market. This is about logic, not just legal compliance. Data sovereignty is the new IP.

BitterDragonfruit3

Servers don't need real IP addresses. You can host 1000 of websites using just one up. Look up how cloud providers do it using the host header.

ProfessorWorried626

Everyone smart already did in 2022 when there was a heap of junk companies whose IP holding were worth more than their market value.

0mica0

It hurts when IP puts

grogi81

Do you really think we will keep giving Shit about IP from US when it comes to that?!

Nebty

Europe is going to be using their Anti Coercion Instrument, which lets them ignore US IP and Patents. Canada is willing to sell them LNG. Chips are made with machines only produced in the Netherlands. And the biggest South American trade union just signed a deal with the EU to bypass the States. The US cannot win against the rest of the world combined. All for resources you weirdos could just buy fair and square from the Greenlanders who rightfully own them. Don’t steal other people’s shit and expect everyone to just keep doing business with you.

24get

Thank you for the informed and helpful response. In terms of winners I believe GOOG is the cleanest dirty shirt and should be a relative winner based on their full stack of IP and data flow. Not an exciting trade I know, but it was stupid cheap earlier in the year. But I am full GOOG and am looking for a way to implement a low delta but second order bear flavored trade. I believe AI technology is likely a winner long term and surviving names in the wreckage will offer good value after a washout. I was in a management role for over a decade cleaning up after 2009 and no longer have the chops to properly construct such a trade, but you've helped a lot.

Nebty

We already have the internet. AI is neat but not nearly as sticky as “you can in real time talk to half the globe”. Are companies really going to pay out the nose for the equivalent of a slightly brain-damaged intern? This tech is only as valuable as what you end up putting it into, and among consumers it’s rapidly becoming known for 1) Enabling the creation of unconsensual nudes 2) Cheating on your homework, and 3) IP theft.

BenisSpaghetti

Thank you for commenting. IP address confirmed. Rotating chair. 😩

AdComplex5554

China steals any IP they can from EU countries. They're not a trustworthy actor. They're also backing Russia's war in Ukraine which is a direct threat to the EU. Which do you think is worse, an ongoing war or a threat to take territory that likely will never come to fruition?

Jackal239

EU has a mechanism being referred to as the "Trade Bazooka" in which IP rights can be suspended against a specific country. All it takes is a majority vote and unlike other votes, a single country can stop it. The only reason you don't think the EU can't retaliate in ways that would harm the United States is most likely due to the same belief that a Roman citizen had: we are the strongest empire to ever exist. There is no way that we can fall.

Kachowxboxdad

Bears in here talking and EU anti coercion like that won’t cause the orange guy to go super ballistic in response. Go ahead and dump your bonds, ban us tech, void IP. Even democrats will join an anti EU crusade

Fnanderss

The components to make these EUV machines come from the US. The US isn’t stupid, companies have monopolized these specialized components. Making them reliant on the US. There isnt an alternative supplier, it doesnt exist. China simply can’t produce them without IP knowledge which is in our possession in the form of patents. The reason China is so successful is because they steal IP from us, make it public, and then call it innovation. But this IP is different, you need machines which China doesn’t have as well as expertise. So unless those US citizens wish to betray their country, Europe and China are fucked

ShittyUsernane1222

Once the EU triggers vaguely worded "anti-coercion measures", these things will happen: \-1. US IP being pirated/copied in the EU is legalized as US IP Protections get suspended \-2. The EU may slap some sanctions, embargoes on certain US products \-3. Probably at the same time, US Bond dumping begins If the EU actually triggers these measures against US, well cybersecurity and state-backed cyberattack industry will go to the fucking moon.

x2eliah

"ip manufacturing" "China won't betray you and change their opinion every 2 days" uhhhhhh but that's precisly what Chinese companies have been doing for past few decades, stealing IP and especially stealing manufacturing processes for anything you do bring to them to produce on your license.

Fnanderss

1. US companies are the biggest investors in Europe, losing trade with America means productivity decline and more dependency on you guessed it, China. 2. Trading more with China would give China even more leverage. They have historically run a trade surplus, and they are weak in household consumption. So Europe would be importing more and going into debt. 3. Also, Europes GDP is mostly services, finance, and IP-manufacturing. Which they cant really export to a communist country. 4. Conclusion, they would be shooting themselves in the foot possibly causing a recession due to capital fleeing back to the US. They would become a communist colony of China

June72067

If they're not the only player bringing that tech to market what stops a bigger player from scaling their tech faster than they ever could? Dont no too much about Poet tbh. Do they have considerable IP? Are they the first to market with their tech and can they manufacture scale it and sell it to customers? Is there possibility that something disrupts the disruptor?

PresentationNo634

Datavault AI (DVLT) 🚀 Bullish • Launch of four data exchanges contributing to Q4 revenue. • Expansion of patent portfolio in AI and tokenization tech. • $150M strategic funding for infrastructure and growth. • Partnerships like IBM Platinum Partner Plus accelerate adoption. -a company focused on AI-powered data tokenization, monetization, and IP licensing, bridging traditional finance with Web3 and AI data marketplaces. 📈 Current Market & Price Info • DVLT trades on the NASDAQ and is known for high volatility — big swings historically, e.g., 52‑week range of ~$0.25 to ~$4.10. • Most recent pricing shows DVLT around ~$0.80 – 1.05 (varies each session). • Market cap is approximately $460 M – $530 M depending on current trading. • Shares outstanding have expanded significantly (YoY +2,344 %). 📊 Valuation Metrics From recent statistics: • Market Cap: ~$465 M • Owned by Insiders: ~5–16 % • Institutional Ownership: ~0.6 – 1.3 % (small share held by funds) • PS Ratio: 2.6–7.6 (varies by platform) • PE Ratio: N/A (company currently unprofitable) • Revenue: growing but still modest vs cost structure. ⸻ 🧠 Institutional & Insider Ownership Professional investors are involved, but ownership remains relatively small: 🏦 Institutional Investors According to institutional data: • Funds like Anson Funds Management LP, Vanguard Group Inc., BNP Paribas, JPMorgan Chase & Co., Geode Capital Management, Raymond James, and others hold shares. • Total institutional stake ~0.66 % of shares outstanding. • Recent institutional buying totals 5.4 M shares ($5.9 M). 👤 Insiders • Insider ownership ranges in some reports ~~5–16 %. • Notably Scilex Holding Co. holds/held a significant share and sold millions of shares in early 2026. ⸻ 💡 Key Investments & Strategic Capital 💰 $150 M Strategic Investment • Scilex Holding Company agreed to invest $150 million (in BTC) into DVLT to help build supercomputing infrastructure and data exchanges. • This news triggered strong stock spikes (up ~30 % to 52 %) at various points after the announcement. 🔗 Partnerships • IBM Platinum Partner Plus involvement with AI data platform initiatives. • Licensing and integration with platforms such as NYIAX (ADIO technology) and aerospace universities. 📊 Analyst & Price Target Info • One average analyst price target recently revised to $4.08, about +400 % potential from lower prices. • Analyst consensus is generally positive (Buy rating) but based on very limited coverage. • Reminder: analyst targets are estimates — not guarantees. ⸻ 📃 Fundamental & Operational Notes 📈 Revenue & Growth • The company has reported strong percentage revenue growth year‑over‑year, though absolute revenue remains comparatively small. • Revenue guidance for 2026 was updated and expanded based on new exchange platforms and partnerships. 📉 Profitability • Currently unprofitable and carries operating losses — typical for early growth tech/AI stocks. • Some cash flow and coverage metrics show mixed support for aggressive expansion.

Worried_Quarter469

Elections date is Feb1 (10%) and June 1 25% May not be a reaction until feb 1 If he tariffs EU may deploy nuclear anti coercion measures which basically strip all US IP in Europe

TotalNegotiation1182

China never attempted to seize anything?  Are you regarded?  What is Tibet?  What is Vietnam?  What is their promise to seize Taiwan?  They’re literally in the process of seizing contested islands and they practice piracy of IP and fishing areas.  Without the US, China will establish a new international order and it will not benefit Europe in the long run. 

Gumb1i

My bad they steal lots of IP/tech through industrial espionage and hacking as well. That's probably where most their innovation comes from.