IP

Fire-flyby

China steals a lot of IP, so keep that in mind.

ConsistentClick976

1. It is dirt cheap. Pbr is beautiful. And that is even without accounting for theur IP value. Tencent acquired part of vantage studios. That crystalizes the value of them. Calculated, it lowers the pbr to 0.1 if not less. 2. Pivoting correctly. They are letting go of their obsession for political correctness. What gamers want is what's right. They are going back to basics. Blackflag refurbished is evidence. 3. Cutting costs alone relieve most of the cash burn. They fired thousands of unnecessary people. That's hundreds of millions saved every year. That doesnt slow down development. With AI and no disruptive internal debate for political correctness that only makes it faster. Prime example is twitter. Now its X. And it's much better. Because of X, i don't even come to reddit as much as i used to. 4. The gaming industry is one of the sectors that earns the most out of this whole AI fiasco. As long as they have solid IPs of course. They need less to make the same quality. IPs are the only moat. Ubisoft has probably one of the greatest moat in all of the gaming industry. Riot is a great example of ramping up the value of their dying IPs. Tencent was involved. That Tencent bought a quarter of Vantage studios that houses all of the major IPs of ubisoft. Far cry assassins creed rainbow 6. Thats a good sign of their in-house speculation of the IPs' future value

Ok-Adeptness-5834

I'm well aware Broadcom is a co-designer but nowhere in that wikipedia article does it say that Broadcom owns most of the IP as opposed to Google. TPUs are clearly associated primarily with Google.

EQBallzz

I may be mistaken but I think I saw some interview or article quite a while back that said TSMC has a plan to destroy their IP in the event of a China invasion to keep it out of the hands of China. I'm sure they have tried to diversify outside of Taiwan to a degree but if that is true that can't be great for TSMC in the long run.

Frenchtickler424

I think you’ll be alright. Could get uglier and could lose out on other opportunities but saas feels like it will really end up surprising people. A lot of the data and IP alone is worth more than some market caps

DaySecure7642

Lol. All these years China have been complaining other countries "suppressing" its growth by export control and how "wrong" it is to execute IP rights. Basically "only wrong when I can't benefit from it"

dvdmovie1

Nintendo's been obliterated lately and while it's not been the greatest stock over time, there does continue to be the value case if they can make more out of their IP.

WilliamTeacher

Basically they’re the only American company that makes advanced chips and they bought pretty much all of the most advanced ASML machines in the world in an effort to leapfrog TSMC’s technological advantage. The idea is if Taiwan’s supply gets compromised by China, Intel is the only one left who can produce advanced chips. TSMC refuse to move advanced chip production to the USA because it’s the only reason the USA would defend them against Chinese invasion. No advanced chips, no AI revolution. Intel is still loss-making but the narrative is driving up the price. And when price goes up, FOMO kicks in, people buy. The only key difference between Intel and say NVIDIA or Micron is those companies already make huge profits which forced up the price. Intel is the idea of a future potential monopoly. Key issue with Intel is most core AI players e.g. NVIDIA are reluctant to produce their advanced chips with Intel because the likelihood their IP’s get stolen for Intel’s own products is high. So whether widespread adoption of Intel’s advanced chips happens or not mostly depends on whether TSMC supply gets obliterated by China.

Overflow0X

Before you edit, you claimed the software and saas is dead..and barrier entry to destroyed. I do work in software, the juniors and new grads are fucked, not because of AI (some are, because they go through their degrees with AI, not picking up knowledge), but because of companies trying to optimize their spending and think they can cut costs. I work as a senior, I can say AI has some usefulness in certain repetitive tasks. A lot of what's going on in some fields is very domain specific, or even company specific (IP), where AI can't really help you much. Also for AI to do something like interact with data or other other services, these services and data need to exist and be maintained to begin with. I'd not say software or Saas is dead, but if their core business was something easily automated, then they may get left out easily, and it's not the first time is happens either, regardless of AI or not. You either get with the times or you get automated.

augustus331

And to you kind stranger! It's as you say, the moat isn't the individual programs, it's the combination of programmes, Adobe-native file formatting seemlessly transitioning into each other and the IP-indemnification aspect where its AI-output is IP-safe.

S4LTM0NGER

I didn’t say I hated anything. I contrasted the majority opinion about the purpose of a stock - what stockholders expect - to the idea that, even if legal, a stock buyback doesn’t correlate. Personally, I think a good business with significant cash in a market defined by producing high-earning IP signals a lack of confidence in its own ability to discern which projects should go forward. To you, I’d say it’s like taking a seat when the coach calls your number. You are oversimplifying to say it is like a dividend. At least with a dividend, you know they have confidence in the stock price. A buyback to me is sometimes a distress signal.

JustinKSU

Scott Galloway said recently on Pivot, that he had talked with Reed Hastings and suggested that Netflix move into this space. Why? Because they can provide tools along with the IP of Demon Hunters for example. If it's just clips that Netflix makes with ads, then that is a mistake. But if is what Scott is taking about, CALLS.

37366034

NBIS is a great name. People dont understand how $SIVE is already in the supply chain. I'm not sure how: - $LWLG trades at 3.5x+ the valuation - packaging companies that buy their lasers trade at 5-6x their valuation. - laser companies from $MTSI to $LITE have premiums trading in the tens of billions. And Sivers are in hyperscaler supply chains through $MRVL, $JBL, O-Net, and others rather than being dependent on one customer. There's not very many publicly listed AI DC laser companies in the world either. So either it's a highly sought after acquisition target for SAVGO or $MRVL that want to vertically integrate upstream. Or they can pull a $LITE that went from $17–>$800 and downstream TAM expansion the ELS/optical transceiver stack through IP acquisitions.

Retropixl

Because they are finally monetizing their IP in better ways, Theme parks, both movies have been extremely successful (and the Zelda one will likely be as well) it’s a notoriously well ran company, with loads of cash. They also care so much about their IP and have one of the best legal departments in the world. That’s at least some of the things that stand out to me, and that’s with a company that is currently trading at an attractive valuation which has nothing to do with AI. I am extremely confident that when AI takes a backseat Nintendo will continue to do very well.

Informal-Composer226

“Won’t have one built until mid-2030s” — true, but this applies equally to Oklo. Neither company has a reactor operating. This isn’t a differentiator, it’s just the nature of the sector. “They sell designs only” — this is actually a misunderstanding of the model. Terrestrial Energy’s primary assets are its proprietary IMSR technology, regulatory progress, and cash on the balance sheet — they’re not a pure IP licensor, they’re developing plants for deployment. The “designs only” framing would apply just as much to Oklo at this stage. “Need to dilute into oblivion” — this is the strongest point in the critique, and it’s a real risk worth taking seriously. All pre-revenue capital-intensive companies in this space will dilute. But IMSR raised $292M via the SPAC , which is a meaningful cash runway. Oklo will face the exact same dilution pressure at 12x the current market cap — arguably worse risk-adjusted. “Oklo is far better and more scalable w/ AI” — this is pure vibes. There’s no substance here. The “AI” angle is a reference to data centre power demand, which applies identically to both companies and the entire nuclear sector. IMSR plants are explicitly designed for data centre operation as a use case. The tell is that none of the criticisms are specific to IMSR — they’re sector-level concerns dressed up as IMSR-specific ones. It reads like someone who holds Oklo justifying their position rather than genuine comparative analysis. Not worthless to consider the dilution point, but I wouldn’t weight the rest heavily.​​​​​​​​​​​​​​​​

mr_chub

Mobile gaming defeated Vita, no handheld had a chance. The DS was the perfect “right time, right place” handheld, which the PSP also benefited from but that was it. 3DS was almost dead on arrival if it wasnt for the all glorious Nintendo IP factory.

Available-Coat-8870

Please...VPN Gateways, Public Endpoints and IP's, SD-WAN Appliances, Cloud Workloads ...Comprised User Accounts etc... "Airgap everything and we'll be fine" come back to reality man

Suitable-Broccoli264

They were also entirely hacked and had all their IP stolen after the dotcom crash. Chinese companies were suspected, but never proven to be the culprits.

ipnreddit

Huh I didn’t realize iPhones were IP67 or 68 I wouldn’t begin to think about submerging mine in water for 30 minutes. I guess maybe right out of the box but the seals weaken over time?

avaslash

Unlike NFTs and block chain, AI does have much broader use cases. The AI bubble is closer to the .com bubble. Some over leveraged companies will likely struggle and maybe go bankrupt but AI wont go anywhere and it will just result in a consolidation of IP and resources into 1-3 market dominators. NFTs are barely even a thing anymore. Block chain very much still exists and is used but it is appropriately un-hyped and serves rather boring obvious roles like verifying ticket information. But AI while definitely inflated beyond its real worth, isnt a bubble like those two. AI wont die with am economic crisis. Its too useful. Even if the USA doesn't pursue it, China certainly will.

VictorChristian

I know this sub is a bit fanatical about this subject so I'll give ya'll something to downvote - I happen to like the higher IP rating that comes with a sealed system. Making the battery user replaceable is nice, but that probably means compromised IP rating. My use case is such that I prefer stronger ingress protection over a battery I can replace. I have AppleCare if the battery does need replacement and truthfully, I never hold onto an iPhone for more than a year, anyway.

xdrtb

I can replace my iPhones battery, from home, today. It requires specialized tools, but that meets the regulation as I can get them for free from apple (regulation states if specialized tools required they must be provided free of charge). The regulation states if the phone has IP67 waterproofing and 80% of its capacity after 1000 cycles it must be repairable by an independent professional OR at home. Today, the iPhone 15 and up can do that and I could replace the battery at home. The only changes being made that apply to the regulation are improved adhesives making it easier to remove the battery and better access (front or back). Presumably Samsung, LG, etc also have their flagships fall under this banner. This isn’t really impactful for Apple or the other big manufacturers.

Leading-Ability-7317

This is not correct. They consider a battery to be replaceable even if it requires specialized tools to remove if it is IP67 and has 80% capacity after 1k cycles. https://9to5google.com/2026/04/21/those-new-eu-battery-regulations-probably-wont-mean-hot-swap-batteries-for-your-android-phone/

orangbulu

[This Commission Notice](https://eur-lex.europa.eu/eli/C/2025/214/oj/eng) from January 2025 states the following: > [Annex II](https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32023R1670#anx_II), point B, 1, 1.1, (1)(c)(ii) of Regulation (EU) 2023/1670 states that manufacturers, importers or authorised representatives may provide the battery or batteries referred to in point (i)(a) *only* to professional repairers if manufacturers, importers or authorised representatives ensure that the following requirements are met: * (a) after 500 full charge cycles the battery has, in a fully charged state, a remaining capacity of at least 83 % of the rated capacity; * (b) the battery endurance in cycles achieves a minimum of 1 000 full charge cycles and after 1 000 full charge cycles the battery has, in a fully charged state, a remaining capacity of at least 80 % of the rated capacity; * (c) the device meets IP67 rating.

stoplossftw

all good points, they can hire them for IP and tech team prowess, others have done so as well problem is the valuation, looks very costly especially considering Musk's track record at acquisition: from SolarCity to Twitter, he seems to always pay above market value... maybe being the world's richest person makes him out of touch

Capital_Answer_7491

I think it’s a bit like the Minecraft movie situation where the IP is so massive it’ll sell even if the game isn’t good (unlikely the game won’t be good)

johnk419

You are free to disagree. Maybe I don't know the average Netflix audience well. But IMO the stock would do much better and gain more subscribers if they spent their money on building high quality IPs. Imagine if we had Harry Potter level IPs born on Netflix. Not only would they milk content from that u diverse they could sell merchandise like Disney are doing. I know Netflix's bid for Warner Brothers was precisely because they wanted their IP portfolio. AI slop can only get you so far. Even Disney is walking back on the garbage they have been creating lately, and in a desperate bid to win back fans they are resurrecting characters from the Avengers era for their upcoming Doomsday. NFLX could be a trillion dollar market cap if they had the proper IP portfolio. As a long holder I want the company to do well and it is frustrating to me the garbage they are pumping out. Like, a lot of this slop they make I could write a better story using AI. These writers I swear to god are braindead.

the_snook

Could be leaking through one of the 3rd-party services they use for user tracking. Someone with that data sees you visit Robinhood and matches it (by cookie, IP address, browser fingerprinting, etc.) to your profile where they've managed to pick up your real email address from some other site (where you used an unmasked login years ago).

mehmet_okur

Cursor needs: massive compute they can't afford,ore capital injected Spacex needs: more very smart to engineers, desktop integration both win/Linux terminal (CLI), native win/Linux (GUI), and IDE. Grok currently has zero penetration into desktops outside of support for using their models in tools like VS Code. Spacex can fill those compute and capital needs in exchange for more super nerds and cursors established desktop platform IP (even if consensus is that Cursor had fallen off). To look at this and think "Elon out of touch, nobody uses cursor anymore, hurr durr" is goofy. spaceX is well aware that cursor product fell off the map compared to codex and Claude in 2026. Believe it or not, buying assets and companies when the market thinks they are dogshit is the most fundamental way to make money next to prostitution It may fail and end up being a terrible decision, who knows, that's not the point. They believe they are getting a cheap price based on how they value Cursor as a company. For example: Claude dominates market currently with a 90+% chance to be best objective AI on prediction markets for April 2026. This would be a bad time to buy anthropic unless you are the kind of guy to go all in on BTC at 120k ATH. That's what a guy in a clown suit told me while I was looking dinner in a dumpster tonight. Verbatim. Cool guy, a bit verbose though.

mulletstation

Hasbro already makes all the Star Wars toys in existance, so there's already a heavily entwined relationship. FFG may not have a fully exclusive license with Disney to use Star Wars IP as a card game, and Hasbro probably has 100x-1000x the cash flow that FFG has and could probably sway Disney into signing a deal.

mulletstation

MTGA revenue is not meaningful to the overall growth of revenue, which is still mostly paper card sales. It almost doesn't matter if they have the same cards in there or not vs. paper. I expect collabs bigger than FF because that's what Maro has said, and there's plenty of survey data out there that shows they're looking at a lot of IP's. Avatar is a top 5 set of all time, it did more than 'okay'. TMNT is not a flop at the distributor level. Lorwyn is a huge hit, not sure why you think it's a flop.

jnads

Eh, reddit already probably does a lot of basic bot shadow banning based on multiple account traffic based on IP. The issue is bot farms use phones and the mobile app and input text direct from the LLM via keyboard app. How do you do verification when it already looks human?

saera-targaryen

Reddit could detect a large chunk of them pretty easily, in the same way google uses those "Are you human?" verification screens. Track typing speed, comment frequency, how many accounts are on the same IP, literally so many ways. They could use this to just ban the top 1% worst offenders and it would still be immensely noticeable on the website.  The other thing they could do is implement curated block lists like bluesky has. A few blocklist moderators can curate lists for different users to block different types of accounts, entirely maintained voluntarily. It's made bluesky so much more usable to know that I don't even have to see the bullshit spam, someone's already blocked it for me. 

Zuparoebann

I think WoW would be a weird fit since Blizzard already has Hearthstone, it would make more sense for them to turn Hearthstone into a physical game themselves rather than sell the IP rights. Might be too much of an investment for them though. I'm personally hoping for a Fromsoftware collaboration with a set about the Dark Souls games and/or Elden Ring. I'm not sure if that would count as "bigger than Final Fantasy" though.

mulletstation

FF released but they still are printing FF play/commander and ancillary products. They will keep that money hose on as long as they legally can, and presumably will make a FF2 FF3, etc... sets in the future as long as they can pay for the IP license.

UsernameWasTakens

I got a lifetime IP ban from the league subreddit for responding to someone who told me to kill myself, I told them to touch grass. IP ban.... bruh.

WestTwelfth

You only KNOW it’s tech bubble when something erodes earnings. But the potential for erosion is clearly present now. First source, regulatory and legal risk: potential for changes in the areas of environmental, labor, and IP rights. Second source: commodification risk, when competing services become essentially indistinguishable and price becomes the dominant competitive element.

jdohyeah

Good downside floor. I'm not sure about "astronomical" upside potential from here. It's a high cost product to administer, and the IP landscape is complicated and heavily litigious in the mRNA space. Good luck, I hope these print for you.  If you're interested in wild upside, Aussie biotech RAC (Racura) also presented at the AACR with their drug that switches off the MYC gene. They'll be publishing the abstract in Cancer Research. Highly recommend doing some DD on it if biotech is your jam. Small molecule, IV delivery, 20 year patent, market cap $440M.

johnk419

You clearly didn't read my comment. They're not even making good human made content, what makes you think AI slop is going to make their content better? It's not about whether or not the technology will get there. It's about making quality content and establishing a good portfolio of IPs. The sole reason Disney is surviving no matter how much they shit on their IPs lately is because of a loyal fan base, not to mention being a cultural icon selling merchandise like hotcakes as well as having Disneyland. They also have Pixar which is still producing a lot of good content. Netflix on the other hand has none of those. They have short one off successes like Stranger Things and Squid Game, but these are not Harry Potter or Star Wars level of cultural impact and are forgotten a year or two from now. They spend a metric fuckton of money on content but their content is shit, adding Ai slop on top of already garbage content isn't going to establish their IP portfolio. Their saving grace is literally their Korea branch which is producing hits after hits and also their ongoing content deal with Sony. They have to get their their shit together right quick, because them raising their subscription price while simultaneously producing garbage is not a good business plan long term.

AdAny631

Anyone "investing" in a company that dilutes its shareholders EVERY SINGLE TIME it squeezes belongs here. But if here one damn thing about hedgies and apes strong I'm going to snag your IP address and murder you in Minecraft.

Emotional-Fish-2076

I switched to the fold 5/6 years ago and no regrets. A foldable screen with a stylus is such a game changer in todays tech landscape. I commented that Apple has been relessing the samd products since the launch of the iphone X almost a decade ago with only marginal hardware improvements since..its good in the sense that an iphone 11 or 12 can still hold its own as a primary device. Its bad that they dont have a single foldable option and the market in the US is especially handicapped against importing and operating the literal best phones from Oppo which have better cameras, still support a stylus (im not dropping my fold 6 until i can upgrade to another foldable with stylus support), thinner profiles, bettery battery life, improved android UI, fuck the list goes on its embersssing how behind every US based phone manufacturer is to the point that they outlaw the competition to protect their "market" but stunting innovation. TL;DR theres a huge market opportunity in the hardware space but the problem is China owns all the manufacturing tech...in a way Apple planted the seeds for the entire modern US manufacturing collapse from phones, tvs, autos, etc...by offshoring all the manufacturing techniques, technologies, expertise. It and the rest of the US made a bet that IP would save them and now as they fall behind in all aspects except marketing and selling you a fiction that isnt real they and everyone thats in the US finds itself in quite the pickle

MrCarlosDanger

Where did I ever say I disliked it? Almost a billion people use it because billions of people already have apple products. They took a fully formed product and recreated it inside their walled garden ecosystem. It was and continues to be wildly successful. Take a different example, Netflix did something innovative with subscription video streaming from a catalogue of IP that wasn’t available online. YouTube/vimeo/etc existed, but netfilx did something different. When Disney+ roles out with a catalogue that gets a billion users, do you consider that innovative?

sweejaa

Yep yep!! Huge deal. This gives CHAR the IP and hardware required to be able to supply biocarbon not just to Elkem but other silicone producers as well!!

WiseAddiction

“High possibility $SIVE likely becomes the light source for Google's supply chains if talks go well.  Especially as their custom ASIC likely pushes Celestial AI IP for scale up (Photonic Fabric) in the MPU's architecture. And this maps to both $POET and Sivers. Custom ASICs take years, so there's probably material revenue from Google until 2028.  Vendors are also probably multi-sourced, but having Google as a likely end user is a structural multi-year catalyst past 2028. Markets are typically forward looking.” POET and SIVE are the underlying plays here. As soon as people connect the dots on this one the sky is the limit

wizards-hat

Load up on Lionsgate Studio ($LION). Netflix ($NFLX) could view it as a potential acquisition candidate now that Paramount bought ($WBD). $LION has a hit movie coming out this week that likely will exceed a billion dollars in my opinion. $LION Low market cap Low float Large amount of IP

ThreeKiloZero

I trace routed your IP, and for the final hop it says "Claude wrote this."

staythewaters

Iranians can't trade on the US market, lmao. OFAC prohibits Iranian nationals directly from doing it and it prohibits any financial services from doing it on behalf of Iranian nationals. They can't have brokerage accounts. They can't even login to platforms from Iranian IP addresses. There's a whole industry specifically geared around OFAC enforcement for US platforms. If any brokerage was caught facilitating a trade of Iranian origin, they would be absolutely and irrevocably fucked. You really don't know shit about shit, do you?

Cool_Plum7629

BYND has a lot of copy cats, the precision fermentation and cultured meat has a lot of IP

meltbox

Yes and no. Yes as in Facebook was genuinely a groundbreaking product in some ways. No because they make all their money on ads. The fact that Zuck has personally interfered with trust and safety doesn’t make him some genius, just devoid of morals and lucky that he has a platform that has huge advertising traffic. Again the whole thing is Facebook and acquired IP. He hasn’t built one single thing after Facebook.

thetituscodex

The site just changed over to defense ... I was looking at it yesterday and it looked like it did the last time the wayback machine captured it on March 19th. Today biomx.com is completely different. Mar 12th: Cloud flare DNS configured Mar 19th: Last Wayback capture Mar 31st: DFSL option agreement 8-K filed (SIGNAL) Apr 10th: Zorronet acquisition closed Apr 13th: DFSL definitive agreement 8-K filed ~Apr 10th - 17th: Site changes ... I have looked for any other DNS / IP changes I can find, but this is a close a I can get to the timeline. I was looking at the site yesterday and it was a biomed company. Today ... go look for yourself. [biomx.com](https://biomx.com) Yesterday: [it looked like this](https://web.archive.org/web/20260215191933/https://www.biomx.com/)

Rarek

Did you see sales numbers already? They haven't been released. Capcom has also been dripping old IP releases. You could say it's priced in but historically it does run up to earnings in any case. If Pragmata breaks 3 million units then it paid for itself in development, which could happen based on the reviews.

Rarek

They have old IP that is still selling. Resident Evil, Monster Hunter, and now Pragmata. They don't have the hardware constraint Nintendo does, namely ram.

SkepticalInvestor21

This has several red flags that warrant caution before investing. The website uses high-pressure marketing tactics and promises of revolutionary technology without providing verifiable technical details or peer-reviewed research. I can't find any SEC filings, patent information, or legitimate news coverage about this company's supposed coal refining breakthrough. The investment structure they're promoting looks more like a private placement that isn't properly registered. Before putting money into any "revolutionary" technology claims, especially in traditional industries like coal, verify the company is properly registered and has actual IP/patents you can research. The energy sector has strict regulations for a reason.

okdriverr

Yes, his business. There is not $65M in the bank. There’s property, equipment, IP, etc.

Recoil42

>Just to name a few: First, the WASM edge itself reflects a deeper set of values about building quality software, they still have those values and we know the have the ability to execute on it because they have been already. But that's not a moat. You're tacitly describing what is effectively bankruptcy on the existing IP and a total reset. If your argument is that Figma has a culture of excellence, that's fine. But lots of companies have cultures of excellence and the paradigms are changing, so I'm not sure what that means for the stock. It could be worth zero, it could be worth infinity. Feels like the only certainty is uncertainty, if you catch my drift? >Number of iterations or commits or lines of code is not inherently predictive of quality software, there is no guarantee that infinite loops of LLM's iterating on code can ultimately produce a product with the quality of Figma with any degree of reliability (In fact I am highly skeptical of this and am of the belief that over time this will become more apparent. We're aligned on the core point that the LLM is a tool, and the tool still needs an artist. But you're still getting confused between the two different parallel discussions here: 1. Whether Figma itself is materially replicable in the age of agents. 2. Whether, in that same age of agents, anyone gives a shit about replicating Figma. The first question is interesting, but it doesn't matter one bit if the answer to the second question is a long-whistled no. >No, it's not. And no, LLM's are not demonstrating emergence.  You're getting confused again here: Emergence just means something has behaviours that were not designed into that thing. See [emergent gameplay](https://en.wikipedia.org/wiki/Emergent_gameplay). Yes, LLMs (they're not LLMs anymore, actually, as all major models have native multi-modality) have emergent characteristics and that's not in question at all — [the term zero-shot learning](https://en.wikipedia.org/wiki/Zero-shot_learning) exists for this reason.

garden_speech

No, that’s not a good analogy. It’s more like a horse saddle company and a company making machines that will manufacture the horse saddles at a very low cost. The piece you’re missing is IP / patent and copyright law. Theoretically yes, if machines can do anything humans can do, can’t you just ask for machines to make you an iPhone? At low cost? So then why would Apple survive? The reason is Apple will still legally be the only one allowed to make iPhones that work with their OS and the cellular networks that are legally allowed to operate.

Waveytony

NFLX is such a garbage platform. They have zero compelling IP outside of what they’ve leased from other companies

OptionsProOfficial

Yeah this sounds like one of those “all red flags, no upside” situations. If people aren’t getting paid, IP is being lifted, numbers are unaudited, and it’s basically a pay-for-signals newsletter, that’s usually the cue to walk away and just use the free indicators and tools they copied from in the first place.

Sufficient-Aide6805

It’s a media company (with worthless IP) that’s still valued like a tech company.

SuuuushiCat

Unless they expand into other markets, industries, or products. How can they double to 200? There's only so much population on the planet to sell subscriptions to. They would have to double their subscription price in that time frame. I like some of Netflix content, but I have already unsubscribe since it's been getting pricy. There isn't enough content to make it worth while for me and I rather just spend that time gaming. If they have a way for customers to fund shows that have been axed and they still control the IP. I would gladly chip in some money to resurrect some of my favorite show that never got a chance for an ending. Been wanting to get The OA resurrected.

TwoAlert3448

Technically they already did, laid off all employees and closed all their stores, sold the brand IP and pivoted with the tattered corpse. If you mean they’re going to go bankrupt -again- … probably.

drew-gen-x

I bought $IP and $GIS along with $CAG this morning. I want to replace my $TLT position w divy stocks. I've already bought $T, and $VZ. I get the bear case on processed food stocks; but they're learning to run very efficiently. And if I can buy consumer staples at prices lower than 2020 COVID lows with today's inflation & get paid a divy to wait for a rebound, I can wait.

snakesoup88

I once did a 6 way horse race including robo firms, self directed, cfp directed and a stock picker. All dialed up to max aggressive risk tolerance in a moderately bull market condition. It ran for 2 years concurrently and IP came in dead last. The cash drag is no joke. 2 years may or maybe be conclusive, but I was also testing the intengibles like interface, customer service and ease of use. I still like Schwab, just not their intelligent portfolio offering.

Smittywasnumber1

Thing is - they haven't actually bought any AI hardware yet. The 'announcement' they made is still just a proposal which has to be voted on by shareholders next month. Allbirds sold all their IP and inventory for $39M, and had a further $24M in cash reserves reported Q3 last year - they've probably burned through some of that cash reserve in the intervening time. So - their current investor pitch is that they're essentially a $50 million box of cash with a NASDAQ listing. They peaked at $200M market cap post-announcement, which is wild. It essentially valued 'being a NASDAQ listing' at 150 million dollars. It just reeks of a desperate attempt to temporarily pump the stock price up to dump on unassuming specu-vestors.

LordRabican

So, if I’m understanding correctly, they have literally no business and no IP. They are just a registered business entity, i.e., a shell company, with $50M and they thought their best way forward was to announce that they have a zero-baked plan to micro-copycat Coreweave?

Awkward-Roof1500

exactly the same as far as I can tell. They sold off all their show related IP as well. Like this is essentially a completely new company right?

peterbradley419

Ok, regardedness is back. Here is why I think XELB could be next. XELB is \~9M market cap ready to do the exact same clown dance. Ultra-micro shell with basically no real biz left. They’re a brand licensing shop (Halston, Judith Ripka, some influencer kitchen/pet lines). Going-concern issues. Asset-light: the only real value is some IP and licensing agreements they can dump to the highest bidder tomorrow (just like Allbirds offloaded the sneakers). Boom, clean NASDAQ shell. Tiny float (\~3.3M shares). Low liquidity = violent moves when the PR drops. Robert W. D’Loren (founder, Chairman & CEO of $XELB) is a serial Wall Street deal-maker. He’s done this exact move before: NexCen Brands + he led the recap/restructure of Candies Shoes straight into Iconix Brand Group. Capital markets background, guy knows how to play the markets: co-founded UCC Capital (debt/equity investments in IP companies). Managed $1B+ in assets at Fosterlane. Total career investments in 30+ branded consumer/media companies > $2B. He could be just regarded enough to try play this...

No-Understanding9064

Well it was actually a decent arbitrage when they were basically liquidating their IP, I had a small amount in the 2s. The pivot to ai is hilarious and a far larger return than originally expected

ehboose

Did anyone actually read it? $20 mil market cap company sells their IP for nearly $40m and stock rips. No shit

Hyperious3

the offloaded the shoe division and IP, basically were left with just skeleton management and a bunch of debt. IDK how the fuck like 10 dudes in a office with several million dollars of debt yoke expect to actually do anything other than pump and dump for the next 3 days. Zero chance they do anything other than just pay down debt and pocket the rest.

ActivatingEMP

Shoe company sold all their IP and announced they are going to use the money to buy then lease GPUs

Educational_Exit_5

Alphabet is the only AI that does everything from chips to AI models, btw broadcom uses Google IP while everybody is busy with AVGO this is the time to load up on Alphabet no second thoughts

_DoubleBubbler_

Yeah I think so too. I am hoping in time that EnSilica considers a NASDAQ listing as if they were given their expertise, IP, partners, customers and prospects they would probably be trading 5x higher at least compared to now. For example one of their key competitors Satixfy was recently acquired by MDA Space for 13x revenue. EnSilica is currently trading at about 2x this financial year’s forecast revenue. If you are new to penny stocks, it is worth considering that smaller companies with potentially lower liquidity (i.e. a smaller volume of shares traded) it is always prudent in my opinion to consider a limit order when buying and selling, as the spreads can be wider than more actively traded shares. For me though EnSilica is potentially a long term investment so hopefully in time when I sell the share price will be far higher than now.

Galifix

Fair points all around, and the Qualcomm comparison is actually the most interesting one you've raised. But it cuts both ways - nobody in 2000 looked at a cash-burning IP company with unproven silicon and called it a sure thing either. They got to spend 20 years in court because they had foundational IP in the standard before anyone cared. That's the argument here. On routing around the patents - standards allow alternatives in theory. But if Beammwave's architecture genuinely is the most power-efficient way to do digital beamforming at these frequencies, the practical alternative doesn't exist. Unproven, yes. But that's the specific bet. You've laid out why this is low probability better than anyone else in this thread. The only disagreement is whether $8M is a reasonable price for that probability. I think it is!

Galifix

You clearly know the space. Let me try to respond as best as I can... **On "everyone is in 3GPP"** \- yes but not everyone gets cited by name in the moderator summary for specific technical input on evaluation methodology. There's a difference between submitting contributions and having the moderator adopt your framework. That's not nothing. **On the power/thermal point** \- this is the strongest point you've made, and I wont pretend it's solved. But Beammwave's distributed architecture is specifically designed to avoid centralizing the DSP load that kills traditional digital beamforming. The whole point is distributing complexity across the array rather than routing hundreds of Gbit/s to a central processor. Whether that actually closes the budget in a shipping UE is unproven - but it's not the same problem you're describing for conventional digital beamforming. **SEP** \- you're right that contribution, SEP is a long road and most companies don't make it. But Beammwave has 40+ patent families specifically covering distributed digital beamforming at mmWave. If the 6G standard moves toward digital beamforming, which the evaluation methodology they're helping write suggests it might, those patents become relevant regardless of who manufactures the chips. **On OEM in-house development** \- Apple and Qualcomm both build modems in-house and still pay SEP royalties. Building your own silicon doesn't let you escape essential IP, it just means you implement it yourself and license the patents The four-step path you outlined is real and most companies fail it. The bet is that Beammwave is specifically positioned to thread that needle - the right architecture, the right patents, at the right standardization moment. At $8M market cap, you're not paying for a sure thing. You're paying for the option :)

SitshaIom

Lol, is this scam still going on You’re massively overestimating what “being in a 3GPP document” actually means. Everyone serious in wireless is in 3GPP. Apple, Qualcomm, Ericsson, etc. submit hundreds of contributions every cycle. Getting a “per Beammwave input” mention just means they said something relevant in a discussion, not that their IP becomes standard-essential or monetizable. There’s a huge gap between: \* contributing to a study item \* having your idea survive standardization \* owning SEP (standard-essential patents) \* actually collecting royalties at scale Most companies never make it past step 1–2. Now to the part nobody in these posts ever addresses: the actual implementation. Their whole pitch is distributed digital beamforming at mmWave in a UE. That sounds great until you try to close the power + thermal + complexity budget in a real device: \* multiple RF chains per element \* high-speed ADC/DAC (or equivalent constraints centrally) \* hundreds of Gbit/s internal data movement \* continuous beam tracking, calibration, coherence management All of that has to live inside a phone that’s already thermally constrained by the modem + application SoC. You don’t get to handwave that away with “digital solves analog problems”, you just move the cost into DSP, memory bandwidth, pilots, and power. And no, “duty cycle” doesn’t magically fix it. RF systems are dimensioned for worst-case combined scenarios (bad coverage, UL bursts, heat, blockage), not a friendly average case. If your architecture only works after smoothing everything out, it doesn’t work. On top of that: \* 6G timeline is \~2030+ -> years of burn before revenue \* $8M microcap -> dilution risk is basically guaranteed. It has happened, it will happen again. \* OEMs are building in-house -> you only win if your IP is unavoidable There’s zero evidence of that so far. No real UE design wins, no independent validation at scale, just demos and slides. So what’s the actual bet here? That a tiny Swedish company not only participates in 3GPP, but: 1. gets its approach into the standard 2. owns essential IP around it 3. survives long enough to monetize 4. beats incumbents who’ve dominated RF patents for decades That’s not a “catalyst play”. That’s a long-duration, low-probability lottery ticket dressed up with buzzwords like “6G” and “at the table”. Yeah… “the market hasn’t noticed” 🤣

Galifix

Fair point, but Beammwave's patents aren't on the standard itself, they're on a specific digital beamforming implementation that's technically superior to anything else out there. If it's the most efficient way to hit 6G performance targets, manufacturers won't have a choice but to license. Same reason Apple still pays Qualcomm despite spending billions trying to avoid it. That's the entire bet IMO. Essential IP, not just influential IP.

Galifix

The revenue model is IP licensing and chip sales, not current earnings. When 6G rolls out and billions of devices need beam management, companies whose technology is embedded in the standard collect licensing fees on every unit. Think Qualcomm's model, but at the very beginning.

PHL1365

How would you assess the quality and helpfulness of the CFP? I may put a portion of my portfolio into the IP just to have someone provide some useful perspective.

Echo-Possible

Because it looks like more of an IP licensing agreement than an agreement to make chips through Intel’s Foundry business. Elon is trying to stand up his own foundry and own the entire supply chain, not use Intel’s business and just relabel it as Terafab. The announcement is very vague but it reads like a licensing agreement for some Intel IP that Elon would hypothetically use at his own factories (not Intel’s).

soapboxracers

The important question is whether Intel can get their 18a process down and then keep pushing smaller. TSMC has no spare capacity, and no one likes the idea that the only source of the most advanced chips is an island right next to China. If Intel can finally get their fab act together it would justify a big increase in stock value. They might have to split the company so the fab side is independent to ensure other customers feel comfortable giving them access to their IP- but they’ve honestly needed to do that for a while anyway.

FourScoreAndSept

Probably both, but IP claims is a nice cover story for speech suppression

Echo-Possible

Okay fair point on Microsoft announcement from 2024. If Intel can get 18A yields then Microsoft will produce their shitty Maia accelerator on it. However, Maia has been significantly delayed so we'll see. I think Microsoft is more likely to lean on Nvidia and AMD for accelerators than their own ASIC which isn't great. I'm betting the "deal" isn't guaranteed money or production for Microsoft unless conditions are met (like yields and quality). Let's see if any production ever materializes. Terafab is a joke. And nowhere in the announcement does it say Elon will producing chips through Intel's Foundry business. It says Intel is going to help Elon set up his fab. He wants to set up and own his own complete fabs for the entire supply chain. He doesn't want to be an Intel customer. More likely is he is going to license some specific IP from Intel.

fungoodtrade

sana made pancreas cells that don't reject when put in a human and still produce insulin. --- they have some pretty cool biotech IP. They aren't the only one doing this actually, but mayo investing in them is a good sign. ripping after hours https://preview.redd.it/ua70vsczy0vg1.png?width=860&format=png&auto=webp&s=1734406e7cc514d6ff75c4ce15cb1d7d0a682c5b

A10cc

Probably gonna be banned again, but I don't give a fuck. I'll just reset my IP and make a new account with a new email address. LOL eat a bag of dicks Reddit.

reaper527

> I just meant Netflix had a clear cut reason why it tanked. And as soon as it backed out of acquisition stock recovered. to be fair, they probably wouldn't have been fine even if they did stick to the deal (as long as they ultimately got it and all the regulatory stuff got approved). wbd does have a decent amount of desirable IP. harry potter is one of the biggest IP's in the world, plus all the various big name hbo stuff, and while more of a legacy thing than a current thing you've got all the looneytoons/hanna barbara stuff.

pleasestoptalkin

And I remind China that fishing in other nations waters and copyright infringement of our IP violates International law. See no one cares

jmmv2005

Switch 2 is actually selling quite well. Yes the tariffs made them revisit the amount for the US market, but that is still huge. There are quite some exclusive games coming out for the switch, and Nintendo is using their IP quite well even with movie tickets and merchandising.

WickOfDeath

The rage in the markets has the wrong reason. 1.) you just cant replace the software XY by an AI, except the IP owner does this by himself. Software has massive IP behind it. This massive IP must be used to train an AI... but an AI is nothing except a LLM, and a LLM is nothing without external "skills", e.g. for data retrieval, data processing, data storage, data visialization. A LLM is NOT something you throw in any kind of unstructured infmration, it can understand language only and imanges. 2.) Software companies were overvalued. Their values correct now. I look often... how far have they been falling, how integrated are they with their clietns and eventually with tenders taken? SAP for example is such a huge thing you would need more money than the market cap of SAP to train an AI with that what SAP does in fact and the AI alone cant do what SAP does. The future: The strength of an AI is the language model, the understanding of written or painted information. E.g. automatied document processing... e.g. in a claim checking department of an insurance company. Where they get millions of application letters, claim letters, explanation letters. Formerly a human had to read all of that stuff which leaves place for misinterpretation and misjudgement. After moving this into an AI the human has only to check the decision of the AI , claim accepted, claim rejected, further material needed... AI is not a database. But you will need a databaes in case the service processes data, stores it somewhere and uses it later. The AI can "remember" written stuff.

siazdghw

Intel's fabs and IP are worth more than their current valuation, especially with the US government wanting more and more domestic tech, TSMC always at risk due to China, and chip supply demand growing for one reason after another. Plus their current chip design is actually pretty decent. Multithread is great, more efficient than AMD, better iGPU than AMD, and Windows on Arm being a dud. Of course they still need to regain lost server ground but for they are in a better place now IP wise than they were in the last 7 years.

DrXaos

Some of those may have a step up in cost basis if you inherited them though that depends on various technicalities. Yes the IP is maximally useful if you have extra free cash. It has had about even US vs international equities in its allocation which hurt for a few years but benefitted this year. It would be reasonable to keep existing funds and trim to an OK allocation and then direct dividends and interest into a different pool.

TrivalentEssen

Once china is in control, it is possible they dominate ai space. Attempt to control Taiwan, expand their oil production which probably involves some invasions. And also rare mineral extraction. Yuan #1. Move your body to some RMB. China is kinda more lawless, so once they are in power, they need to show the world they are responsible leader, by creating real IP protection and such. This will be after they bully and solidify their #1 status

fennforrestssearch

I definitely agree that even if Sam and Dario don’t want to explicitly collaborate, they will likely form some kind of alignment with the aim of maximizing margins. However, I do wonder whether that front will actually hold, given that: A. China exists, B. Some employee within these companies might recognize the economic and social implications and either leak IP to open-source initiatives or found a startup using similar ideas, drastically lowering costs It’s similar to how Amazon tries to protect its margins at all costs, yet that hasn’t prevented Temu and Alibaba from growing rapidly by offering similar services at significantly lower prices, despite best efforts from the West to contain them. My thesis is that yes, Cartel will definitely will be formed by the big AI players but they will be either internally or externally poked at so hard that any kind of high margin power like Saas Companies traditionally held evaporates. But either way job displacements will be a hugh talking point in upcoming elections...

Master-Sky-6342

Just a friendly reminder that American companies trained their models on copyrighted content so they are already thiefs stealing IP and nobody is doing anything about it. There is no IP in the first place to start with...

fennforrestssearch

What I keep asking myself is: what actually stops China from catching up or stealing IP through prompt injection attacks, replicating the tech at scale, and offering something that’s 90% as good for 20% of the price? Wouldn’t that just drive margins down across the board and lead to pretty unexciting stock performance overall? There are high geopolitical incentives to destroy that buisness model at least ..

Acceptable-Target363

If OpenAI goes bankrupt, Microsoft already has the rights to their IP

Pugovitz

I can't wait to see the evidence that someone from an IP address in the white house made trades on PLTR minutes before this post.

snorlax42meow

Isn't Amazon bankrolling them these days? Microsoft has OpenAI IP rights and invested early.

ReferenceFunny7142

CPI more like IP through my Cock. amirite !

SkepticalInvestor21

Interesting find on the patent milestone. Patents are definitely a good sign for IP protection, but with penny stocks in the AI/delivery space, I always dig deeper into the fundamentals first. A few things I'd check before getting excited: Are they actually generating revenue from these patents or still burning cash on R&D? How much runway do they have? And most importantly - are there any major players already licensing their tech or just pilot programs? The autonomous delivery infrastructure play makes sense conceptually, but execution is everything with these small caps. Worth running through due diligence to see if the financials back up the tech story before jumping in.