IR

Background-Tax-2225

Former buyside analyst here I covered TMT. Everyone in the industry has their war stories. Don't think institutions and funds doesn't make the same mistakes. I've seen many questionable decisions from investors with loads of capital and armies of analysts at their disposal. Big one for me on personal investing was Unity (U). Bought in at size (at least for me) around $90 in mid-May 2021. Rode the highs all the way to $195 only to continue holding all the way back down to $35...yup it wasn't good. Early in my career on of my PMs used to say view losses as learning opportunities, its a little cliche but defintely as positive mindset. On Unity, this is a name I knew inside and out. The rise of their Create platform (hosting their game development software) and the promising Operate segment. 2021 was peak tech fever. The company started pouring money into acquisitions and products that in hindsight were a complete waste of capital. AR/VR, sports streaming, you name it, they were dabbling in everything. But what I learned is it's easy to get caught in the hype cycle. I covered this name so I spoke regularly with IR and management on occasion. And you could see the tone shift, the personnel swaps quarter after quarter on the way down. But I overindexed on the potential for the Operate segment, where it could grow to. Toss in some definetely questionable decisions from the CEO on pricing structures, alienation of their developer base, the eventual removal of their CEO, and it just became a name you didn't want to be in. They've since stabilized but I haven't been in the name in a long time. All of that is to say you can have a thesis, be confident in the direction, be meeting with management regularly, and still minimize what are obvious red flags. It's easy to be adamant on a view and get blinded by the very signals that should be telling you to get out. Live and learn!

Mmkeek

https://preview.redd.it/44rf2svnl04h1.png?width=1103&format=png&auto=webp&s=020f3276bb6ae18368ed1d151e8056cfe29d6953 Full debt redemption completed as of yesterday, 658 unencumbered bitcoin left they'll monetize and not save as an asset but invest into their 4g/5g IoT and IR receiver business. Thanks all the haters for your contribution, my conviction has never been stronger.

Chelo27

russell inclusion? yesterday was official on their IR page

RealPennyMuncher

$A $AXP $CELH $IR $PRGS - all on high time frame reversal watch 🟢

itschaboy___

In a perfect world, estimates are set so that they can be beat and raised. The denominator/E in any index level P/E est should always be too low, thus inflating the ratio. Ofc companies fuck up and miss earnings, or black swans happen and the E actually needs to compress. But the vast majority of the time these estimates are on average, not accurately reflecting mid-term growth prospects. The usual lever is the fact that the street sucks at modelling buybacks or cap deployment. Ask any sell side analyst or corp IR person, this is the game that's being played.

Thebaxxxx

LightPath Technologies (LPTH) plays a vital, mission-critical role in the Western defense sector as a vertically integrated provider of infrared (IR) optical components, lens assemblies, and full camera systems.Geopolitical tensions and strict domestic manufacturing mandates have driven LightPath into a crucial position for securing U.S. military hardware supply chains. The company operates a high-value defense backlog—reaching over $90 million to $103 million—for critical military applications. > Ai slop ftw

coolerstorybruv

What else did you speak about? Improved IR and marketing would be nice. Although the stock has went up after earnings.

Muted-South4737

"I've called off tomorrow's attack." IR: ???

Prior-Message5571

Yes, price action is the most frustrating part of CTM. They have investor conference or something like that tomorrow and maybe something comes of that as a catalyst. I think the lack of knowledge of the stock may be the issue for the price action. I think the company knows that and hired IR firm because of that but so far nothing has come of that IR firm. There is also possibility that hype means more in today's market than good fundamentals and good fundamentals is just a bonus to accelerate hype of a company that is in a hyped sector.

Prior-Message5571

Decided to boost my shares with CTM after last earnings. Now have 1020 shares at 0.81 ( over 800$ investment that seems reasonable risk/reward for me). Company has backlog of almost 1B and no debt and the net loss decreased from 1.2m to 400k, apparently the CEO have stated that they do not need dilution for acquistion even though you can't neccessarily take any CEO word on things like that but hoping for the best. Also they have recently hired IR firm that apparently has a great track record. You have mentioned having this stock in the past. What is your current take on the company?

Run4theRoses2

 IDMC Unblinded actual MOS and IR Data from the Interim Analysis (60th Event) - told all industry participants Gps works.

Competitive-Ant2876

No im not lmao. Tell me where I’m making shit up at. You think banks are like hey he’s a good guy here’s big ass loan for 3 percent?. No. There’s a whole ass risk profile they do, and that’s where they get the IR.

Just_Conversation170

Read the IR deck. You’ll have your questions answered. CEO is an MBA not an engineer

Relentless_Fiend

You can get rid of the heat. Radiators. Ditching the heat via (IR) radiation rather than convection or conduction as you would down here. I don't think the market for datacentres in space is a trillion dollar industry, but it's not some impossible product.

Different_Pack_3686

I’m thinking about 150. Half XR half IR crushed and snorted.

Thebaxxxx

LightPath Technologies, Inc. is a University of Florida-founded company that manufactures advanced optical and infrared (IR) systems for defense and commercial use, known for its proprietary **BlackDiamond™** chalcogenide glass and vertically integrated production. > Catch these diamond hands boi

mardonic

I'm looking at the indicators on $BTQ. They look bullish and the company had a positive IR recently. Quantum in general is having a pop, so I'm looking for a bang for my buck!

creemeeseason

A few things.....why do you feel like you need more energy names? You have plays on oil,.oil, gas, offshore, and tankers listed. Why do you need more names? I have been buying KFS recently, so yes, I believe it's a good buy at this point. It's probably going to require patience though. It's kinda a weird company. They're not insurance. They have an extended warranty business, which is basically a legacy interest at this point. The actual growth story is their accelator find. They have several operators in residence that buy small companies and turbocharge their growth. So they own a variety of "asset light" businesses in various fields. They have plumbing, electric components, some natural gas stuff....it's all broken out in their IR page. High growth with a long runway if they execute well. I've mentioned KINS and KNSL both in the past, but I don't own either. Both great insurance names, just not really inclined to buy either right now.

bnewhard

(1) It wasn't the YouTube guy's opinion. SoFi contacted him after the earnings release to address issues that investors were discussing primarily on social media (X.com). Investors were expressing concern that the minimal growth reflected underwriting tightening or credit stress. The information the YouTuber conveyed came straight from SoFi IR - but he apparently was directed to not quote IR directly and not identify his source. SoFi employees promoted this video on social media. So the YouTuber was the conduit for SoFi misinformation. That makes this whole episode very bizarre in many ways. I agree that the credit card business is a small fraction. The concern raised is why go to these lengths, to put out information that takes only a little bit of digging around to debunk. (2) The assertions were basically consistent with the themes of the earnings call: everything is doing great across all loan types. The comments management made about credit cards during the call were all positive. Under SEC rules, investor communications aren't supposed to be a cat and mouse game or some kind of elaborate forensic puzzle. The fact that SoFi is engaging in all these machinations ought to be very concerning. How can you trust them on the big picture items, if they can't just let go that credit card performance is not great, which is a small potato issue.

bnewhard

If this was not important, why would SoFi IR bother setting up an unorthodox, post earnings off the record call with a YouTube host, where one of the key messages (to be disseminated in an unusual, opaque fashion by the YouTube host) is the credit card slowdown is not due to changes in underwriting and "not because the credit is deteriorating?" I agree credit cards are small part of business. The biggest red flags on credit cards are the brazen inaccuracy of the message conveyed and the amount of effort that went into conveying it relative to the importance of credit cards.

_G3773_

I would say military cybersecurity Castellum ($CTM) due to them having no debt and each financial report since then, they’re making profit. They just need some spotlight which is why they hired a IR firm that has a great track record. It’s +- 0.75 cents. Another one for me is Ultra-High Purity Hydrogen, Charbone Hydrogen ($CHHYF), which has a couple of Hubs in Canada and United States. They also want to diverify to other gases but still maintain Hydrogen as the main gas. UHP hydrogen has a lot of use in semi-conductors. It’s +-0.08 cents.

Leading-Equal204

Yeah this is what bad disclosure looks like. Real CFOs lead with the number. When you have to scroll past 'new feature ideas' and a CEO quote to get to a $405M net loss, that's deliberate. I've been doing this 15 years and the companies that bury earnings tend to have worse next quarters. Disclosure quality is a leading indicator most people don't screen for. Also IR if you're reading this, your investor base notices.

bnewhard

The "gigantic swings" YoY in the model aren't proof of bad inputs they are proof we just lived through one of the most aggressive fed rate hike cycles in modern history. When macro interest rates swing wildly, fair value adjustments will obviously swing violently with them. That is exactly how the accounting is supposed to reflect reality. **You are half correct. The fed hikes are what makes the SoFi model output particularly crazy . In 2022, there were historic rate hikes. Debt instruments had one of their worst years of all time. I saw somewhere that the 30 year treasury bond had its worst year since the American Revolution (interesting, if true). Every single public company (that I spot checked when I was looking this up) marked its inventory loans down considerably EXCEPT SoFi . As best I can see, in 2022, SoFi loans were practically the sole exception to the epic meltdown in loan values, somehow maintaining a premium over par when commercial loans, commercial mortgages, residential mortgages, treasury bonds, corporate bonds across all companies, all declined historically in value. If SoFi had done the right thing, it would have taken its hit then. Instead, it continued to mark up its loans. Leading to the inevitable reversal in years to come (in 2024/2025).** ​Finally, focusing on YouTube rumors while ignoring audited SEC filings is one way to do it but not the way I would do it.  **SoFi employees promoted this YouTube video on social media. This host has interviewed Anthony Noto before. The host said (and I have no reason to doubt him) that he spoke to SoFi IR to get the information he was sharing.** **Besides YouTube, SoFi management said during the earnings call that credit performance across the board was good and made positive comments about the credit card business. So that's straight from the horse.** **I do agree with you in a sense. The financials should be the starting point (and really the middle and the end). But SoFi routinely contradicts or undermines their boring, long, fine print SEC disclosures in social media posts, media interviews, etc. I've seen on numerous important points that many SoFi investors simply have their facts wrong about important parts of SoFi's business. For instance, to this day, many investors don't seem to realize that SoFi already spent most of its 2025 equity raise paying down debt. That money isn't available for M&As or share buybacks or other ideas I've seen thrown around. The misimpression is understandable, because the CEO has given multiple interviews where he gives off that incorrect impression.**

TheLastBet

radiate heat away with IR and design systems that run at higher temperatures.

kingofjingling

This is all just so fundamentally dumb lol. Fundamentals have been out of the window for a while but I feel like with the recent SEC filing changes proposed, this market is just on hopes and dreams with IR obscurity driving it. Like we’ve got the worst energy crisis ever, uncertainty with the whole Hormuz control is “hard to get” game over and over again for over a month…..shouldn’t everything kinda fall in with reality. This is like endless Groundhog Day and something needs to give.

Various_Couple_764

Perhaps the biggest reason people invest outside o the retirment account is because they cannot add anymore money to the 401K. Currently the deepest limit per year is $24,000. Most retirment accounts have deposit limits. People with high income can easily reach this level so what to do wit money you don't don't need. Putting it in a bank is an option but banks don't pay a lot of interest. So investing it in a taxable account is a decent option. Other people want to retire at age 40 or 50 well before you can withdrawal money fromretiremnt accounts. And a taxable brokerage acount has zero restrictions on deposits and withdrawals. Some people invest for dividend passive income in a taxable account while investing in 401K or Roth. over time it is possible to save up enough money to cover all or your living expense like food, clothing, home mortgage orient, car, insurance and utility bills. Some do it's a form of an emergency fund that will never stop producing money. A dividend fund is much better than a 5 month emergency fund. Others use the divided income for travel or vacations. others have higher living expenses than most so they need more income to cover expenses. Others have expensive hobbies. You mohave to think about taxes when you do this becasuemore income means more tax. The easy way to handle the tax is to use IR incstrucitons to estimate you tax for the dividned income and make quarterly payments to the IRS Then in april if you paid too machine taxes you get a refund or if you didn't pay enough you owe a little bit more.

MtGloomy0420

Both of their IR sites have news on it. https://investors.m2i.global/ https://ir.flyvolato.com/

RichNefariousness918


ComprehensiveArmy451

I own $MILI / $GSR / $HERB / $WEED and $HITI... i feel like Herb right now is trading insane volume. of all my holdings its my favorite at the moment. So much happening, i think we could see this graduate from penny land sooner then later. The consistent IR communication from herb is baffling, never really seen it on these smaller markets. something is clearly up

messem10

I think they’re referring to how “Retatrutide is a synthetic peptide acting as an agonist of GLP-1, GIP, *and* glucagon receptors”. (Emphasis mine) Source: https://pmc.ncbi.nlm.nih.gov/articles/PMC12190491/ Basically a trifecta of suppressing appetite (GLP-1), increasing fat metabolism (GIP) *and* increasing insulin sensitivity (glucagon). The insulin sensitivity increase is a huge deal as lower sensitivity is part of the cause *and* symptom of obesity. This is due to weight causing less sensitivity resulting in people “medicating” via food and thus additional calories, thus more weight therein perpetuating the cycle. (Check anything about the HOMA-IR calculation to see this.)

matt9290

Guys they literally post monthly metrics to their IR page every month and they’ve basically telegraphed this miss. Why do folks want to catch the falling knife here so badly?

redbonemoonshine

I AM UPSET AT one thing. DURING A COMPANIES 'painful period" the Officers should slice their salaries, to show good faith. Our guy $1.7MILLION? Everyone call and insist, CMON!! The CO will reward you IF you "get here done" but when we struggle for cash? LET's all call IR , and ask, ARE YOU A BRELIEVER OR NOT, cause by draining $1.7 is seems like "I am gettin mine before we fold. Anyone else?

Spirited_Question_96

A corporate earnings call is not the place to engage with retail or institutional investors, for that matter. Its a forum for management to tell its story and answer questions from the sell side analysts that write research on the Company to ask questions. Its an exceptionally busy time for everyone, the Company which is getting ready to file its quarterly SEC report after the call and analysts may have two dozen calls to listen to. That said an IR team should respond to retail questions via email. Its simply unprofessional not to do so. Most larger companies with a large consumer business may even have someone to do that.

LanceBrofman

Iran Is 99% On The Way To A Nuclear Weapon, I’m Buying Nine Energy Service [https://seekingalpha.com/article/4892213](https://seekingalpha.com/article/4892213)  Some have incorrectly assumed that since it took many years for Iran to enrich uranium to 60%, it would take a considerable amount of time for Iran to get to the 90% required for nuclear weapons, especially since much of their nuclear facilities have been destroyed. I have a degree in nuclear engineering, and I know that is not the case. To enrich uranium, separative work, the product of the number of centrifuges employed, the time over which they are employed, and their separative power, must be performed. Separative work is measured in “Separative Work Units,” abbreviated SWU. The separative work that was used to produce Iran’s stockpile of 60% enriched uranium is about 55,330 SWU. The separative work required to further enrich Iran’s stockpile of 60% enriched uranium to 90% required for bombs, is only 564 SWU, about 1% of the 55,330 SWU performed already. The speed at which Iran can produce enough fissionable for nuclear weapons depends on how many centrifuges Iran still has. On November 28, 2024, Reuters reported, based on an International Atomic Energy Agency report, that “Iran already has well over 10,000 centrifuges operating at two underground plants at Natanz and Fordow and an above-ground pilot plant at Natanz. The report outlined plans to install 32 more cascades, or clusters, of more than 160 machines each and a massive cascade of up to 1,152 advanced IR-6 machines.” If even a minute percentage of Iran’s centrifuges remain, starting from the 60% enriched material, a single cascade of 175 IR-6 centrifuges could produce the “weapons-grade” material needed for one nuclear weapon every 25 days. With more cascades, this would go proportionally faster. Assembling nuclear weapons involves 1940’s technology. The 440.9 kg of 60% enriched uranium that Iran is believed to possess could be enriched enough to produce about six of the relatively mechanically simple and relatively inefficient gun-type atomic bombs such as the one that was dropped on Hiroshima killing about 140,000 people. Or that amount of enriched uranium could be used to produce about sixteen of the relatively mechanically more complex and efficient implosion-type atomic bombs such as the one that was dropped on Nagasaki. Either type would produce an explosion powerful enough to destroy a city or any invasion beachhead. We do not know how many of Iran’s well over 10,000 centrifuges still remain. President Trump seemed to acknowledge that some remained on February 28, 2026. In a speech to the nation that morning, Trump said he initiated “major combat operations” in part because Iran had “attempted to rebuild their nuclear program”. Since then, on March 31, 2026, Trump said “I had one goal,” They will have no nuclear weapon, and that goal has been attained.” That was reported in a New York Times in an article that included “there is no evidence that the United States or Israel has removed or destroyed the country’s stockpile of near-bomb-grade fuel.”  President Trump's special envoy Steve Witkoff said that Iran’s negotiators told him it still has roughly 460 kilograms of uranium at 60% enrichment. Witkoff also said Iran holds roughly 10,000 kilograms of total fissionable material, including the 460kg at 60% and another 1,000 kilograms at 20% enriched. Whatever one thinks of President Bush’s invasion of Iraq for the purpose of eliminating their weapons of mass destruction, if there were actually any such weapons in Iraq, they would have been destroyed. Bush never entertained a fantasy that the weapons could be eliminated simply from an air campaign. I do not like the term “weapons of mass destruction” which seems to put poison gas in the same category as nuclear weapons.  Poison gas is nasty stuff. However, it can be mostly defeated with protective gear. Nuclear weapons are the only weapons that possibly might make a war to prevent their falling into the wrong hands, a reasonable choice. **What Happens Next** Multiple additional ceasefires are likely, as both sides want them. Iran likely wants more days to work on their nuclear weapons without harassment from the air. President Trump is sending significant additional troops to the area even during the ceasefires. That could be because there are insufficient forces now in the region to invade Iran now and the Trump administration realizes that it might take an occupation of Iran to eliminate Iran’s nuclear capability. There are several possible scenarios involving an agreement between Iran and other countries regarding Iran’s nuclear weapons programs. I doubt that an agreement as tough as that was reached by the Obama administration, which Trump withdrew from could be agreed to by Iran, but that is possible. Other possibilities could involve Iran “promising” not to develop nuclear weapons without any inspection or possibly a secret side agreement not to detonate any nuclear weapons until after the US elections. Another possibility is that Iran could agree to hand over what it claims is all of its enriched uranium. However, if the current regime remains in power, there would be the possibility that Iran could hide some of enriched uranium. Iran is enormous, about 636,000 square miles. That is more than twice the size of Texas, which is about 268,600 square miles. Iran is larger than Texas, California, Montana, and Illinois combined. Without occupying the country there would not be a way to be sure that Iran is not still concealing some enriched uranium. **Investment Implications** Even without clear intelligence that Iran is building nuclear weapons, hostilities might resume after the series of cease fires ends and on a greater scale. Maj Gen Ali Abdollahi Aliabadi said Iran's armed forces would block Persian Gulf, Sea of Oman and Red Sea traffic in response to the US naval blockade. Iran would not need a navy to prevent vulnerable oil tankers and LNG carriers from using the Persian Gulf, Sea of Oman and Red Sea as they would be within range of Iran’s drones and ballistic missiles. NINE provides cementing services, including blending high-grade cement and water with various solid and liquid additives to create a cement slurry that is pumped between the casing and the wellbore of the well. It also provides open hole and cemented completion tool products, such as liner hangers and accessories, fracture isolation packers, frac sleeves, stage one prep tools, casing flotation tools, specialty open hole float equipment, disk subs, composite cement retainers, and centralizers that provide pinpoint frac sleeve system technologies.  NINE is highly leveraged to drilling activity in North America, which is in turn depends on the prices for oil and gas. So far drilling, as measured by the rig count, has not responded to the surge in oil prices, as many now consider the surge in oil prices to be transitory. Recently, in the New York Times Mark Finley wrote in *High Gas Prices Won’t End Even if the War Does* Surprisingly, American oil producers don’t seem to be scrambling to ramp up supply to help offset the Middle East outages. A recent survey by the Federal Reserve Bank of Dallas shows that fewer than a quarter of the companies operating in its district plan to significantly increase drilling this year. (Those looking to ramp up drilling are predominantly smaller companies, though.) Interestingly, on April 16, 2026 the Trump administration urged the oil industry to increase production during a videoconference with senior executives from major operators, including ExxonMobil, Chevron and Continental Resources, as well as independent producers such as Diamondback Energy, Devon Energy and Occidental Petroleum. NINE operates primarily in North America. Thus, it has not suffered from the war as the major international oilfield equipment firms have. For example, the war has prompted SLB to announce that as a result of the war “SLB revenue for the first quarter will be lower than expected, and the company expects to incur additional costs resulting in an impact of approximately 6-9 cents of earnings per diluted share for the first quarter.”  [https://seekingalpha.com/article/4892213](https://seekingalpha.com/article/4892213)   [Nine Energy Service: A Play On A Drilling Resurgence (NYSE:NINE) | Seeking Alpha](https://seekingalpha.com/article/4892213-nine-energy-service-a-play-on-a-drilling-resurgence)

Baterick-Patman_

Very troubling signals from IR, not their usual hardballing, early signs of a coup

Baterick-Patman_

No ceasefire has been avoided by IR and is now BLOCKED by the US. Thank you for your attention to this matter!

Baterick-Patman_

Lol why would US need an element of surprise to cheekclapp IR?

Due_Competition3400

straight still closed tho and thats the real issue. US blockade means IR blockade

Baterick-Patman_

Pakistan mediators received confirmation that JD Vance and IR parliament speaker will arrive early Wednesday

ZeeBeeblebrox

IR and PK both signaling that no one from IR is going to be there.

Baterick-Patman_

„Regional officials say the US and IR signal they will attend a new round of fire talks“ 15 mins ago

Baterick-Patman_

Wrong, current rumors are both US and IR will be there

Baterick-Patman_

Sources -> state media controlled bei IR hardliners

gizamo

Yes. Key examples of Iran's noncompliance include: - Enrichment Levels: Increasing uranium enrichment to 60% and 20%, far exceeding the 3.67% limit. - Stockpile Limits: Exceeding the allowed metric tons of heavy water and exceeding the 300kg limit on enriched uranium hexafluoride. - Advanced Centrifuges: Installing and operating advanced centrifuges (IR-4, IR-5, IR-6) prohibited by the deal. - Nuclear Material & Sites: Failing to declare nuclear material, with particles enriched up to 83.7% found at the Fordow facility. - IAEA Inspections: Restricting IAEA access to military sites and suspending monitoring, including cameras at nuclear sites, since February 2021. - R&D Prohibitions: Conducting prohibited R&D, such as uranium metallurgy. [Congress.gov - Iran’s Nuclear Program: Tehran’s Compliance with International Obligations](https://www.congress.gov/crs-product/R40094#:~:text=According%20to%20IAEA%20reports%2C%20Iran's,as%20well%20as%20centrifuge%20installation.) [UK Parliament House of Commons - What is the status of Iran’s nuclear programme and the JCPOA?](https://commonslibrary.parliament.uk/research-briefings/cbp-9870/#:~:text=Since%20May%202019%2C%20however%2C%20Iran,Iran%20to%20a%20nuclear%20weapon?) [Hudson Institute - Seven Myths about the Iran Nuclear Deal](https://www.hudson.org/national-security-defense/seven-myths-about-the-iran-nuclear-deal#:~:text=After%20the%20United%20States%20left,and%20experimenting%20with%20uranium%20metallurgy.) Also, the IAEA director's statements are the subject of intense debate between international monitors and intelligence agencies. While the 2015 report stated there were "no credible indications" of weaponization activities after 2009, subsequent discoveries suggest Iran was simply maintaining the knowledge and materials to build a bomb later while technically pausing active development. Further, all of the IAEA inspections were announced, which is kind of like giving MLB players a few months notice before their steroids tests. That's what led to Israeli intelligence releasing their "Atomic Archive" in 2018 after they seized documents from a warehouse in Tehran. Experts from the Arms Control Association and U.S. officials stated these files proved Iran had a more extensive, coordinated weapons program, named "Project Amad", than it previously admitted. Following the information in the archive, the IAEA investigated several new locations, such as Turquzabad and Varamin, where it found traces of processed uranium. Iran has not provided any credible explanations for those materials. That's what led to the US and others to argue that the 2015 "closure" of the issue was premature. But, that didn't matter as much because it was clear Iran was also violating terms of the UN Resolution (2231) that was designed to prevent Iran from working on missiles designed to carry nuclear warheads. Then, they focused on "dual-use" research to make their IR-6 centrifuges, which were "technically" for civilian use, but there is really no need to develop them at all unless they wanted to rapidly enrich uranium beyond 60% quickly. So, that's basically like a child holding a box of matches and gasoline, and telling you that they just wanted to start the kitchen stove easier. It's all very telling when taken all together. For what it's worth, I'm a Democrat. I think Trump is a complete imbecile, but I still supported the US pulling out of that deal.

Baterick-Patman_

Which one are you referring to? IR only just now confirmed talks with Pakistan into tomorrow, so no announcement imminent, or am I missing something?

EdgeIntelligenceAU

For a free baseline, I'd use a combo rather than one site: company filings/IR for source data, a screener for comparison, and a chart site for price/volume context. The main thing is to verify ratios against the 10-K or annual report before trusting them. Free tools are fine for triage, but primary sources matter for the actual decision.

sreesid

> [https://www.businessinsider.com/elon-musks-dad-tells-bi-about-the-familys-casual-attitude-to-wealth-2018-2?IR=T](https://www.businessinsider.com/elon-musks-dad-tells-bi-about-the-familys-casual-attitude-to-wealth-2018-2?IR=T) Go on. Please tell us how he grew up middle class. When facts are no longer facts, there is no point arguing.

Baterick-Patman_

Blockception by blocking the IR blockage to block unblocked ships from going around the blockage

trivial_sublime

I’m just thinking in terms of what I’m familiar with. I’ve seen pretty braindead people that could never pass the bar get their JDs. And as a former law review editor and contributor myself I never had to do anything remotely like a PhD-style dissertation and defense. JDs are 3-year programs more on par with masters degrees. Master of Law programs are more on par with doctorates. The naming is backwards from standard academia so it’s confusing to people. Also you don’t really “focus” in law school so much as get a general education, so you’re not going to be in an IR program (I assume international relations?); its just course selection and generally transactional vs advocacy work. The Master of Law is where you really specialize.

TrashPanda_924

So, no deal and IR won’t give up nuclear ambitions which we knew all along. The rest of the world needs to come along stop them once and for all.

Baterick-Patman_

But fake news are not! Sunday truth gonna be like WE HAD SOME TREMENDOUS TALKS WITH THE VERY SMART AND NON RADICAL NEW GOVERNMENT OF THE GREAT NATION OF IR! I AM PLEASED TO ANNOUNCE THAT PRODUCTIVE TALKS BETWEEN IL AND LEBANON ARE GOING TO COMMENCE IN THE COMING WEEK. WE WILL RESTORE PEACE AND STABILITY TO THE REGION SHORTLY. HERE ARE SOME TICKERS TO GO LONG ON MONDAY YADA YADA

Baterick-Patman_

Nah just the regular Lebanon attacked IL and IR attacked Kuwait. Nothing to see here

Baterick-Patman_

IR wants to keep uranium / US doesn’t IR wants Hormuz control / US and ME doesn’t IR wants reparations/ US doesn’t US wants ballistic disarmament / IR doesn’t IL wants to destroy IRRG and Lebanon proxies / IR doesn’t ME allies wants reparations / IR doesn’t Seems pretty hard to TACO. Calls it is still!

Baterick-Patman_

Really? Also suspecting manipulative news flow incoming on Sat but shitting my pants re porting calls bc US can’t seem to control IL nor IR atm. But this is a major data point in this context

Alone_Store5627

It handles it well. It does go through IR

insbordnat

What in the ever loving fuck are you talking about? "Caught by the SEC during a tax audit". SEC has nothing to do with taxes. IRS doesn't have any part of their audit process to look for trading in company stock. Flat out wrong. See below - there's nothing illegal about trading shares of company stock. "Fined on the profit you take" - wrong. If you were actually trading with insider knowledge (ahead of a transaction or MNPI (material non-public information) that's a different story, and you won't get fined, you'll get disgorged of all profits plus potential criminal liability on top of that. It'd be super suspect to trade right before earnings, as an example. There is nothing illegal about trading in your company's stock and not disclosing it (assuming you're not a Section 16/insider). Zero. Nada. It may violate company policy, however. There's also the appearance of you trading on MNPI, which puts you in an uncomfortable situation. If you're not involved in the accounting/finance/legal/compliance/IR teams you're probably in the clear, although you may violate company policy as I mentioned. Don't ever short or buy puts, and options generally are suspicious b/c of the leveraged nature. Options are generally a bad idea to trade (not including exercising ISOs/NQSOs). "Better to trade in your partner's stock" - no, just NO. Just as bad. You're generally tainted, and many people have gotten nice indictments for trading their partner's stock. You're a chemist, I've been in C-suite roles at public companies in a variety of finance roles. Don't dispense advice that isn't in your "field".

OptionsProOfficial

That's a solid build! Curious how it handles companies that bury their IR data or don't have a clean structured page, does it fall back to SEC filings or just degrade gracefully?

Baterick-Patman_

Agree, regarded sit and probably unreasonable to make a call yet. If I had to bet I would assume negative newsflow into weekend (storyline of hardened negotiation positionings from US IL IR) and Sat counter announcement by DT that all going beautifully and US receiving handjobs under the negotiation table with slight but muted pump on Monday

Baterick-Patman_

IR now demanding they should be allowed to enrich uranium, IL fugging up Lebanon, Hummus closed, same old

GoldenTicketHolder

The plan was never for negotiation. Hell, even the IR sympathizers in Iran are in the streets chanting “death to the compromiser” right now.

Baterick-Patman_

Yeh but this is not relevant in the short term / puts medium term all the way though Hours after announcement bombings across core infrastructure in several ME states. Vastly different terms presented by all sides, including long term Hormuz control per IR and ballistic + nuclear disarmament. Sources close to IR reported it would end the truce if IL continues to bomb Lebanon, meanwhile >100 targets struck since the day began. Psy op!

Baterick-Patman_

Yeh but this is non news they explicitly stated this yesterday already. Hezbollah warned of IR retaliation should it continue… could become interesting for degen short bets again soon

spsteve

Trump (when asked about IR tolls on the strait traffic) "We're thinking of doing it as a joint venture. It's a way of security it - also security it from lots of other people."... "It's a beautiful thing". (ABC News - Jonathan Karl)

spsteve

Ceasefire day 1: Israel took multiple waves of IR missile fire Kuwait reports that more than two dozen drones were launched by Iran since 8am (Kuwaiti time) UAE was just under IR missile attack IR reports strikes on Lavan Island and the oil refinery there. Independent reporting (and FIRMS) shows large fires. Israel launched massive bombardment of Beirut. \-- Good start to the cease fire

spsteve

Israel or the US (or UAE based on some rumors!!!) hit an IR refinery this morning (Lavan). Currently on fire. Israel was never party to the ceasefire at all. But Iran had them stopping as a condition. If the UAE now enters you'll see a direct Iran UAE conflict that will do MORE damage to oil (not less) than we had happening before. Things are actually worse on the ground right now than they were yesterday if you ignore the blowhard's blowing.

Baterick-Patman_

Yes this seems absolutely possible, but I am very doubtful of whether this can be successful (in the way one would objectively define it). I think IL‘s self-declared mission down there and the degree of IR‘s fanaticism as well as their very harsh demands (re reparations, hummus control, etc.) are variables which are pretty hard to predict at the moment. In any case I also doubt there will be a major crash following any of this, but the global long term consequences shouldn’t be taken lightly either

Baterick-Patman_

Problem is str8 will keep closed even if he does, IR does not accept a mere retreat with IL still bombing them and no reparations paid

Baterick-Patman_

Fine for me, seems like a dead end anyways, neither IL nor IR are gonna TACO whether we wants to or not

Baterick-Patman_

Market not anticipating IR surrendering, only TACO 🌮

Aggressive-Kitchen18

The Strait of Hormuz is meaningless. Its called the Persian Gulf for a fucking reason. You think ships will be easy to target while crossing the Strait? Wait till they have to dock. Either the US manages to secure the whole region or commerce is at the behest of the IR.

bhaaaaaaa

Radios and IR lights

ajibtunes

Well Hegseth might still be tempted to drop a tactical on them to see what happens, that wouldn’t be the case if IR had nukes

Far-Fennel-3032

Considering you were saying before "Surface to air missiles don’t loiter" And this is clearly a surface to air missiles that very much loiters. Forgive me for saying I really don't think you know what you're talking about at all. the Anti IR guided weapon systems need time to work. The entire purpose of this platform is to reduce the time they have to fulfil their function. It really not that complicated. Also, there is unverified footage floating around the internet and Iran is claiming that one of these did hit an F-15 fighter, and considering the Americans first lied about it and have now been forced to eat their words when journalists got footage of the crash landing, suggest Iran might not be lying here. [https://www.nytimes.com/live/2026/04/03/world/iran-war-trump-oil](https://www.nytimes.com/live/2026/04/03/world/iran-war-trump-oil)

JOPAPatch

That’s designed for use against drones and helicopters. It uses a similar design to loitering drones before locating a target via IR and then using its limited fuel propellant to hit its target. But it’s still limited like every other IR guided weapon. No chance this hit a F-15E

Far-Fennel-3032

Wish I was creative to make it up, thanks for the compliment but I'm really not. This is apparently it [https://en.wikipedia.org/wiki/358\_missile](https://en.wikipedia.org/wiki/358_missile) [https://cat-uxo.com/explosive-hazards/missiles/358-missile-SA-67](https://cat-uxo.com/explosive-hazards/missiles/358-missile-SA-67) >The [**SA-67**](https://cat-uxo.com/explosive-hazards/missiles/358-missile-SA-67), is described as a [loitering](https://en.wikipedia.org/wiki/Loiter_(aeronautics)), [SAM](https://en.wikipedia.org/wiki/Surface-to-air_missile) with a [Solid-Propellant](https://en.wikipedia.org/wiki/Rocket_propellant#Solid_chemical_propellants) ([SP](https://en.wikipedia.org/wiki/Rocket_propellant#Solid_chemical_propellants)) fuel [rocket-booster](https://en.wikipedia.org/wiki/Booster_(rocketry)) stage for launch. The [missile](https://en.wikipedia.org/wiki/Missile) is launched from the simplest launcher in the form of an inclined rail guide several [metres](https://en.wikipedia.org/wiki/Metre) long. Once launched, the [rocket-booster](https://en.wikipedia.org/wiki/Booster_(rocketry)) detaches with the remainder of the flight taken over by the gas [Turbo-Jet](https://en.wikipedia.org/wiki/Turbojet) ([T-Jet](https://en.wikipedia.org/wiki/Turbojet)) engine. The [missile](https://en.wikipedia.org/wiki/Missile) [guidance](https://en.wikipedia.org/wiki/Missile_guidance) is believed to be [Imaging-IR](https://en.wikipedia.org/wiki/Thermography) ([ImIR](https://en.wikipedia.org/wiki/Thermography)) seeker with an [Electro-Optical](https://en.wikipedia.org/wiki/Electro-optical_targeting_system) ([EO](https://en.wikipedia.org/wiki/Electro-optical_targeting_system)) 16 x [Active-Laser-Proximity](https://en.wikipedia.org/wiki/Proximity_fuze) ([AL-PRX](https://en.wikipedia.org/wiki/Proximity_fuze)) [fuze](https://cat-uxo.com/explosive-hazards/fuzes/01-fuze). The concept for this weapon involves [loitering](https://en.wikipedia.org/wiki/Loiter_(aeronautics)) over a battlespace until a target presents itself, which it then targets. Once in the air, it maintains its [loitering](https://en.wikipedia.org/wiki/Loiter_(aeronautics)) flight path, while continuously scanning its surroundings with its [ImIR](https://en.wikipedia.org/wiki/Thermography) seeker for potential targets. On identifying a valid target, the [missile](https://en.wikipedia.org/wiki/Missile) promptly heads towards the target, [detonating](https://en.wikipedia.org/wiki/Detonation) its [HE-Frag](https://en.wikipedia.org/wiki/Fragmentation_(weaponry)) [warhead](https://en.wikipedia.org/wiki/Warhead) upon reaching it. The main advantage of this is that it waits for other aircraft to get close before 'activating', resulting in the assorted defence systems just having a whole lot less time to work with compared to anti-air platforms. As it takes time to shoot off flares, lasers to kill sensors and for the pilot to react. As the platform is designed to be small and not get detected, the missile really might only have a few seconds of solid fuel, but it starts a whole lot closer than normal platforms would and likely has the target closing most of the gap for it.

Dear_Smoke6964

Ok, you are suggesting that Iranians should surrender,  that it would be in their own best interests.  Now a lot of the Iranians I know do not support the IR government,  and would be receptive to a new government.  Now if that was the US's aim it could gain support in the country, but Israel is also involved, and the last thing they seem to want is a stable,  successful Iran,  so of course the population are going to resist and fight. The United States is  unreliable and doesn't appear to have a strategy, Israel wants to see them wiped off the map,  the population are going to support their leaders in this situation, regardless of what they think of them. 

jatomozem

Not many know about missile 358/sa-67. It is filly working on IR sensor and guidance(with rumors of optical sensors to not get distracted by decoys), so it does not warn aircraft of incoming lock.

New_Bad_8760

Trump’s said over and over that the US doesn’t directly need Hormuz. Was never on the list of war objectives. Whatever ransom other countries end up paying IR just makes US energy exports that much more price-competitive. 4D, yet again.

New_Bad_8760

he can spin it to suit his ego. everyone knows that. bottom line is IR has lost 40 years worth of military build up and will be easy to smack down as often as need be.

Muted-South4737

Boy, it sure is nice that the prez, the most powerful individual in IR, is so willing to negotiate an end to the war. I can't wait for this to all wrap up, nice and neat.

Scared_Step4051

correct - FORGE doesn't touch AN/TPY-2 or the firing solution. They're completely separate layers. FORGE sits upstream processing the space-based IR sensor data (SBIRS, OPIR, SDA tracking layer) and delivers the strategic threat picture. The tactical radars handle their own target discrimination and engagement the investment thesis isn't that FORGE controls the interceptor. It's that FORGE is the first link in the chain, and it's a $600M no-fail programme that the Space Force operationally accepted and ran 24/7 through the conflict appreciate the technical understanding, you must also have military origins

PossessionConnect963

I mean it’s been rumored and pretty obvious to anybody paying attention to IR leadership the last few weeks that there’s a schism between the IRGC and the rest of government. The IRGC are the ones with the guns and are running the show right now regardless though.

0uchmyballs

Maybe Trump an the IR are in it together, I wouldn’t put it past either of them. It’s just a big wag the dog production lol.

gmon333

Hey it went all the way down! SUCK IR

Standard-Top-5942

Back to the dark ages (literally this is how medevil empires fought wars and pillaged the innocent ... I remember studying this in college political science and IR): > All of those countries that can’t get jet fuel because of the Strait of Hormuz, like the United Kingdom, ... go to the Strait, and just TAKE IT. You’ll have to start learning how to fight for yourself, the U.S.A. won’t be there to help you anymore, just like you weren’t there for us. Iran has been, essentially, decimated. The hard part is done. Go get your own oil! President DJT

Pale-Silver-8178

IR wasnt lying about premarket hope we took his advice

ItsOkILoveYouMYbb

>I just want AI to hold my hand, smile at me, laugh with me, and express empathy We'll get there, but we need higher density power storage first (like all solid state batteries), unless you want a sex doll that lays in bed all day and stays plugged into the wall. Fine for being at home but a bit limited in activities. Then you need to fit some more advanced robotics into a modern sex doll frame (and it doesn't necessarily have to be for sex, but the expensive sex dolls definitely have the most realistic designs I've seen, like Dva from Game Lady, raise your eyebrow sure but I know you're googling already) so that you can have some articulation and reaction that doesn't break immersion in shitty or upsetting ways. Then you need some eye tracking cameras on their head or face (we already have this down very well in VR) so that they can maintain eye contact with you. The eyes will have to have very fast articulation or it'll look like they're high out of their minds. This is also setting up for a lot of points of failure so maintenance has to be something you anticipate and accept. Sudden lazy eye could be fairly upsetting if you've developed a bond with something like this. You would have to be able to keep perspective. Next you'd need an AI voice and companion setup, which we've seen can already work *decently* via some gpt wrappers but not amazingly. It would need to get convincingly and intimately better (which doesn't seem all that far away at this point). Because of that, you're likely going to be connected to a cloud service unless people start making really, really good and efficient local models you can run on a few expensive Nvidia GPUs at home, so at least a wifi connection. Highly unlikely to be able to run it locally within the unit itself, at least for now until we get more compact and highly power efficient models. Then again maybe running basic articulation and more advanced voice / personality is not as power intensive as I'm thinking. Anyway if you don't opt for a completely local setup for the AI portion for voice and controls, you'd be in a huge privacy nightmare. Or you just don't give a shit and do it anyway. I'd opt for local setups and spend more money if at all possible, especially when IR cameras are needed for eye tracking. Yeah I've been thinking about this a fair amount, which means there are private and public companies thinking about this a lot because it could be an unsettling and also therapeutic gold mine, depending on your circumstances. If it becomes too good, it becomes socially disrupting. And if there was ever a time socially where it would be profitable, it's right now where you have a lot of people lonely and unable or unwilling to find companionship, and another huge swath of people that completely distrust modern dating and no longer think it's possible to find a life partner, only temporary partners before someone inevitably cheats or leaves. But what is essentially a sex bot and permanent partner can be explicitly designed to never cheat on or leave you, of course. I think that is an aspect many people will seriously consider a positive after going through one too many heart breaks or becoming jaded from seeing reality too much and holding grudges. And that outcome will only make the situation worse, but for those that are lonely or have been hurt, it may actually bring them the happiness they've been lacking. You could even set these dolls up in such a way that in addition to being a partner, they also function as therapists to help you work through the distrust you develop over time, for example, until you're ready to explore real dating again, even if that's not your goal. But mixing AI companion with AI therapist in a subtle and strong, healthy long-term goal sort of way is not going to be clean at first lol. To me that aspect would be when bots like this are very mature in the market and a lot of shit has already happened as a result of the existence of bots like that. The immediate danger though, especially for what could be a decade or more of a first adopter phase, is developing real feelings for one of these AI dolls, rather than using it to satisfy basic needs and desires. But it's probably inevitable. Scifi has already predicted and explored this topic extensively. Interesting to think about.

Bigamungus

My IRA lookin kinda IR Ghey rn not gonna lie to you

IMGcertified

Translation: The US/IR negotiators are very different and “strange.” They are “begging” us to make a deal, which they should be doing since they have been militarily humiliated, with zero chance of a comeback, and yet they publicly state that they are only “begging for our proposal.” WRONG!!! They better get serious and apologize soon, before it is too late, because once that happens, there is NO TURNING BACK, and it won’t be pretty!

Daymjoo

It's funny because I'm a BA/MSc in development and IR. NHS benefits the growth of our economies directly. It keeps people healthy so they can produce. And our armed forces are only relevant insofar they are absolutely mandatory. And only insofar as we can afford them, which is not clear as of this moment.

Personal_Pride_2238

I check in on the site's IR page once a week when I'm doing my weekly skimming

Responsible_Pea2937

Well its not a lie. Look, I'm not a Trump guy and I don't agree with the war at all. But IR theory dictates this is all pretty straight forward. US (and Israel) is not going to let our #1 enemy get a nuclear weapon at all costs. Trump is correct in saying that oil supply shocks is worth world security in the long run. This is really hegemonic power at its finest. The United States is asserting itself into the Middle East to wipe out the Iranian leadership and military power for the next couple decades, or negotiate peace terms before it gets to that point.

_hiddenscout

$CDLR Q4 Earnings Revenue : €620.4 (5% beat, +149% YoY) EBITDA : €425.3m (3% beat, +240% YoY) EPS : €0,79 (25% beat, +316% YoY) Gross margin also improved to 62% from 50% in 2024, reflecting higher profitability and receipt of termination fees. However FY results do not reflect a weaker H2 2025 with a pretty big double miss on revenue and EBITDA, respectively of 25% and 28%, and H1 was inflated due to one-off contract cancelling compensation. Guidance is also pretty weak, with revenue expected between €854m and €944m but EBITDA set at €420m to €510m (so pretty much flat EBITDA). Earning Presentation [https://d1io3yog0oux5.cloudfront.net/\_bc7293f1dc52e3ed6581890c2498a4c6/cadeler/db/927/9767/pdf/IR+Presentation+FY2025.pdf](https://d1io3yog0oux5.cloudfront.net/_bc7293f1dc52e3ed6581890c2498a4c6/cadeler/db/927/9767/pdf/IR+Presentation+FY2025.pdf)

suture-self

Tried to do that. Got punted to IR. Sold.

Aggressive-Kitchen18

This. They are gaining the upper hand day by day. One thing that went under the radar is when like 1 week in Trump said they had run out of targets. It felt like a genuine comment, I believe him, thats a terrible thing to hear when you are nowhere close to achieving your goals and have already ran out of what can be done via dense air strikes. Now they are playing wack a mole around the omnipresent mountain chains. Everything is dispersed, look at gaza. It took 2.5 years to give up disarming Hamas. Iran is 70 times the size of Israel and half of it is mountains. The IR knows their best bet is to keep thing going on for as long as they can. And they can keep this going.

Thotmas01

Nah we learned plenty from Ukraine-Russia. We 100% got data from Ukraine during the previous admin. I suspect a lot of US development was geared towards battlefield scale quadcopters instead of Shahed drones. These Shahed drones are a lot more like smart missiles than consumer drones from what I can tell. We’re prolly gonna end up with ai powered artillery hooked up to an integrated network of satellite, radar, IR, and visual sensors to deal with these shahed drones. At this point it’s more about development time than finding a solution.

Nws-

Lots of different opinions / talk out there regarding the current conflict, but happy to get your views. In my opinion, there is no way the oil crisis and related inflation is over yet. Most obvious point is: Hormuz is IR‘s most relevant hostage at this point. I have not seeing any credible media statements of them letting through ships as we speak US: DT said they have constructive talks but several IR authorities have clearly denied this, saying US is just buying time. Also US deploying additional military as reported by Reuters does not support the deescalation thesis IL: I have not found an official statement on the US talks yet but we cannot underestimate their interests. One the one hand, they made statements over the weekend indicating intensifying strikes and a continued operation for atleast another 3 weeks. Also, they continue to bomb Lebanon as their goal is to eradicate Hezbollah, which Lebanon confirmed is directly steered by the IR Revolutionary Guards. I cannot imagine them agreeing to no bombing in this context

Rich_Ad_7436

Approaching 2026, the way an IR advisory firm in Mumbai, like [Confide Leap](http://www.confideleap.com), might measure decisions and maintain liquidity.

Brokenandburnt

I do believe Iran has some domestic short-range AA that uses IR and even optics. If I remember it correctly that is. 

shootinjack

It is designed to avoid detection by high end enemy radar. It was close enough to be picked up by an IR system. No need to argue with me just watch the video.