IP

LostandConfused2024

Story time: Nearly 15 years ago, I was on a forum for one of my favorite games. I had made a post that contained a rap I wrote relating to the game. To try and boost engagement, I created a separate account and commented that it was such a good rap. Hours later, I revisited the post to see if it had gotten any interaction. It did. But not the type of engagement I thought it would. One of the moderators was able to see that the post came from the same IP address, and I was getting cooked for creating a separate account to try and hype myself up. I still cringe about that till this day; I don’t understand Kevin Durant lives his life like this.

HEK293INVAX

feeling hedged with EONR: [https://share.google/aimode/2zt4R5DS5PdoNtSDh](https://share.google/aimode/2zt4R5DS5PdoNtSDh) * **Next 15 Months:** Approximately **75% hedged**. * **Late 2027 (Final 9 Months):** Over **50% hedged**. * **Pricing Floor:** Many of these contracts were locked in at prices exceeding **$70 per barrel**. * **Strategy:** The company uses a combination of **no-cost swaps** and **no-cost collars** to protect against price drops while allowing for some upside participation. * 2026 Drilling Schedule & Hedging Impact The company’s current schedule directly dictates when they will need to add more price protection: * **Q2 2026 (Recompletions):** EONR expects to increase net production by **100 to 300 barrels of oil per day (BOPD)** through the recompletion of five vertical wells in the San Andres. * *Hedging Impact:* This immediate bump in volume provides the first opportunity to hedge additional barrels at current market spikes. * **July 2026 (Horizontal Program Start):** The first **three horizontal wells** are scheduled to be in service by the end of July. * *Hedging Impact:* These wells have high initial production (IP) rates of **300 to 500 gross BOPD** per well. * **Year-End 2026 (Scale-Up):** Approximately **10 horizontal wells** are planned for completion by the end of the year. * *Hedging Impact:* As these 10 wells begin producing, EONR will likely need to expand its hedge "platform" to maintain its target of approximately **75% coverage** for its rolling 15-month production forecast.

literallyanythingr

I completely agree with the majority of your assessment and I would like to say nearly all the cyber security industry does as well! The cost of doing things right, (E.g. locking down external facing assets, keeping systems patched and up to date, investing in monitoring and security software) is usually an added cost that has no tangible benefit or gain in many companies eyes. The realization that the potential loss in IP, reputation/consumer faith, or ability to engage in commerce is something that people don’t experience or understand till it happens to them. They are safe until they had a bad day, they never needed to put a price on their safety, and then they have a day and that all changes. Thankfully, some of the organizations you were referencing, (medical manufacturing, nuclear research) all have standards that require people to meet a goal for minimum level of secure and achieve their “safety” but that usually does not have a lot of traction unless there is someone from compliance hounding people to get it done, or another person on C-Suite is seeing to it themselves. The worst part is it is hard to meet these minimum standard WHEN REQUIRED. In the digital age, there are becoming more reasons and data that has to be protected, but for organizations away from medical, defensive, or utilities, that can choose their own fate, they don’t have to do much to just exist, and those will be the consistent targets of opportunity. TL:Dr - people don’t want to pay for safety they already think they have, and until they have a bad day and learn what they take for granted, then they will not prioritize it

Interesting_Ghosts

Just because a company has a great product does not mean they are a great or profitable company or that the stock will outperform the market. There are hundreds of companies that made an amazing product and had great customer service that are gone now. Disney is a great example of this. They have a library of amazing content, dedicated lifelong fans, a massively profitable park, a ton of valuable IP and with all of that they have underperformed the market for decades.

Deep_Attention_3064

Here’s a short claim‑by‑claim check on the key points from that DD, based only on verifiable sources (filings, court docs, prior press). # Core situation claims * “Microvast lost a large arbitration to Clenera (\~36–43M)” → **True.** SEC filings and legal summaries confirm an adverse award in that range. * “The case is in abeyance with a July 15, 2026 date to report back” → **True.** The February 2026 NY stipulation sets that status and date. * “Wu provided a secured loan facility up to 25M for US ops” → **True.** Public loan announcement and the Loan and Security Agreement match this. * “Clarksville plant and key IP are pledged as collateral to Wu” → **True.** The security agreement and commentary explicitly show this. * “Loan maturity was extended into 2026” → **True.** The First Amendment pushes maturity from late‑2025 to mid‑2026. * “MVST has non‑trivial short interest (low‑teens % float)” → **True.** Around 12–13% of float and several days to cover recently.​ # Oshkosh and Clarksville linkage * “Microvast and Oshkosh have a historical relationship around batteries/Clarksville” → **True.** 2021 announcements note OSK cooperation and Clarksville build‑out plans. * “Oshkosh faces \~200M in tariff headwinds in 2026 and is addressing it” → **True.** Earnings commentary and analysis cite that magnitude and mitigation plans.​ # Explicit overreach / not supported * “There is a big, imminent JV/off‑take/capital deal with Oshkosh to be announced Monday” → **Not proven.** No SEC filing, 8‑K, transcript, or press release confirms any such new deal or timing. * “OSK’s 2026 capex and tariff response are specifically tied to a Microvast JV at Clarksville” → **Not proven.** OSK talks about tariffs and capex generally, but does not name MVST or Clarksville in current disclosures. * “The structure of the Wu loan and the Clenera stipulation means a specific outside funder is already lined up” → **Not proven.** Documents show timing and protections, but no counterparty or committed rescue capital. * “MVST is set up for a near‑certain, massive short squeeze like GME” → **Exaggerated.** Short interest is elevated but borrow is cheap and float is not constrained in a classic squeeze way.​ # Bottom line * Factual: Clenera loss and abeyance, Wu loan and collateral, Clarksville’s strategic but unfunded status, prior OSK relationship, OSK tariff headache, and moderate‑high short interest. * Not factual (yet): Any claim that a sizeable, equity‑friendly OSK‑anchored JV or rescue is already decided and will be revealed on this specific earnings date.

LasyKuuga

I dont think you can use the app anymore tho since IP shennanigans

wrestlingchampo

Ya'll better look into it to make sure tou know what youre getting yourself into. Their finances are bad and they are attempting to transition from a laser manufacturing company to a military contractor. They lost their old IP rights and they have incredibly low stakes in some of the companies they purchased minority stakes in. Their Tekne stake is probably the most consequential right now, as they are attempting to cooperate with the Italian government to increase their stake to 70% via the government's "Golden Power." Two stock offering since the start of the calendar year and a forced 1:4.99 RS due to trading below 0.10 in late February. Stock plummeted upon reopening after suspension down to its current price level. Without some kind of major news, little reason to jump on this at the moment.

Ok_Blacksmith1684

TOON: I have not done a deep DD on this yet but watching it. Recent earnings haven't been good and next earnings are in late March or April. Some positives 1.Expanding production 2. Emerging AI-driven animation initiatives designed to improve production efficiency. 3. They are combining animation production, streaming distribution and premium IP ownership to match rising global demand. 4. Growing pipeline Stock just above (currently .55) it's 52 week low. Several PT around 10.00 although those seem ridiculous, but others have it over 1.00. Just watching and may get in if it drops more prior to earnings or wait til earnings.

Atreides---

I was 50-50 on it happening until yesterday. Then two things happened: 1) They announced earnings for Monday, filing their 10-K on time for the first time in three years. 2) The CEO and CTO had a couple of SEC form 4 filings later that evening for performance based compensation. Small amount all things considered (~$230k in shares between them). But exactly the kind of thing you'd see for the close of a transaction like this one. At any rate. Call it JV or IP licensing or big off take agreement. Something is happening with Oshkosh, 99% sure. The other 1% chance is that I can't rule out the entire stock market dying before market close, but - we've all got bigger worries in that case.

Winter-Extension-366

Can't argue with that- we don't offer API access at this time. Will have to resolve concerns about exposing our IP

PurposeBig964

I’ve been a believer in the LPSN turnaround for a while, and I want this to work as much as anyone in the Tradespotting community. But as someone who works with LLMs, the March 12 report is a massive reality check. We need to stop turning red flags into strategic pivots lol The 19% revenue drop and **78% NRR** are the only numbers that matter. In the middle of the biggest AI boom in history, their existing customers are spending 22% less. That’s not 'exiting unprofitable customers' that’s a legacy product losing its market fit while competitors eat our lunch. If you aren't growing now, when will you? Despite all folks lying and acting like Syntrix isn't important, the bull case rests entirely on Syntrix saving the day, but from a technical standpoint, Syntrix might not be a standalone company-saving product. Google Vertex AI already has native 'Gen AI Evaluation' tools. Why would a bank pay for Syntrix when their cloud provider offers the same 'assurance layer' built into the stack? Using AI to check AI (recursive evaluation) is safety theater. If the judge and the bot share the same training biases, they’ll miss the same hallucinations. Compliance officers in banking won't be fooled by this. And we can talk about 'Whale Hunting' all we want, but signing only 4 new logos in a quarter is abysmal for an AI leader. It shows the trust gap is too wide. Even if Syntrix revenue isn't in the 2026 guidance yet, the guidance shows revenue *declining* another 15-20%. Syntrix doesn't just need to be good it needs to perform a miracle just to get us back to zero. I’m holding for a buyout because at a $35M market cap, the IP is cheap. But be honest the legacy business is melting, and betting everything on a 'referee' product like Syntrix while Google and Zendesk are building the same thing is a huge gamble. How does Syntrix actually compete with native cloud evaluation tools?

Ididit-forthecookie

This you? >What the fuck did you just fucking say about me, you little bitch? I'll have you know I graduated top of my class in the Navy Seals, and I've been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I'm 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. You're fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that's 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 couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You're fucking dead, kiddo.

edyang73

China's "growth" was a mirage. It was built on stealing foreign companies' IP, cheap slave labor, highly protectionist market, and dumping their cheap goods abroad. Not to mention a massive housing bubble that is making Canada's look sane. They are paying the price now with low growth, high unemployment, housing that's collapsing, lackluster consumer spending.

DickiesDippinDicks

Yeah I was banned for 3 days right after the war started for threatening violence… when all I talked about was how dumb this war was. Couldn’t even appeal Been IP banned a few times after getting drunk and making fun of people Always fun to wake up to

ThinkingOfTheOldDays

Never been banned on this account or IP, but they are definitely crawling our thread and filtering

schroDONGer

What the fuck did you just fucking say about me, you little bitch? I'll have you know I graduated top of my class in the Navy Seals, and I've been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I'm 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. You're fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that's 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 couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You're fucking dead, kiddo

Rock_or_Rol

Hmm I mean, I think it’s smart to realize they have a shitload of leverage right now. I think it’d be against their interest to tank the global economy. Just because the US tanks doesn’t mean they’ll instantly be the beneficiaries. They’re better off absorbing IP and capital for now. With that being said, that leverage can used during next week’s trade talks. I think Deepseek v4 has been delayed for a reason TLDR; I think we might see tariffs lowered next week if oil keeps ticking up

IceOk1295

Kuka wasn't that profitable, nobody wanted to buy them, then the Chinese saw the investment profits and bought them. Now Kuka's IP is in many robotics companies across China.

te7037

I look at theirEPS, revenue, operating margin/ profit, gross profit, net profit, net cash flows, cash equivalents, current assets/ liability, long-term assets/ liability, equity. $NLIST is an underdog- AI memory storage and has cross pattern agreement with SK Hynix!!!. I am buying this bro first thing in the morning in my pension account for long-term hold and tax free account for short-term rinse and repeat. "..Revenue surged 28% in 2025, with Q4 up 121% year-over-year, driven by strong AI-fueled memory demand and price hikes. The company improved margins, reduced expenses, and strengthened its IP position amid ongoing industry shortages and legal actions..."

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for five cancers and counting ‏FDA PHASE 3 completion in Q1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system PMDA approval in Japan ⁠55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

Rude-Substance-3686

crazy how one game moves the needle that much. but real thing is Switch 2 is gonna be a home run whenever it drops. Nintendo IP hits different and they've got the execution. that nostalgia play has always worked for them

HunterMichael92

If I had to take a shot in the dark here I’d say NFLX, Sony, Apple, Apollo/Legendary, Wealth funds who want to keep licensing revenue alive and cut out new production, or even Amazon, Disney. There’s a lot of potential libraries who can easily integrate Lionsgate massive IP

Any-Love-6016

Ya but if it was 2.5 mil up i would never hear from you again....I WOULD HUNT YOU DOWN BY YOUR IP....LMAOLMAO

jericho-dingle

What the fuck did you just fucking say about me, you little bitch? I'll have you know I graduated top of my class in the Navy Seals, and I've been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I'm 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. You're fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that's 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 couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You're fucking dead, kiddo.

Accomplished_Sock293

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.

Creative-Package6213

So China doesn't steal other countries IP...?

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for five cancers and counting ‏FDA PHASE 3 completion in Q1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system PMDA approval in Japan ⁠55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

MuricanWisecrack

you love, but the new Ayatollah now has your IP

smart_doge

Use VPN else you’re gonna leak your IP addresses fellow tard

Orange_Codex

I pointed to Yellowcake (LON: YCA), Fjord Defence Group (OSLO: DFENS), and Rainbow Rare Earths (LON: RBW) a few days ago. I'll add the Zijin Mining Group (SHA: 601899) now, because if I'm already in the doghouse for suggesting Trump can't safely end a war overnight I might as well suggest a Chinese rare earth stock too. Less-seriously, I'm in Nacon SAS (NACON) because I've looked over its parent company's financials and think they will have to sell its IP catalogue - meaning a goodwill premium. I'm also in BHAT. No clue what it is or does, but its float is now ridiculously small so if it continues with a planned share buyback (worth 60-70% of its market cap) it should be a solid earner.

Exponential-777

Oil prices are primarily driven by the balance of supply (OPEC production, geopolitics, infrastructure) and demand (economic growth, consumption), compounded by financial speculation When demand outpaces supply, prices rise, while surpluses cause drops. Speculators, including hedge funds, can influence prices by betting on future market trends, sometimes driving prices away from immediate fundamentals.  Key drivers influencing these factors include: * [**Supply Factors**](https://www.google.com/search?client=firefox-b-1-d&q=Supply+Factors&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAB)**:** Controlled largely by OPEC+ production quotas, geopolitical tensions in the Middle East, and natural disasters, which can cause sudden shortages or surges. * [**Demand Factors**](https://www.google.com/search?client=firefox-b-1-d&q=Demand+Factors&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAD)**:** Driven by global economic growth, industrial activity, and the transportation sector, which heavily depend on oil for fuel. * [**Speculation and Sentiment**](https://www.google.com/search?client=firefox-b-1-d&q=Speculation+and+Sentiment&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAF)**:** Financial market participants use derivatives (futures/options) to speculate on future prices, sometimes causing significant price volatility unrelated to current physical supply or demand. * [**Economic Indicators**](https://www.google.com/search?client=firefox-b-1-d&q=Economic+Indicators&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAH)**:** Inflation, interest rates, and the strength of the US dollar (the currency in which oil is traded) also play a significant role.  These factors together make oil a highly volatile commodity, with speculation sometimes accounting for a large portion of price fluctuations. 

willysymms

Novo won... against the compounders. HIMS is a winner along with Novo. By joining novo and forsaking the compounders, Hims gets what it wanted. They showed distribution to cash buyer is valuable and worth price concession from manufacturers/IP owners. By giving hims a deal, Novo rug pulls the compounders connection to their customers which was the main political asset the compounders had available to mobilize and fight for a role.

drew-gen-x

This bear bought $IP and $EWJ this morning.

viral3075

> Thirdly there's still going to be IP and protections for companies. for AI-generated code? you can't copyright that

CptMuffinator

> Those didn't suddenly go away because a software did the copying instead of a human. Unless your AI is entirely in-house, once you feed an AI your IP you lost those protections because that became part of that AI's training set. Which will have a clause in ToS permitting this. If your AI is entirely in-house then your IP never was at risk from AI.

Sybertron

Been saying since the saas pocolypse it's not going to destroy the market. First off just because I have a server and could just install your web software doesn't mean I can do all the things your company does.  The same goes for any AI Secondly not all AI will be the same. That's cool your ai could try to copy what my company does, but my company also can just use AI.  Thirdly there's still going to be IP and protections for companies. Those didn't suddenly go away because a software did the copying instead of a human.  

ComprehensiveLead631

Literally everyone is talking about aliens every physicist and cientist John was just the first as usually and for the rest of your bullshit see answers below. Gemini said * The current management is actively litigating to cancel 1.68 billion legacy shares to permanently cleanse the Costello-era cap table. * Comparing Texatron to ITER is physically flawed because fast-pulsed Torsatrons do not require the massive footprint of steady-state Tokamaks. * The aneutronic D-He3 fuel cycle enables direct electrical conversion, entirely eliminating the need for enormous steam turbines and cooling towers. * Filing multiple geometric variations of the reactor core is a standard, institutional-grade "picket fence" IP strategy to block competitors. * These pending patent applications are supported by a broader, existing foundation of necessary electromagnetic and mechanical systems IP. * Dr. Brandenburg’s personal astrophysical beliefs do not erase his documented, applied plasma physics track record at NASA and national labs. * The delayed SEC Form 10 filing is a result of standard PCAOB audit friction inherent to complex reverse mergers, not an evasion of transparency. * The recent hiring of licensed utility-scale grid engineers proves a tangible operational focus on commercial power distribution infrastructure. * Addressing macroeconomic issues like the Strait of Hormuz conflict is a standard method of establishing the total addressable market for decentralized energy. * Alternative Helium-3 breeding techniques are being continuously researched, making the reliance on immediate lunar mining a mischaracterization of the fuel roadmap.

Russticale

Their financials are so mediocore, but I guess fundamentals don't matter right now. Sounds like their IP is key, thanks for sharing Geo.

WickOfDeath

Ukraine supplies intelligence and IP how to defense against iranian low cost drones and how to down them in numbers.

Desmater

I guess my thing is, where is the moat. Can't any company like RTX, LMT, etc just make their own drones to compete. Or is the tech, IP and software hard to scale.

chased_by_bees

Yeah, but what is the payoff then? I can crank 10x or higher the code of one person without AI and it's production ready. Why offshore and lose your IP? I checked salaries in Hyderabad and it made me consider moving there because it was similar pay and the exchange rate was 1:7.

cupofchupachups

They're going to trash the IP with politics. Batman vs The Woker 

Intelligent-Mess71

Markets usually price the *rate of change*, not the headline narrative. Even if globalization slows or partially reverses, that doesn’t automatically mean global trade disappears or that revenues collapse overnight. A simple example is supply chains shifting from China to places like Vietnam, Mexico, or India. Companies still produce and sell globally, they just reorganize where things are made. From an earnings perspective that’s often more of a margin adjustment than a 90 percent revenue shock. Another piece is that large public companies are extremely diversified. Many of the firms pushing indexes to new highs make money from software, services, or IP, which are much less dependent on physical supply chains than traditional manufacturing. Reality check though, markets can absolutely reprice if profitability actually drops. If deglobalization turned into widespread tariffs, fragmentation of tech ecosystems, and higher structural costs, you’d likely see slower growth and compression in valuations. Right now the market seems to be assuming adaptation rather than collapse.

Casas9425

Netflix speculation. I think it would be a good move for Netflix, it’ll give them theatrical distribution, a small but solid library and decent IP. Most importantly it won’t cost them much.

QuarterCarat

Look at how valuable Warner's IP turned out to be for the new media money (Netflix, Paramount). I assume people think that Lionsgate's IP is more valuable than the market is currently viewing it.

Crazy_Donkies

It has way too much good going for it.  Huge diverse AI and AWS backlog, automations, robotics, logistics efficiency eliminating UPS and USPS and using their own teams, pricing power, growing private label, massive addicted buyer pool, fast growing ad business, media, sports IP, marketplace. I REALLY question your decision. 

Mental-Impression619

IQE UK LSE (up 150% in last week). Uk semiconductor play, possible takeover imminent. Lots of IP, historically not the best managed company but imo penny stock with actual potential given current market.

alarickeil

That's a good way to frame it actually. A lot of the value is in the platform + IP they've built around Falcon, not just curren earnings. Cybersecurity also has that network/platform effect where once customers start stacking modules, switching costs get pretty high. So the market is probably pricing that durability as much as the near term cas flow

Rare-ish_Birb

If they stole any IP from my company, it'll fail out the gate.

orsomeshitidk

Half their shit in China is stolen US IP that isn’t as good, I won’t be surprised if deepseek ends up that way. Though they do beat us in some areas

random-meme422

Ok, I’m not arguing the value of their stuff. I’m saying their work is protected as IP.

random-meme422

More or less anything they create in house is going to be seen as IP. Whether that’s the model, human inputs, whatever else.

myheadisalightstick

It’s an LLM, nothing they do is unique them. How do you imagine them having IP protection? That being said, people are way overblowing their downfall, OpenAI are going nowhere.

random-meme422

How do you figure they have no IP protections?

Mother___Night

They have no feasible monetization plan, and essentially no IP protection for anything they create.

AntoniaFauci

Yes I had pondered keeping it to wait for the IP to catch more value. They had a movie a couple years ago that was a massive hit, and that can probably happen again.

tired_ani

The price movement seems to be due to memory supply issues against which Nintendo is good for this year due to already obtaining the raw materials. Additionally this year due to HW sales their margins might have contracted but from here on it’s all abt software sales which should be super high margin. My thesis is that the company will more readily monetize their IP moving forward and also be more shareholder friendly.

Healthy_Loan_991

The valuation also includes the value of their IP, which is significant. Analogy would be purchasing stock in a retail company with a very valuable real estate portfolio - you have to include both the value of those ancillary assets and the values of the future cash flows from operations.

musedav

It absolutely can replace individuals whose labor or tasks require little problem solving or physical presence. SWE for example has a huge base of information and the tech companies have already stolen it all before SWEs could protect their intellectual property. They enjoyed high salaries, refused unionization, and gave out their IP freely. In my opinion SWEs need to unionize, protect their IP, or reject sites like GitHub. LLMs cannot take in information and distill a unique solution to a problem. They are not intelligent. They take a large information base and statistically determine the next probable string. That’s it bro. AI is the BRAND, not the technology. If the information base becomes obsolete, LLMs become obsolete. The underlying emerging technology that is causing so much strife and upheaval right now isn’t ’AI’ it’s still the internet. We are still figuring out as a population how to deal with the internet.

haunted_patient

Nah, they will just likely sell off the valuable IP to recoup their losses

DaySecure7642

Once the know-hows or IPs are leaked or open sourced, China can out-scale and out-pace anyone, in any industry. The only way western companies can survive against China, is closed-source development and fiercely guarding their IPs, designing products against reverse engineering. That's how the companies of EUV machines and jet engines are able to keep their competitive advantages for so long, even now. Somehow it is exactly the opposite most industries are practicing. Sometimes it was because of propaganda tricking the western companies to relax on IP protections, but very often just naive openness and lack of vigilance.

MitchCurry

I opened five 10-K's 20 minutes ago and now I'm getting this from EDGAR: >Your request rate has exceeded the SEC’s maximum allowable requests per second. Your access to [SEC.gov](http://SEC.gov) will be limited for 10 minutes. >Current guidelines limit each user to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. To ensure that [SEC.gov](http://SEC.gov) remains available to all users, we reserve the right to block IP addresses that submit excessive requests. >The block will be lifted automatically by waiting 10 minutes. Continuing to exceed the SEC’s maximum allowable request rate during the time-out period will extend the duration of the time-out period. To ensure fair access for all users, please reduce the rate of your requests and visit [SEC.gov](http://SEC.gov) again after the 10 minute time-out period has passed.

wsb_crazytrader

Just remember that based on your IP, you might see the market all Green.

kalakesri

your IP just now entered the PLTR draft list. expect to be summoned by tomorrow

Analog_Nomad_56

Right. You seem to be arguing against your original point. It is the business’ prerogative to say how their software should be used, and the consumer and business are free to not come to an agreement on usage. There is nothing wrong with Anthropic saying that their software cannot be used to create autonomous weapons either because they’ve deemed it an unacceptable use, or they don’t feel their software is ready (or really any other reason). That’s the whole thing with selling your IP — it’s yours.

Top_Cranberry_3254

Which is not really good for our enemies eventually if they get their hands on our versions via spies and IP theft.

madsdawud

Next game when? IP hoarding bastards

perceptive_AI

They going to AI generate movies/shows of WBD IP using Oracle's AI cloud servers

T0ADcmig

Ellisons want the intellectual property. Oracle is part of the governments AI push. Daddy Ellison gives his kid a blank check. They want to own the IP to use it all to train AI and hopefully get ahead in AI as an entertainment source. Same reason they got Paramount in the first place. The ability to control the news narrative is an added bonus.

kersk

Let’s just say they don’t respect the IP of Warner Bros Nemesis System patent.

thebaine

There’s a coherent argument that the growth of AI content means that owning the IP rights to legacy/original assets will grow in value. It’s a bet on the value of the IP more than anything else. Unlimited Harry Potter AI slop. Every DC comic book turned into streaming content. What more could you want?

Mail_Order_Lutefisk

Even with this merger they’re still dead in the water. The only viable companies in IP distribution in 12-15 years will be companies in the Mag 7. Even Disney is entering the realm of the irrelevant and has seen its market cap dwarves by the Mag 7.  And the OP is wrong, this ain’t the same bundle of assets AT&T bought, it also includes Discovery now. 

donzell2kx

Wait… isn’t that illegal for the US to blackball and “reverse strong arm“ a company because they got their feelings hurt? It’s like hey I invented a technology that is super useful but it’s must be used properly. US: “we want to use it like this…” company: it wasn’t intended to be used like that and the IP doesn’t belong to you” US: we’ll take it or oust you and make it so no one ever works with you again. If your close friends talk to you or even mention you they are going down as well!” 😮

heyitsmemaya

AT&T lost money because it sold at a loss. It didn’t have the desire to spend money to upkeep the asset values— instead using that free cash flow to pay shareholder dividends and do stock buybacks. AT&T has done very well in the last 12-18 months. It’s like owing a rental property. Some people are better at being rental property owners than others. Some carve out a niche, and go high end and attract high rents. Others go the slumlord route and do little maintenance or upkeep and just want to collect monthly checks. It would seem from a distance that AT&T wasn’t interested in upkeeping the Warner Bros IP, as it had other uses for that cash, and Paramount has grandiose plans for Warner Bros IP and is willing to go “luxury” on it.

HorlickMinton

Yes absolutely that. Also control. Aside from that it’s one of those things that makes weird sense in a corporate PowerPoint. These guys decided 5 years ago that streaming numbers drive share price. And IP drives streaming. And that there will only be one or two winners of the streaming wars. So you accept that premise and make really fucking stupid mistakes.

ClassIINav

Oracle had a nice tidy business essentially milking IP licensing in perpetuity. Now they're loading up on debt to speculate on AI. TikTok and Warner Bros. are way outside their wheelhouse and almost entirely being done for flippant political reasons. Granted all of this individually is a small fraction of Ellison's wealth but put it all together and it could be a mess especially if the AI trade continues to flounder. It could leave Oracle with a mountain of debt and unprofitable business lines if mishandled even a little.

OverlyAverageJoe

I think this will be a winner. Wsb crew underestimating this. Netflix has a legitimate contender in the streaming business. With its sports, and massive IP. HBO max I mean this is massive war chest. Yes there is debt, but they can do things like sell BET to Byron Allen and other things that have been in the back ground while everyone focuses on the initial deal. 

deeboismydady

If AGI becomes possible or close to being possible nobody should want that level of power to sit with one company. You should want the military involved. Not sure you want the US government involved either but here we are. Anthropic don't share any information and research about their models that should be concerning for everyone. I suspect they probably stole lots of IP from the competition. At this stage I don't see a world where it doesn't end in disaster.

Independent_Sir3734

Same IP address as the person who did it in Venezuela, I’d venture to guess

NaiveChoiceMaker

maybe the brand IP alone?

snivlem_lice

None of it makes sense. I was a recent casualty of the Paramount/Skydance merger. Our production was being made for a pittance and pre-existing IP that was bought. We were still cancelled mid production (halfway though a season) and the reason was “no buyers and you cost too much”. Buyers. They own their own distribution platforms. Based on IP they just bought. They gave us all 60* day severance (which would have rounded out most of the pickup of the season). *unheard of in tv production.

tugtugtugtug4

All those Chinese videos of robots and automated factories you see are literally based on stolen US IP. The US is basically China's R&D. We design tech, never implement it at scale then either literally give it to China to access their market or they steal it and implement it at scale.

perceptive_AI

Pretty sure Larry Ellison will use generate shows/movies using Warner Bros Discovery IP

Itsatinyplanet

I read that they train Deep seek using ChatGPT prompts. If that is true it's going to be the height of hilarity to hear an OpenAI complain that "Deep Seek has STOLEN our IP".

Cold-Permission-5249

A desperate company trying to survive might sell IP to fund operations.

OutrageousRhubarb853

Does the government want the IP for “National Security”?

Dave_A480

That's a fair outcome for both sides.... You don't want to sell to us, we won't buy from you, good luck.... Better than stealing their IP with the Defense Production Act....

CryptoBoy-007

Not really. I see this comment quite often and even Netflix hinted as to what it is. With Paramount, WBD is an asset they must have. For Netflix, its nice to have. Paramount instead of a stagnant company, struggling to grow is now the 3 largest streamer, and the proud owner of the most known content IP on earth... etc

hokie47

Almost nothing is worth to even waste your bandwidth on to Pirate. Starfleet academy takes the cake in how destroy an IP.

CryptoBoy-007

Is your EX WBD IP that can be put on the block, and get Paramount / Netflix get excited?!

FormerKarmaKing

Save this comment: David Ellison buying a content studio leveraged against the money his Dad is betting on AI disrupting IP creation ends in a Shakespearean result.

jack3moto

It’s likely that they will be sold for scraps and apple, Netflix, Amazon, and Disney will walk away with a ton of IP and we’ll have lost 20000+ jobs in Los Angeles and Hollywood in general.

ohgodthehorror95

Totally. But now it's certain that PSKY, a $12B market cap company is about to blow $80B to acquire IP that will likely never have a positive ROI due to the massive cost of the acquisition

Non-profit-God

Think about it, if OpenAI, Oracle and Coreweave go under. The major profit-making companies can buy their datacenters, chips, IP and whatever GPU’s they have in storage and then do essentially whatever they want with them. Some of the infrastructure can really only be used for AI but there’s a million things Amazon can do with billions of dollars of chips and gpus. And once their AI losses are written off as a way to avoid taxes on their profitable operations they will have essentially purchased $100 billion dollars of infrastructure for maybe $1billion dollars. I can’t see into anyones head but this framing actually makes the play make sense for Amazon, Google and Microsoft even if this leads to a massive near-term downside.

Mister__Mediocre

Two reasons First is that the quality of raw data far exceeds what reaches the hands of a thief. Petabytes of data are collected to create a movie, only say 100GB of which makes it to the consumer or a pirate. Good training wants good quality data, like the 8k raws. There’s also lots of metadata available here like scripts and scene information which is lost along the way. Second is that Hollywood is a litigious place. If Hollywood wants to use AI, they want to use something that can’t get them sued. Models trained on stolen IP don’t count.

seo-nerd-3000

Netflix probably ran the numbers and realized buying WBD means inheriting a mountain of debt and a bunch of aging IP that peaks at nostalgia. Smart to walk away. The best acquisitions are the ones you do not make.

Meetdreys

the $45.7B (up from earlier figures) from the Ellison Trust is equity funding for the massive WBD takeover bid basically Larry’s cash injection to make the all-cash $31/share offer happen, backed by his personal guarantee. In return, post-deal (assuming it closes), the Ellison family ends up with major ownership in the combined Paramount Skydance empire: Larry controls a big chunk of the equity (around 26-37% depending on filings and cash elections, plus indirect through Skydance stakes), significant voting power (he had 27.5% voting rights in some updates), and his son David runs it as CEO/chairman with control. It’s family dynasty stuff Larry funds it, gets huge stake in Hollywood’s IP goldmine (Warner, Paramount, etc.), while David gets to steer the ship. High risk with all that debt, but massive upside if they turn it around.

UnderstandingDull327

Paramount's got some serious debt issues, but their library and IP are still valuable assets. I could see them getting acquired before they completely vanish.

msew

AKA I would like 2.8 billion for free. I will now go make unique IP just like I was always going to do.

raven45678

That's why this acquisition was so important for them regardless of the all the headlines saying otherwise. They knew they needed valuable and world class IP and Warner had them in spades.