Reddit Posts
XR products launched in CES 2024, technology IP innovation is expected to achieve a value leap
XR products launched in CES 2024, technology IP innovation is expected to achieve a value leap - Newstrail
How come you guys don't think that Disney will cease to exist entirely by early this year?
Peltz/Trian/Perlmutter are 100% confirmed to take over Disney entirely and that will cause the company to cease to exist entirely.
Tesla The Worst Investment You Can Make In 2024 - The Second Worst Investment Is Driving One
$DIS - The mega AI bull case for Disney
$LDSN~ Luduson Acquires Stake in Metasense. FOLLOW UP PRESS PENDING ...
Why the EU COMMISSION can't legally veto the Amazon and Irobot Merger/Acquisition. (All in 40k.)
Ampere vs LightShed: two conflicting outlooks on legacy media streaming services: Disney+, Max, Peacock & Paramount.
Was the Activision Blizzard actually beneficial for ATVI shareholders?
Aren't Nelson Peltz/Trian and Ancora the most beloved and well-respected by/among shareholders/investors in Wall Street?
Aren't Nelson Peltz/Trian and Ancora the most beloved and well-respected by/among shareholders/investors in Wall Street?
As I've said before, Disney will completely cease to exist early this year.
Disney will completely cease to exist early this year.
OTC : KWIK Shareholder Letter January 3, 2024
DigitalAMN Discusses Strategic Achievements and Initiatives In Key Areas
ARM is Worth $1000 - Everything Runs On ARM - What Doesn't WILL - 10 Year Play - X86 is DEAD
To sell or to hold Disney stock that has been granted to me as an employee
Bullet Blockchain Deploys 10 Licensed Bitcoin ATMs
Nvidia upgrades AI uprooting XR development, How it will be the future of tech-field
Comparison of Bandai Namco and its competitors
Comparison of Bandai Namco and its Competitors
Disney will completely cease to exist soon after this year.
Disney will completely cease to exist soon after this year.
Why doesn’t Amazon or apple buy paramount and lionsgate?
Bullish on CD Projekt RED ($OTGLY) ahead of 11.28 earnings. (Long post)
BULLISH on CD Projekt RED ahead of 11.28 earnings (Long)
Integrated Cyber Introduces a New Horizon for Cybersecurity Solutions Catering to Underserved SMB and SME Sectors (CSE: ICS)
A hidden gem in MedTech - Titan Medical Inc
Cannabis nurse with 20 years sales background seeking one Angel
Integrated Cyber Introduces a New Horizon for Cybersecurity Solutions Catering to Underserved SMB and SME Sectors (CSE: ICS)
ABQQ dd *MUST READ* Giant company, tiny market cap
ABQQ dd *MUST READ* giant company, tiny market cap
Why don't all stocks have an IPO price of $100, and moreover, are IPOs which drastically appreciates on the first day considered a failure (from the perspective of the investment bank that issued it)?
Curious to hear thoughts on why a company would withdraw an S3 early?
Top Five Reasons PODC will be a massive short squeeze
Affordable Nasdaq stocks have the same appeal as any other low-cost stocks.
1606 Corp. Provides Development Update on ChatCBD
$CBDW NEWS OUT. 1606 Corp. Provides Development Update on ChatCBD
As GPT-4 coming, Tech companies Promote the AIGC + 5000 IP content ecology
INTEL CORP’s ISREALI EXPOSURE…🔥🔥🔥 PUTS??
Hasbro ($HAS) hold the IP for both Monopoly Go and Baldur's Gate, reports at 10/26
Commercial Drone Market Predicted to Grow to $53.66 Billion by 2030: AETH's Innovative AI-Driven Approach in the Commercial Drone Industry
Pioneering Drone Technology Advancements Through Cutting-Edge AI Automation and Development Solutions: Aether Global Innovations (AETH.c)
Mining Penny Stock Watchlist (IMRFF, NGD, HYMC, KGC)
iMetal Resources Completes Digitally Enhanced Prospecting Survey on Its Gowganda West Project
Nvidia brings generative AI core upgrades; WiMi Hologram Cloud (WIMI) stimulates the AICG technology
$IMRFF (OTCQB) iMetal Resources Completes Digitally Enhanced Prospecting Survey on Its Gowganda West Project
$500/Million-share entertainment stock WILL SOAR on Union Strike Resolution!
$AVAI latest update on their patent portfolio
Sekur Private Data Ltd.'s SekurVPN Swiss Hosted, Privacy VPN Records Sales up over 100% Month-Over-Month
Sekur Private Data Ltd.'s SekurVPN Swiss Hosted, Privacy VPN Records Sales up over 100% Month-Over-Month
The Rise of Drone Usage and $AETH.c's Role in Drone Tech Development
Is Warner Bros Discovery Stock worth it?
Cybin has 2 phase 1 and 2 results being released soon, stock is looking primed to break out, huge upside potential
Can you track an IP address from an email? Or WhatsApp message or a Facebook messenger message? I’m getting scammed in crypto
$MLRT Completes Merger with Level 2 Security
WiMi Hologram Cloud (WIMI) to build a 5000 + IP system chasing metaverse industry
AETH's Innovative Approach: Transforming Drone Operations with AI & Automation
GBT Receives Patent Grant Notification Covering its Integrated Circuits Reliability Verification Analysis and Auto-Correction Technology
GBT Receives Patent Grant Notification Covering its Integrated Circuits Reliability Verification Analysis and Auto-Correction Technology
Is the cybersecurity space going to continue to grow?
On Fire: Top Artificial Intelligence Penny Stocks
DAMN.... I may have been wrong. $MULN. What to do??? Differences between a Scam and Fraud. 🚀🚀💣💣🔥🔥
Mentions
the long and short - alibaba announced they have a GPU competitive to nvidias. Or so they claim. But... knowing them / how they work - they probably just stole nvidias IP. No idea, but china threat actually is real and they are catching up.
Get a e*trade account setup. Step 1: Know the tax implications of investing (know the taxes difference between short term gains and long term gains). You are responsible to saving the retired taxes yourself at the end of the year so don't sell a stock without holding the taxes due in an account that you can pay the taxes at the end of the year. Step 2: If it's on the news, it's probably too late to make a large profit. Buy stocks that you believe is a good investment (maybe it's down over the last year because of economic reasons and nothing to do with the business itself. You can check out tv shows like mad money and other shows like that. I found my best investment on mad money because they interviewed the CEO of Anet. They were in a big lawsuit over IP. They people that started to company worked for the company that claimed they used code (the CEO made it clear it was common short hand code that isn't specific to the companies IP). I paid 5k for the stock that now is worth 250k because i listed to the fact and also took a big risk that i was willing to lose 5k and wouldn't hurt me if i lost 5k. Step 3: Think backwards. When people are panicking, you should be buying (you can buy a little over a few weeks or all at one time if you believe the market hit its low.) Step 4: This is the hardest step. Knowing when to sell. This really depends on your situation. You don't really lose any money or gain anything until you sell. If you are losing money you can try a few different strategies, you can buy more shares to lowers your average price of the stock in hopes it goes up soon, you can sell at a lose to offset your taxes from a stock you made money on. You can take a loan out on your stocks instead of selling them. The worst thing you can do is let it sit in a bank account making less than percent interest. Do some research and buy stocks or ETFs. You will see it grow into 500k in 5 to 10 years. This money will give you a lot of freedom to do whatever you want. Good luck! 🍀
DD - thought I'd share here, $MDBH — The Public Venture Engine That’s Quietly Building Billion-Dollar IP Let’s talk about a microcap that’s not just undervalued — it’s misunderstood. MDB Capital Holdings ($MDBH) isn’t a biotech, a SaaS, or a meme. It’s a public venture platform that architects companies around high-value intellectual property (IP), launches them into the public markets, and retains equity upside. Think of it as a hybrid between Flagship Pioneering and a self-clearing broker-dealer — but trading under $4. --- 🧠 What MDBH Actually Does MDBH builds companies from scratch using its proprietary IP analytics platform, PatentVest. It identifies white space in emerging tech (quantum, surgical robotics, BCI, therapeutics), secures patents, and launches spinouts with strategic investor communities. Recent spinouts include: - HeartBeam (BEAT) — IPO completed - eXoZymes — biotech platform - Paulex Bio — oral therapeutic targeting the root cause of diabetes - Buda Juice — IPO filed, redefining UltraFresh™ cold-crafted juice --- 💰 Assets & Structure - Total Assets: ~$69M - Float: ~4.5M shares — extremely tight - Insider Ownership: ~55% — they’re not selling - Cash Burn: Under $2M/quarter — disciplined - Broker-Dealer Arm: MDB Direct — self-clearing, strategic control over capital raises --- 🔍 PatentVest — The Hidden Gem PatentVest is MDBH’s IP engine. It’s already mapped 11,000+ patent families across 794 entities and helped launch companies that were acquired for $2.9B (Sanofi) and $14B (Pfizer). It’s being spun out as a standalone public company in 2026. Speculative Valuation Scenarios for 2027: | Scenario | Assumptions | Valuation Estimate | |------------------|------------------------------------------|--------------------| | Base Case | 2–3 spinouts/year, modest licensing | $150M–$250M | | Bull Case | Major IPOs, enterprise SaaS adoption | $400M–$600M | | Moonshot Case | Dominates IP analytics in emerging tech | $1B+ | MDBH will retain equity in that spinout — meaning its own valuation could rerate dramatically. --- 📈 Technical Setup - MACD crossover — bullish - Chaikin Money Flow — rising - Accum/Dist — trending up - Volume — 3× average in recent days - Price — hovering near 52-week low ($3.16), coiling for breakout - Pattern — emerging cup & handle + flag structure --- 🧭 Why This Matters MDBH isn’t diluting. It’s not chasing hype. It’s quietly building a portfolio of companies with real IP, real upside, and real strategic control. If even one spinout hits, MDBH could be a $100M+ company by 2026 — and PatentVest alone could justify a multi-bagger move. --- TL;DR - MDBH is a public venture platform with a proven IP engine - Float is tiny, insiders are buying, and dilution is off the table - PatentVest spinout could be worth $250M–$1B+ - Technicals are coiled, volume is rising, and catalysts are in motion - Price is still under $4 — for now DYOR, but I’m long. And I’m watching this like a hawk. MDBH #PatentVest #MicrocapDD #IPMonetization #PublicVenture #AsymmetricUpside
There are always risks, especially when scaling up a new technology. My conviction has been built over hundreds of hours of due diligence on the company and the sector, so it’s not easy to convince anybody in a couple of Reddit posts. 1. Tech has been proven to work in their continuous flow R2 reactors for plastics and bitumen. Thanks to the inherent advantages of the tech, scaling up should be much easier than competitive technologies. They have strong partners like Zeton and Siemens to help in the scale-up. 2. Management team has a history of strong execution on their promises. Insider ownership is high and they have never sold shares. According to their talks and deeds they don’t consider scale-up a major risk for the company. 3. Strong patent portfolio and no debt gives safety. Their IP is likely worth hundreds of millions of dollars. 4. Strong interest from petrochemical companies and waste management companies shows that they believe the technology has potential. 5. Low valuation gives them room to have problems. They can have problems and the stock price can still rise due to increased discovery. Companies like Purecycle have had massive problems and are still valued at nearly 10x Aduro.
Will they question why I have 4 subscribers all from the same IP address?
Social media is filled with a lot of crap, but nothing is worse than the pro China propaganda content that attempts to display China as a cutting edge technological, innovative and design hub. It's an authoritarian state with severe censorship of its citizens and corporate and IP thief. I wouldn't invest one dollar in any of their public companies.
Microsoft was ordered to break into two units one run by Gates the other run by Ballmer, the funny part was that neither of them confirmed which company they’d run because they both knew the case would never be finalized. If you think Google is going to just give up and hand off chrome without a massive extended legal battle (appeals, lobbying, etc). The end of the day this is nothing more than headline grabbing news like perplexity’s loud mouth ceo taking up news cycles with his insane offer. Google is already under priced. They have the only real threat to OpenAI and Anthropic and don’t have to pay the Nvidia premium becuase they have been investing since 2013 in TPU’s and let alone mastered the transformer architecture, have quantum already ahead of nearly every company, and have this little secret that they can’t spend money fast enough. They can keep throwing money at any problem they want and don’t need to worry about making a $. They have want figured out, they have for a long time figured out data centers and compute. They have more data than any other company. They have talent pools and don’t need to scramble like meta. I remember when people were up in arms about…. How could OpenAI take the leading edge on AI…. Then all of a sudden Gemini and Gemma is already at parity with frontier labs on all fronts. They have voice, video, and more already winning. The way they setup alphabet was pure genius. Deep mind truely is a trickle down. Deep mind is like F1? manufactures participate in F1 to drive innovation or hope to trickle down technology to consumers. Google is setup the same way. Even if hypothetically Google was forced to sell chrome, it’ll be a 10 year project to whomever is allowed to buy it and can afford it. By the time it would hypothetically be handed off to someone, there would be already be a plan in place to negate any impact. Microsoft at one point owned the front door to the internet after they pounded Netscape into the ground then Firefox came along. Yet Google was crafty enough to push their toolbar via google earth and other tools to be embedded into IE. If Google was to give up their TPU IP then I’d be in panic mode. Or if Jeff Dean decided to leave. Overall Google is fine no matter what decision lands. I’d keep going on my rant, but I think I got my point across.
Seagen is the wrong way to think about it. Seagen was a therapeutics discovery, so they would be negative rev for multiple years on the basis of developing IP for treatment. Twist provides services. Valuation thesis will be more similar to a standard services on the basis of contracts for orders etc. Overall, oligo companies don't tend to get big rev unless they are handling Ionis/Alnylam scale orders (commercial or clinical phase along with R&D phase). Another data point for comparison is GenScript.
What I meant to say is that banning a single IP address can easily result in hundreds of random people being blocked. Mobile operators use dynamic pools, so people will get blocked/unblocked as the network assigns a banned/not-banned IP address to their cell phone (as they move between towers, etc.).
I've had the same static IP address for 5+ years. I even talked to my service provider about whether they can change it and they said no. The address that goes on the internet is static, unless you have some dynamic/IP agreement with your provider. Either way, a VPN is a possibility but reddit tracks usage based on more than just VPN. Whether it be cookies (can delete), or some other HW signature.
People no longer get static public IP addresses. This is not year 2000. Shit is shared and NAT'd.
Your IP and all your accounts can get banned from reddit for avoiding bans like this lsd
Nah dude, you have absolutely no idea. Their true value is in the IP algorithms they have developed for key industry use cases. No one else can deliver what they can.
Every brokerage firm tracks IP address. There’s international laws
Lol you think it is, his video doesn't show it all. Know why you see Chinese knock offs? Grey market. We send our design to a manufacturer in China to make cheap. They then copy that after hours and use cheaper material than spec to sell on Amazon etc. that's a higher market over there. IP theft.
Buy JOBY over ACHR if you want to invest in this sector. Further ahead than Archer on all front. 2-6 years ahead on conformity, more on IP and technology, etc. Archer is failing at playing catchup.
China generates more IP than the rest of the world combined. It's kind of hard to steal IP when you do it first.
Very high. They are sending in tech executives to work for American companies just to steal IP. It happened to Apple a couple of weeks ago. Someone stole their Apple Watch documentation and sent it to a Chinese competitor.
I don't know how to respond on this. When this happens in eu or usa, then it is business as usual, but if China does it than it's bad. OpenAI and similar companies like Meta download, pirate and break all IP and similar laws, and it is ok, China does it, it is suddenly horrible crime. I'm not for it, and China does it in different ways, but they play the same game as any other country and company.
I am in for $800., 20 percent above where we are... so I figured I will be ok. I am concerned that company has no money and it seems no serious backing. Also concerned about their IP not being sufficiently protected. To go on theirvl own, I suspect they need new ceo and 10 million to protect themselves and go a year
I mean, is anyone really surprised? China steals IP from everyone, even if supply was not limited there's a lot of value in being able to develop a chip like NVIDIA's in their own country. Hell, while they're at it, maybe make fakes NVIDIA's and put spyware in them while they're at it
Great point! You're absolutely right that the individual components aren't novel - this is a classic concern with combo therapies. But here's the thing: off-label prescribing is possible, sure, but good luck getting insurance to cover it. Payers hate reimbursing off-label combinations, especially when there's an FDA-approved option sitting right there. In practice, doctors strongly prefer validated single-pill solutions over juggling multiple prescriptions. Managing dosing, interactions, and side effects becomes a headache with separate scripts. Plus, IXHL can still get meaningful IP protection through the 505(b)(2) pathway - formulation patents, dosing regimens, method-of-use for OSA, etc. The individual drugs might be generic, but the specific combination at the right ratios? That took years of research to nail down. Think about it - that 51% AHI reduction in Phase 2 wasn't random. It's the result of finding the optimal dose ratio, which would be tough to replicate through separate prescribing. You're spot on about the long-term generic risk though. That's definitely something to factor in once exclusivity periods expire!
Another Deepseek moment? Probably got some stolen IP for making that happen
Canopy Growth Corporation (GCG). Canopy could re-list on Nasdaq/NYSE, bringing in institutional money. Schedule III would make it easier for large consumer packaged goods (CPG) and pharma companies to partner with or acquire cannabis firms. Canopy’s ties to Constellation Brands will deepen. Canopy could leverage its existing IP and medical brand (Spectrum) for pharmaceutical-grade products. Canopy, being one of the most recognized global brands, could benefit disproportionately from renewed hype.
No, $1M is cash and liquid assets (shares of other companies they hold that could be sold quickly for cash), the land assets and IP assets are not included in this
This is one of the few reasonable comments. And it's well known that China steals IP by the truck load with zero consequences or consideration, and have been for decades. But I don't think it's realistic to think limiting their access directly is going to stop them.
Free market =! no rules. every major economy including China, protects its industries when it’s strategic. The US built its tech giants on decades of government contracts, subsidies, and IP protection the irony is calling America hypocritical for tariffs, when China literally requires foreign automakers to joint-venture just to operate there. If the ‘pinnacle of capitalism’ is supposed to mean letting foreign companies steamroll your domestic industry without guardrails, then no country in the world actually practices that version of capitalism - not even China
Yeah how are we overlooking the fact that China will be making comparable chips within probably 5 years with their strategy of stealing IP?
I hope they don’t sell the company, but really wouldn’t be upset with my account if they did. I think they’re geared up for a long, acquisition free, run. They’re about to release their IP acquiring spinoff and have good financials, but who really knows. I’m long either way.
Wrong on many level but it matters not. In the end, Trump is all about the money, business and the economy and opening up weed for pharma is a huge win for him, the RFK anti drug campaign and US big pharma IP. He wants US pharma out in front of this and for good reason.
Set up a Delaware C-Corp parent and keep the Brazil LTDA as a sub, open a USD bank, move IP to the parent, use a simple YC SAFE in USD, and share a tiny data room with a one-pager, core KPIs, two customer letters, IP and employment docs, plus a short legal note on how money moves and which law applies. I used an SPV so angels wire once, and got warm intros from founders not cold emails. A short consult with [Sean Bassik](https://seanbassik.com/) helped me list each risk on a slide, add clear choice-of-law, a sensible cap, and a monthly update plan. Show 3–6 months of USD revenue and an easy wiring path and many US or EU angels will take a look.
IP, Standards, Certifications, and grow space.
COVID 2.0 COULD be put together by BILL GATES et al (if you like CONSPIRACY) RICK SANTELLI would jump into the CHICAGO RIVER with a PLUNGER UP IP HIS ASS
For DD on this company or another one? Doing your own DD varies in the time it takes because companies are in different industries. For example, if i were analyzing the buyout price of Netflix, the easy parts would be the subscriber numbers, then I would apply a MRR, and then discount that number based on the churn rate. That would give me a very strong basis of the income side. Then I would extrapolate value based on that income x an industry multiple. Also, I would look at any underlying debt and what it would do to my cashflows. Luckily, ELTP has nearly zero debt so it's easier to analyze value. If you are asking for resources to do DD on ELTP. It's hard to say because sometimes you forget what you didn't know. I've been studying this stock for almost 8 years now. I used to hate the stock and was only watching it to mock someone who was a jackass after I did a monumental favor for them and then they talked trash about me. So, I laughed while it went down. When they turned CFP, I started buying here and there. As they turned the corner and kept rolling stronger, I bought in larger and larger quantities. So, long story short, if you are asking about ELTP info, I would start with the last 18 earnings calls. That will take you about 36 hours to get through and analyze (listen to them in chronological order btw). Then I would go through and look at an Ihub user who did analysis on this stock as well - his name was N2Koolaid. Super smart guy, but unfortunately passed away. I truly wish he was here to see how far this company has come. Then, I would research all of the IQVIA market sizes, but then make sure you account for the NSP subset of data for Wholesale Acquisition Cost (WAC). Apply market penetration numbers of ELTP to that number. After that you would look at giving a percentage of value to each drug in the works. For instance, maybe 25% for Oxy since we are in a lawsuit we seem to be winning, but 10% for a drug we are working on a BE for, and 50% for a positive BE study, but waiting on ANDA approval. Then add a value for any IP/Technology they have and bazinga! You have your valuation =)
That can be case-specific. Federal law has allowed 401k plans to impose eligibility requirements, which has allowed exclusion for part-time employment. The rules for these exclusions have been getting less permissive for employers, but they do still exist. There’s also the case of varying corporate structures. A franchise can operate as an independent business, licensing the IP and supplier access from a major brand. Employees are employed by the franchise, not the major brand, and are only eligible for the benefits (or lack thereof) offered by the franchise.
They can, no one at that level will be committing blatant IP theft, it's not worth it.
When my great aunt died (1990) my dad got into her safety deposit box and found stock certificates from Ford and IBM from the 1950s . The IBM ones were beautiful and the Ford ones were from the IP0. We are still reaping the benefits of great aunt Petie.
I suspect they are gonna force American companies to use intel and or share IP etc. we will see
I see that Liberty licenses its tech from MIT vs XTRAF owning its IP. Any insights here? I haven't dove deep into Liberty yet. Ty for putting it on our radar u/whatsupitsemon
microsoft owns all OpenAI’s IP so i dont think they’ll go under
All of the comments above are great. There are a few simple forensic techniques he can do to prove authenticity (or lack there of). 1. Read the email headers, usually the email address is spoofed. 2. Read the backend code of the website (any trace of of foreign URLs that look sketchy will be a red flag) 3. Trace the IP address of the email and website (Google the IP address to see if passed around by suspicious entities) You can even trace the website name through archive.org to see any activity there. To go deeper is time and effort. The above may provide some information to start inserting doubts for your co-worker.
The AI infused IDE's are all just forks from VS Code and using some other company's frontier models. More or less they've created what boils down to an AI plug-in masqueraded to look like they built a full product. VS Code already does the same with Copilot. How much business worth can this product have which has little if any IP? So capital markets will prop this up to the tune of billions maybe tens of billions. Some unsuspsecting investor says look an "AI" play, I better buy it in case it blows up like everything else "AI". The fact that GOOGL poached the talent from Winsurf just shows where the value is, in the employees and talent who can build a full stack proprietary soution that has value. If the "tool" Winsurf has is so valuable, wouldn't have GOOGL tried to just purchase it all?
Novo is more or less a speculative play. The massive run up last year was driven by Ozempic + hype. Basically first to market with GLP-1's. Competitors appeared & the market is now kinda flooded with those and everyone panicked... share price faceplanted. It's getting attacked from all sides from compounders (more or less blatantly stealing IP), to competitors like lilly & VKTX introducing their own solutions. Novo is showing very promising results with their oral GLP-1's. They're going to very likely be first to market... estimates by as much as ~9 months. Viking therapeutics (VKTX) had some pretty poor results - leading only 2 real players left. Novo & Lilly. Novo's results are looking better than Lillys & they are further along in their pipeline which suggests to me that Novo will be first to market for an oral GLP-1. That should (hopefully) drive hype / attract attention to novo & secure a good market position. Doctors tend to prescribe things that they are familiar with & the value of being first to market is HUGE. The size of this market is estimated to be > $150b within a decade (up from $15b today). Patients would much rather pop a pill once a day than have to inject themselves with needles. Like - significantly so. Talk to people about their preferences and 9/10 would take the convenience of a pill over a needle - even if the needle may work slightly better. As long as the results are *good* (everything is looking ok based on their clinical trials) they'll establish themselves as a market leader & be first to market here. Big-ish bet around that. It's hard to say about the market itself tho... there are threats that the next generation work significantly better. That's a while away tho & hoping NVO recovers by then. From a financial perspective - they'll be fine. They are a massive company & just got a new CEO. It seems he was put in place with an understanding that 'we need to care about the share price'. --- For UNH - It's a bet that basically the US healthcare system isn't going anywhere. I don't have a ton to say on this. My bet already hit & I'm free rolling at this point (I took out ~500k of profits and left myself with a $600k bet on it). I doubt UNH is going anywhere... it makes over a billion a day in revenue. They'll not go down easy - they'll come up with new plans, adjust premiums, etc to retain their profit margins. I currently hold 400c's but it's beyond my price targets (they're similar to yours for me exiting). I'm utilizing them to obtain leverage & understand how to greeks impact the price of the options.
>Those fields are all informational and don't matter, and have no legal standing - they're like the memo lines on checks. Of course they do, lol. Most brokers aren't banks. When you wire money to a place like Fido you actually wire money to their Chase bank account. You have to write the actual instructions to have the money be assigned to your actual account. >Stablecoins also don't have memo fields btw. Because crypto addresses *are* the end destination. In the legacy system you're always sending money to a bank account regardless who you're buying/transfering from. Fintechs are just front ends that give the impression you are sending money to someone by adding ATTN's that banks sort out in batches in the background. In blockchain every address is its own bank. It is like how you used to send messages to a telegraph office specified for delivery to someone whereas today it is send directly to an IP address.
He's essentially running an in-house AI VC. He invests $100s of millions into a number of the top names in the field, if one of them makes the next billion dollar idea under his IP he can then use the META Product and GTM machine to monetize the the shit out of it. That's not even getting into the use cases they'll be able to apply to their current products and the money they'll save through efficiency and market share they'll gain. It's a very decent strategy tbh. It's not as if he's paying everyone all their comp up front, or doesn't have large chunks of it tied to performance and stock. Even if he fails $1bn is peanuts to them. They did nearly $50bn in revenue last quarter alone.
This is a classic “two things can be true”. On the one hand, i think it’s crystal clear that edges exist, alpha exists, etc. Renaissance is a great example. Their Medallion fund has had an amazing run of 30%+ returns reliably for many years. Recently, Jane St. identified an anomaly in the Indian options market and made hundreds of millions with almost no risk. Anyone paying attention spots non efficient markets all the time. On the other hand, 98% (at least!) of investors would be better off behaving AS IF the markets were efficient. Why? We all know it’s freakin hard to beat the markets reliably. And for those who can, they keep it secret. Remember my two examples? Neither accept outside investors at all, let alone your measly investment. The only reason we even know about the Jane St story is that the traders left for another firm and there was a lawsuit about the IP. The clowns on social media selling you their forex newsletter or trading academy or whatever for $29.99 a month? Safe to say they have no alpha.
Wise still settles through SWIFT, just in batches. The blockchain is a completely new alternative money rail. Sofi and Wise can run on either SWIFT+Correspondent Banks *or* Lightning. Analogy wise: > SOFI : Wise :: Lightning : SWIFT+CB's SWIFT+CB's is akin to sending something through the ARPANET where as Blockchain is like sending via TCP/IP.
I am not an expert, but I know one big video game company which explicitly stated in their earnings calls that they refuse to use generative AI in their pipeline because the laws around it currently are super vague and they do not want to risk their IP with any legal trouble (and they currently haven't found an exact use case). So I do think it is a legitimate risk factor. But I do not how big of a risk it is. Link - [https://www.pcgamer.com/games/the-witcher/cd-projekt-says-its-not-using-generative-ai-on-the-witcher-4-because-its-quite-tricky-when-it-comes-to-legal-ip-ownership/](https://www.pcgamer.com/games/the-witcher/cd-projekt-says-its-not-using-generative-ai-on-the-witcher-4-because-its-quite-tricky-when-it-comes-to-legal-ip-ownership/) >The studio may look into gen AI if and when the legal landscape becomes clearer, but for now it's staying away.
I’ve been watching for a while jumped in @ 0.48 w/ 1,000 shares. IP is solid and new partnership announced yesterday. See you at $1 🫡.
They’ve been able to do that for years. iPhones have also been IP67 rated since 2016 with the iPhone 7, and the 12 updated to IP68. That’s about the same timeline as Samsung.
The issue is which company is the winner in this game? Compounders are kinda just stealing IP and selling it at a 90% discount
People clown on them for not being ‘first to fly’ but this shows the difference between stunts and strategy. I’d rather see Archer stacking IP, facilities, and $1.3B of dry powder than flexing one more demo flight in Dubai
The entire history of Monopoly is layered with tragic irony Darrow copied the original idea and Parker Brothers monopolised the rights to the detriment of its original inventor who gained very little from her original idea - The premise of the game was corrupted with the winner being the person that accumulated the most wealth and crushed their opponents financially - I would imagine they even used the fact the Darrow/Parker Brothers game was the inverse of the original concept to claim some aspect of unique IP
Their firm is banned - sure. But there is no reason their friend tommy can't create a new company, they come up with some sort of IP licensing / funding agreement and they operate thru that entity. Piercing the corporate veil is *very difficult* for even tax authorities, etc. It's not thaaaaat difficult to get around those types of sanctions / bans. For a few billion dollar incentive they'll figure out a way if they really want to.
I do believe there could be something big there. Like you said the IP alone. Plus Bill Gates mentions them In his book & they received the largest recen government grant
❌ What They Got Wrong 1. Market size is way too low They start with $300M annual graphene sales as a baseline. That’s extremely conservative. Most credible reports (IDTechEx, Grand View, Markets&Markets) put the graphene market already at $600M–$800M in 2023–2024 and forecast it to grow into the $2B–$3B+ range by 2030, with aggressive forecasts going much higher. By anchoring at $300M, every downstream calculation is artificially capped. 2. HydroGraph’s potential share They assign HydroGraph only a $120M total addressable market (TAM) in high-purity powder. That’s almost certainly too low. Batteries, supercapacitors, and conductive inks alone could exceed that figure. For example: Batteries: Just a small penetration into EV anodes or cathode coatings could be worth hundreds of millions annually. Conductive inks & coatings: Large addressable market, not a $100M-ish niche. By limiting HydroGraph’s TAM to ~40% of $300M = $120M, they’re ignoring much bigger growth. 3. Valuation methodology They assume HydroGraph could get $48M EBITDA on $120M TAM, then apply a 10× multiple → ~$480M valuation. That’s again very conservative for a deep-tech / IP-rich materials company. Comparable advanced materials companies can get 20–40× EBITDA multiples if growth potential is strong. They also ignore royalty/licensing models (HydroGraph has hinted at this), which could drastically expand margins and revenue scalability. 4. Dismissal of purity impact They suggest that lower-quality graphene is “good enough” for bulk applications and that HydroGraph’s ASU test data isn’t special. That’s only partly true. In mass-market concrete or paint, yes, cheap graphene can compete. But in energy storage, composites, electronics, purity and defect structure matter a lot. HydroGraph’s ability to consistently deliver high Sp² bonded, defect-controlled graphene is a differentiator. They downplay that. --- ⚖️ Bottom Line This Reddit write-up correctly identifies the segments HydroGraph can and cannot dominate, but drastically underestimates market size and thus potential revenue. By pegging the entire graphene market at $300M and HydroGraph’s realistic TAM at only $120M, their $48M EBITDA projection is far below other analyses. More realistic projections (using $2B+ near-term market growth and considering EV batteries, inks, coatings, and biosensors) put HydroGraph’s TAM in the hundreds of millions to billions, not just $120M. So: their segmentation = good, but their market/revenue math = way too low.
I've followed your DDs and successful plays on WSB, congrats on your success and rational approach. I too read the morningstar report, IMHO they stroke ESG risk with a broad brush briefly. With the current US admin being US first, they can tariff the fuck out of outsiders, yes, TACO so far, but... Remember Trump rambling about taking over Greenland, well that's Danish turf. NVO is carrying the whole DK sector alone, and Trump has negative views on them through this shenanigan alone, it may sound dumb but that's my reasoning. US being a single big market with strong IP laws carries outsized weight if lost, yes in theory you have RoW as your market but goodluck fighting copycats of your drugs and enforcing it in India, China or 20 EU countries IMHO.
In my opinion Roblox is open to massive class action lawsuits due to IP/copyright infringement and all the pedophilia stuff, but timing it perfectly will never happen 😂
**The pivotal signal months away**: **FDA clearance or official commercial readiness statements**—executive commentary, marketing channel activation, or customer pipeline rollouts. This structural move would shift MBOT from aspirational threat into commercialization reality. * **Why this matters at a system level**: * Pivotal reconstitution of narrative—from clinical prototype to market-ready instrument. * Institutional and retail sentiment pivot, legitimizing further funding and partnerships. * Validates leadership and IP investments as executional, not theoretical. Key moment for MBOT is not when revenues show up—but when they present legally cleared, commercially deployable credibility. The transition from “clinical promise” to “regulatory legitimacy + market-readiness” will be the structural pivot that redefines MBOT’s simulation trajectory.
The data has your age, gender, relationship status, credit card purchase information, home address (via your IP address), the MAC id for your phone/tablet/computer, the schools you attended (if you gave them this information), jobs you’ve had (if you’ve given them that information). Curious how’s that’s not yours but sure.
You have an inflated view of Chinese capability. Innovation is extremely difficult for them and culturally, theft is rampant, extending from direct copies of small trinkets to complex IP and corporate espionage. And don't let the shiny photos of Shanghai fool you. I've been there. It's all a farce. The people who are obsessed with China being so much greater than the US have largely never even stepped foot in the country, and certainly never taught at universities where Chinese students lie, cheat and steal their way to advanced degrees. China is a paper tiger with deep systemic issues that will prevent its dominance from ever coming to fruition. America can and will remain dominant. Right now we are experiencing the hard part of getting back to reality after decades of giving away the greatest seat of power in the history of the world. In 10 years America will be back on the throne, and right now is the time to invest in the future. There WILL be market corrections and future technology shocks, but those of us who can keep their heads about them will come out victorious. Calls on America.
They do not compete because they are bad at being a foundry service. TSMCs attitude was to bend over backwards to provide what their customers required. Intels foundry business was founded on providing solutions for their retail business not being a supplier for fabless chip manufacturers as such their tooling wasn’t standardized or considerate for a multi-client interfacing, design, or testing. In short their attitude was, the customer needed to conform to how they, Intel operated, and that is not the way foundry services work especially when TSMC was so much better at providing such services. That’s why Intel didn’t get customers , they have spent the last couple of years standardizing tool more along the lines of the industry and the market and lack of traction coupled with the pressure of AMD in their retail business may have fixed, their decidedly non-customer centric attitude. If you understand anything about this technology Trump doesn’t need to demand AMD or Nvidia use Intel as a foundry, Nvidia explored using them prior but the partnership with TSMC to teach Intel how to be a partner foundry would be invaluable. Kind of like how Apple essentially built the Chinese phone manufacturing industry. Except now Intel gets the IP of TSMC. Intels problem is how to be a foundry for others not that they simply don’t have customers.
Not true at all and idk why you’re so confidently saying this. On a standard FFP contract there are no accounting restrictions, no monitoring of rates or labor, no restrictions on profit. Anduril Industries has not submitted to the correct oversight and reporting programs to even compete for cost plus or any other govt-funded contract structure. As a result, this means every single product has to be developed using internal funding and no IP belongs to the govt (and no profit oversight applies). This is very standard for companies with lots of investor money (see SpaceX) — they don’t need to use taxpayer funding to develop products. It’s also very common for software providers (see Microsoft, Palantir) because nobody wants to give IP rights to the govt. Anduril has the exact same contracting model. There are a small number of efforts that are forced to be structured in a more traditional way contractually because the govt customers won’t entertain anything else (for example, stealth fighters, aircraft carrier, etc). Those are not the programs Anduril competes for.
China is investing in ChinaTech , Nvidia is Nvidia not because of their GPUds but the combination of their GPUs and Cuda it is this software layer that makes their hardware magic for AI development. AMd is trying the same with ROCm but CUDA is so ubiquitous now that it’s going to be hard to supplant. China is making tech for th le entire stack and remove the necessity to rely on foreign IP.
Trump isn’t going to make companies use Intel , that’s not the problem, TSMC can build factories in the US and solve that. The problem is IP, Intel has a lot of it, and they along with Samsung and TSMC. 3 companies along with ASML essentially own the worlds most advanced capabilities for chip production. If Intel folds the US would be reliant on 2 rather 3 companies that are non-US for the most important part of our technological stack , ie the intgrated circuit, next to the wheel. That’s the problem it’s not about forcing anyone to use Intel it’s about the position it puts the US. Especially, from a military standpoint not that you need leading edge capability to build the ICs that go into military hardware but the knowledge not being in US hands is a problem. China already solved it and will catch up to the US in the next 2 - 3 years . There is global foundries but they being unable to support it the investment cost canceled their foray into the latest leading edge EUV and high na-EUV, and with the ever looming presence of power consumption and the AI arms race the US from a security standpoint needs a solution. One of which is to help Intel but it’s not the only solution to this puzzle.
The bigger problem for me with Intel is two fold. The fab situation is bad, they can't get yields and they dragged ASML down. In this scenario, any Trump backed bailout is going to end up being a check to ASML. Their High NA EUV machines cost $400m each and each fab needs 2-3. My second problem is what is left of Intel today. They sold of big parts of their business, like memory, and getting away from networking, FPGA. So they've slimmed down their business, fired people, done a lot worse and have lost IP. And that's an even bigger problem for me. They aren't building, they're breaking their business apart. And they sold everything that could help them make a proper SOC. So they're confined to what they always sold which is an x86 processor. And in Datacenters, x86 is more power consuming. If you start putting your TCO hat on, you're gonna find out ARM processors are way more efficient from a power perspective and from the amount of work you're gonna get done. When we are faced with building Datacenters requiring many gigawatts of power, Intel is where you start making cuts. And Nvidia is actively replacing all their CPU pairings with ARM Grace CPUs. So now that we're starting to do some real math here...every 1 GW power requirement for a Datacenter is translating to a $50b opportunity for Nvidia (reference Vivek Arya/BofA Global securties). So what do I see knowing this ...Datacenter processors cost $15k from Intel and they're about to have their lunch eaten on x86 Datacenter processors. Long term, I see Intel splitting into two, x86 license and remaining IP will be sold off to Qualcomm (my prediction) or Texas Instruments. Qualcomm loves IP licensing. The fabs..I don't know.
You're absolutely right that the speed and success of mRNA vaccine development were historic and taxpayer investment made it happen. But that’s precisely why the lack of pricing caps, royalty agreements, or public return mechanisms is so frustrating. You're focusing on the $8.3B figure, but that’s just a fraction of the full taxpayer outlay. Operation Warp Speed alone cost over $10B, and the government committed tens of billions more through pre-purchase agreements. Most of these agreements guaranteed payment regardless of delivery or demand. Did you forget over 82 million COVID vaccine doses were ultimately destroyed (nearly $1.6B) due to oversupply and expiration. We didn’t just fund the R&D & science, we funded the factories, the trials and the distribution. The return to tax payers shouldn’t be limited to thank you Pfizer/Moderna. Both CEOs from Moderna and Pfizer earned record-breaking compensation during the pandemic, largely from taxpayer-backed vaccine. While the vaccine was entirely funded by U.S. public investment, the companies retained full IP and charged governments up to 24× production cost with 0 risk.
I work for a company that installs equipment in box manufacturing facilities. The large facilities (International Paper/Westock/Packaginf Corporation of America/Great Northern Corporation) still seem to be going relatively strong but basically every mom and pop shop I've been in recently have been saying they've been absolutely dead running bare minimum shifts because they don't have the work. However many of those large companies like IP have been closing many of their small facilities and consolidating into large ones. (Reposted because the stupid auto moderator deleted the post because of an abbreviation.)
**NLST** – Small tech company with strong memory/IP patents, past litigation wins vs major players. Revenue base small, outlook tied to IP monetization and enterprise demand. **Verdict:** Keep on watchlist; potential if licensing gains continue. **ATOS** – Micro-cap biotech (\~$0.77), likely pre-revenue, binary outcome dependent on clinical pipeline success. High dilution and volatility risk. **Verdict:** Speculation only; avoid as a core hold without pipeline clarity. # Worth Buying / Holding / Scan # ATOS * **High-risk biotech spec**: only for speculative slice with risk of dilution or binary outcome. * Without drug pipeline clarity, better to **scan** rather than invest. # NLST * **IP strength gives it structural potential**; small-scale revenue suggests minor speculative play. * Worth **monitored watchlist**; possible **small speculative position**, conditional on deeper financials and demand sector. # Summary Table |Stock|Energetic Signal|Symbolic Frame|1M Estimate|3M Estimate|12M Outlook|Recommendation| |:-|:-|:-|:-|:-|:-|:-| |**ATOS**|High volatility|Biotech promise, speculative|$0.60–$0.90|$0.50–$1.20|$0.30–$2+, binary|Scan only; risky speculation| |**NLST**|Moderate base|IP-driven tech niche play|\~$0.10–$0.20|\~$0.15–$0.30|\~$0.20–$0.50 potential|Watchlist; possible small position|
Wow so the 'bakery' that conducts high-impact nutrition experiments of geostrategic importance for an autocracy with a long history of fraud and IP theft turned out to be a trap for Western investors' money. *Who* could have foreseen this!?
Personally, I'd never invest in clothing companies. There is no IP, only a brand name. Brand names are easily tarnished these days.
>It's a winners take all kind of industry, and the winners of the industry don't like to use Unity because they can (and should!) build their own engine. Why should independent studios build their own engine? From my knowledge (which most certainly isn't as much as you industry knowledge), custom engines are hard to maintain and create a developmental bottleneck in which you're simultaneously developing the game engine and whatever games are being developed with it. On-boarding new devs is also a pain because you have to teach them how that engine works as opposed to hiring Unity/Unreal devs. I can understand studios doing this to build IP and add another revenue stream but I've rarely seen it work in practice. The biggest example could be CD Projekt completely ditching REDEngine in favor of Unreal after Cyberpunk 2077.
Why people bet on LULU with so much competition and no IP that sets them apart besides their brand 🤷♂️
It's a step to corp tax which is nice and I'd prefer this over tarrifs I don't love the idea of selling chips to china as they're known to steal IP
And to think that they needed to sell ownership to scale up is just not true. They’re an IP development and licensing holding firm. They could have taken on debt at the lowest rates ever seen if all they wanted to do was scale up without giving up any control. And what is there to scale up? They make architecture and license them.
> I feel like x86 will soon be a dead end with ARM chips scaling. More things might be moving to ARM or gaining support for it but x86 is going to be around _forever_. I Have not looked at numbers, but I doubt that the qualcom snapdragon chip and apple M series have put a meaningful dent in x86 CPU volume for any sector _other_ than consumer-grade hardware. And even then, the _cheapest_ devices at my local $BigBox are still intel/amd powered. There's a snapdragon in a ~600$ PC and a ~1200$ PC but the $299 PC is intel powered. if ARM isn't careful / keeps trying to get more controlling over their IP and how they license it (see: qualcom) then you're going to see some practical competition from RISC-V in the coming years. I suspect that the raspberry pi guys explicitly added RISK-V support to their latest micro controller just to get some experience and to have some leverage next time they have to negotiate an extension to their ARM license. Depending on how stuff goes with the RISK-V effort, ARM is either going to have a slow/gradual erosion of market share or maybe a much quicker erosion in the micro-controller (think the brains inside of you appliances; smart, yes, but not a full on "computer" like the one i'm typing this on ...) sector. I am a lot less confident about my RISC-V/ARM predictions when it comes to "real" computer chips, though.
No you can't. Their system will block your a55 within a short period when they detect high activity from your IP address. You will have to pay thousands for proxy services and even then, their bot detector will flag you
$WBTN is tiktok for reading, fanfiction, fairy smut, etc. up 90% on the day. They make money from ads, subscriptions. and potential IP adaptations. Can someone who understands how to read money tell me what they’re worth? They also have licensed IP (Batman etc.)
They also have licensed IP (batman etc.)
$WBTN is tiktok for reading, fanfiction, fairy smut, etc. up 90% on the day. They make money from ads, subscriptions. and potential IP adaptations. Can someone who understands how to read money tell me what they’re worth?
And another link drop. I think the reason there isn’t more movement on this ticker is partly because there is no Reddit, Telegram, and barely any marketing. https://www.businesswire.com/news/home/20250811196041/en/Heritage-Distilling-Nasdaq-CASK-and-Story-Foundation-Announce-the-Launch-of-%24360M-%24IP-Token-Reserve-With-Participation-from-a16z-crypto-and-Other-Prominent-Investors
[PublicSquare Reports Second Quarter 2025 Financial Results, Announces Strategic Repositioning to Accelerate Fintech Growth](https://www.businesswire.com/news/home/20250812468871/en/PublicSquare-Reports-Second-Quarter-2025-Financial-Results-Announces-Strategic-Repositioning-to-Accelerate-Fintech-Growth) \- PSQH PSQH.WS "(2) Monetizing the Brands segment business through the pursuit of a sale of EveryLife and the pursuit of a sale of its Marketplace segment business or a strategic repurposing of the marketplace IP to complement its fintech offering" Sounds like PSQH is "pivoting" away from anti-abortion diaper sales and the Amazon for Patriots angle. Instead PSQH will offer "a bundled offering including payments, credit, and digital asset solutions to drive scalable, capital-efficient growth as a Fintech-forward business" and advance "the long-term vision to embrace and implement cryptocurrency and decentralized finance solutions as part of its fintech offerings that enhances economic liberty for consumers and merchants while providing high-margin revenue streams".
That's an absurd comparison ASML has frontier tech that it has patents and IP protection on, it's not your run of the mill electricity company
The idea that Intel chips are almost at parity with NVDA is laughable. You also seem to gloss over the fact that the CUDA platform is 20 years old. You don't just bang out software like this, it is a generational building of the tech, know how, IP, etc. They are so far ahead, it is hard to imagine another company catching up before NVDA releases their next big thing, which they seem to on the regular. Their biggest issue is not competition, it is what their buyers are doing with the tech. If the big buyers pull back, re-asses, etc. it doesn't really matter who else is selling AI infrastructure, there will be less money to go around. The bonanza will fade, and NVDA income will fall. But, it is kind of hard to swallow that these mega profitable corps are simply wasting money on the tech for fun, they see direction. Also, designing, and not manufacturing this stuff is a huge benefit (so far). Sure, if China invades Taiwan, it would be problematic. But, obviously not as problematic (Intel) as running your own factories. It is hard to be really good at both design and manufacturing in chip land.
CASK - tanked with yesterday news. Heritage Distilling (Nasdaq: CASK) and Story Foundation Announce the Launch of $360M $IP Token Reserve, With Participation from a16z crypto and Other Prominent Investors Massive short attack and zero share to borrow. I think we should get short squeeze pretty soon? Dilutive but we should see short squeeze, secondly I’m not familiar with crypto industry. https://x.com/storysylee/status/1954887946118570479?s=46
This simplifies accounting for UFC and gets more viewers for paramount, which has pathetic IP exception the old SpongeBob.
People's perspective on Netflix's content vs. the reality of it is way off. Your friends and family say their quality is declining, but that means they're... actually subscribed? And they're actually profitable unlike every other service which is essentially treated as a loss leader. They know if they bump up prices or stop bundling their subscription, people will leave. I know Netflix makes a fuck ton of bad content but they have more than enough gems, and are really good at supplementing their catalog _just enough_ such that people stay subscribed. There is no other media company that is so good at cornering each and every bit of the market and spending the bare minimum on supplemental content licensing for niches they can't cover well themselves. Also, Netflix has been really good at creating original IP. From Stranger Things to Selling Sunset, Squid Game to KPop Demon Hunters, and even projects loved by movie buffs — they have a process that clearly works. They've done similar things by turning C- or B-tier IP into A-tier (e.g. Wednesday). Disney has really struggled to create original IP, and for other services it still feels like lightning in a bottle (e.g. Severance, The Boys). Finally, Netflix still holds a significant advantage over other services in terms of sheer eyeballs. They're more likely to get content licensing deals to maximize marketing on films about to release a sequel. They're also the first choice to take on other companies' loss-leaders which fit into a greater marketing strategy (e.g. Arcane and all the sports docs). I don't hold Netflix stock anymore but I do "get it" why the market is still so high on them. It's not a house of cards... They have a legitimate strategy which is difficult for any other streaming service to properly replicate, and they're executing on it really well.
At this point, i feel like money is made up at these numbers lol. Like, how does Disney buy the entire Star Wars IP for $4 billion but paramount is essentially renting ufc streaming for $1 billion/year for 7 years. Surely, Star Wars (with all its merchandise sales) makes more than ufc, right? Or am i just completely underestimating how much ufc is worth and overestimating star wars’ worth?
Boomer board members : "pls Ben, don't lease out the IP, hemp products are playing with fire, listen to our tradfi experience that definitely matches this crazy new industry financially and operationally, don't buy back stock...give bonuses, over tended into limited license states because of the moat" Ben: "no" Boomer board members :"reeeeeeeee" ****leaves**** Good riddance
If you bought at 80 you're doing just fine. Either way, it doesn't matter they got hammered in covid with parks and cruise ships shuttering operations and now they are roaring back. You also can't beat the generational hold they have with their IP. They'll fine tune streaming eventually. Plan to hold for decades so really dgaf about them being stagnant for a few years.
$2.5 billion in operating income last quarter from Experiences alone. That matches Netflix’s entire operating income for the prior reported quarter. “Achieving nostalgia” happens to be very profitable and drives the ability to spend on content and acquire valuable IP.
> Blows my mind that Netflix is 2x+ the market cap when they lack Disney on so many fronts. 2x may be a bit much but it's not too hard to believe if you conceptualize that people are valuing Netflix as a growth stock versus Disney being more a stagnant staple... Netflix has like twice the % profitability and is growing at a faster rate than Disney. Although Disney has IP like movies & assets in the form of parks, those both come at crazy high costs to maintain or produce new content with and have hard throughput limits. Movies/content that Netflix may or may not get access to for a fraction of the price. The barrier for continued revenue growth is also higher for Disney. 'Easily' scalable methods available to Disney, like Disney+, have proven to be hard to maintain or grow with them losing members from the peak at the end of 2022 until a recent change of direction in Q1 2025. Netflix conversely has only shown positive YoY growth, even with them implementing less customer friendly monetization strategies like the password sharing crack down or the introduction of ad tiers. All that said -- I'm not invested in either.
Any idea why CASK is down? This seems like good news: https://www.businesswire.com/news/home/20250811196041/en/Heritage-Distilling-Nasdaq-CASK-and-Story-Foundation-Announce-the-Launch-of-%24360M-%24IP-Token-Reserve-With-Participation-from-a16z-crypto-and-Other-Prominent-Investors
I like Disney as a stock. You’ve got strong IP (especially after the Fox purchase), worldwide parks and hotels, cruise ships, and merchandising. All of which build into each other. Blows my mind that Netflix is 2x+ the market cap when they lack Disney on so many fronts. The catalogue is not nearly as deep or as wide of breadth, merchandising is basically non existent, and there are no physical assets.
ASML is a monopoly in EUV lithography machines needed to imprint designs on semiconductor dies NVDA and AMD essentially have the entire logic chip market for data Centers and ai scaling (though Nvidia is 85-90% of it) Oil is an oligopoly to some degree AMD Intel, and ARM basically have the entire CPU market. But AMD is far superior in company quality. Intel is struggling big and ARM only licenses IP so they don’t take as much consistent profit and they’re more risky due to the constant competitive innovation needed to make new sales which is compounded by the fact that they don’t sell actual chips.
Over the past few weeks, Immunic (IMUX) has quietly been stacking up positive developments: • Data strength vs. big pharma: Vidofludimus calcium (IMU-838) has shown results in MS that compare favorably — and in some ways exceed — those from Roche’s rival drug in similar patient populations. • New scientific angles: Recent peer-reviewed publications point to potential expansion into other autoimmune diseases, including type 1 diabetes, by boosting regulatory T cells (Tregs) while reducing harmful immune activation. • Institutional confidence building: Aberdeen disclosed an 8.6% stake and now 683 Capital Management has filed owning 9.9%. That’s two sizable institutional holders entering within weeks of each other. • Insider alignment: There was insider buying in June, signaling management’s own confidence in the company’s trajectory. • Pipeline quietly expanding: A new U.S. patent filing for deuterated RORγ inverse agonists adds another potential long-term value driver beyond IMU-838. Yes, the market hasn’t woken up yet — the share price is still hugging the $1 zone — but the ingredients for a serious re-rating are coming together: strong data, expanding IP, insider alignment, and heavyweight institutions building positions before major catalysts hit.
They are ripping off TSMC IP and building their own GPUs and AI ASICs. This clown show is coming to and end in a few years anyway.
The gangster move would be for the companies to simply relocate. If AMD and NVidia got up and moved to Europe not much the US government could actually do. They could steal their current IP for national security but could not stop them from making it as well. The Trade commission could say we are not allowing the move. Okay. Stop us we have. They won't ban the products from the US as they are too valuable.