IP

darkeblue

Here is what's going to happen. Private Equity is buying this for $11 billion with loans. They will then leverage the loans against Walgreens, with Walgreens assuming responsibility for paying the interest, thereby preventing Private Equity from burning their books. After which they will start to sell Walgreen assets, such as the land they own or data they have to other companies. Then, when they are done selling anything of value, they will walk away from the company. Walgreens is on the hook for the interest payments on a loan used to buy them out in the first place. They don't own the land the store sits on, the data, IP, or anything else. Walgreens can't meet the payments, and they have to declare bankruptcy. Happened to Rite Aid, Toys R Us, Quiznos, Red Lobster, and the list goes on and on. Congress should step in and create laws against this thievery, but with these idiots in charge, nothing happens.

DMN_LQMT

Coming from the advanced manufacturing R&D world, I can tell you that bringing a new disruptive material to market takes a long time. Creating efficient low-cost production on this one was the tough nut to crack, but stakeholders thought it was worthy due to the incredible properties of the material. A lot of investors have been burned on this over the years as they didn’t understand the complexity. One company did understand it all, and that was Apple. They bought IP rights some years back for 30MM, and that kept the company going. Together, Apple and Liquidmetal formed Crucible LLC and that where all the IP resides. Liquidmetal owns Crucible, but Apple has access to it. Prof. Lugee Li, the founder of Eontec and majority owner of it 6-7 years ago, sold his controlling interest in Eontec to buy into Liquidmetal. He had done a lot of work in bulk metallic glass (BMG), the generic name for Liquidmetal, and understood that this material would disrupt the industry and has been working these past years to create the low-cost production system. Through Eontec, they built a new machine that is high volume and he developed a low-cost raw material. During the past years, they have produced some low volume medical applications and Martin guitar pins. Yes, this material has acoustic properties as well (go see the Design Guide on the LiquidMetal website). They also contract Yihao as their contract manufacturer, and two weeks ago it was announced that Yihao was doing a 70MM expansion. The CEO of Liquidmetal also announced at the CC that they were looking for a second source manufacturer. That brings us to today - the coming out party. Prof. Li built Eontec from the ground up, and now he is going to build Liquidmetal manufacturing. The production systems are mature and finally ready to make a major investment. This is the most exciting time in the company’s history. There is so much more to write, but please, this one is worth you time to do some DD. Just remember how long it took plastics to come on-line, and now plastics are ubiquitous. We strongly believe that the same goes for Liquidmetal - moldable like plastic and stronger than titanium.

S-Club-Party

“Sometimes stocks can get overhyped just like BTC is” is not exactly a strong case for bitcoin's legitimacy lmao And again: a company, like PLTR, has intrinsic value. If PLTR hype dies tomorrow, it doesn’t go all the way to zero, because it owns IP and assets that generate money. If it goes out of business, the assets get sold to help investors some of their losses. If BTC hype dies and tomorrow no one wants to buy it, it just ends. Everyone loses 100%.

qwertyqyle

Not sure how the founder of Fry's Electronics thought opening a big box store with no IP that can just be copied by anyone else thought that was going to change the world.

Ok_Highway353

$TSAT. LEO competitor to Starlink. Low float mess unfollowed. Company projections have it doing $50/share + of EBITDA in 2031. Heavy short interest. This is because dent trades at $.50. Short thesis is flawed, though. The debt has no recourse or claim to the LEO. Assume a 10x ebitda multiple and you get a $500 target. The LEO (lightspeed) is differentiated because it has inter space links (good for defense applications) and is telco compliant (it’s not IP/ best efforts). Totally under the radar. Trades $2.5 mm on average a day- liquid enough, but not enough for huge sophisticated funds to buy.

reinnes13

It's a bad point. TMC is the overall miner, bringing together resource surveys, project finance, regulatory, govt affairs, and select IP that is essential to offshore mineral production like the ROV gatherer and the riser connecting it to the vessel. It's subs are a key part of how it does things but they individually lack the broad set of capabilities and institutional focus on deep sea mining that TMC brings. This critique is like saying that mining companies are a fraud because they buy caterpillar tractors and that caterpillar can just go do it. Different business structures and goals. TMC owns $400m+ in prospecting data that underlie its permitting plans and that is something no one else has

BanditoBoom

Yeah, up until like 2022 the CEO at the time was trying to take the brand into crypto and online gambling…just eroding the brand and screwing things up while cashing checks. New CEO Wade Rosen comes from a billionaire family in the US, has started and grown multiple businesses, has experience in the retro gaming space, and when he came on board has just been TOTALLY ripping the bandaid off of all the crap from prior CEO. Net effect of which has shown the highest revenue in over a decade this past fiscal year, while running a paper loss from write downs on the balance sheet to accelerate the losses from prior CEO. They have bought back a significant portion of Atari’s IP, have bought 2 niche gaming studios that do incredible work, and have been quietly releasing banger titles again. While not AAA games, they are often very well received and have much lower development cost = higher profitability.

greenpride32

You are viewing AI in a very narrow lens, as if it's limited to some type of "boxed product" that is consumer facing. I think it's a common misconception, because general public was not "AI aware" until ChatGTP 3.0 blew up a few years ago. The first association to AI for most was a chatbot. AI has already been used for years in the business world. A common use case is fraud detection in banking and credit card industry and in technology world for authentication. What is the AI trained on? It looks for patterns of "normal" behavior, and flags actions that are not consistent. Ever traveled and the first charge you make on the card is declined as potential fraud? If your prior non-online chargers were let's say restricted to a 100 mile radius in NYC, and all of sudden you have this non-online $200 charge attempt across the country in Tempe, AZ, it could be suspicious. Similar concept for authentication purposes. This person always signs from IP ranges in region X on a set of 2 or 3 devices and during this 10 hour window. All of sudden, they are trying to login 4 time zones away, from a different country on a different device. A human could never process all of the past data to create relationships, nevermind process incoming events in realtime. The key concept here is absorb vasts amounts of data - and do something useful with it - it's basically analytics on steroids. Think of any similar process where prior flow works - cybersecurity threat detection is another. The use cases are endless. Another common example is image sorting, such as old paper document scans. Imagine a company has filing cabinets full of years of documents they want to digitally archive. There are 18 different forms that are very common. You can train AI to detect these forms and sort them for you. Humanly possible? Sure. But AI will be factors of hundreds of times faster with less error. TikTok blew up. The other tech megacaps, despite all their resources could not catch up. What make TikTok special? It uses AI to make recommendations. Ever used YouTube? How many comments are "how did the algo bing me here?" AI doesn't necessary need to be sold to you as a shiny boxed up product. In fact most of it's use cases will be boring (like many jobs!). UPST is a publicly traded stock that uses AI to determine creditworthiness for lending. To quote Steve Rogers, I can do this all day. Don't want to believe some random RDDT poster? No problem. But do you think you know more about the future of technology than some of the very most successful companies in history spending hundreds of billions in AI? MSFT META AMZN GOOGL ORCL

rollerbase

So wait let me get this straight are we going to tax the drugs we develop the IP research here for but manufacture overseas and already pay 10:1 for… by 300%? Is he taking advice from this sub?

Pharmalucid

Terrible science that somehow made it to clinical trials. All the founders were ousted. It’s just a shell of money guys pumping their very weak IP on very weak clinical trial results

Strong_Power462

Go ahead and plan. They will invade, coordinating with Russia invading baltics. This will all be right after they disable US GPS, block Starlink, and possibly run IP attack on power grids and water supplies. No need for bombs or troops into US, they will be so paralyzed the baltics and Taiwan will fall before US can even think about action.

trumpdiego

##Controversial opinion but maybe China should make all the EV's, German's/Italian's do the design, US do the Research/IP, Japan do the fine tuning and add-ons.

TAKINAS_INNOVATION

I mean what’s their moat OP? Besides their branding which imo is the weakest moat, they don’t have anything else. They don’t have switching costs or network effects or intangible assets like IP. I personally just would never touch a fashion company because they don’t really have strong moats besides their branding.

Idc94

So if Toyota creates a manufacturing process, and they own it, where in there does that make it “Toyota owns the manufacturing IP of Joby’s aircraft”? That’s a wild leap from “we designed this process” to “we own all of the manufacturing IP”

Xtianus25

Good question Toyota does have its own manufacturing IP, especially in processes and technologies it contributes (e.g., advanced automotive production methods, robotics, quality control systems). Under the Joby-Toyota agreements, Toyota’s “Toyota Field Intellectual Property” includes things Toyota developed itself, whether before or during collaboration. For example, if Toyota uses a proprietary process or tooling method for a Joby part (like a drivetrain component), Toyota owns the IP for that process — but not the Joby design IP itself. --- 📄 What the agreements actually say (from the 2021 & 2025 SEC filings): Toyota IP ownership clause (2021 agreement, Section 1.30, “Toyota Field Intellectual Property”): > “All Intellectual Property developed by or on behalf of Toyota independently of this Agreement … or conceived or reduced to practice solely by Toyota employees … shall be owned by Toyota.” Joby’s design ownership preserved (2021 agreement, Section 4.1): > “Joby retains all rights, title, and interest in and to Joby Intellectual Property.” Licensed cross-use: Joby is granted a license to Toyota’s processes as needed to build aircraft; Toyota is granted a license to Joby’s aircraft designs solely for manufacturing collaboration. --- 🚨 Bottom line You’re right: 🔹 If Toyota develops a proprietary manufacturing technique or process for, say, drivetrain subassemblies, Toyota owns that process IP. 🔹 But the design IP for Joby’s drivetrain (CAD, specs, tolerances) remains Joby’s. Neither party transfers ownership of its own IP — they license rights for collaboration. --- ✅ So yes, Toyota can own manufacturing IP in specific processes, equipment, or know-how it contributes (e.g., robotics used to assemble a Joby drivetrain), but not the actual design IP of Joby’s parts

Idc94

Looks like they didn’t read the link before they posted it. I happen to know very well(…..) that they do not own any IP. They do have access to production and performance data and they provide an immense amount of manufacturing knowledge and support.

Empty-Establishment9

Where does it say they own their IP? Companies regularly invest in other companies without owning their IP

Idc94

Source of your claim that Toyota owns Joby manufacturing IP? This is wildly false.

Xtianus25

I forgot one more thing. The Toyota situation is more precarious and outright heavy handed for Joby. Toyota owns the manufacturing ip of the Joby's aircraft whereas Archer owns all of their IP. The Stellantis deal could go away and nobody would notice.

lurksAtDogs

AI imaging doesn’t mean much to me. It’s post-process IP? Could they use others imagery or are they dependent on having their own constellation?

HWTseng

They wanted our play dough IP so they can build more Pingus but we wouldn’t let them

tjewett1776

ChatGPT launched in Nov of 2022. Nvidia the poster child for AI — their stock has returned 928% since then. So maybe we’re in the 2nd quarter. Other examples are companies like Palantir with a 1314% return over the past 5yrs, & even an old legacy company like Oracle has a YTD return of 42%. Tech analysts talk about inferencing driving the next wave of growth as enterprises & governments deploy agentic AI to automate many of the tasks currently being done by knowledge workers. And then there is the impact Gen AI will have on healthcare and energy plays like NRG, SMR, OKLO. The impact on education will be incredible too. Check out what is happening with the Alpha school in TX with their students being in the top 2% for standardized test scores. I’ve been selling technology for 35 years and currently sell PCs. AI is helping me resolve technical issues for customers like how to program an asset into the BIOS of our PCs, how to resolve issues deploying custom images using MSFT Configuration Manager etc. without having to engage our technical resources. Tesla’s Robotaxi and Optimus for robotics will be another gauge to watch for the impact on the stock market. Personally I love to read and talk to AI about all kinds of things — supernovas, Dojo, data & analytics companies like Snowflake, Databricks a pre-IP company, quantum computing, blockchain, stablecoins, tokenization of stock in private companies like what was announced by HOOD in Europe. etc. Never been more content in life. It’s wild what is happening.

DMN_LQMT

Yes, as I mentioned that in the first sentence of the second paragraph. But when/if a contract is mentioned, good luck getting in at the current PPS. The last time Apple contracted with LiquidMetal on IP the stock exploded to $1.86 a share. It’s worth your time to actually do some deep DD on this one. It’s not only the iPhone fold, but it’s all the recent activity combined that makes it worthy to investigate. For instance, and this years conference call two important things were mentioned - they were currently looking for a second manufacturer (required by large companies for big orders), and they have prototyped a credit card for a major credit card company. They are also working in medical and opened a new wholly-owned subsidiary, LiquidMetal Asia Holdings. Lugee Li, the mastermind of all this, will head it up to manage sales and production at LMAH. So there is rumor, yes, but there are also these facts that surround the rumors. One shouldn’t brush this one off easily when the potential for a huge multiple is looming.

Far-Nefariousness485

This post is full of half-baked takes dressed up like analysis. Tariffs were never meant to magically rebuild Detroit in four years. That’s not how global supply chains or labor economics work. But pretending they accomplished nothing is either dishonest or incredibly naive. We’ve already seen production shift to Vietnam, Mexico, and yes—even parts of the U.S. This is a long game, not a PR stunt. And let’s be clear: our trade relationships were deteriorating well before Trump. China has been eating our lunch on IP theft, forced tech transfers, and dumping for decades. Tariffs finally forced that conversation into the open. You think the EU isn’t watching closely? They’re implementing their own version of economic nationalism now too. As for the “tariffs were supposed to replace income tax” line—that’s just fantasyland Reddit logic. That was never a real policy proposal. It was an idea tossed around by internet echo chambers, not actual fiscal planning. If you want to criticize execution, fine. But calling the entire strategy a failure ignores everything happening beneath the surface. It reeks of wanting it to fail just like most liberals viciously ‘celebrated’ in unison that the stock market had “crashed” not objectively looking at what it did.

Humble_Kale197

It’s no longer the only portal option on the market now though and outside of a few IP, doesn’t offer any large advantages over the other options. At the current price point as well, it’s not even a great value. Cool that the early adopters grabbed it. I expect a sharp drop off as it doesn’t offer any significant advancements over the competition.

Alert_Weird6893

I am thinking the same, they have no moat. Nothing special, no patents or IP per se. In some time I can see, as you said, someone coming by and eating their lunch. not sure why I got downvoted to hell. literally anyone can come and duplicate their business model. Or companies can do it in house (as most companies already did few years ago).

Jaytrox

maybe they fired the people that killed the Halo IP?

TAKINAS_INNOVATION

Netflix does license content but it also buys and owns the rights of shows as well. Like they own the rights to squid games IP. I don’t understand why you seem to hate this company. Netflix is legit one of the best companies in the world. I do agree that YouTube is underrated but they’re tied to google and the market doesn’t want to give Google a premium. If they spun YouTube off. I think it would do well imo. People want to own YouTube.

AluminiumCaffeine

You cant just quickly code up new EDA suites with no issue + IP ofc as well

Generic_Commenter-X

Like that pretty rainbow icon is supposed to make use forget what a voracious abomination AI is—both in terms of human IP and ever increasing resource demands.

No_Feeling920

There's way too much NAT and external IP address sharing going on today. IP based blocking used to be effective like 20 years ago. They would essentially need to ban all VPN/proxy providers, too. That would get unpopular real quick.

LiquefactionAction

If you are cloudflare you are the interface to like half the internet so you could track IP addresses and see certain ones lighting up doing HTTP GET requests on way more variety of random websites than should normal, and so you can block further requests.  But fundamentally you are right, you really can’t. It’s actually really hard and costly to prevent and basically a losing battle to stop. You can block entire blocks x.x.x level from India and Saudi Arabia and stuff of course, but that’s still not that effective. It’s why the whole Reddit app-wall was really stupid because you can (and people already do) scrape the whole site with impunity. The data is already been scraped a trillion times over by everyone and their granny

RonMexico16

Yeah…I’m still adding more on dips like this one. I have no fundamental valuation based on any NPV of future earnings for them. I just think their balance sheet is strong enough, cash flows are good enough, and they’re following the right strategy. Who knows…maybe they’ll get bought out at some point for all of their data and IP.

dip-the-buy

VIX is calculated and quoted 1 hour before the US *premarket* starts. Which is still far cry from covering SPX options GTH, but not as dumb as you picture. The lack of standardized ~around-the-clock volatility index sucks. For example, CME has a family of CVOL indexes on their futures: https://www.cmegroup.com/market-data/cme-group-benchmark-administration/cme-group-volatility-indexes.html , but they smartly omit one for the ES futures. Either to avoid IP fight with CBOE, or because they like to keep us in the dark.

AlpineRun

Bag holder here but Kodak had one business. Google is super diversified. Think about Google's crown Jewels: \- Youtube is bigger than Netflix \- Maps is a multi billion user app \- 3rd largest HyperScaler doing $45B+ a year in cloud computing revenue \- Chrome leading web browser another multi billion user app \- Gmail is a multi billion user app \- Waymo is the world's most tested, trusted and prolific autonomous vehicle company. \- Also from TPUs to Willow Google has formidable IP in the chip space. The latter, Quantum computing may simultaneously dethrown crypto and NVDA. \- Lastly their AI is impressive and they wrote the book on GenAI. It was their attention changes everything paper that inspired OpenAI's research leading to ChatGPT.

Vegetable_Lead_9110

TSLA to $150 No more EV incentives is a dick kick, and their. Vehicles are trash compared to its competitors. Aside from its charge plug IP, the company doesn’t have anything further to offer lol

Sweg_OG

hey guys I could post a lengthy an informed DD that cross examines a few technical indicators, but I did that once and mods beat me up, IP banned me and stole my lunch money. It's ok because I was right and made a bunch of money off of it. Anyways if you're reading this, buy RDDT and then make sure to thank me later

Tw1987

This is basically live loot boxes where online games made millions. They existed before but this person made them go mainstream or sell mainstream IP like Disney league or legends and anime

Majestic_Sympathy162

#imagine betting on china respecting IP. Do YOU understand how silly that sounds? #waymo prices coming down faster than libs will forget about Elon and start riding in teslas aga8n #either way GL bro. I wish your investments the best as long as they dont directly compete with mine in which case I hope they go to 0.

Majestic_Sympathy162

Tsla won't get gyna. Period. Gyna doesnt respect IP. Tsla won't win self driving in the US. Waymo has first mover and libs hate Elon.

RaechelMaelstrom

This may be the Apple ditching Intel moment for nVidia. Don't get me wrong, I love nVidia, I don't think it's going bankrupt or anything. But what they're doing isn't proprietary or novel or protected by IP. Anyone could make a competing chip if they had the huge amount of money for development and production. Just look at how good the M1-M4 series has been for Apple compared to what they had to deal with for Intel. People need to realize that AI is a commodity, not some kind of nVidia monopoly.

Nearby-Yak1389

1. They seem to have had a run, which might make a pull back very likely. So might not be a good goodbye opportunity this moment, it might be worth getting some shares and build accordingly. 2. The core of their business supplies for energy storage; because of their IP, they might sit themselves into high value contract in the foreseeable future. I think any portfolios right now are weighing in on energy in many ways.

Vaxtin

If they use it for their own models, it clearly is their own IP

Dangerous-Phase-2345

Interesting. What's their IP like?

MediocreSonics

gotta make a new one every decade or they lose the IP rights

CarteBlanchDevereau

I still don't expect much. Maybe a move to 7 or 8. u/mbr902000 numbers are from 9 months ago. Since then, lingo, a voip that they own has had record sales. They sold off their shares of apld for a 50% gain ( 50 million) they were 44% partners in the Joanne liquidation, which was 2 billion dollars inventory plus IP. ( we don't know what their profit is off of that) The FRG bankruptcy concluded, and they got moved up in the Creditor line, which potentially will affect that negative $16 Book value as well. The numbers are hard because there's so many variables. But, moving to a positive eps, of $1-$2 per share, and a debt reduction from $1 billion dollars to 500 million.... which is what we know so far, gives us a really high share price however, a lot of what will be reflected in these quarterly reports is one-time earnings, and actually results in lower income in future quarters... so we have to temper those numbers. The street looks forward not behind. By Sept 29th, I expect over $6. October $2.50 calls are .85. Hoping for 300% gain on those. Roughly the same on the 5c. This works only because they keep the premium so cheap

Leviathon713

Finding the IP wouldn't be that hard. You can't get an exact location on someone that way. Unless you have contacts at the owner's ISP or a court order. My IP will tell you I'm in North Carolina, but I am definitely not.

WingedScapula420

In what universe does anyone think Tom Holland would be a good James Bond? Someone needs to stop Bezos from ruining IP.

ichfahreumdenSIEG

Wish there was a way to find their IP bro… I’d troll the s##t out of them with piss discs, liquid a##. You name it.

bearlysolvent

lol inverse Cramer…I trust Morningstar analysis and they are saying fair value is $90 a share it’s definitely growing and it seems like there is a lot of IP they have. I’m just assuming anything remotely related to data centers is going up after microns earnings .

asoon

Nah he became CEO in 2020 after share price was beat down to $0.15 a share. We had the meteoric and meme-fueled rise from there up to $28 in 2021. Been beaten down into penny stock land since waiting for an OEM win with recent pivots to try to market our IP in defense and industrial applications.

Subinatori

you know the IP in RIP stands for "In Peace" right?

ARealTrashGremlin

Because America has the world reserve currency. Their investment products are viewed more favorably due to this. There are real advantages to stability and returns. Further historical performance and trading volume make those investments more appealing. Its like a 1.6 multiplier on valuation whereas UK may be .8 and China may be .12. The business fundamentals may be there or on par, but the currency and countries laws (especially China IP laws) makes them less attractive.

PurpleRoman

The internet would be a better place if all Indian IP addresses were banned

Working-Math-9610

Seriously don't understand why anyone would even look at MU.  It's just memory. Samsung, Hynix, LG and pretty much every F-tarded Asian company can make it. If there's some special IP, they'll just copy it or the customer can simply add more memory that's little bit slower but a lot cheaper.  Explain to me why.. Also, explain the prize fizzle out in AH today, while at it. 

AntoniaFauci

Interesting. I could have a lot bigger gain in had I traded in and out and I do wonder if the recent rally offers another such opportunity. I imagine the near future will include a confirmation that the sales goal for 2025 is met. But then what’s next? Will it be headlines about a dearth of game releases? Will it be a headline that they’re ramping production to supply another 5 or 10 million units for USA, or will it be that they won’t have product to sustain sales into the holidays? I do agree that one of the reasons I picked it up late last year was the strength of their IP. It also fit my theme of looking for ex-US things to lower Trump crime family administration risk. Still, I’d argue Disney *does* get huge mileage out of their IP if you consider their theme parks and cruises and hospitality. Without their IP, those business lines would be basically six flags and carnival.

elgrandorado

I bought into Nintendo for a long term hold. The entry appeared for me when the Switch 2 announcement dropped the stock 6%. I think they are successfully decoupling from the standard hardware release, which will create a captured audience of Switch fans on the platform. Their levers to pull will be the increased game prices, top tier execution of IP, and licensing deals on their merchandise/content. The optionality on licensing is nice to have for a business that should command pricing over the next 10 years at least. Unlike laggards such as Disney that waste phenomenal IP, Nintendo actually takes care of their IP.

JohnNasdaq

China is hunting down its own rare earth experts. Would be a real shame if the CIA did something egregious like steal their IP or something

LearnNewThingsDaily

Basically buying GPUs, data centers, IP, and a foundation model. That's bullish if they do

No_Culture_5921

AMBR is quietly building differentiated technology: custom enzymes designed specifically for RNA correction. Not off-the-shelf CRISPR. That kind of proprietary control over the editing system could create real IP and value.

G4M35

https://finance.yahoo.com/quote/CRDO/profile/ Credo Technology Group Holding Ltd provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. Its products include HiWire active electrical cables, optical digital signal processors, low-power line card PHY, serializer/deserializer (SerDes) chiplets, and SerDes IP, as well as integrated circuits, active electrical cables. The company also offers intellectual property solutions consist of SerDes IP licensing. It sells its products to hyperscalers, original equipment manufacturers, original design manufacturers and optical module manufacturers, as well as into the enterprise and HPC markets. The company was founded in 2008 and is based in Grand Cayman, Cayman Islands.

Travelplaylearn

For my kids over 20 years, it is just safer and more steady growth than say pureplay AI or Crypto holding companies. As mentioned to another comments, --- My logic is MRVL is a 65 billion marketcap company, with custom designed chips in their IP portfolio, and a fifth of the datacenter marketshare going forwards. Well established customers for a midsized company. While Broadcom a competitor is over a trillion marketcap. When AI datacenters and infrastructure grow into the multiple trillions 2 decades later, MRVL just needs to 10x to get to half a trillion. Over 20 years, this stock has more upside imo.

Travelplaylearn

I am not overly optimistic. It is just safer and more steady growth than say pureplay AI or Crypto holding companies. As mentioned to another comment, --- My logic is MRVL is a 65 billion marketcap company, with custom designed chips in their IP portfolio, and a fifth of the datacenter marketshare going forwards. Well established customers for a midsized company. While Broadcom a competitor is over a trillion marketcap. When AI datacenters and infrastructure grow into the multiple trillions 2 decades later, MRVL just needs to 10x to get to half a trillion. Over 20 years, this stock has more upside imo.

Travelplaylearn

My logic is MRVL is a 65 billion marketcap company, with custom designed chips in their IP portfolio, and a fifth of the datacenter marketshare going forwards. Well established customers for a midsized company. While Broadcom is over a trillion marketcap. When AI datacenters and infrastructure grow into the multiple trillions 2 decades later, MRVL just needs to 10x to get to half a trillion. Over 20 years, this stock has more upside imo.

zordonbyrd

$SNPS - it's the foundation for digital chip design with a healthy IP portfolio. The acquisition of $ANSYS should bolster it's position in the EDA market while opening up new markets entirely. In an era of hyper-digitization, I theorize that we'll model complex systems before scaling them more comprehensively, exponentially, as time goes on. I think we've scratched the surface of this type of tech. $ANSYS allows $SNPS to be a key player in this field. Additionally, when it comes to chip design, the proliferation of designs and increasing design intensity will only benefit them. As AI workloads are optimized, scales, and tailored to certain workloads, the differing types of chips needed will only proliferate especially as Moore's Law breaks. IDK if this is the next trillion-dollar stock, but it certainly could be a few hundred billion. It's my largest position. It's under-performed lately due to Chia concerns but now that investors' greatest fears have been realized, I suspect more upside from here.

ToddlerPeePee

>Why would someone pay for something they can scrape for free? There are methods to prevent scraping. I know this because I had done scraping before. I don't know how they (not Reddit) did it but the website we were trying to scrape did manage to prevent scraping, even after we used new IP + new machines.

Philsphan088

I had Schwab IP for 5 years dismal years and it didn’t keep pace of the s&p 500, they don’t charge a fee but keep a huge amount in cash. You are better off with another platform Wealthfront/betterment even with the fees.

no_sporks

All I know is from this email I got from LinkedIn GenerativeAI newsletter. They received $70 million offers for their IP portfolio already but declined those offers. They're going for broke.

nobertan

Material science / chemical engineering production scale tooling companies, it’s the gating factor of everything. (They internally develop the capability for scale; and therefore profitability of a product to market). Semi is reaching multiple impassable stone walls to progress with litho and substrate materials. Battery improvements are stuck up against this. Even fashion, footwear, appliances, medical, construction, food… ***everything***. These are boring and well mature companies, some even paying dividends, but they’ll be chugging along and any future global societal success will be on their shoulders. Anyone striking it rich with the novel IP will be flashes in the pan compared to their steady uptick. Added to that fact, the cost barrier to entry is so vast that there’s a near guarantee of no start-up ‘shaking up the market’. Just pick a basket of all the big boys as there will be ebb and flow on who’s number 1 as each unlock a new production technology. Companies:- **Nano scale tooling:** AMAT / TEL / ASML / LAM / KLA / Carl Zeiss / ASM / JEOL / Hitachi High Tech (China is innovating rapidly as a consequence of export controls, and likely the closest thing to a market shakeup : AMEC / Naura) **Chemical manufacturing / Complex Material Manufacturing** BASF / Dow Inc / LG chem / Formosa Plastics / INEOS / Heraeus Group / Mitsubishi Chemical Group / Heidelberg Materials / Owen’s Corning / 3M / Toray / Dupont / Kyocera / Corning Inc List goes on. Some of these companies are part of wider conglomerates or are unlisted / privately owned businesses, but you get the gist. Semi tooling suppliers are likely inflated rn from AI / major fab investments, but I don’t think they’ll regress back to their boom / bust cycles of old.

MrFacestab

Joby actually poached most of the motor guys from Tesla's early days. They were done dealing with musk. The motors there are so good if the tech fails it'll be a highly sought after piece of IP.

Euler007

What IP? Their packaging of cells made by a supplier? The Chinese are way ahead of Tesla. The stock is the OG meme stock, stupidly overvalued.

The-Jolly-Joker

TSLA is a juggernaut. Just cause you and 99% of this sub thinks it's a garbage company doesn't mean you have to throw a hissyfit. It has some unreal IP. Broke barriers by making EVs available to the masses, etc.

DCOperator

Strategic partnership of NVDA holding 7% is a misstatement. The reason NVDA has a position is because CRWV doesn't have any money to buy NVDA hardware, so they paid NVDA in equity. CRWV then used the NVDA hardware as collateral to secure high interest rate loans. It's all in the S-1 filing. All those loans are now way upside down. CRWV doesn't have enough cash flow to pay debt, so they took on 2 billion in additional debt to pay off a 1 billion note that came due. It's a house of cards. They don't have a moat, no IP, founders already exited most of their positions before IPO. Doesn't mean that it won't go to $300 or $3000, but once the inescapable fundamentals set in the company will go the way of WeWork.

coralreeftv

pretty well… ehhh First, they’re approaching the same demographic issues as Korea and Japan where they’ve got an increasing retired elder population and tumbling birth rates. They’ve also got lower gdp projections, decreasing domestic consumption and demand, high youth unemployment (~20%), etc. Complicating global trade conditions (exacerbated by US tariffs) will mean the gov has to increase stimulus. US and EU tech regulations and restrictions (accusations of IP theft) is also cutting growth projections. China’s strategy to rely on domestic consumption has unfortunately been lackluster as cultural tendencies to save more and youth job insecurity has caused them to pivot and rely on exports again. Don’t also forget the Evergrande fiasco from a few years ago, because they still haven’t recovered from that.

alwaysleafyintoronto

Nah it's one of the exceptions that proved the rule. I do think the axiom that sequels suck has faded in the last 20 years though. It was very true when sequels were often entirely new casts and writers cheaply exploiting a successful IP for home video sales or made-for-tv movies. Franchises and streaming have shifted the landscape for sure.

IWanaTalk2Samson

Yes. And consider data share revenue, IP and licensing/SAS revenue.

Sakrie

Brand name, patents, and IP might be worth something... I've used GoPro for underwater videography and it's honestly crazy how good their cheaper stuff is. This... has my curiosity a little. Their books seem unhealthy but salvageable. A ton of their equity is in merchandise thats probably not worth 70% of the listed value.

IWanaTalk2Samson

Think even beyond that with the software, data, IP, mapping, etc. People always recognize the benefits of a bird’s eye view when they get one.

El_Don_2024

I believe another thing Sweetgreen needs to do is to introduce more high-margin items, such as side dishes and drinks. The margins for fountain drinks inside a McDonald's or KFC are insane, and it is the same situation for french fries. I don't know whether Sweetgreen can further innovate their menu and improve their margins by offering these types of small bites and drinks. In addition, their infinite kitchen automation system sounds very interesting. I don't know if they can generate additional revenue with this technology by either leasing the IP or have franchise model in the overseas market. In my opinion, you have a valid argument, but it is a very risky bet.

Playful_Possible_379

I like how you think China is the victim. He just unfortunately did it all wrong. But meanwhile China enslaving Muslims and using slave labor to steal IP from around the world and destroy countries supply chains is ok. See their illegal fishing. Etc. USA president is a piece of shit but so is the Chinese one.

TAKINAS_INNOVATION

I'm in it, yea the valuation def is getting stretched. But imo I think Spotify is trying to become sort of like Youtube. They're moving into video format now after taking on podcasts and audiobooks. Also I think their founder Daniel is a visionary and a really smart dude. I also own Netflix too but if I had to pick between them, I have more faith in Netflix. I just think owning the content puts you in such a better position. That IP allows you to branch off into merch, experience and games etc etc. The only things I could see Spotify doing to diversify their revenue stream is maybe adding music clubs to people to join for exclusive stuff from artists or moving into selling tickets like Live nation. Or they could add a donation feature and take a portion as well or allow live streaming in the app as well. But that's just my thoughts.

MrMarket2022

🚨 Let’s clear up this AGM panic piece-by-piece. What’s actually going on with Nuburu? Let’s go… 1. “Alessandro Zamboni on the board = red flag” Nah — that’s actually bullish. Zamboni’s got fintech and capital markets pedigree, and more importantly, he’s part of the strategic turnaround alongside Baronini (defense) and Reggio (operations). They didn’t join by accident — they see value post-Tekne acquisition. Would they be stepping up to lead if the ship was sinking? 2. Increasing Authorized Shares to 750M That’s normal if you plan to issue shares for growth, M&A, or balance sheet clean-up. Not all shares will be dumped — authorized ≠ issued. It just gives them flexibility. Every small-cap with plans to scale does this — especially when preparing uplist or acquisition integration. The 750M is a cap, not a death sentence. 3. Delaware → Nevada move This is a tax and liability optimisation move — nothing sinister. Nevada has more management-friendly corporate laws and lower ongoing legal costs. Tons of growth-stage firms make this change. If anything, it shows they’re thinking about long-term structure. 4. Reverse Split Approval = Scam? Reverse splits are a compliance tool to stay Nasdaq-eligible — plain and simple. It’s not “one or more splits” in a sinister way. That’s legal wording. Shareholders still vote on any actual RS ratio. The RS is a tool, not a trick. 5. Indigo Capital Note Approval Let’s be real: Indigo’s already in — the vote just gives compliance clearance for more than 19.99% dilution (standard NYSE rule). They’re locking in long-term capital. You think a debt provider takes that position unless they believe in survival? It’s structured funding, not retail poison. 6. $100M Standby Equity Offering Again — shelf doesn’t mean usage. It’s there in case needed. Most won’t be touched unless at higher valuations. And guess what? If they start executing the Tekne play, those shares will be raised into strength, not weakness. Volume confirms it — smart money already sniffing that. 7. 30% Discount Clause Yep, it’s boilerplate again. Shelf offerings usually allow that range to account for market volatility and sweeten deals with institutional backers. Doesn’t mean they’ll price that low — it’s worst-case scenario language. 8. Shares on Conversion of Insider Notes That’s old debt clean-up. It’s housekeeping. Any proper reset needs legacy promissory notes out of the way. If this was toxic, they’d hide it — but they’re being transparent. 9. Auditor Approval? 10. Adjournment Provisions? 11. General Business? Basic governance stuff. Every AGM has these. Nothing shady here — just good corporate housekeeping. ✅ Bottom line: This isn’t a death spiral setup — it’s a clean-up and restructure plan backed by serious new leadership, new contracts, and real strategic direction (Tekne, defense/NATO, IP licensing). Shorts want you scared. Real investors read the full filings — and know this isn’t the end. It’s a reset. Learn to read a proxy or stop misleading others. FUD only works on those who skim

Beneficial-Ferret479

No, I don't think it's good idea to sell AMD right now. If you do some research, AMD has done so many acquisitions and are really preparing themselves for the future under CEO Lisa Sue to be a really great competitor.. Plus, AMD has a huge portfolio of IP that's basically unmatched. Add in software improvements. With CPU, GPU like no other. Just try to hang on for another year. I have since the Athlon days. Its been *well worth it.*

Desperate_Sign_4308

Totally hear you, but I think you’re writing off $GALT too soon, especially when it comes to what the FDA actually requires and what NAVIGATE is targeting. First off, the FDA already said in their 2019 cirrhosis guidance that they don’t accept histology or fibrosis as surrogates for approval in compensated NASH cirrhosis. They want clinical outcomes, real-world things like development of varices, bleeding events, ascites, or liver transplant. That’s exactly what NAVIGATE is measuring — time to development of varices in patients without them at baseline. Not perfect, but it’s FDA-aligned, which most NASH trials can’t say. The Dec topline wasn’t a home run, sure, but it showed reduction in new varices, and the trial is still ongoing. It’s not a static readout, it’s a time-to-event study, meaning the longer it runs, the more powerful the data separation gets. That’s how these trials are built, you can’t call it dead until the final event curve flattens. As for the EASL presentation, it was light on detail publicly, but they didn’t present negative outcomes either. And let’s not forget, they’ve got Fast Track, and now possibly qualify for CNPV, the FDA’s new cross-department review program, which explicitly favors real-world impact over rigid endpoints. Belapectin targets a clinically meaningful outcome the FDA has already acknowledged. Patent life? Valid point, but they’ve got enough runway for approval and commercialization, and there are pathways for exclusivity extension (or combo trials to refresh IP). Plus, it’s still one of the only drugs anywhere near approval for this stage of disease. That’s rare air. They’re not chasing fibrosis reversal in mild disease, they’re trying to delay cirrhosis complications in a high-risk population with no existing treatment. If they show statistically significant delay in varices, even by a modest margin, this drug has real approval potential — and a market. Billionaire-backed, FDA-guided, and actually aligned with clinical endpoints that matter. Not saying it’s a guaranteed win, it’s binary, but that’s why it’s still one of the most asymmetric setups in biotech right now. Also end of last call they said they expect FDA immediate approval

powerboy20

I hate tariffs as much as the next guy but there are parts of this tax i can get behind. The digital service tax is a sham. They are essentially taxing revenue rather than profits. Economics-based transfer pricing has been around for 25 years and the DST countries are trying to find ways to tax firms based on feelings over economic substance. As one would expect, these foreign countries don't like their cash leaving the country so rather than relying on economics, they decided to tax revenue. For example, if Google-US sells ads in Canada, how do Canada and the US split that revenue? Transfer pricing economics says that the Canada sales team deserves some profit for their sales activities but the bulk the of revenue belongs to the US because they took the risk, developed the company's IP, maintained the IP, built the brand, managed and guided the Canada sales team, set prices, etc... A typical sales markup on expenses is 7%ish but that's not enough for Canada. They don't think that's fair that a US company collects all that profit. The economics say that a sales team is a routine function like accounting, hr, distribution, or manufacturing and unless that sales team is bringing something super special to the table, they deserve routine profits.

One-Employment3759

Yes, it's not like an IP could be linked to a limited range 5g cell site or anything. Very advanced technology that only aliens have.

Big_Sherbert88

Yeah I fucking doubt that would give an even remotely precise location. IP isn't like a GPS coordinate

TheirOwnDestruction

I’m in IT. Knowing the IP address wouldn’t really help with physical geolocation.

One-Employment3759

Wild that they post this on X. I wonder if Elon let Trump know the IP address (obviously probably using Tor or VPN, but that wouldn't stop sufficiently motivated state actor). And even if posted by a proxy it gives leads to trace.

BigDaddyCosta

Ah. I didn’t know that. And the Chinese get all the negativity about IP theft.

MrMarket2022

Great questions — and this is where SYME’s value gets seriously misunderstood. Inventory monetisation IP isn’t just some concept or a front-end portal. It’s a patented, regulatory-compliant, multi-jurisdictional financial architecture that enables companies to move inventory off-balance sheet without taking on debt and without selling to end customers. That’s huge. What makes it unique — and incredibly hard to replicate — is the legal + financial + technological trifecta. It uses a system of Special Purpose Vehicles (SPVs), digital custody records, and insured structures validated through regulated asset managers and banks. It’s been tested in Italy and the UAE. Most “copycats” fall down on the legal or compliance side — SYME already has that in place. BURU now controls this via the $6M share swap. If they successfully plug this into Tekne (with its €309M order book and physical inventory), they can unlock millions in working capital. That’s real utility — not hype. Matteo Ricchebuono and Dario Barasoni are not mere consultants — they hold formal and influential board-level roles at BURU. Matteo, a non-executive director, brings top-tier financial pedigree from Deutsche Bank, UBS, and Global Funds Europe, where he managed institutional relationships with groups like Lazard. He has personally structured BURU’s financial turnaround, including the SEPA and S-1 pathways, and is the key architect of its capital strategy. Dario Barasoni, meanwhile, is a full board member and Executive Director with deep operational and international business experience. Based in Dubai, he serves on the Italian Chamber of Commerce for Southeast Asia and has held leadership roles across fintech, logistics, and strategic development sectors. Together, they represent a powerful combination of financial credibility and global operational reach — far beyond the role of external advisors.

Odd_Watercress_7409

I’ve been watching the patent activity around RNA editing, and AMBR seems to be carving out a niche in programmable enzymes. Still a high-risk bet, but the IP side looks strong.

broncocannon

TRUMP: That is so cap JR, I just pulled your IP! 308 Negra Arroyo Lane, that’s you isn’t it?

ElectricalGene6146

Aren’t polestars Chinese and tariffed to oblivion? They don’t have any of their own IP… hard pass.

No_Falcon_6217

Green flag: Low float + recent insider buying + a real product or IP (even pre-revenue). If there’s a catalyst on the horizon like FDA, trial data, or a JV announcement, that’s where I start [digging.Red](http://digging.Red) flag: Constant dilution and no real progress. If every “catalyst” is just fluff PR, I’m out. Bonus red flag: CEO who’s also the IR guy on Twitter hyping the ticker daily.

notconvinced780

A couple of ways to think about it: 1) if you bought the entire company instead of just a small “share” of it, would you better understand that the price you have to pay for the entire business is a function of A) what its current assets (real estate, equipment , cash receivables, IP, etc.) are worth plus B) its current earnings/profit plus C) a multiple of its PREDICTED future profits/earnings. 2) A company’s management is tasked with (among other things) determining how it wants to use its resources including its profits. If a company can get a better return re-investing the resources it has/earns back into itself, than that money could earn for its owners (shareholders) than it should do so. If its owners (shareholders) can get more from the earnings than the company could earn reinvesting that money, it should return that money to owners(shareholders) . This is done through either dividends or share buybacks. 3) whether the company is privately held or is public (has exchange traded stock), the principals that guide the decisions on what to do with profits, remains (broadly) the same. So, philosophically, it doesn’t matter if you own all or just a “share” of the business.

Gloomy_MTTime420

I approved the the context, but until the PR comes out the ink is dry on the Tekne deal, those other guys you mentioned are only “consultants” and have no official affiliation with $BURU - isn’t that correct? Also, I work in IT and hear a lot of BS…but what the hell is “inventory monetization IP”? Is that like a shopping cart? I mean, that is nothing more than CEO investor speak meaning “we have this idea and think it might kinda work…can you give us, oh maybe, $6M to test it out?” No, really what is an inventory monetization IP platform look like and where is the admin portal for me to log in and create an account? The last part I’m really serious about.

MrMarket2022

Totally get the scepticism — BURU and SYME both have complicated pasts. But the $6M equity swap isn’t just smoke and mirrors. It was a strategic move to bring SYME’s inventory monetisation IP under BURU, where it could be regulated, financed, and linked to real industrial demand — like Tekne’s €309M+ military backlog. If SYME’s platform can unlock even a fraction of that for working capital, that $6M looks very cheap — especially as BURU is now positioned to roll this out across other NATO-aligned suppliers too. Also, this isn’t just Zamboni’s project. Matteo Ricchebuono (ex-Deutsche Bank/UBS) has personally fronted funding, and his likely relative Giorgio is now President of Tekne. You’ve got Dario Barisoni on ops, ex–AlixPartners. These guys have serious institutional backgrounds — they don’t show up for shell games. The history may be weird. But the structure forming now is very real — and potentially explosive.

No_Leek_1398

Don’t know who downvoted you but I got you 🤙 congrats on the $SRM gains! I see a move like that in $ESMC’s future, a buyout (IP competing with LASIK?) or blockbuster announcement, taking it to pre-delisting prices; even at $5 a share, fully diluted including the preferred, that’s *only* a MC of $70 million; they consistently do $12 million in revenue annually and have almost no debt. Or maybe it gets uplisted to the NYSE Amex (trying to get through to IR). Either way, you know me, load in heavy (recent 13G) and wait…  $ESMC has my attention - $OMTK is my “F%@k around and find out” play, both safe and sound in OTC land, both bought out heavily by yours truly 👁️👁️ Better safe than sorry with $NVVE, I’d still be holding $1.67 bags if I didn’t sell when I did; I had to swing it down to get ahead. It *was* locked up until Arie Rabinowitz bought warrants with clauses that let them reset to ~$.82, so I bought back in @ $.83 for a swing. I’ll play his game but I’ll never short a stock - hence, I liquidated when I saw the opportunity. Then it *was* locked up until they gave out all those warrants to the crypto advisors and took on Fermata’s debt. They skipped that dilution into the SEC filing and conveniently cut it from the PR. How many shelf registrations are even active for $NVVE right now? Sorry to go on and on but it’s actually a joke IMO if you do due diligence… What does the company even do, for goodness sake? I thought the last ER would show improvement and the call was even more laughable than the last one. I’m glad you got out - even if it pops, better safe than sorry. The crypto idea is good in theory if it’s a serious diversification of “excess cash,” which $NVVE PR’ed - I didn’t see any “excess cash” in that 10-Q… 🧐 Thanks again for inspiring me to do real DD.

Venice_LA

Why is European tech so far behind? poor educational system over there? biggest tech company in EU, ASML, is even built on American IP. Embarrassing!