IP

Honest-Republic9449

Lots of misinformation here. you dont seem to understand what the drivers for the stock price are. GTA 6 does not need to sell hunderds of milions of copies, they need a measly 30-35M copies sold within 4 months up until FY2027 is over, and combined with all their other inflows of money they will smash the projected target of 8.2B. I have informed myself on the state of the game as well as its mechanics, gameplay, story length etc. Everything looks out of the ordinary and way above expectations with a couple of smaller things that looked off (like animations or the 30FPS limitation) most of it just being redditors and their immediate jump to conclusions and hating on something that is not out yet. However, the game "GTA 6" will not have loot boxing (i dont even know how you got to that) or anything similar, GTA 6 Online is an other story though. While it is true that their GAAP was unprofitable for 4 years, this was mainly due to zynga acquisition and some stock based compensation for restructuring and shit. They have set their sales target actually very low. 8.2B is for every single IP and not exclusively for GTA 6. So I am fairly convinced that the expectations are going to get blown out of the water, and obviously you will institutions taking profits. thats what happens when a stock runs high.

Stunning_Macaron6133

You laugh, but tech has a weird way of meandering through industries. What started as a means of cryogenically turning viscous liquid fuel into granules for compounding into solid rocket fuel became a novelty ice cream product sold across theme parks and museums (Dippin' Dots if you recall) and then became a means for simulating fat globules in vegan fake meat. It won't be chips, but Beyond might just have some valuable IP that can find use outside its walls. You never know.

French_Hawaii

None of these companies were “first”. First gets you slaughtered. Anyone still use these products in their daily lives: Aol, TiVo, yahoo, ibm, blackberry, blockbuster to name a few. The giants you referenced recognized a flaw and pounced when the original was stuck with the weak IP they started out with. Let the first take the hit…scoop up the profits with #2! 😊

iamtracefree

Patent Summary [AEFI IP Expansion Program](https://finance.yahoo.com/energy/articles/american-ecofuels-inc-otc-aefi-113000467.html)

Ill-Mousse-3817

I would be sad, if this was the case. However, I think he will get to feel like a kid in a candy store one last time, and pass away just after buying OpenAI and Anthropic IP in Ch7, while limit-up circuit breakers repeatedly stop BRK sudden breakout, in the middle of an ocean of red.

Dualyeti

Common strategy- going for other organisations moat is much more important than keeping IP. It’s why open sourcing projects like turboquant was made public

TheLastGoodRiot

When a company goes under, the losses don't get passed on, they just die with the shareholders. The buyer just picks up the hardware, IP, and talent for cheap, then cuts whatever's burning cash. Inference costs are high, that's true, but a lot of it goes with the insane R&D spending and the hyperscalers marking up GPUs since demand is nuts. If the market goes under, the survivor pulls back on R&D, buy up GPUs at a discount, and waits for efficiency. Their costs drop a without needing new chips from Nvidia, because it's not competing for frontier model anymore (Chinese model get slapped by a digital tax or something or us AI get subsidies at the consumer level). Nvidia's (the co. not shareholders) not gonna fail, they're fine on debt. But their pricing power takes a hit when buyers consolidate and have leverage. Railroad playbook: buy cheap, cut costs, wait it out, come out stronger. Nvidia? A 5-10Y scrapping for returns.

RoyaleWithCheesess

Silver Surfer is an under appreciated IP

Gulliveig

Perhaps not even cloud-based, think Edge-KI. Which is why I just yesterday acquired a small side position $AMBQ. Of course, if you want it much more speculative, there's also Brainchip. But all they have so far is IP and some valuable license partners.

Salt_Contract342

They were decent in their prime. But ask yourself who would do a buyout? Cameras are cheap, they have no real worth in IP or special branding anymore.... just my retarded 2cents

HighonCosmos

Nah originally had a wait-list to create and track interest but then decided to remove that as sign in and sign up process as this is free data and nothing IP about it

HighonCosmos

Nah originally had a wait-list to create and track interest but then decided to remove that as sign in and sign up process as this is free data and nothing IP about it

trustfundkidotaku

is literally coming to the don’t ask an Ai Haters its favorite LLM type shit Most of my corporate friends who hate AI cause they had a favorite IP that got ai slopfication still end up using AI for real corporate work and saying it really help em so much that they basically become the human QC And end up just drawing the line on generative AI aka ai art

BrockDouken13

Nah, big tech takes the IP in a consolidation and layoffs everyone that is duplicate when they go under. All the state pension plans that invested in the data center LLC's then steal from their own general fund to cover the financial when you drive down the pot hole laden road of your state as a side eye a flock guarded data center. deep dive the giant data center in Louisiana for Meta and how they own 20 percent and the Blackstones, Apollos, Owls of the world tee up these vehicles for pension funds chasing yield that own the bag on these constructions expecting to get rent back on the data center. Which all circle back to government that when their pensions lose money take from the general fund and raise local taxes to cover. Calpers gonna make headlines when this bellies up and they release their rent losses on data centers that didn't plan out. They maybe able to hold it unrealized for a while and struggle through but are a few percent short right now to current Treasury rates. 

Rentun

This is an old comment, but I wanted to chime in and say that he's right. Dividends (or the possibility of them) are one of the few things that tie a company to their stock. Take a step back and think about it. Why are shares of Nvidia valuable, but... say, pieces of wood from the chair that elvis sat in one time at a concert aren't? I'm sure someone wants those pieces of wood, but they're not selling for much, and there's not an active market around them. For one, there isn't much buzz and interest, but secondly, there's no possibility of that wood making you a continued income. You can point to things like Bitcoin as a counter example, but the thing is that Bitcoin's price isn't tied to anything except the whims of the public or regulations around it. The reason why Nvidia's stock price has anything to do with Nvidia's performance as a company is primarily dividends. Otherwise, if you owned Nvidia stock, why would you care what Nvidia does? If they decide to go into the teddy bear business and burned all of their IP, why would you care? They don't interact with the stock at all once they sold it at the IPO, and you likely bought it from some other person or company that owned it, not Nvidia itself. If I owned a rare, expensive car, and the company that made that car totally tanked and is barely hanging on, it doesn't affect the value of the car. But if a company does, it's stock will generally reflect that, because the worse a company is doing, the less likely it is to pay dividends, and the worse those dividends are likely to be. Dividends are the whole engine that drives stock prices, regardless of if a company is currently paying them or not. If you own a company (and by holding stock, you *do* partially own a company) you want to be able to profit from it, or sell it to someone that hopes to profit from it. Without that profit motive existing, the whole concept completely falls apart.

rattleandhum

I own bitcoin and ETH. Saylor is a dick, and it has nothing to do with him stealing Loopdaddy's IP. sybau

VancouverSky

We would let the Chinese steal all the IP within 2 years tops

milkplantation

I also work in the industry and this couldn't be further from the truth. Nike had some layoffs but still employs a small army of industrial designers, biomechanics specialists, chemists, engineers, and product developer. You can easily look at their latest filing and see the sheer number of employees working across research, design, and product development. The idea that Nike hasn't innovated since Flyknit is also certifiably false. In 2017 they invented the super shoe with a carbon plate which is probably the biggest single advancement in the running world since EVA foam in the 70s/80s. They continue to innovate and refine materials but would be silly to discredit the company who completely reinvented the category less than a decade ago. For the most part, they have outsourced manufacturing and assembly, but to suggest that as evidence that the design arm of their business is gone is also false. If anything, the design and engineering portion of their business has only become more essential as they develop products as innovation and IP becomes increasingly important to their bottom line. Again, looking at their latest filing, the idea that they're just an apparel/merch company is also certifiably false. Footwear generated 65% of their revenue in the latest release, compared to 30% for apparel. I do agree with you that to be successful Nike will need to keep designing and innovating across all categories, not just running. I also agree that they will be in trouble if they become too reliant on heritage franchises like AF1s, Dunks, or Jordan1s.

Rich-Past-6547

All of those were brick & mortar retail distribution businesses—they didn’t create or own any IP, the sold the IP of others. When all you own is the pipes, you’re more exposed to disruption. Nike is struggling, but it owns its brand and owns its products, as well as direct distribution along with retail. Better products, design, and innovation will staunch the bleeding. Even if they are never again the undisputed #1, they have a floor because there will always be enough people buying Jordan’s, Airmax, Dunks, and other classics and collectibles. Nike’s biggest issues are threefold: 1) an over reliance on those classic silhouettes to maintain their cool factor 2) ceding performance footwear at both the highest level for world class runners, and for everyday Hoka wearers 3) giving up shelf space at Footlocker et al post-pandemic because they bet physical retail was gone for good and everyone would only shop online All of those are big challenges to overcome, but they are not existential

Weak_Emu3659

surprised that game got a second wind, the rights issue with quintet was apparently extremely complicated. a few months ago I reached out to one of my contacts and they hadn't heard anything about quintet stuff at all, guess they sorted out the rights and a third party got the IP licensed out to them. hope we see more of these games that people thought were buried get a second wind.

Mr60SPX

In the debt world, if you screw over your lenders bad enough by exploiting a loophole in the credit agreement, they name the protection used to close the loophole after you. J.Crew (2016) — moved IP into an unrestricted subsidiary, then borrowed against it, putting the collateral beyond existing lenders’ reach. “J.Crew blocker” now restricts IP/asset transfers to unrestricted subs. Serta Simmons (2020) — did an “uptier”: worked with a subset of lenders to issue new super-senior debt that primed the rest, non-pro-rata. “Serta protection” requires all-lender (or pro-rata) consent for that. Chewy/PetSmart (2018) — PetSmart spun off its Chewy stake to a parent entity and dividended value out, and released guarantees along the way. “Chewy protection” (or PetSmart protection) limits guarantor releases and restricted payments of that kind. Envision Healthcare (2022) — moved a subsidiary (AMSURG) out of the credit group entirely via a “drop-down,” similar mechanism to J.Crew but sharper. “Envision protection” is a tighter version of the J.Crew blocker. Wesco/Incora (2022) — used exchange offers to manufacture a favorable voting majority among affiliated/rolled-over lenders. “Incora protection” (or “vote-rigging protection”) restricts who counts toward amendment votes.

Few_Recognition202

All five of those are operators, not licensors. They literally own factories, inventory and stores. That's what's killing them, not the brand. The licensing model exists precisely to separate the trademark from that cost base. Brooks Brothers, Forever 21 and Barneys all went bankrupt and the IP still sold for real money afterward. You're right that royalties track licensee sales, so a bad cycle at G-III would hit the Halston line. Fair point and worth watching. But "operating companies with brands are struggling" isn't the same claim as "brands are worthless."

cageslutjoanna

There is no better dollar to entertainment value activity for the masses than a media library. It's probably not a bad place to be if you're looking for something undervalued since it just had a massive drawdown - easy for me to say, since it's a new position for me. That's part of how I justify being in nintendo and netflix. Nintendo has a massive exclusive media library, it has broad appeal, it's comparatively cheap and makes easy to share products, and it is only just starting to monetize its IP outside of games at the same time that generative AI is about to start flooding the market with new games. if Valve were a public company I would be all in on them. They're not, the next best place to be in terms of a software walled garden is the very undervalued Nintendo, which is a company that sits inside of an economy that the US literally cannot afford to let fail right now due to the carry trade.

bluen

They prolly stole Nvidia's IP

buttermelonMilkjam

no one stopped him for renaming the DoD into DoW, the kennedy center, the Gulf of Mexico legit comes up as the rename (depending where your IP pings from), and now recently he has had a Miami airport named after him.

melonpan30

I own 2,000 shares around $11/share. Part of my conviction is because they have everything working against them. Mgmt. is viewed as being too reserved, hardware prices, the lack of games for sale on the Switch 2 etc.   However, I see a lot of investors being drawn to it if a couple of these things turn around. Other folks have pointed out how they're slowly starting to expand their IP in theme parks and movies. I think this, some solid IP announcements, and a potential hardware demand drop in 2027 could give them a strong tailwind. Also I'm happy with being up ~25% in a month as it is. I see them as a "slow burn Disney" on a smaller scale. 

Stfuppercutoutlast

I usually follow big game companies and invest whenever the core game IP hasnt changed, and buy on irrelevant drama. Gamers dont care about politics. Ive done some decent swing trading on this and have made money on companies like Activision/Blizzard. No one who plays WoW cares if the employees at Blizz HQ are drinking breast milk from the lunchroom fridge.

LordWop

My day is reddits proprietary IP. No one can scrap this comment without paying Reddit 1 trillion dollars

TomorrowCrafty1804

I don't as I find much more compelling opportunities elsewhere. If I would I think I would be interested in Nintendo, as they seem to be growing their licence quite well since the switch, their movies were great success. They seem to keep growing their IP which is good long term. And most importantly they are not going for the latest trend just for greed. They are doing what they want to create. Another one that might be more interesting would be square Enix, with the recent reorganization got their focus back, which seems to work, and could provide some nice returns. The one I would be the most interested in would be Larian Studio, but it's private. I love the way they grew their business. I would sell the instant the creator get out though, as most growing studios ended up doing shitty cash grab games.

KifDawg

I bought unity software when they were 15$ doing very well on it now. I also love the software and have made a pile of prototypes on it but never a full game. It seems like the way of great games are becoming indie games, like how to fish, balatro, rv there yet, lethal company etc. Are all posting massive successes at a fraction of the price most using unity software. As for nintendo, or ea, definitely not. I dont believe in their brand or IP. I like Nintendo switch and their hardware but their IP is growing stale, Mario games my kids dont seem to give a shit about, they'd rather play the games I have on steam

yosrush

I own a little Nintendo and a moderate amount of Ubisoft. Used to also hold Activision before the merger. Some Microsoft/Amazon/Google, but wouldn't categorise them as gaming companies. The depression in gaming stock is multifactorial. Higher budgets and development costs means if a AAA flops, it hurts a lot more. There is higher competition from older games and indie games, because of backwards compatibility and a broader marketplace/ecosystem. And similar to the struggles of legacy media (TV/Film/Cinema), there's also more competition for your time from social media. How much more time do you spend on Reddit, YouTube, Instagram, Facebook, Tiktok, Discord, Twitch, when you would have been gaming instead as a kid? Streaming service like Netflix and Disney+ suffer the same fate. Then there's risk of AI disrupting the entire industry. All the talented developers, designers, animators, motion/voice actors, writers, etc losing their jobs because a kid can vibe code their own cloud streaming version of Breath of the Wild. Saying all that, I own them because of the IP, and happy with the price I paid. AI can't create IP with a 30-40 year history that can be adapted to different forms of media and consumption. Gaming is more mentally satisfying than doomscrolling social media, and I don't think it's an industry that's going to disappear any time soon.

OkAlternative7705

fuck this shit, IT STOPS GOING IP THE MOMENT I BUY FUCK IT

MeesterWeen

mmk solid protest bro. All the Apple money is definitely going to china manufacturers and not the US. Im sure you use nothing with IP created in the US

shing3232

quote“Acquiring high-speed rail technology had been a major goal of Chinese state planners. Chinese train-makers, after receiving transferred foreign technology, have been able to achieve a degree of self-sufficiency in making the next generation of high-speed trains by producing key parts and improving upon foreign designs.” It always has been technology transfer for market access, and if they cannot buy it they would steal. They usually would buy it just because that looks better from the optics and they can sell it without have to deal with IP issues.

RescueRacing

I like industrial companies like Parker Hannifin and Eaton. They’re huge corporations with divisional diversification. Filtration and Hydraulic groups provide hugely profitable capital equipment and especially aftermarket products and services while Aerospace provides a high tech IP and products. PH has paid dividends for decades and the stock price has gone from a $29 low to \~$1,000/share in the past 14-15 years. It’s not sexy, but these people know how to make money.

Emotional-Breath-838

Alpha Tau Medical (DRTS) is a $1.3B market cap company with multiple shots on goal to be a $10B - $50B company. They have an alpha radiation platform that delivers high LET radiation directly into solid tumors (which make up 90% of all cancers.) The radiation is powerful but doesn’t spread which means that you get all the benefit of Cancer DNA strand demolition without risking surrounding tissue or compromising the immune system of the patient. They have validated the platform with a PDMA certification in Japan and they are currently running five FDA approved trials across pancreatic, recurring GBM, skin, head & neck and prostate cancer. They’ve filed for a sixth trial to demonstrate their ability to hit a 100% DCR in combination with Keytruda. The stock is at only $1.3B for two reasons: the institutional investors haven’t entered yet in real numbers. They recently got above $1B and there’s not a lot of daily volume. The second reason is because the C suite, which holds a lot of equity, is brilliant. They are negotiating reimbursement in Japan right now and have enough to get FDA cert on skin but would prefer to kick off FDA with cert for recurring GBM. The FDA gave them ten rGBM cases to prove safety/feasibility and they crushed it: two CR (complete responses) in patients that have zero remaining options. They signed a massive commercial agreement with Tolmar, a private company that dominates prostate cancer. DRTS will let Tolmar maker and sell for prostate (with an option on bladder) and DRTS keeps 60% of the net. They may replicate this model across other tumor types or in other geos and they’ll effectively become an IP and manufacturing shop. Of the 10 rGBM patients, we know at least five have completed in the US and we are waiting for the MRI results. If they hit a CR on even one more of the patients, there is a high likelihood that DRTS moves into global first line treatment for rGBM because the only current standard of care is a pleasant social worker who explains that you need to make peace and say goodbye. Like Moderna, Alpha Tau has early tested successfully with Merck’s $32B per year Keytruda. Keytruda, like all checkpoint inhibitors, comes with a massive weakness: checkpoint inhibitors only work on hot tumors, bolstering T cells in the area of the tumor. Alpha DaRTs turns cold tumors hot by blasting the bastards until their DNA strands are destroyed and their antigens leak out, signalling the T cells to come fight. That’s a massive game changer for the $50B per year checkpoint inhibitor market which has been searching for a way to overcome cold tumors. Over the thousands of tumors they’ve treated, they’ve seen almost zero side effects and insurance companies love it because it’s a 45 minute long outpatient procedure. The stock was just dual listed on the TASE which will expand volume, allow for some institutional buying and will put DRTS on at least two indexes where they will benefit from required buying. Note: the platform is a medical device, not a drug. There is no Phase III trial. There is no placebo or BAT arm. There is no waiting for people to die. Alpha Tau is currently running tests in the US, Canada, Italy, Israel, Japan and other locations across Europe. The PMDA cert from Japan is so rigorous and well respected that it’s believed many Asia/Pac nations will accept it as a proxy.

PastaPandaSimon

Depending on how far the trade war goes, I worry Canada goes after IP, as they lose a ton of money on respecting a wild imbalance losing money respecting tech and pharma IP to the detriment of everyday Canadians as part of the existing deals that the US is not respecting where it suits the US.

AdditionalSpeaker303

China is quite rapidly moving up the value added chain, how long will it take for their government to understand that the precedent that the country has set in regards to IP will come to bite them in the ass as they become the technology leads in some industries... By the time this becomes a problem for them the world will be too multi polar for anyone to be able to do anything about IP theft.

Alive-Run-7840

Yeah, if the allegations are true, that’s obviously bad. But jumping from “one company stole IP” to “China doesn’t innovate” is doing a bit too much cardio. EVs, batteries, solar, drones, high-speed rail, and increasingly AI didn’t all materialize from a Samsung PDF.

gizamo

You sound as if you want to pretend any country does it even remotely as bad as China. China's espionage is institutionalized and it's fed directly from their military directly to their state-sponsored entities. It's literally a CCP governmental and nationalistic operation to steal foreign IP for their own companies.

TheRedditModsSuck

>CHINA has produced real results in electric vehicles, solar, batteries, AI, and high-speed rail. I agree with this, but I don't agree with number of patents being a good indicator of that. I work in the IP sector and I can tell you that almost no patents it ever see usefulness in the market. Patents are always quite early stage work so the vast majority won't ever make money. A very small percentage do, and they tend to make *a lot* of money.

ZookeepergameTotal77

South Korean companies have historically been involved in high-profile legal disputes and corporate espionage cases regarding the acquisition of Japanese intellectual property (IP), particularly during South Korea's rapid industrial rise in the late 20th century.

ZookeepergameTotal77

South Korean companies have historically been involved in high-profile legal disputes and corporate espionage cases regarding the acquisition of Japanese intellectual property (IP), particularly during South Korea's rapid industrial rise in the late 20th century.

ZookeepergameTotal77

Japan said hold my beer: South Korean companies have historically been involved in high-profile legal disputes and corporate espionage cases regarding the acquisition of Japanese intellectual property (IP), particularly during South Korea's rapid industrial rise in the late 20th century.

ZookeepergameTotal77

You sounds as if only China does it...... South Korean companies have historically been involved in high-profile legal disputes and corporate espionage cases regarding the acquisition of Japanese intellectual property (IP), particularly during South Korea's rapid industrial rise in the late 20th century.

SilverPrivateer

The newly announced sex bots powered by grok ai, is this shit like robotaxi where it will take 10 more years or you guys think its real? And does tesla or spacex own the IP?

Hot_Skill

hmmm ... HONOR need to buy batteries from outside China ? What's stopping any other companies from cloning the tech. IP does not really apply in China.

da8BitKid

It steals IP, it doesn't just displace artists

Top-Positive6537

Watching AIMN at these levels for a potential swing after their IP acquisition.

Incorrect_Oymoron

It really depends on where you draw the line for "Intellectual property" Is the a flash music player an IP that the ipod stole? Is scraping the entirety of github theft? Is scraping an LLM built on scrapings of other LLMs theft?

Napster-mp3

Ban their IP’s

imjunsul

Apple didn't steal IP tho

imjunsul

More stolen IP from samsung 🤣🤣🤣

Bob_the_peasant

Who the fuck bought Moderna at $170 using my money?! *looks at trade history* *….*clearly an expert hacker using my exact IP address, with my password and my 2 factor auth… at the exact same time I was also logged in yesterday. How am I gonna catch this guy

SeraphimSphynx

I don't buy the argument that the overwhelming failures of AI to deliver value outside of coding roles is user error. That's just tech bro narcissism. I'm a bit older, so I've lived through the continuous over promise under deliver of big tech for decades now. First it was computers and the Internet, then smart phones, then apps. Each one was supposed to transform modern life and working for the better in a thousand different ways. Almost none of them delivered anywhere near the value they said they would. Most came with massive downsides that were heavily downplayed by the early adopters. Ever heard of this new fangled term "screen time"? Well as early as 2010 people were sounding the alarm on it and being told they were wrong and massively overreacting. Now it's AI, except they are asking communities to give up potable water and pay 15% surcharges on their electricity for some nebulous utopia of not working with no demonstrable use cases that can even begin to scale. Coding is a tiny portion of work. Tiny tiny fraction. Most of my coworkers don't code at all. Where are the scalable use cases to even come close to justifying this upfront cost? And China is going to win the race either way because we have screwed over the trade economy for ourselves and everyone else in the world is looking to China for stability. China who has never cared about IP will steal and cheat and win AI. They already are with Deep. They'll do it again with the next model. Matter of time.

SpiderWil

mrna doesn't have to cure patients, they just need to sell the IP

RedditLeagueAccount

Real estate is the main big one that is reliable. A tangent to that is owning land. Eventually development spreads to buy the land. Owning a business or a controlling stake. All the above provides cushion to the below. Or it is just stuff old people collected over time for fun. All the collectible stuff is very similar to day trading. It is hard to evaluate it as a consistent retirement plan because you don't know what it will be worth. Same for paintings. I understand that is a thing rich people have been doing to dodge taxes. It is hard to guarantee you will find a buyer. The wealthy get away with it because they have a massive cushion and banks are willing to make arrangements when they do stuff like claim the picture is worth millions. Some people purchase IP domain names because eventually a company will come along having that name. It's literally just the factor of owning anything you think will increase in value that has a physical existance. Same as owning gold. Someone bought tons of the older version of pennies assuming the physical material of copper would increase in value for example. If you think a rock will increase in value, you can buy and store it. Same thing even for something like trees. Though normally that's something your kid would need to collect on. Tree's take a while to mature.

Tedious-Butcher

Their management style in Disney are too heartless and many good employees that really put in the work and effort became nobody, the irony that they own kingdom heart IP.

Expensive-Exam-5088

CXMT should not have had LPDDR5 for another 4-5 years. They got it fast because they poached talent and stole IP from Samsung and SK Hynix. From that perspective, it's illogical to not expect them to have HBM in 2 years.

MojaveMark

Pokemon cards, and I'm not even kidding. Especially the older stuff that's still in great condition. Newer stuff can be very valuable, but typically less consistent. It's the largest IP in the world, ever. I've always loved Pokemon and have collected cards off and on over the years. However, going to a show and watching people trade 10's of thousands in cash is pretty crazy.

InnitPikachu

You forgot .com domain investing, used to be quite a thing in the 90s/00s. Others could be parking lots or storage units. Sport cards and funkopops too. Gemstones and jade jewelry. Licensing IP creations and franchises too. But I would just stick to tech stocks for alpha, liquidity is better here.

instantcrackpot

Debatable. And it doesn't need to be as good. 80% is enough. Companies will run open-source models locally. And if not, if they can outsource manufacturing and office/tech jobs, they can definitely outsource AI to countries with cheaper energy and less environmental regulation. The reason why China was able to steal IP is because companies decided the increased profits was worth the tradeoff. They won't stop now.

ivotebolsheviklite

To be honest: you’ve made a mistake. If your strategy is working, you take profits, leave some in, and continue the strategy. Otherwise, your convictions aren’t worth much. And I don’t think you understand what NVDA is doing either. This isn’t the dealer guaranteeing the collateral, this is NVDA setting up structures so that when and if the AI bubble pops they can swoop in and gobble up the frontier model providers for their IP. OpenAI is going to be the AI equivalent of Pepsi to Anthropic’s Coca Cola. And the moment they go bankrupt in a pop or hit real hardship, NVDA gets first dibs on the scraps.

No_Presentation9490

The quality of a product or an IP has zero relevance to a company's stock price

echoshizzle

I saw Mario and Luigi “Little People” toys. This company is building an empire on their IP and it shows. 

ML7777777

Bot? Nice deflection. Too bad its documented in court records and articles that China could not provide ample proof that they developed OLED and Folding Screen technology at all. At best they showed basic research into fundamentals but nothing that matches the advanced IP required to produce the products. And that's why the U.S. granted the most strict restrictions against China. You can also look up the court cases for the two Japanese companies who filed a lawsuit and ultimately just asked for cross licensing. It came after Korea started out producing Japan in advanced DRAM. You can look up when that happened, too. You can either retort with proper rebuttal or just throw out accusations as if that does anything other than point out your inability to counter because you have no counter. Maybe you can steal a counter argument?

ML7777777

Sorry for your non-argument. China needs to stop stealing IP. At least they can buy other countries IP which is fine. Maybe do that instead of stealing.

ML7777777

>Samsung simply stole DRAM and LCD secrets and IPs from Japan 20 More lies to deflect the shame from Chinese IP theft that is blatant and numerous. There are only two cases where Japanese accused Samsung of DRAM theft but their details of what they stole was so vague, that it never reached a verdict in court and one didn't even get a formal trial. It got settled via a CROSS LICENSING between the two countries. This was seen as an attempt to get access to IP Japan needed from Korea because the Japanese were falling behind the Koreans in DRAM exports. Even the press were dubious of their claims. Example: >Hitachi provided only sketchy details. A spokesman said the technology in question was a Hitachi process to make two sizes of dynamic random access memory chips. You can make your claims but not everyone is unaware of how things actually work. Korea has a documented pipeline of R&D and investments into core technologies. China simply doesn't and when China lost its OLED and Folding Screen lawsuit, the reason why the US was willing to impose a 15 year ban on all Chinese products using the stolen tech was that China had ZERO documented research into the technologies that they could demonstrate in court. This proved they didn't develop their own versions, they literally used the tech they obtained illegally from Samsung.

ML7777777

Licensing tech is common and used to avoid lawsuits. This is normal for every tech company. The difference that you ignore is China doesn't play by international rules and will steal first and then come to the bargaining table once caught and forced too. And your projection about using bots. Lol, we know which country floods social media with bots. Beyond that stupid strawman, the legal process and courts don't take input from bot. Grow up. Lastly, YMTC has a "hybrid bonding" patent Samsung used. One specific patent for one aspect of NAND. The fact that you try to word is such that YMTC has many contributions to NAND is typical propaganda you guys do. In case you don't know, more like won't admit, Samsung holds the core IP for 3D NAND which they pioneered. 3D NAND is what every NAND vendor produces today.

fallingdowndizzyvr

> In other word, China's practice of restricting market access or subsidies conditioned on forced tech transfer, as China has forced upon all foreign since 2011, or domestic production requirement since 2015 is illegal Again, the US does all those things. > How do we know this? Because the WTO has ruled against the US for doing illegal things. > And, yes, every developed country, from the EU, to the US, to Japan/Korea, etc, is now employing the same anti-market strategy to counter China's abuses past 25+ years since its accession to the WTO in 2001. LOL!!!!! The US has been all those things since way before China joined the WTO. The US has been doing those things since there has been a US. Since day one. For a long time, the US was synonymous with IP theft. https://www.jstor.org/stable/j.ctt1npzzt That hasn't stopped. Industrial Espionage is still part of US foreign policy.

fallingdowndizzyvr

> Sure, China dominates in solar and EV because they were able to hijack the supply-chain early on by employing anti-market/mercantile practices such as IP theft/forced tech transfer, illegal subsidies, banning foreign suppliers/LCR (local content requirement), dumping, etc. The the US playbook then. They just did it better.

SoCallMeDeaconBlues1

What's funny about that license (which only extends specifically to hybrid bonding) is the tech is something Samsung could've easily gotten elsewhere. This is the part of the process where the NAND die is bonded to the logic die; Kioxia is already doing it, SK isn't far behind, neither is Micron. Samsung licensed the YMTC hybrid bonding process because it was probably cheaper and quicker for them to do that then it would've been to develop it in house using the other licensable processes; it was an easy way to just pick up the ball and run. What's also interesting is there are soooo many other areas of making 3D NAND that YMTC was simply dead last to the table with. But unless you filed in China, owning IP on any of it does you no good- and even if you did, the Chinese courts are VERY forgiving to the Chinese companies, to the point that it's not even worth thinking about trying to sue in China. This is why YMTC NAND hasn't shown up in the US yet. Apple actually tried to a couple years ago but gave up on it. The original patents on that hybrid bonding technology were filed by Ziptronix, and Tessera eventually bought that portfolio. First in the wild was Sony (used it for image sensors) but their license came from Ziptronix directly. Tessera eventually became Xperi, which then eventually split into 2 publicly traded entities, Xperi and Adeia; Xperi is the device side, Adeia is the IP licensing side. Both Kioxia and Micron licensed the Ziptronix patents from Adeia. I'm not saying anything that you can't just google for yourself. All these kids in here talking about this and that because they probably built their gaming rigs with sticks containing DRAM from CXMT and think they know everything about it cracks me up. The ad hominem attacks are the icing on the cake. I know it comes across arrogant but they really have no idea what they're talking about, from an IP standpoint or a device construction standpoint.

NappyDougOut

I didn't say I was against the premise of the OG post, but in tech investing, a big component of wise investing is breaking down how the tech works, risks to operations, and sustainability... I'm a developer by nature, so in evaluating how this iteration of Ai & training resources works, I have veey little faith in it's long-term sustainability... Major cracks are already beginning to surface. It also relies heavily on humans continuing to post accurate new info, their opinions, & IP on reddit unpaid, when it's becoming more hostile towards human users each day, which makes it all a rather nonsensical & hughly risky gamble.

ExpressionAlarming

What is the obvious IP theft? I see an obvious bot here who keeps telling old fashioned lies. Maybe you should instead tell the truth about how Japanese companies are actually stealing commercial secrets from Taiwan and Samsung

NappyDougOut

Twitter was the #1 tool for real time data... Now it's charging unpaid people to share their knowledge, ideas, & IP to have it "seen" by others or accounts get ratioed, no matter how valuable the posts they make are... It's bewildering how tech has come to that twisted reality. But it also explains why the platform is now a wasteland of dull bot posts now. 😞🍌

ML7777777

Its not to sue them to stop in China, they can't. Its to leverage IP laws to keep those Chinese products out of western markets.

ML7777777

That's for older DDR4 and DDR3 which they have licenses for. DDR5 was stolen from Samsung and once that hits global markets I'd expect lawsuits just like Samsung eventually won their lawsuit against BoE for using Samsung IP for folding screens and OLED screens.

ML7777777

China can't do a better job at all, even though they are using stolen Samsung IP, poached Samsung engineers for over a decade and work with both SK Hynix and Samsung in their Chinese DRAM fabs, they still couldn't get DDR5 right. They even had to bring in a different Korean company (Haesung DS) to help get DDR5 yields up and to get them to help map a path to DDR6.

tooltalk01

>Look at solar and EVs.  Sure, China dominates in solar and EV because they were able to hijack the supply-chain early on using mercantil practices such as IP theft/forced tech transfer, illegal subsidies, banning foreign suppliers, dumping, etc. The chip industry's supplyl-chain mostly exists in the West.

experiencedreview

ONDA doesn’t have any drone IP or production capability that provides any value

IntelligentMarch6827

Microsoft’s cloud offering sucks, and the core business is threatened because it’s all about seats that will be eliminated by AI. Their delivery of copilot hasn’t been a rousing success. Oracle is fully leveraged and the legacy business is predicated on high friction for customers which AI dramatically reduces.  Amazon is selling services but doesn’t own the IP. Google is vertically integrated. They own the facilities, models, applications, user accounts and gatekeepers for the internet.  They own the consumer AI journey end to end and deliver value with AI natively with Google.  They own pieces of Anthropic and SpaceX. When Claude wins, they win. When Grok sells capacity of PR nightmare dirty data centers, they win. They have  huge customer base that can easily consume enterprise AI APIs. The tech itself moves so quickly you need to think of the big picture. In January, Gemini was king. Today, Anthropic is the mindshare winner.

bensquirrel

lower P/E? different business structure? more IP potential? you're simplifying these companies a lot when you just call them "hyperscalers"

gizamo

When Samsung sues CXMT for their obvious IP theft, CXMT will sue Samsung in China's kangaroo courts for the exact same thing. Then, China's courts will threaten to block Samsung from operating in China until they drop their lawsuit against CXMT. That's exactly what China did when Fujian/UMC blatantly ripped off Micron tech. China strong armed Micron into settling out of court, and they basically got nothing. Any company doing any semiconductor business with China is just asking to get their products ripped off and undercut. They do it at every step in the supply chain, too. It's insane that any US companies are still in China at this point.

weHaveThoughts

I understand the difference between fission and fusion. I would love to see fission reactors but TAE doesn’t have anything close to being viable. TAE is a research lab leasing their IP just like 100 Universities. Leasing IP doesn’t generate $10 billion in revenue and they are at least 15 years away from having anything viable in terms of a fission reactor. It’s another con. Just like everything else in the Trump portfolio.

Stellar_Impulse

kK biggest problem seems to be their 800 million+ debt rather than their revenue. Am I crazy to believe that this could put them in a way more favorable position? Sure there are royalties or licensing fees, but....its FREAKING POKEMON!?! The most profitable IP in history. Bigger than Marvel or SW. And hitting during a period where its collectibles are highly sought after.

SoCallMeDeaconBlues1

😂 You have no idea how IP law works.

OverEchidna

They're not a scam, which is more than I can say for some companies posted on here. I like the revenue growth, and it's quite possible they start inking some serious contracts later in the year. I would like to see their contracts, to make sure they're keeping a % of the IP. Thanks for sharing.

MitchCurry

I went to EDGAR for the first time today and opened one 20-F. I then tried to open a second one... >Your request rate has exceeded the SEC’s maximum allowable requests per second. Your access to SEC.gov will be limited for 10 minutes. Current guidelines limit each user to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. To ensure that SEC.gov remains available to all users, we reserve the right to block IP addresses that submit excessive requests. So how did one 20-F opening show them >10 requests?

HigherGroundHoonigan

This has been posted on here multiple times. I suppose I can repeat it once more. Trulieve completed their Redomicile from Canada to Delaware this week. Trading platforms have to update things on their end to reflect that. The long string of numbers is a placeholder tied directly to the shares (think of it like an IP Address rather than a Domain Name such as 'reddit.com'). Once everything is updated on the trading platform, the current price, and ticker symbol, will be updated. Different platforms operate at different speeds but it's expected to take "1-3 days". Be patient. Or, utilize the support/chat function on your trading platform to ask THEM.

Sufficient_Habit5091

>*Echoing Palworld dev, video game lawyer says all her clients have anti-AI contracts because gamers hate it and it's a copyright landmine: "I think we're going to see lawsuits"* >Video game lawyer Haley MacLean has seen such a sharp rise in anti-AI wording in the game dev and publisher contracts she reviews that virtually "all" of her clients now explicitly oppose the tech. >Speaking with GamesRadar+, MacLean, a corporate IP lawyer and head of video game practice at Voyer Law, explains just how common clauses banning generative AI have become. >**MacLean frequently deals with publishing agreements for "indie up to AA" studios. These spell out "the services that the publisher is going to offer in exchange for [revenue] share." And in these agreements, more developers and publishers are pushing to completely forbid any use of generative AI, she says.** >"It's turned around, especially in the past year. I would say about two to three-ish years ago, you'd see a little bit of it," she says of anti-AI clauses. "But in this last year alone, it's gone from being in a decent chunk of agreements, maybe the more risk-averse publishers are sticking in 'no gen AI' clauses, and sort of trickled down to, 'The big guys are doing it. We should do it too.'

Sufficient_Habit5091

>*Echoing Palworld dev, video game lawyer says all her clients have anti-AI contracts because gamers hate it and it's a copyright landmine: "I think we're going to see lawsuits"* >Video game lawyer Haley MacLean has seen such a sharp rise in anti-AI wording in the game dev and publisher contracts she reviews that virtually "all" of her clients now explicitly oppose the tech. >Speaking with GamesRadar+, MacLean, a corporate IP lawyer and head of video game practice at Voyer Law, explains just how common clauses banning generative AI have become. >**MacLean frequently deals with publishing agreements for "indie up to AA" studios**. These spell out "the services that the publisher is going to offer in exchange for [revenue] share." And in these agreements, more developers and publishers are pushing to completely forbid any use of generative AI, she says. "It's turned around, especially in the past year. I would say about two to three-ish years ago, you'd see a little bit of it," she says of anti-AI clauses. "But in this last year alone, it's gone from being in a decent chunk of agreements, maybe the more risk-averse publishers are sticking in 'no gen AI' clauses, and sort of trickled down to, 'The big guys are doing it. We should do it too.'

stuff_happens_again

HTZ when IP

GeoLogic23

I don't like buybacks, but i also don't think they'll have quite as much integration costs as you would think a company would after having made so many acquisitions. Definitely should have some. I just don't think it's going to be crazy. It's mostly just Florida and Colorado that have significant amounts to integrate. A lot of other are small entries into other states. https://www.reddit.com/r/weedstocks/s/Chx7ZdLNTT Their strategy is more like a collective of single state operators who operate independently. Then just adding on things like delivery, brands, and other IP to give them a boost. I really want to see their next move in Illinois. Need to add more there. My first guess is the rest of Revolution's assets.

CosmosMasterMan

Fair point! On one hand, it's a speculative illiquid asset that will go on grinding up or down as long as there are servers with records of the leger, on the other hand, my most risky holding, CNTX is trading under a dollar and is a binary bet on oncology IP that had about a year of solid funding until more resources are on the books. So I do have a bias about crypto, that much is evident.

CosmosMasterMan

somebody's not familiar with the IP ;)

CosmosMasterMan

Should I put my $1.00 Dividend from Visa into ASML or gamble more on CNTX oncology IP pipeline breaking out?

Exquisite-Load8654

Then someone gets their (OpenAI) IP for pennies on the dollar. It’s honestly a dream scenario if that happens. And it’s likely Microsoft will get first dibs.

CosmosMasterMan

Dig into their IP, the moat is wide on future Q infrastructure

CosmosMasterMan

Yeah for Pharma/Medtech I run ISRG, DSNKY and LLY, with a small bet on CNTX because of valuable IP.

Freedom-Of-Trades

So if the court decides thst anthopic got it's smarts from us regards, how much does anthropic owe each of us for our IP?