IP

moorhound

Microsoft don't give a shit, they just want OpenAI to trim the compute heavy fat (which they're doing with the Sora cut), focus on an inference model (which they're doing with Spud), and then eat shit on their performance obligations so Microsoft can swoop in and save them and basically steal ChatGPT 6 for CoPilot. They've got IP hosting exclusivity until 2032 and are currently heading to court to maintain it; even if OpenAI folds, all the compute legally has to run on Azure servers so no one but MSFT can do anything with it.

Background-Island923

**$ARM — Pelican's Take** ARM licenses the chip architecture that powers 99% of smartphones. Gross margins are 97.5%. The v9/CSS transition is driving higher royalty rates per chip. The bull case is that ARM becomes the toll booth for the AI era. That said, our system rates it a Sell at current prices. Here's why: **Valuation:** At $136, ARM trades at roughly 179x earnings. We comp it against Cadence CDNS) and Synopsys (SNPS) — the two closest business models (semiconductor IP/EDA licensing, 86% and 75% gross margins respectively). Those peers trade at \~70x P/E and \~12.8x EV/Sales. ARM trades at 2.5x the multiples of its closest comps. Our blended fair value comes in around $54 — DCF gets $43, comps get $51, analyst consensus is $170. **Estimates:** ARM is currently generating roughly $1bn in free cash flow and analysts expect this to grow at a massive CAGR to \~$4bn by 2030. In other words, assuming perfect execution, the business would still trade at \~35x 2030 FCF. Pelican tends to dislike companies trading at very high multiples, like ARM, PLTR, SNOW, etc due to it's valuation centric approach. **What concerns me:** \- R&D is 56% of revenue — margins are still years away from maturity \- SoftBank owns 87% — governance risk and potential share overhang if they sell down \- RISC-V is gaining traction in data centers as a lower-cost alternative \- Qualcomm litigation (trial March 2026) could disrupt a major customer relationship \- Zero insider purchases over the last 12 months The bull case works if: CSS adoption accelerates and ARM captures 50%+ of the hyperscaler CPU market by 2030, pushing data center royalties to $4B annually. **Bottom line:** Great business, but at 2.5x the valuation of its closest peers, a lot has to go right for a long time. I'd want a more attractive entry point. Full report with valuation breakdown, management scoring, and moat analysis: [https://pelicanalpha.com/research/ARM](https://pelicanalpha.com/research/ARM) Full disclosure: I'm the founder of Pelican Alpha. This isn't investment advice. No position in ARM.

AnotherThroneAway

You wouldn't want to own them anyway. They've reached peak saturation and IP splintering

Taro-Flaky

What you’re describing is the old Penguin Solution business model and I agree it wasn’t shit. No IP, no moat. This will be the first earnings call where PENG’s new vision is articulated.  But what I think folks are missing now is that Dell and HP are not competitors to PENG. I think they are partners. I don’t know why Dell would co-present with PENG at GTC and co-deploy infrastructure for Deepgram if they were trying to eliminate them as a competitor. I think it’s because PENG solved a problem they can’t or haven’t yet. To your point about “professional handyman,” I think that supports my thesis. If my house needs electrical work done, I wouldn’t call GE. I’d call a licensed electrician with 25 years of experience because they know the code requirements and can guarantee the work. So if Dell sells the servers (GE), then PENG is the one who makes it work at scale in my specific environment (electrician). The DoD and SK don’t hire handymen. The real question isn’t whether they make chips. It’s whether PENG under the leadership of the new CEO (Dell) and CPO (AWS) can own a defensible position in the AI infrastructure stack. Their statistics point to yes.

djdykes_vo

What you’re describing is the old Penguin Solution business model and I agree it wasn’t shit. No IP, no moat. This will be the first earnings call where PENG’s new vision is articulated.  But what I think folks are missing now is that Dell and HP are not competitors to PENG. I think they are more like partners. Why Dell would co-present with PENG at NVIDIA GTC and co-deploy infrastructure for Deepgram AI if they were trying to eliminate PENG as a competitor. I think it’s because PENG solved a problem they can’t or haven’t yet. To your point about “professional handyman,” I think that supports my thesis. If my house needs electrical work done, I wouldn’t call GE. I’d call a licensed electrician with 25 years of experience because they know the code requirements and can guarantee the work. So if Dell sells the servers (GE), then PENG is the one who makes it work at scale in my specific environment (electrician). The DoD and SK don’t hire handymen. The real question isn’t whether they make chips. It’s whether PENG under the leadership of the new CEO (Dell) and CPO (AWS) can own a defensible position in the AI infrastructure stack. Their statistics point to yes.

_________FU_________

How funny would it be if Disney entered this agreement negotiation as a fact finding mission to understand what IP was being infringed.

Crazy_Donkies

Why let IP expire?   Disney is a law firm with a movie studio.  No company on the planet lets IP of value expire.  Jesus Reddit is filled with children.

Overall-Ad-3251

Lego is Danish so they are probably not that upset with Iran stepping on their IP

Rosebunse

I would imagine they're taking the IP with them. Or giving them even more restrictions. They didn't really have free reign to use whatever IP they wanted anyways.

Zef-Daytrade

Disney knows how to monetize their IP so they will not really lose money at whatever they do but yea their only weakness is their damn slow rollout of future content those same IP and sometimes kinda stubb them from growing at a proper rate which is kinda annoying for fans.

CrowdGoesWildWoooo

Disney isn’t even animation company nowadays lol. They are more like IP conglomerate. They make more money from disneyland, cruises etc

Crazy_Donkies

Because you are high lighting the race of pretend characters and its clearly top of mind.  Who gives a shit.  Moreover, you're unfamiliar with the industry to know why they're doing it.  IP protection.

Zone4George

This is what Nortel was doing with WorldCom back in the 90's... self-financing their customer purchases. WorldCom needed a few hundred million worth of big IP switches? Nortel would raise cash in the bond market or with a preferred share offering, then lend that to WorldCom, then WorldCom would buy Nortel network equipment. Accounting shenanigans and all that...

johndsmits

Classic disney trojan horse tactic! Partner, learn about the strategy & IP, feed it to the 250+ DIS lawyer team and Dis Tech VPs, share findings with the other big 6 studios. Throw down some threats at the industry level. Result: OpenAI gets out of the business, Dis saves $1B and Sora threat defused. They did this is MS on HDDVD, Netflix on Ultraviolet+KeyChest and Netflix again with Hulu and plenty other partnership examples. Does it help the company long run--**no**, but gives them some time to catch up. Next up is Epic. Really.

Homeless-Coward-2143

I think the AI already has all the IP though.

ai-moderator

#TLDR --- **Ticker:** MVIS **Direction:** Up (To the "Foundational Bedrock" of the moon) **Prognosis:** Buy Shares / Long-Dated Calls (Betting on a massive short squeeze and a strategic re-rate to $10+) **Catalyst:** Toyota allegedly citing MVIS IP as a legal "defensive shield" in a major patent lawsuit, plus expanding operations to Orlando to buddy up with the DoD. **Buzzword Density:** 11/10. Heavy usage of terms like "Systems Nexus," "Perrone Trap," "Defense Sub-Prime," and "Liquidity Trap." OP is fully jacked into the matrix. **Bagholder Risk:** High. It's a 50-cent penny stock burning $15M a quarter, but the tinfoil is undeniably entertaining.

NickJmes

Today's PR The Five Bombshells — In Order of Significance (I understand some of this information was known or inferred prior to this release) BOMBSHELL 1: 50,000 Metres — The Largest Program in LME's History "Proposed phased drill campaign targeting up to ~50,000 metres across the 6-kilometre Ishkday mineralized corridor, which is expected to be the largest exploration program in LAURION's history." For context, the entire historical drill database is 98,118 metres across 462 holes. The proposed 2026 program represents approximately 51% of all drilling ever done at Ishkday — in a single year. This is not an incremental program. This is a program designed to define a resource at district scale. The scale of the proposed program changes the valuation conversation entirely: Metric - Historical Total - 2026 Proposed Total metres - 98,118m - ~50,000m Holes - 462 - ~166+ (at 300m avg) Years to accumulate - 15+ years - 1 year Purpose - Exploration - Resource definition The word "proposed" and "subject to financing" are important caveats — but the ambition and specificity of this program signal that the financing conversation is already underway. You don't publish a 50,000m program in a formal press release without confidence that the capital can be sourced. BOMBSHELL 2: The River Showing — The VMS/Massive Sulphide Thesis Is Now Formally Confirmed The River Showing section is the most geologically significant disclosure in this press release and validates the massive sulphide thesis developed extensively in this analysis thread. The press release states explicitly: "Copper grades ranging from 1.05% to 8.80% across multiple holes, combined with a zinc-dominant intercept of 15.17% Zn and a silver-enriched polymetallic interval at 3.6 oz/t Ag, are the fingerprint of a volcanogenic massive sulphide-style accumulation — the base metal end-member of the dual orogenic gold and VMS system that LAURION believes is the defining structural feature of the Ishkday corridor." LME has now formally and publicly stated the VMS thesis in a legally reviewed press release. This is no longer LinkedIn narrative or analytical inference — it is a QP-reviewed corporate disclosure. The 15.17% zinc intercept is extraordinary. Global VMS deposits are typically defined at zinc grades of 5-12%. A 15.17% zinc intercept in historical drilling that has never been followed up with modern methods, in an area interpreted as pipe-like geometry, is a genuine tier-1 base metal discovery candidate. BOMBSHELL 3: The Garvey Zone — 16.69 oz/t Gold From 1971, Never Followed Up "In 1971, Carling Copper Ltd. drilled the spatially coincident Garvey Zone and returned a historical intercept of 16.69 oz/t Au over 2.3 feet in a brecciated quartz diorite. This result has never been followed up with a single modern drill hole." 16.69 oz/t gold = 522 g/t Au. This is one of the highest historical gold grades ever documented in the Beardmore-Geraldton belt — and it has sat undrilled for 55 years. The Garvey Zone is described as: The single most geophysically anomalous target across the entire Ishkday survey grid The highest chargeability sector of a 21.8 line-kilometre IP survey Accompanied by a strong Metal Factor response Never drilled with a modern hole If the Garvey Zone delivers even a fraction of the 1971 historical grade at modern widths and with proper orientation, it would be the most significant individual drill result in LME's history — and potentially one of the most significant results in the Beardmore-Geraldton belt in years. BOMBSHELL 4: The Stockpile — 10,327 oz Gold With 98.5% Recovery Confirmed A mobile processing plant generating $30-40M in cash from surface material — requiring no new mine development — represents a transformational non-dilutive funding source for the 50,000m drill program. At current share price of $0.210, a $30-40M cash generation event represents approximately $0.108-$0.143 per share in internally generated capital — without issuing a single new share. The nine independent metallurgical studies confirming 98.5% gold recovery via gravity and cyanidation on free-milling material removes the processing risk entirely. This is not speculative — it is laboratory-confirmed. BOMBSHELL 5: MRE Timeline Now Formally Committed "The Company intends to commence the NI 43-101 MRE process in Q4 2026, with a Technical Report targeted for Q1 2027." After 15+ years without a formal resource estimate, LME has now provided: A specific quarter: Q4 2026 A Technical Report target: Q1 2027 A QP named and approved: Pierre-Jean Lafleur, P.Eng. This commitment, in a legally reviewed press release, creates regulatory accountability. Forward-looking statements in Canadian securities filings must have a reasonable basis. Publishing a Q4 2026 MRE commencement timeline means management believes this is achievable — because stating it publicly without reasonable basis would create securities liability. The significance of nine undrilled IP targets within the same 6km structural corridor that has produced the A-Zone mineralization cannot be overstated. Each target represents an independent geophysical argument for mineralization — and not one has been tested with modern drilling. The I-7 South A-Zone target is particularly noteworthy: the highest Gold Index value in the entire IP survey dataset, in an area that has never been drilled. If the Gold Index — a composite parameter calibrated specifically for orogenic gold alteration — is highest at I-7 and that target has never seen a drill hole, it represents the single most compelling untested orogenic gold target on the property. The Structural Re-Test Targets — Correcting 50 Years of Mistakes The Miron Zone, Tala Zone, and River Showing were all drilled in the 1970s-1980s with structurally misoriented holes — a fundamental geological error that caused systematic misses. The press release states clearly: "All three historical programs shared the same fundamental structural flaw: drill holes were oriented without reference to the interpreted plunge directions of the mineralizing shoots, resulting in systematic misses." This means the historical negative results from these targets are invalid — not because the targets aren't there, but because the holes were drilled in the wrong direction and missed the plunging shoots. The Miron Zone specifically: 22.29 g/t Au surface sample — comparable to Sturgeon River Mine grades Never properly tested at depth due to orientation error 2026 program proposes four correctly oriented holes A correctly oriented program at a target with a 22.29 g/t surface expression, in a structural setting parallel to the orogenic gold system, has a substantially higher probability of intersection than the random exploration drilling that has characterized most junior programs. Previous Analysis  -  Confirmed in PR Massive sulphide thesis - "VMS-style accumulation... defining structural feature" Deep blind hole program - Nine undrilled IP targets being tested in Phase 2 Structural targeting methodology - "Structurally corrected orientations" explicitly stated MRE as formal planned objective - Q4 2026 commencement formally committed Stockpile as non-dilutive funding - PEA planned, 98.5% recovery confirmed Jayaraman/DRA Global role - Processing evaluation confirmed in stockpile section Pierre-Jean Lafleur as new QP - Named and approved in this release Ghosal/streaming relevance - "Non-dilutive initiatives" explicitly referenced April drill start - "Phase 1 will mobilize a drill rig in Q2 2026" Joint acquisition thesis - "Dual orogenic gold and VMS system" explicitly stated Special Committee process - "Strategic alternatives and transactional opportunities" in forward-looking statements This press release has formally confirmed: The VMS thesis — no longer analytical inference, now QP-reviewed corporate disclosure The Garvey Zone — 522 g/t historical grade, highest IP anomaly, never drilled with modern methods The stockpile — 10,327 oz at 98.5% recovery = potential $30-35M non-dilutive funding The MRE timeline — Q4 2026 commencement, Q1 2027 Technical Report The drill program — 50,000m, largest in company history, Q2 2026 start The strategic process — formally disclosed in forward-looking statements The dual-system district — "genuinely rare among Canadian juniors" per Cynthia's own statement At $0.210, you own all of that for $58.4M. The Garvey Zone alone — a 522 g/t historical gold intercept that is the most anomalous geophysical target on the property, never followed up in 55 years — has option value that may exceed the current market cap if the 2026 drill program confirms it.

NickJmes

Today's PR The Five Bombshells — In Order of Significance (I understand some of this information was known or inferred prior to this release) BOMBSHELL 1: 50,000 Metres — The Largest Program in LME's History "Proposed phased drill campaign targeting up to ~50,000 metres across the 6-kilometre Ishkday mineralized corridor, which is expected to be the largest exploration program in LAURION's history." For context, the entire historical drill database is 98,118 metres across 462 holes. The proposed 2026 program represents approximately 51% of all drilling ever done at Ishkday — in a single year. This is not an incremental program. This is a program designed to define a resource at district scale. The scale of the proposed program changes the valuation conversation entirely: Metric - Historical Total - 2026 Proposed Total metres - 98,118m - ~50,000m Holes - 462 - ~166+ (at 300m avg) Years to accumulate - 15+ years - 1 year Purpose - Exploration - Resource definition The word "proposed" and "subject to financing" are important caveats — but the ambition and specificity of this program signal that the financing conversation is already underway. You don't publish a 50,000m program in a formal press release without confidence that the capital can be sourced. BOMBSHELL 2: The River Showing — The VMS/Massive Sulphide Thesis Is Now Formally Confirmed The River Showing section is the most geologically significant disclosure in this press release and validates the massive sulphide thesis developed extensively in this analysis thread. The press release states explicitly: "Copper grades ranging from 1.05% to 8.80% across multiple holes, combined with a zinc-dominant intercept of 15.17% Zn and a silver-enriched polymetallic interval at 3.6 oz/t Ag, are the fingerprint of a volcanogenic massive sulphide-style accumulation — the base metal end-member of the dual orogenic gold and VMS system that LAURION believes is the defining structural feature of the Ishkday corridor." LME has now formally and publicly stated the VMS thesis in a legally reviewed press release. This is no longer LinkedIn narrative or analytical inference — it is a QP-reviewed corporate disclosure. The 15.17% zinc intercept is extraordinary. Global VMS deposits are typically defined at zinc grades of 5-12%. A 15.17% zinc intercept in historical drilling that has never been followed up with modern methods, in an area interpreted as pipe-like geometry, is a genuine tier-1 base metal discovery candidate. BOMBSHELL 3: The Garvey Zone — 16.69 oz/t Gold From 1971, Never Followed Up "In 1971, Carling Copper Ltd. drilled the spatially coincident Garvey Zone and returned a historical intercept of 16.69 oz/t Au over 2.3 feet in a brecciated quartz diorite. This result has never been followed up with a single modern drill hole." 16.69 oz/t gold = 522 g/t Au. This is one of the highest historical gold grades ever documented in the Beardmore-Geraldton belt — and it has sat undrilled for 55 years. The Garvey Zone is described as: The single most geophysically anomalous target across the entire Ishkday survey grid The highest chargeability sector of a 21.8 line-kilometre IP survey Accompanied by a strong Metal Factor response Never drilled with a modern hole If the Garvey Zone delivers even a fraction of the 1971 historical grade at modern widths and with proper orientation, it would be the most significant individual drill result in LME's history — and potentially one of the most significant results in the Beardmore-Geraldton belt in years. BOMBSHELL 4: The Stockpile — 10,327 oz Gold With 98.5% Recovery Confirmed A mobile processing plant generating $30-40M in cash from surface material — requiring no new mine development — represents a transformational non-dilutive funding source for the 50,000m drill program. At current share price of $0.210, a $30-40M cash generation event represents approximately $0.108-$0.143 per share in internally generated capital — without issuing a single new share. The nine independent metallurgical studies confirming 98.5% gold recovery via gravity and cyanidation on free-milling material removes the processing risk entirely. This is not speculative — it is laboratory-confirmed. BOMBSHELL 5: MRE Timeline Now Formally Committed "The Company intends to commence the NI 43-101 MRE process in Q4 2026, with a Technical Report targeted for Q1 2027." After 15+ years without a formal resource estimate, LME has now provided: A specific quarter: Q4 2026 A Technical Report target: Q1 2027 A QP named and approved: Pierre-Jean Lafleur, P.Eng. This commitment, in a legally reviewed press release, creates regulatory accountability. Forward-looking statements in Canadian securities filings must have a reasonable basis. Publishing a Q4 2026 MRE commencement timeline means management believes this is achievable — because stating it publicly without reasonable basis would create securities liability. The significance of nine undrilled IP targets within the same 6km structural corridor that has produced the A-Zone mineralization cannot be overstated. Each target represents an independent geophysical argument for mineralization — and not one has been tested with modern drilling. The I-7 South A-Zone target is particularly noteworthy: the highest Gold Index value in the entire IP survey dataset, in an area that has never been drilled. If the Gold Index — a composite parameter calibrated specifically for orogenic gold alteration — is highest at I-7 and that target has never seen a drill hole, it represents the single most compelling untested orogenic gold target on the property. The Structural Re-Test Targets — Correcting 50 Years of Mistakes The Miron Zone, Tala Zone, and River Showing were all drilled in the 1970s-1980s with structurally misoriented holes — a fundamental geological error that caused systematic misses. The press release states clearly: "All three historical programs shared the same fundamental structural flaw: drill holes were oriented without reference to the interpreted plunge directions of the mineralizing shoots, resulting in systematic misses." This means the historical negative results from these targets are invalid — not because the targets aren't there, but because the holes were drilled in the wrong direction and missed the plunging shoots. The Miron Zone specifically: 22.29 g/t Au surface sample — comparable to Sturgeon River Mine grades Never properly tested at depth due to orientation error 2026 program proposes four correctly oriented holes A correctly oriented program at a target with a 22.29 g/t surface expression, in a structural setting parallel to the orogenic gold system, has a substantially higher probability of intersection than the random exploration drilling that has characterized most junior programs. Previous Analysis  -  Confirmed in PR Massive sulphide thesis - "VMS-style accumulation... defining structural feature" Deep blind hole program - Nine undrilled IP targets being tested in Phase 2 Structural targeting methodology - "Structurally corrected orientations" explicitly stated MRE as formal planned objective - Q4 2026 commencement formally committed Stockpile as non-dilutive funding - PEA planned, 98.5% recovery confirmed Jayaraman/DRA Global role - Processing evaluation confirmed in stockpile section Pierre-Jean Lafleur as new QP - Named and approved in this release Ghosal/streaming relevance - "Non-dilutive initiatives" explicitly referenced April drill start - "Phase 1 will mobilize a drill rig in Q2 2026" Joint acquisition thesis - "Dual orogenic gold and VMS system" explicitly stated Special Committee process - "Strategic alternatives and transactional opportunities" in forward-looking statements This press release has formally confirmed: The VMS thesis — no longer analytical inference, now QP-reviewed corporate disclosure The Garvey Zone — 522 g/t historical grade, highest IP anomaly, never drilled with modern methods The stockpile — 10,327 oz at 98.5% recovery = potential $30-35M non-dilutive funding The MRE timeline — Q4 2026 commencement, Q1 2027 Technical Report The drill program — 50,000m, largest in company history, Q2 2026 start The strategic process — formally disclosed in forward-looking statements The dual-system district — "genuinely rare among Canadian juniors" per Cynthia's own statement At $0.210, you own all of that for $58.4M. The Garvey Zone alone — a 522 g/t historical gold intercept that is the most anomalous geophysical target on the property, never followed up in 55 years — has option value that may exceed the current market cap if the 2026 drill program confirms it.

Xzlk

Bit of a shit business, and poorly ran, but I really believe the IP alone is worth more than current MC

LarryStink

Sure would be nice to place some trades rn on the futures but my POS broker locked me out with an IP ban or something and no 24/7 customer support. I didnt even attempt multiple logins today, I never closed the app. Tasty trade is kinda pissing me off. If It wasn't such an adjustment period in between switching brokerages ide move to schwab or IBKR

throwaway9gk0k4k569

The problem is their library/IP kinda sucks. Keep posting! I'm not taking a position, but I'm rooting for you. Maybe they will unban you from WSB if this pulls though!

ai-moderator

#TLDR --- Ticker: UBSFY Direction: Up Prognosis: Buy shares at €4 and pray for a management miracle Thesis: Ubisoft is a bloated IP powerhouse. If they can survive their cash burn without restructuring, the stock could rerate to €10-€20, or get bought out by Tencent for €6-€12. Risk Level: "Fuck it" (Very real risk of dilution or total failure)

Perhaps_Perchance

I had this happen to me a few weeks ago. I couldn't connect via WiFi, but on mobile data it worked fine. Had to email support with my IP address and ask them to unban me. Look up tastytrade IP ban. Btw they never told me anything about why it happened other than whatever standard response they give. I didn't have repeated failed login attempts like their site claims could cause it.

justforredditgifs

They are fabless so if they are selling IP + royalities it should not hit them too hard

gkdlswm5

Crazy how these Warren Buffet type orcales trading from IP originating from the Whitehouse. They must be just really really smart. 

Intelligent_Kick_436

There are haverstors on discord and Reddit that track of people who post evidence of having actual sums of money. Your account is put on list(s) which are sold to be exploiter / hackers / manipulators. It's pretty easy to ignore PMs/DMs and more sophisticated social engineering, but the worst is when low level mod staff who have deeper account access (like IP addresses) sell your data like Meta staff were doing. These employees usually earn very little money and are in 3rd world countries, and are fired anyway so it's an easy side gig while they have it. Just be careful. [https://gizmodo.com/meta-hackers-security-guards-facebook-instagram-1849798256](https://gizmodo.com/meta-hackers-security-guards-facebook-instagram-1849798256)

HunterMichael92

Very simply, if you back out one time revenue factors and you look at $LION as a arms dealer of content to the largest streamers of the world, it sits at approximately $1.1 billion on evergreen and licensable content. Now that Starz is separated, LION has a backlog of upcoming releases already baked into debt which is going to be paid down significantly in their FISCAL year 27 (their fiscal year is ahead of the calendar year). Estimates based on just MICHAEL alone show a debt load going sub-three billion by 2028 (per analyst & earnings conferences). Now you take a company with $2.5-3bn in debt, a library value of $1bn+ a year, and pricing power that a single streamer could let all deals expire an bring a massive title library into their own fold, lets call it 8-10x revenue, having the company be worth without future film value, and production value, rougly $7 billion excluding debt. Warner Brothers just traded at a 22x Library Revenue, I applied a 50+% discount to account for the IP value in addition to pure library value, and other licensing/broadcasting rights that WBD owns. WBD prices their networks at essentially a nominal value, and a majority of the value on the massive IP library they already have created, like LION, the value is in the content that already exists. Simply put, on acquisition, I see a bidding war simply because LION already owns a significant chunk of content that exists on many competing platforms, but a single platform can own this library for their own massive long term benefit.

ManBearPig_1983

Thank you. Yes, I recall it was more than a simple scriveners error. Complete disregard for their IP.

Difficult-Roof-3191

You really need to listen to Secret's and Spies: How China Steals America’s Secrets China steals technology on a massive scale. They are the #1 stealer of tech and IP in the world. China doesn't care about nationality. If you are a Chinese citizen anywhere in the world, regardless of citizenship, the Chinese government claims you are a citizen of China, and subject to Chinese laws. They are also known for their global transnational repression. Literally bag and grab operations in other countries (including the US) to take people back to China. https://secretsandspiespodcast.com/episode/s10-ep35-how-china-steals-americas-secrets-with-david-shedd-andrew-badger As someone who has listened to hundreds of hours on China in a geopolitical context (and not just youtuber's, but world policy leaders), that person's 2nd paragraph is spot on.

TrashPanda_924

It could, but Taiwan doesn’t have oil. And honestly, taking it by force e leaves a pile of rubble so they end up not getting what they want only slightly less than admiration and respect: IP.

DaySecure7642

Just PR control to trick other countries into not reacting to trade imbalances. China is not going to do that in any meaningful way, as it needs the trade surplus more than ever. China just set the lowest GDP growth target in decades. After decades signing the WTO deals, China is still infringing most of the rules for unfair trade advantages, from capital control, currency fixing to ridiculous levels of subsidy and IP thief.

Thethrowawaycfp

I had a feeling that’s where you were going. I will agree to portions and disagree to others. For one I would be pretty alarmed if any of the large scale S&P tracking ETFs were holding anything less than the total index. They are buying the IP from S&P and are probably legally bound to adhere to the brand standards if they are going to use it. I’ve looked at the DI SMA space and most of my clients are $1m-$10m in the decumulation stage. The tax efficiency of ETFs seem to been well effective enough in this space. I do see some nice tools for the specific customizations for concentrated stock positions or simple personal values(even though that starts to drift from passive to active at some point). The problem for me is most of my clients don’t have those issues and unfortunately the tax loss harvesting becomes less effective over time. Hasn’t made sense for me yet but not something I’m against for the right person. Still not going to co-sign that ETFs don’t make sense past $100,000 I think that’s a stretch.

xbinary

The steal IP… it was the US and the world that put all their factories there. Apple had to invest billions to train the Chinese to build their products. This is r/investing, is their stock manipulation by our politicians or no? Let’s stop coping thinking we have no faults

BuzzardChris

Valve is a great company, agreed. they're definitely way more consumer-friendly and chill with the use of their IP compared with Nintendo, i would say.

ogaat

Awesome. Steam is a phenomenal company. Glad to hear that they are making such a good product. They are also the Nintendo of the US though - Proprietary excellence and fierce defense of their IP.

RedditConsciousness

It won't destroy the economy. Neither did the printing press, the steam engine, or the microchip. Don't listen to lefties or redditors (but I repeat myself). They are very, very bad at economics. Which isn't to say pure free marketers are any better. You want a regulated market. But opposing things like free trade or technological progress is both an impossible task and not virtuous anyways. Look, if you want to be left leaning then just keep it really simple. Increase progressive taxation. That's it. Done. You don't need to oppose everything under the sun. Just tax the wealthy more and use it to help everyone else. As for things like IP, didn't we realize a long time ago that was a deeply flawed human construct? Basically my best solution there is increase government endowments for creators and don't expect to control or "own" things that are abstract concepts because it is incredibly impractical.

BallsdeepinTSLA

You're not wrong that there's tension there, but that tension is actually bullish not bearish. The WHO saying "we need way more of this and we need it cheaper" is the strongest possible demand signal for the product. They're literally telling the world that GLP-1s are essential medicine for a billion people and current production can't meet even 10% of demand by 2030. Novo doesn't need to sell at $0.05 a shot to make money here. They'll sell branded premium product in the US and Europe at full margin, and let generics handle India and the developing world. That's exactly how the pharma model has always worked. Pfizer didn't go bankrupt because generic statins exist. They made billions for decades while generics served the price sensitive markets. The WHO wanting it everywhere at every price point just validates the TAM. Novo owns the brand, the manufacturing scale, the IP on next gen formulations, and the most complete product portfolio in the space. They'll capture the high margin slice of a pie that the WHO is actively trying to make bigger.

moorhound

Alright, this shits about to blow the fuck out by Monday. EU's not riding along with this shit, and they're ready for a pivot towards Asia/India. Dumbass Kahanist extremists got control of Israel and dragged the US into the war they've been trying to get since 9/11. The fucking *RUS/UKR war* is about to come to and end due to this fuckery, and no major player in the world is going to be strongly supporting the US/Israeli side. If you're leveraged long, *get the fuck out*. Hold your 401ks; this shit will hopefully blow over with an impeachment, but I suggest diversifying into Japanese semis (ATEYY/TOELY/CAJPY). American markets are about to get long-term fuckin wrecked. IP is a mobile commodity, these guys don't care where the fuck they're doing work as long as it's the right place, and with the climate the US isn't the right place. Permbols; *get the fuck out or lose your goddamn money*. This Iran shit is getting bigger than your pea brains can comprehend. Bessy's floats aren't gonna hold this past April.

InvestAISavvy

Thread like this is a great example of why stock picking in the penny space is 90% filtering and 10% finding. There are probably 50+ tickers in this thread. Statistically, most will underperform or go to zero. A handful will legitimately run. The question isn't "which ones have upside potential" — it's "how do you tell the difference between a real catalyst and a Reddit echo chamber in real time?" The pattern I look for: is social attention on a name *accelerating before* the price has moved significantly? And if so, does the company actually have the fundamentals to justify the attention? OTC tier, cash position, dilution risk, employee count, actual revenue — the basics that most people in these threads skip entirely. Half the tickers in here are going to get flagged on StockTwits next week as "trending." By then the risk/reward has already flipped. The edge is catching the attention curve early AND having a quick fundamental filter to separate the HGRAF-type stories (real tech, real IP, scaling catalysts) from the Pink Sheet shells that ride the same hype wave and then crater.

drumrhyno

I actively work in an industry that AI was "bound to destroy." One of my largest clients, a very well know and multi national entertainment company who partners with a massive multi national sport just sent down orders that no one is to use AI for final work anymore at all. I'm paraphrasing here but the specifics were that for informational purposes, AI is too unreliable and frequently provides incorrect answers and images/video created with it isn't done so within copyright law therefore putting the entire company(s) at risk for legal action or loss of 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