IP

Leading-Direction961

Bethesda may be the literal worst popular company I can think of (I’m sure that I can think of worse but I’m ranting).  Imagine fumbling massively popular IP like fallout and doing fuck all to capitalize on its success (don’t fucking tell me “bro fallout 76”). And sticking to your roadmap and making Skyrim instead (love Skyrim but the business stuff doesn’t make sense). If Skyrim isn’t a tv show in the next 3 years coinciding with a game release, Todd Howard is officially the most regarded ceo that has ever lived 

Far-Acanthaceae-2901

Exactly. The cleaner filter isn't ‘how large can the sector become?’ but ‘where does incremental revenue convert into durable free cash flow?’ In AI infrastructure, the same capex dollar can create very different economics at an IP bottleneck versus an assembler. One nuance: manufacturing risk can itself become a moat when qualification cycles, yield learning, and capacity lead times make substitution slow—capital intensive doesn't always mean economically interchangeable.

vaderetrosatana6

Especially when said countries don’t have much IP protections or enforcement and can ship at multiples way cheaper. Time to pay the piper

fartpooppee420

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Haunted_Rooster

this will drop like a dumpster fire till after the rebalancing; would I buy at $20 yeah, at $15, hell ya. you are buying for the intellectual property in 2025 it was worth maybe about $27B brand value. current market cap is around $56B. So assume 1/2 its market cap is IP by itself. There is about 1.5B outstanding shares. Therefore, just in IP alone, the stock is worth $18. Even if the stock price drops again by 50%, I doubt the IP in of itself drops by 50%, it's the third most recognizable apparel brand. So unless Nike is the Eps files, it's very doubtful that IP would suffer much. EVen if the IP drops by 25%, it would still be worth $13.5. Will there be a turnaround for Nike, yes, how much, don't know. What will drop the stock price rapidly? 1. rebalancing 2. if they cut dividend [https://brandfinance.com/press-releases/us-apparel-brands-prove-more-resilient-than-the-global-market-with-nike-and-tiffany-co-leading-the-way](https://brandfinance.com/press-releases/us-apparel-brands-prove-more-resilient-than-the-global-market-with-nike-and-tiffany-co-leading-the-way)

brainrotbro

The real bug brain play was INTC at $20. Ridiculous that it was suppressed that much based on some hardware bugs. The company has decades of valuable IP.

Pete26l96

NASDAQ: SNPS Very good risk to return right now with how investment in AI/Semis is continuing, valuation, and growth factors. There is a very strong chance it could go from a $75B market cap to $200B market cap even by the end of 2027. With another company called Cadence Design Systems, they basically have a duopoly in the design/verification/testing of semi-conductors. The difference is that Cadence Design Systems is trading almost twice as expensive because they have a clearer plan forward (Synopsys has wider IP and is still integrating a huge acquisition from a while ago). Basically so long as data centers continue being a thing and semis continue to be developed, Synopsys should continue to print $$$. Recently they've even ended up discontinuing legacy services in favor of rolling out more profitable ones. Not to mention DJT took a position around a year ago and we all know how most things he touches ends up rocketing eventually.

2Wieners_1Bun

He realizes they only changed it for American IP addresses right? Everybody else still sees “Lake Ontario” when they look at a map

Pete26l96

NASDAQ: SNPS Very good risk to return right now with how investment in AI/Semis is continuing, valuation, and growth factors. There is a very strong chance it could go from a $75B market cap to $200B market cap even by the end of 2027. With another company called Cadence Design Systems, they basically have a duopoly in the design/verification/testing of semi-conductors. The difference is that Cadence Design Systems is trading almost twice as expensive because they have a clearer plan forward (Synopsys has wider IP and is still integrating a huge acquisition from a while ago). Basically so long as data centers continue being a thing and semis continue to be developed, Synopsys should continue to print $$$. Recently they've even ended up discontinuing legacy services in favor of rolling out more profitable ones. Not to mention Trump took a position around a year ago and we all know how most things he touches ends up rocketing eventually.

SGaba_

In my experience, QCOM doesn't have a good innovative culture. It's relying on acquisitions to innovate or enter adjacent fields. Most of the acquisitions are for technology IP, not the customers - which is not a good sign for a tech company.

somenace

Considering the context, it is unlikely starman will walk away from this due to the massive amount of AI imaging related IP/AI training that gopro has, as well as the GoPro voting investors knowing full well if they reject the merger they lose everything. Baseline for me is 1.14+10% which is 1.25 instead of 0.8-1.1 because people won't pass up as strong of an opportunity as this. . However, you will always correct for fearing the worst and I will certainly be careful and keep a close eye on things in case starman ends up backing away for their own mysterious purposes.

Tina4Tuna

There are a couple more parts, but essentially, yes. We are export controlled because of few pieces of the machine being American IP

dumbest-bastard

Congrats, you found the one flaw in the whole IP

Primary_Olive_5444

[https://hc2025.hotchips.org/assets/program/conference/day2/40\_Marvell\_Kuemerle\_final.pdf](https://hc2025.hotchips.org/assets/program/conference/day2/40_Marvell_Kuemerle_final.pdf) Marvell® dense SRAM in 2nm Marvell IP -> but they goto TSMC Intel Foundry + Intel DCG -> products with stack SRAM (i.e. Logic on too of SRAM) Intel Xeon 6+ clearwater forest -> this is launched and should be shipping to hyperscaler. Intel Xeon 7 diamond rapids -> product announced but shipping early-mid 2027 If SRAM actual silicon, that is the logic foundry players. If SRAM IP, then Marvell and Broadcom (maybe MediaTek) some players that benefits: ASML -> because you need EUV for SRAM at those advanced nodes. Foundry -> Intel and TSMC for fabrication and advanced packaging.

Yogurt_Up_My_Nose

yeah smart to admit that when they can just perma ban your account. they probably change how they do it too. maybe it's IP, maybe it's Browser finger prints. either way it's annoying.

greyenlightenment

lulu and nke dying. before that it was under armor. clothes have no barrier to entry, no IP.

IdkAbtAllThat

If I buy every single Bitcoin in world, what do I have? Nothing. If I buy every single Apple share in the world what do I have? A massive profit generating company with 10s of thousands of employees, dozens of factories, billions of dollars in IP and patents, billions of dollars in cash reserves, a phone OS, a PC OS, a loyal customer base, etc etc... You can see how these are two very different things... Right?

Maakus

They are staying public. This bought a transceiver company some optics IP and talent hey find valuable, as well as GroPros product and IP. You can invest if you see a turnaround.

Odd-Two-6437

They’re just going to add new shares to the float. They want to manufacture the new transceivers under GoPro Brand and they want the GoPro ticker and IP

kjk42791

A lot of people are missing the point GoPro was bought out by Starman optics, which has a huge role in the upcoming data centers that are going to be implemented storm and when it access to GoPro‘s 1500+ patents and IP property. People are mistaking it for a meme because that Markiplier guy just coincidentally happened to buy an 8.5% steak in the company over the last few months. But I was looking into it and they’re going to keep GoPro public as a sort of legacy company, but it will transition to being AI phonetics and optics. I actually kinda like it as a long-term play because post merger. The emerging entity is going to be a debt free company.

Adventurous-Quit-669

This is anti WSB but I think DIS hits 200 before the decade ends Only holding stock for em but its just free money Whenever AI gen gets really good they get to claim their IP and shit out content at micro costs

Low-Cartographer-429

Great observation about ARM. I'd been considering investing in them but not any more. Not in a world where design is cheap and can improve recursively. No longer takes years to design so IP seems less valuable.

DMN_LQMT

No, that’s wrong. Apple only has rights to the IP produced with their joint venture with LiquidMetal, Cruciable LLC. That ended in 2016. All new IP is under the LiquidMetal owned LiquidMorphium, LLC. Production will be done by Eontec and/or Yihao, both having agreements with LiquidMetal. Yihao is LQMT’s contract manufacturer, and Eontec has a territory agreement with LiquidMetal stating that orders from their territory (America and Europe) go to LiquidMetal. Lugee Li, LQMT COB, started Eontec and was the CEO of Yihao before recently stepping down to set up LiquidMorphium and LiquidMetal Asia. He is a major shareholder in LiquidMetal and it’s unlikely he is cutting himself out of the loop.

DMN_LQMT

Good question. Those of us in our small investment group believe 40-60 cents is possible before next Wednesday, but who knows. After the presentation is the tricky part. John Ternus is a mechanical engineer and has been working on this for some time. The hinge mechanism is a big deal and differentiator for the folding phone. We assume that he has been working with LiquidMetal, more specifically Lugee Li, for years developing the hinge. Will he invite Li on stage, will he mention LiquidMetal, use the generic name “bulk metallic glass”, or skim over it? It’s anyone’s guess. If he mentions LiquidMetal by name, we expect this to go well over a dollar. A few think $3-4 with it settling back to $2. But honestly, the biggest news of all this is the huge production capacity they are building out for LiquidMetal. We believe that Li must have contracts in hand or he wouldn’t have left as CEO of Yihao to build out LQMT production. We believe that the days of hype and crash are over and consistent revenue will be coming in. The company has $30mm+ plus in assets with a low burn rate, so they are in a very healthy position. They have two sites in Asia and the U.S. and launched LiquidMorphium. They should be earning revenue from IP, production, and selling machines. Li’s stated goal is NASDAQ, and that’s $4/share. We expect to see that in 2-3 years, if not sooner. Li is LQMT’s COB, and the CEO is Tony Chung. TC’s short term incentive is $1/share. As you know, the stock market is a gamble. Who would have thought that Apple would be trading down just before these huge products launch? As mentioned before, just do you own DD and see if it fits your risk/reward strategy. If you go long on this, I think you’ll be happy because of what’s in the pipeline. I don’t know if that helps, but wish you luck in your investments.

Sea-Chemist-5421

The IP list is stacked but their management been fumbling for so long I don't trust them to not mess up again, even with a movie coming.

Parking_Reputation17

All of Japan's debt is denominated in Yen. On top of that, 85% of it's debt is held domestically. It's also the world's largest creditor and has vast domestic private wealth, top-tier infrastructure, dominant industrial IP, and deep institutional stability. Is the fiscal situation perfect? No, but Japan has a ton going for it. Things don't change overnight.

Yogi_DMT

two things can be true at once. they are kind of profiting off of all the hard work that came before them and not paying any royalties and also their model architecture/training/data is valuable IP that should earn them a good profit.

DMN_LQMT

This is old, old stuff. That IP that was licensed is no longer in use nor relevant to today’s company. It’s true that they have a licensing agreement for old IP, and it’s also true that they don’t get the stuff for free!! Also, the new IP is now in a new company solely owned by LiquidMetal - LiquidMorphium. This is a routine scare tactic used by disgruntled early investors that lost money before the production was developed. We see these posts routinely from these people. Just do your own DD.

Nerd-Beautiful

The formula Apple paid for included Berylium which is toxic and hard to recycle. In 2016 once the Apple shared IP agreement (called crucible) expired Lugee Li bought the company and brought his own formula which is what has been used extensively in Asia since 2020. Liquidmetal’s 3rd generation  Liquidmorpheum machines use this new formula which again is NOT what Apple bought a perpetual license for. But they can use the name. 

Salt_Contract342

I thought it was based on your IP

BullshittingApe

Replicating this site would be a same-day job for Claude — everything on it is off-the-shelf SaaS scaffolding wrapped around a simple rules engine, with zero proprietary tech, IP, or hard-to-source data. What the site actually is It's a single-page marketing site + gated dashboard for a $37/mo SPX/ES "gamma wall" scoring tool. Strip away the copy and it's four components: a landing page, an 11-field scoring readout (Wall Strength, GEX Regime, Flip Proximity, Directional Bias, Wall Shift/Migration, Risk Warning), a Stripe paywall, and a scheduled job that recalculates the scores through the trading day. Why nothing here is proprietary The data isn't theirs. Gamma exposure (GEX) is computed from public options open interest and Greeks — the same inputs every GEX tool (SpotGamma, GammaEdge, unofficial free trackers) already uses. There's no unique dataset here, just a standard options-chain feed (e.g., CBOE, Polygon, Tradier, or a free options API) run through a gamma-exposure formula that's published and well-documented. The "scoring" is just labeled thresholds. Fragile/Moderate/Strong/Dominant, the confidence score, "flip proximity as a multiple of expected move" — these are all deterministic bucket rules on top of GEX math, not a trained model or secret sauce. Claude can write that logic directly from the plain-English descriptions already sitting in the page copy. The frontend is a template pattern. Hero, "how it works" 3-step, feature breakdown with screenshots, single pricing tier, FAQ, disclaimer footer — this is the standard indie-SaaS landing page structure, almost certainly built fast with Next.js/React + Tailwind + a component library, deployed on Vercel. Nothing about the layout, animations, or copy tone is technically defensible. The infra is commodity. Stripe for billing, a cron job or serverless function for the intraday refresh, a database row per session snapshot. All boilerplate any competent dev (or Claude) assembles from memory. None of these steps involve novel engineering — it's assembling known primitives. Want me to build a working clone right now?

SangerGRBY

If i was GoPro CEO i would just create a clone of DJIs products. Literally just do what China does to the whole of the world. There is no such thing as IP. GoPro doesnt need to innovate, just build a GoJi clone, claim that DJI is anti american, then lobby for Mr Mango to ban it, then capture the entire market share DJI has created.

ralphy1010

Think of it as shares are a fractional ownership of a company. companies own tangible assets such as real estate, capital equipment, inventory, IP. As the USD experiences devaluation, the physical assets rise to match their real world value. companies with pricing power raise their prices to keep pace with their currency loss. rev and profits expand because price tags are higher. Stock prices are driven by corporate earnings over time, higher earnings lead to higher stock prices. Thus ironically, the more the USD sees devaluation the greater the stock market will go up.

HashtagMelnykOut

The GoPro deal is interesting because of this line "the combined company also intends to leverage it's IP, optics and imaging capabilities across defense, government, robotics and aerospace markets, building on demand for US-made solutions" GoPro a new defense contractor?

neck_iso

Ad based AI is only going to do what Google search started - make people put their content behind walls. This is already happening due to rampant IP theft by the big AI companies but it will accelerate. The pending AI bills in congress don't seem to have momentum and if we get past the midterms the industry is much more likely to have to deal with significant restrictions in compensation free access to other's IP.

throwaway9gk0k4k569

9 years low karma history hidden. Please. If you want be legit you need to look legit. > Tim Apple stays winning. Tim is gone. Turnups is in. The new AI products are going to be hyped up then everyone is going to get disillusioned like always, the media will pile on the hate train, then the polish happens and everyone loves Apple again and then the media talks about how great Apple is. Short term bearish, long term bullish. > Open-Source & Self-Hosted Models (BEARISH): Yikes. Sovereignty really matters. There are a ton of companies who still run their own email servers and always will. It won't be for everyone, but advancements will make self-hosting much easier than it is today. The legal cases like US v Heppner are going to start piling up. Most software shops will end up running their own self hosted because they absolutely won't let their IP or what they are working on leak out, and these kinds of models are not hard to self-host anyway, and it's going to get a lot easier. Like OSS in other areas, this will go push and pull back and forth over time.

Ok-Operation4437

Actually going long $IP. Will beat spy next year

FrostedFlakes12345

Be very careful with these guys. Their entire model was based on the de minimus rule, there is 0 IP to what they are doing and how they are doing it. Not even sure how they would come up with 26-27B valuation. I just stay away from CN stocks.

imustbegthequestion

$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.