IR

landspeed

They've stated in IR emails that they will be released by May 15.

rabbitwonker

Their [2025 Q1 statement](https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf) shows positive free cash flow of $664M (about $2B net cash from operations minus capital expenditures). Their total holdings of “Cash, cash equivalents and investments” shows as $37B.

Sunvmikey

RVSN 🚀🚀🚀 Just got an email back from Knorr IR confirming the partnership for the DAC thats set to be implemented in 17000 trains (not all to Knorr) in Europe. Not announced officially yet. Will probably explode when the PR drops. Pretty sure she accidentally revealed it to me. Made a post here talking about it. You can go through my posts for my other DDs on RVSN [https://www.reddit.com/r/RVSN/comments/1kf83tl/great\_news\_everyone\_knorr\_have\_confirmed\_rvsn/](https://www.reddit.com/r/RVSN/comments/1kf83tl/great_news_everyone_knorr_have_confirmed_rvsn/)

Rude_Whereas5692

[https://thebulletin.org/doomsday-clock/](https://thebulletin.org/doomsday-clock/) It is not only me who is the one "fear-mongering". I may as well assure that some high ranking IR specialists construct scenarios such as these. I myself having studied under at least one of them.

sesame-trout-area

Yahoo finance and the companies IR site.

this_guy_fks

none of this makes any sense. >Then I bought CME CHF futures Jun 16 2025 to lock in the exchange rates so as to hedge the currency risks. do you mean to say you bough SFM5 futures ? (i think so) when did you buy them ? USDCHF fx is a bet on relative interest rate differentials. if the expected IR differential changes, then the fx rate will change. famously the idiot in charge launched a global trade war, which saw investors flee the dollar in droves, causing dxy weakness. you can see USDCHF went from 0.88 or so before american's were "liberated (from our wealth/future/reputation)" to now 0.8233. do you think fx rates are static? they also take into account relative purchasing power (PPP) and expected trade flows.

Nic_Pera

The CCP is not a saint either. As a result of abusing the benefits of WTO developing nation status, China’s competitive edge stems largely from aggressive industrial policies, extensive state subsidies, and the practice of dumping excess inventory into global markets. This is reinforced by lax labour protections and minimal environmental regulations. In its earlier development phase, China also manipulated its currency to gain a strategic foothold in global supply chains - and, capital controls and central bank actions still give the government indirect influence over the exchange rate. Moreover, China doesn't allow free access for foreign investment i.e. investment without CCP involvement in the company - this often results in extortion, IP theft, or in some cases, predatory corporate takeovers, buyouts, and seizures . I'm actually really impressed by Chinese neo-mercantilist capitalism, in the sense that, China co-opted neoliberalism, and abused the naivete of westerners, so that it could rapidly modernise its economy and military industrial base. China has the largest navy now, they can build ships like Toyota corollas. Meanwhile, the Americans are addicted to cheap consumerism and distracted from the fact that it's going to take decades to build a single nuclear sub. Neoliberalism has utterly failed in this regard in terms of an increasingly antagonistic world order as seen, in COVID supply chain vulnerabilities, and in Ukraine with RU-CN-DPRK-IR involvement.

Theorbor

There is no incentive to do that. Domestic weak demand and monetary easing caused the IR to go down and more money to borrow, which is not good for them

Tom-Rath

Yeah, but this dude has been predicting China's collapse for 15 years, though. His trouble is that he isn't a China scholar, he doesn't have a strong understanding of the country's internal political culture and—from the way he speaks—it's not made evident that he reads the Study Times, CPPCC Daily or Central Party School policy-planning documents. Zeihan's background is as a geopolitical risk consultant for Stratfor, which does OSINT for corporate clients like Dow Chemical and Wal-Mart. I read one of Zeihan's books, *The Accidental Superpower*, and frankly... it was like Baby's First Geopolitical Analysis. Dude spent 30 pages talking about the geopolitical advantage of interconnected waterways and "good demographics." Like, yeah dude.... Duh... Moreover, he goes onto argue that 2000-2100 will represent a second American Century and largely dismisses any theorycrafting about Chinese global hegemony by pointing to demographics. From the YouTube videos I've watched, it's clear Zeihan has never read any Central Party School publications. This [2025 Study Times paper](https://www.mohrss.gov.cn/SYrlzyhshbzb/dongtaixinwen/buneiyaowen/rsxw/202412/t20241220_532915.html) is especially relevant here. In the next five years, CCP authorities have agreed to more or less implement the following: * Supporting sustainability and the stable operation of the system through retirement age reform, improving financing, and making “reasonable adjustments” to benefits * Expanding the pension system’s second (enterprise annuity system) and third pillars (individual pension scheme)  * Improving market-oriented investment and operation of funds * Expanding coverage for flexible and new forms of employment and migrant workers * Cancelling household registration (hukou) restrictions that hinder social security participation at the place of employment  * Improving the supervision of funds and legal framework, including revising the Social Insurance Law  This won't stave off all effects of China's weakening demographics, but it will certainly keep the national economy nimble when compared to European or East Asian countries facing demographic crunches, which have failed to make these and other arrangements. I remain bullish on China. If you're satisfied by an outsider's view, fair enough. But as someone who has worked with credible IR experts on China, I let out a laugh when I read this: >How come only ONE geopolitical expert (Peter Zeihan) stresses the inevitable sentence awaiting China Because he's wrong, bro.

h3xpl01t

Is this from an IR firm? If so, where's your disclosure link showing who's paying for this analysis? Standard practice for paid stock promotion is to include disclosure of compensation details. Noticing this format shows up frequently with various tickers but never includes the required financial relationship disclosures.

vics80

do racist people watch IR porn?

Necessary_Secret_562

I've got a scanner set up for pinks that show up in top 20 by volume. https://preview.redd.it/msv7521hxexe1.png?width=1309&format=png&auto=webp&s=2110a71f4126b0cbe8a123cf1e9083ece675b37b $DPLS Continues to be complete dogshit. $AITX Should hit top 20 again this week based on the weekly trends. $TWOH has a massive IR campaign behind it considering the total number of daily trades $WOLF I expect to see hit the chart more consistently this week.

TesLakers

yeah and? Q2 2024 (super charger team fired) \- Super Charger Stations: 6,473 \- Super Charger Connectors: 59,596 Q1 2025: \- Super Charger Stations: 7,131 \- Super Charger Connectors: 67,316 so in the 9ish months from when the supercharger team got fired, they added 658 super charging stations and 7720 connectors. The network has grown since he fired the supercharger team. \- [Source](https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf) Kia just officially announced they got access to super charger network 2 days ago \- [https://www.kiamedia.com/us/en/media/pressreleases/23210/kia-ev6-ev9-and-niro-owners-gain-access-to-over-21500-tesla-superchargers](https://www.kiamedia.com/us/en/media/pressreleases/23210/kia-ev6-ev9-and-niro-owners-gain-access-to-over-21500-tesla-superchargers) Rivian has access to supercharger network \- [https://stories.rivian.com/supercharger-network-access](https://stories.rivian.com/supercharger-network-access) To name a few others, that have access to the network * Ford * General Motors (GM) * Genesis * Hyundai * Kia * Lucid * Mercedes-Benz * Nissan * Polestar * Rivian * Volvo

_hiddenscout

Was digging through FIX's IR presentation, but one thing that is kind of cool, they have a list of their fundamentals directly on the site, first time I've seen a company do that lol. [https://investors.comfortsystemsusa.com/fundamentals/Fundamentals-Snapshot](https://investors.comfortsystemsusa.com/fundamentals/Fundamentals-Snapshot) Here's the presentation if you are curious: [https://investors.comfortsystemsusa.com/static-files/81e74fde-2cc3-427a-a0d4-0e53ebab5ac8](https://investors.comfortsystemsusa.com/static-files/81e74fde-2cc3-427a-a0d4-0e53ebab5ac8) Really nothing exciting other than the numbers of the quarter.

RonMexico16

Just did a quick scan. Doesn’t look bad. Any idea how much of their revenue comes from the ankle braclet/prisoner tracking stuff vs. all the other flashy things they talk about on their website? Their IR decks didn’t seem to provide any segmentation.

ChucksWorlds

Yeah I was thinking the same, their IR page on their website has basically no info except about their operations but no financials or anything. I'm seeing an enterprise valuation of around 100 mil, current market cap 30 mil but nothing other than that. Technicals are obviously pretty worthless since it's a recent IPO but the chart is on an uptrend right now. So basically we've got no fundamentals, no technicals, no catalyst. I'd say it's either a dead IPO or maybe it'll pop from something we're not seeing. Just my two pennies.

creemeeseason

Of course! Their IR page is pretty thorough. They also have airports in Brazil, Italy, and a few other countries. Also, they're looking to add more, which is a nice additional growth engine.

MindCrusader

The US doesn't even want to spend taxes on healthcare, the US is a super bad country for the average Joe. So yeah, they are bad at running the government for sure. But the thing is you can't produce cheaper cars than China. They subsidize more and are much much cheaper. When you mix those two things, you would have to subsidize a lot more than China does. If the US or the EU should do it, it is debatable. But for sure we shouldn't let the Chinese market kill our car factories, not only due to them increasing prices at will when they become monopoly, but also due to the safety. Imagine that China starts the war with the US or supports Russia's war with the EU and bans or limits exports of cars. Cars and car factories (that can be converted into military factories during the war) are important. It would be great to have cheap cars, especially in Poland where we are much poorer than Germans or Americans, I wouldn't have anything against chinese cars, just like we have a lot of Xiaomi devices in the market. But it is just dangerous, even for Russia, where they are even poorer. https://www.businessinsider.com/china-auto-exports-russia-chery-geely-sales-2025-3?IR=T

Environmental-Meal14

Briefly looking at it, it's probably sticker shock from the drop after the big run-up. People tend to look at things as black/white. That being said it's a struggling bio stock with multiple recent P3 failures with the only "great news" coming from themselves via their IR and the user of pay-for-PR firms. I wouldn't look at this past today's pump personally, but don't think it warrants a downvote.

tachyonvelocity

Why Chinese stocks make total sense: Since Navaroo's idiotic policies have finally been sidelined, Bessent is the one to listen to. Trump and co do not necessarily want to "hurt" China, but incentivize China to consume more US goods, to incentivize Chinese policies to boost consumption. A note on "currency manipulation:" Currency manipulation might be done to weaken the Yuan, to boost Chinese domestic industry. This isn't done to "hurt" or "take advantage of" the US, in fact this actually makes the US comparatively better in terms of consumption as it allows all Americans to buy more with greater buying power. At the opposite end, China is actually hurting their own consumers in exchange for faster industrialization. Since Trump and co have raised this issue, the result is this: China will likely make some sort of deal, perhaps more stimulus, allowing Yuan to strengthen, boost consumption. However, this will not directly benefit US companies, as Chinese nationalism, similar to US nationalism, will prioritize consuming Chinese-made and Chinese-goods first. So there are quadruple benefits for Chinese companies: 1) Chinese-listed US exchanges, HK, and mainland, do not actually have high exposure to Chinese exports, so tariffs have no-low effect on their earnings. Both PDD (Temu) and BABA are primarily Chinese-consumption stories. 2) Weaker dollar, stronger Yuan, which seem to be both official US and eventually Chinese policy, strongly benefit your ownership of Chinese stocks in dollars, as they will be worth more when the Yuan strengthens, even if earnings go nowhere. 3) Incentivizing Chinese consumption, as Bessent just put it today, will benefit primarily Chinese based companies, which is characteristic of Chinese indices. 4) Potential US recession and weaker growth results in eventual lower interest rates. This increases value of long duration stocks, which emerging markets and China are part of, and FDI flows will increase to China as interest rate differential falls. This is one reason why Chinese stocks boomed during covid 5) To expand on 4, since Trump is hell bent on having a US slowdown, global growth will fall, as will interest rates of all countries. Canada and EU have already lowered rates in response. Thus the IMF says "global growth is increasingly reliant on China and India for growth". Globally lower IR results in stronger case for 4, as FDI inversely follows IR. Indirectly, if all countries think the US is less of an investment case, the second best is still going to be China, especially considering valuations for HK is still priced at near recession levels (low-teens forward P/E)

lytol

Isn't it usually the other way around? Sell-side numbers usually skew low so that companies can out-perform (in exchange for IR / access).

TaikoG

https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf

frreddit234

You may be rich by tomorrow [https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf](https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf) 

frreddit234

Numbers are prety bad [https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf](https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf) Given the current crazy market i guess it means it will go up 

HeftyMonk6527

I just looked on the tesla site and found this document before the earnings call... doesnt look good. [https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf](https://digitalassets.tesla.com/tesla-contents/image/upload/IR/IR/TSLA-Q1-2025-Update.pdf)

PeeOnDusk

Don’t waste your liquid gold. IR docs posted before then

BoatSouth1911

I love the retail IR for ASTS lol  “Spam subreddits with technical jargon” (Nobody reads) (Everybody buys leaps anyway)  I’m not sure if you’re Scott Wisnieski or not but I hope you are

capybaraStocks

Damn right. Picked up even more shares. It’s even more crazy undervalued now. CEO said in last IR webcast that the phase trial in the GBM space went well and they’re moving to next phase trial and that they’ve completed enrolment for their main candidate that’s scheduled to move into pre final approval by FDA end of the year. I think no one just listens to these IR events lol, it literally says all that will be announced during earnings and the upcoming AACR event this weekend. I’m holding till $5 at least.

Ciocalesku

And they wonder why he is trying to pressure Powell to lower interest rates. Then they can buy the assets at low IR and cheap AF

Alexander459FTW

>Do you think there will be any thing, at all, that won’t be able to be freely traded? There won't be free trade in the sense that every country will be manufacturing its things domestically. This won't necessarily happen due to some economic reason. This will happen in an attempt to retain some semblance of autonomy. As it has already been talked you don't want someone else controlling your lifelines. In a post-4th IR society, the only major strategic resources are raw resources. Anything else can be negotiated about, but raw resources won't be so easy to talk about. Of course, it won't happen immediately, but everyone who holds manufacturing capabilities will strive for vertical integration as much as possible. >Assuming AI doesn’t get a bunch of restrictive policies placed on it. This is a slightly different conversation, but let me elaborate briefly. People completely overestimate how much sentience is needed to automate most tasks. Even something like art requires none. Fast food positions are already getting automated. Things like picking bad produce have already been automated. Building the frame of a house with concrete blocks has already been partially automated. Sure, sentient or self-developing AI can do all those things faster and better, but it is not needed. If you are only looking at AGI progress to gauge the status of the 4th IR, you are in for a surprise. There is a reason why art has been automated this soon.

anotheronebite1991

>Rates might go up with this inflation to be honest I guess you meant with the "expected inflation from tarifs" right ? Because inflation is still going down atm. But lets imagine tariffs indeed trigger an inflation bounce : inflation because of tariffs it's not the same as inflation because of too much consumption. Fed will not raise IR because of inflation induced by tariffs. Tariffs will reduce the consumption mid term and will only raise prices short term.

secreteyes0

Advice is within the scope of his question. You’re right - the best option is likely QUIT his job, and spend all 20 hours focusing on school. OR use the $300 to invest in AP tutoring, SAT prep, etc. But he asked whether $300 should go into bank or equities, so i gave the answer. Looking beyond equity- what are his options? - HYSA: ok, this is the 3% i mention. Grounded in 30 year treasury rate in environment where fed IR is staying the same or falling. - Bonds - i suppose, but very prone to the very inflation / falling interest rates, in this environment - Real Estate ($300 not even close to enough capital) - Leveraged funds & options: this is equity but with more risk he def doesn’t understand if he’s struggling with any classes whatsoever at 16…

Rocket_Law

I’m trying to get him to stop because you know Russia is a lot bigger. Wow. Incredible IR and political analysis. Jfc is our president a toddler?

NUSWannabeSWE

The yes goon is gonna reduce IR by over 200%!

theodorAdorno

Moving into some big positions on vans, IR and maybe rtx

Zubba776

There is only one super power as we define it in IR. Only the U.S. qualifies. China is a super power from an economic point of view, along with the U.S., and the E.U (perhaps someday down the road India will carve out a sphere for itself as well). In strategic terms the world is still dominated by American hegemony, but in economic terms there are three centers of power, and have been for over a decade. Eventually U.S. strategic hegemony will give way to the truly multi-polar world that so many political scientists have talked about; it's assured now that the U.S. itself is dismantling the structures that supported American hegemony in an effort to be unleashed from the bounds that system placed on American power... we'll all get to see to what purpose.

Coconut_Dreams

>Again, what happens inside the US has no bearing on what Canada does. It does not matter what Americans think (very hard to grasp concept for Americans). Trump said he'd annex Canada, and so the Canadian government has to make contingency plans for that, no matter how dumb you think the threat of annexation is. Oh, an American stereotype, on Reddit? So unique and deep. Lol The topic hones in on how poorly the US is handling the tariffs situation making China look good. I mention that Canada is doing the right thing by reevaluating relations and focusing on policies that benefit them, while also mentioning the US doesn't actually have the power to invade anything in the reality of the situation; but sure - a 100% US focused response.  >Who cares?   Glossing over misinformation has never lead to discourse in the past. I see your point.  >And yes, you don't know how IR work if you think anyone has anyone else's best interest in mind or just runs into someone's arms. You really want to sit here and pretend  Debt-trap diplomacy doesn't happen? The fact that countries absolutely run into the arms of others with more resources.  >If you threaten annexation (be it with sincerity, as a joke, or as a sign of senility) the mutual benefit is 0 and the other party will find new alliances. So do you want to talk about the US' role in this or not?  Not sure how you expect anyone to address this without uttering A-er- a roll and reactionary course from Canada.  >How unpopular or popular the CCP is, how free or oppressed Chinese citizens are is irrelevant to the Canadian state that sees even a shred of a threat to its sovereignty. I can't even take this comment seriously. I'd honestly post links to what's happening in multiple countries within Africa, Jamaica, and Brazil, but you're so far in the juice. I've spent way too much time on Reddit post to something that has a 60%  chance of not being human.  ---------- I'll take this time to address the few lurkers hanging about. Quick search on any platform of your choice and you'll quickly see how this how news stations in different countries get bought by propaganda states when they become indebted to them. If something they don't like gets posted, they'll stop the supply of whatever they were trading to with them.  Case in point - Covid shots to Brazil and who funds some of their media. : https://freedomhouse.org/country/brazil/beijings-global-media-influence/2022 >There is no amnesia. China is simply less of a threat to Canada (or the rest of the non-Taiwan world) after the US citizenry gave into their collective brain worm disease in November Uh huh.   Well, at least your social credit will start at a high point. 

Entwaldung

Again, what happens inside the US has no bearing on what Canada does. It does not matter what Americans think (very hard to grasp concept for Americans). Trump said he'd annex Canada, and so the Canadian government has to make contingency plans for that, no matter how dumb you think the threat of annexation is. >Is that so? Take a look at r/Europe, just as an example.  Notice what gets upvoted and downvoted there. Who cares? And yes, you don't know how IR work if you think anyone has anyone else's best interest in mind or just runs into someone's arms. Alliances exist because they are a mutual net-benefit, not because states care about the other state. If you threaten annexation (be it with sincerity, as a joke, or as a sign of senility) the mutual benefit is 0 and the other party will find new alliances. How unpopular or popular the CCP is, how free or oppressed Chinese citizens are is irrelevant to the Canadian state that sees even a shred of a threat to its sovereignty. There is no amnesia. China is simply less of a threat to Canada (or the rest of the non-Taiwan world) after the US citizenry gave into their collective brain worm disease in November.

Puzzled-Intern-7897

Thats not how this works. Basically in a probalistic prisoners dilemma as soon as you defect, there is never a reason for the other side not to defect aswell. This goes until end of time. Thats IR-Theory 101

Alexander459FTW

>If nobody implements tariffs, everyone is better off and global GDP rises quickly. Is that perspective useful for every country, though? Sure, it might appear that from a global perspective, prosperity rises the most, but what from an individual country's perspective? Would Germany care if the whole world is more wealthy if it meant that China would decimate her manufacturing sector? Countries will always pursue their own interest first, and then they would look at everything else. The ideal scenario for a country is to produce everything domestically (both goods and services) and then dump goods in exchange for raw resources from other countries. If a country can do so, then it should look to import raw resources rather than extract those that exist domestically. In the end, things are really complicated. You can't possibly claim that the tariffs or no tariffs are the best course of action. For every path you choose to follow, there must be a corresponding plan. If Trump really wants to tariff other countries in order to bolster the domestic manufacturing sector, then he has failed majorly in terms of having a proper plan to achieve such a goal. You can't possibly just raise massive tariffs and expect the manufacturing sector to suddenly bloom. Lastly, a lot of armchair economic experts in Reddit are forgetting something very important. We are staring directly at the 4th Industrial Revolution. This IR will only be more impactful than the rest together. We don't really know what is happening behind closed doors. However, I can assure you that in terms of taking measures to deal with the new reality, we already need to start. The 4th IR has already started. Even though it isn't really economically viable for most of the world right now, Flippy the frying station is already being deployed. Anyways, my point is that we don't really hold the information necessary to properly review any move that any government might take, other than they should start acting faster.

Dry_Weekend_7075

I got 60IR in me im jacked to the tits!! Start with "Creep" and "Fake Plastic Trees"

DY1N9W4A3G

That is helpful, as it reminds me that, like most things, running IR isn't as easy as it appears from the outside. That said, I know it can be done very well, which is all the more reason it really irks me that so many huge companies get it so extremely wrong. For over 40 years now with 3/4 of that as a pro, I've owned literally hundreds of stocks anywhere from tiny obscure companies most investors have never heard of to the biggest companies in the world, and I've owned some of them for decades, so I've seen a \*ton\* of IR. Some tiny companies get it absolutely perfect and some huge companies get it miserably wrong. So my frustration is really just that I know with certainty that it's not only possible to do, but also possible to do without need for the practically unlimited resources of trillion dollar companies. Anyway, thanks for the input.

Scottamemnon

I look at the war in Ukraine.. where jamming has forced the drones to need fiberoptic controls to work when its in dense enough operation as an example. Ukraine isn't being sent any cutting edge equipment to do this with. To fully protect a system will mean isolating it from networking completely... which means its not very effective as a spy drone. Then there are things like dazzlers and IR paint that mess with their sensors. I think these tech bros and billionaires overestimate their capabilities by a lot.. because they are rich enough to only surround themselves with yes men.

chiisushedjiddb

Tbh I feel like no other company pumps out PR like TRNR does. Really active IR which is great. I’m 99% sure they’re gonna announce the merger next week so I’m gonna stock up again in the 80s-90s

Unfair-Builder6242

Yeah, but during the rebranding process, they made it super hard to access the website. Had no IR till recently, and just timed everything terribly I think. Now I also am a armchair CEO so I am sure that I am wrong on alot of things. I was simply trying to warn normies against overextending because then they tend to panic sell. You are talking to someone who held through the reverse split till now and has been averaging down. Now I like the company and will still be holding, But I don't think they can be profitable for some time, so further dilution is likely next year. It should be a good hold for the next few months

Hot-Bottle4610

Not sure if my comment will add any value seeing as this is a relatively old post, but hear me out: Been working in IR for over 3 years across 2 major companies, all with publicly listed subsidiaries as well. In that time, I had been tasked to clean up those shitty ass websites and let me tell you: it is a completely insane thing to manage that no one person should do (which happens to be the norm idk). The biggest pain is when the company itself handles all IR-website related stuff instead of 3rd party vendor, because then all documents will have to be collated and accounted for by an already overworked team. The point person handling the website will have to coordinate with all departments, especially Legal, to find out what the SEC requirements for disclosures are. Then youd have to constantly keep updating the website, which means having to rely on the company’s IT personnel for help in updating it (like some sites need to be whitelisted before any updates can be made etc) and most of the time this gets reprioritized at the very last minute. And these updates can oftentimes be subjected to what is legally supposed to show a company to make sure you’re compliant with regulations. And you do these every single quarter. Then there’s the issue of making sure your website is on brand with the company. IR handles the ASR and more often than not, that means that materials and any related visuals must be updated to show the company’s latest reports. And this happens every year, but collation of data for the annual and sustainability reports starts at the last quarter of the year. So if you had been updating the website before then, youre gonna have to update it again in the next few months — so what happens is companies just give up and dump all those filings wherever the minimum SEC requirements deem them appropriate. It’s shitty and I hope IR culture changes because as stewards of the public’s capital, it should be able to make these documents easily accessible.

virttual

He sold for 1k profit [OPs Comment](https://www.reddit.com/r/wallstreetbets/s/IR4boHAqlx)

Elia_31

https://www.reddit.com/r/AnythingGoesNews/s/nQE12X0IR9

adhdt5676

IR hitting all time highs?? You can be blunt but at least get the facts straight

TheBxastly

the great democratic powers also spend 1/6.5th the military budget we do. Also democratic is generous considering. France arrests politicians just long enough for them to not be able to run for the next election Germany has banned multiple political parties, Which is quite literately suffrage regardless of that parties views GB and IR still let asylum seekers and illegal refuges immediately aloud to vote in local elections. Which according to Cleisthenes (inventor of democracy) beliefs these would not be democracy.

Gloomy_MTTime420

Mental dissonance is also of zero value, which is my point here. Did you read the SEC filings, that’s the only damn question I have for you or anyone here? No ill intentions, I just read the SEC filings and all the IR, is all.

Bubbanan

Doesn't using a previous reference point for tariffs go against your original claim of past performance != future performance? You can find hundreds of reasons why every crash is "different" than the others and how the writing is always on the wall beforehand, but that's hindsight. For all we know, Trump & JP might wake up tomorrow and decide to both set IR to 0% and drop all tariffs.

pixxelzombie

'whether it be in a 401k or company IR' I'm well aware as I made more in my 401K than my regular job in 2024, but that has changed for the worse in a very short time.

SonnyRSG

It's a really interesting analysis that you brought up. However, I highly doubt that the Fed is going to lower IR just for that reason also in this short time frame. The idea of adding cheaper money to self-inflicted inflation is pouring gasoline into industrial levels and speeding up hyperinflation and recession.

chiisushedjiddb

Buying some TRNR. I think merger should be complete soon and they love to pump PR. Check out their IR page - super active with regular updates which is nice

looool_k_libtard

I demand Nasdaq go up 4% today. I DEMAND IR.

CultureForsaken3762

TSLA reporting Q1 Deliveries on “Liberation Day” is as suboptimal as it gets. Note to TSLA IR: Just pick another day!

MilliwaysValet

Going all in with a penny stock seems counterintuitive, not due diligence, but here are some breadcrumbs. An MIT spinoff company from the 90s, they make the F-35 helmet display (Collins’ helmet) and the eyepiece assembly for short-range missiles. They have a very bright OLED microdisplay but don’t yet have the ability to build it at massive scale. They produce displays for HUDs in rotary and fixed-wing aircraft, so they’re already in the augmented reality business. But it’s mostly just 2-3 color displays—not super futuristic IVAS-type stuff. They can make weapon sights, IR, and thermal systems. They’re mostly a supplier to larger defense companies. They’re being held down by litigation and have missed their earnings as they’re hiring a new auditor. Earnings are on 4/8, I think. I don’t know what to think—short-term, I don’t see much upside; long-term, I’m a lot more hopeful for display-related defense contracts than I am with MVIS. MVIS is more focused on LiDAR than their HoloLens technology.

ArachnidBitter5213

It is interesting you mention $MCIC, I also have a large amount in $MCIC, it just moved from .0008 at the end of January to the .012-.0148 range, the news is pretty crazy, if some of it is true, a big jump from here is easy. 50M loan with collateral, 25M bitcoin purchase and it looks like they are somehow involved in a new crypto currency global-x (a stablecoin pegged directly to the Great British Pound.  It is backed and secured by GBP deposited in the bank by the owner Global Exchange.) The most recent PR stated they are going to use some of the funding for "legal services, auditors, market makers, a new board of directors and executive team, PR/IR firm, and a social media awareness group."

MitchCurry

Dutch Bros (BROS) is entering the CPG market. They had their 2025 Investor Day today. I'm waiting for the deck to get uploaded to their IR page so I can peruse but they must've announced the below during it. PR just came out. >GRANTS PASS, Ore.--(BUSINESS WIRE)-- Dutch Bros Inc. (NYSE: BROS; “Dutch Bros” or the “Company”), one of the fastest-growing brands in the U.S. quick service beverage industry, today announced its plans to launch a line of Dutch Bros packaged coffee and related products to be sold in retail outlets in partnership with Trilliant Food & Nutrition, LLC. Trilliant is one of the largest coffee manufacturers of single serve cup and ready to drink coffee in the U.S. and has products available in more than 50,000 retail stores across the country. >This strategic move represents a significant milestone in the company’s growth, creating a new and exciting way to bring the unique Dutch Bros beverage experience directly to consumers’ homes. Additionally, the Company anticipates entry into the consumer packaged goods (“CPG”) market will allow it to further its deep commitment to giving back by helping to fund its philanthropic efforts. >“We are excited about this opportunity, as it allows us to reach customers for even more of their beverage occasions. We believe this offering will build brand awareness, especially in newer markets by providing exposure to new potential customers,” said Christine Barone, Chief Executive Officer and President of Dutch Bros. "This move not only allows us to continue innovating, but it will also help amplify our community impact. A portion of the proceeds from the CPG business will be donated to the Dutch Bros Foundation to help support compelling futures for those in the communities we serve." >Barone continued, “This new channel, structured as a licensing agreement, will allow us to share our passion for exceptional beverages with a wider audience, and we are confident that our dedication to quality and innovation will resonate with consumers. We look forward to this exciting journey and the opportunity to make our mark in the CPG space.”

JR_LikeOnTheTVshow

Got a reply today from Spirit's IR Dept: To me · Mon, Mar 17 at 10:48 AM # Message Body As a result of the chapter 11 restructuring, Spirit's common stock outstanding prior to the Plan of Reorganization being made effective has been cancelled and has no value without any distributions to the holders of such common stock.    The Plan was made effective on March 12, 2025.  

DutchDCM

Do IR options MMs really use SABR? I feel like the vol/spot dynamics implied by SABR are merely a reflection of technicalities (to model rates vol "in between" normal and lognormal models) rather than a reflection of market conditions. I mean, there is no beta parameter in SABR that creates higher (normal) vol at higher rates, which is what we have seen in the last few years as rates went up. How do they deal with this if they are using SABR? They must have lost a lot of money in 2022-2024?

MitchCurry

Yeah, Austin and Atlanta were the original partnership. The person said "This morning they just put out a PR adding the other cities." when I mentioned SF wasn't part of the partnership. You'd figure it'd be on Uber or Alphabet's IR page or on Waymo's homepage but nothing.

SDOT_yolo

So sad this isn't getting the love it deserves. The silver lining is that they recognise that themselves, and are working on their IR and PR efforts

betsharks0

Dollar was most strong against Euro Before Eu and other States react at tariff war man. Isn't bullish, tr4mp jave to refinance debt and yes need low IR.

BillysCoinShop

April 17th? Dude youre gonna be fine, you just need to pray there is a crash now so Powell can say they are gonna ramp up QE and slash IR

Budget-Recognition26

I told y’all to pipe down with those Tsla puts RUINED IR FOR US ALL 

The-Dumb-Questions

Supply and demand for options changes the cost of optionality, which we generally tend to express as implied vol of an option. Changes in the implied volatility will change the delta of the option - e.g. an OTM call will gain delta if implied vol is going up; the greek that describes this is vanna (\*). In addition, the dynamics of implied vol in response to the movement in spot are usually "injected" into delta using more advanced models (most higher turnover equity OMMs use vol-cor approach, most IR options MMs use SABR etc).

Bruteboris

[Business Insider](https://www.businessinsider.com/europe-pension-sold-entire-585-million-stake-in-tesla-2025-1?international=true&r=US&IR=T)

ElektroThrow

IMO it's China saying "hey remember this tariff deal you made with the U.S against us? Maybe take that down and we will take this down". In the news its "Canada and China drop tariffs, improve relations", in an attempt to further alienate the U.S for IR

LasVegasE

He has two years until the mid terms and four years until Vance runs so... the benefits from the belt tightening, tax breaks and implementation of the 4th IR will be in full fruition by that time. Add to that the peace in Gaza, Ukraine and Syria all of which happened on his watch. Other highly possible achievement would be the demise of the PRC and Putin's Russia as well as a massive decline in global CO2 emissions. If the Democrat party still exist in 10 to 15 years, that is how long it will take for them to reform and have a chance of winning another election.

potato_potatino

I would say, talk to your company’s IR, maybe they’ll tell you their view on what happened. take a look at the guidance given and think about whether this is achievable for the company. there has been few IPOs since c-19, even fewer that weren’t turbulent like that. best of luck!

bigDcc

anyone in on MiMedia MIM.V? They are loading up on IR firms and up 132% YTD

MoonScoria

Bonita IR

ProjectMagnet

he mentioned this a long while back while on one of those pumpy twitter spaces that used to happen almost every night with Spatafora and Toby. He said something to the effect of "the falling share price doesnt bother me because if it's gets low enough, my friends and I will just take it private". If I recall correctly people went so insane Cura had to put out an IR which said something to the effect of "curaleaf has no intention of taking the company private at this time" which wasn't exactly comforting.

TROLOLOLBOT

Recall what happened when Japan tried to raise IR. now Japan is not allowed to devalue its currency as retaliatory measures. 

AphexPin

Yep, that's me. I was told by IR that there would be news, and in conjunction with the tax benefits decided to wait a day. I did sell my calls, but the gains were only a few thousand.

Acrobatic-Refuse5155

https://www.project2025.observer/?fbclid=IwY2xjawIqHnJleHRuA2FlbQIxMQABHfTyuA7Lgwp0PDYlsRiW58IR38yZm0txURXA5uGwfZ7wAUi0aIjsSw1WfQ_aem_0X78K80OUh57HzWCZ6BaNQ&agencies=Dept.+of+Labor Let companies stop paying overtime and allow states to opt out of federal overtime and minimum wage laws. Trash the minimum wage is part of project 2025. Look under the Department of Labor.

Kooky_Lime1793

you will be fine. I asked that question to IR and as of today no, there is no cutoff date.

Physical-Squirrel-40

Interesting. Seems a reasonable action based on the market reaction to the deal. That said, I truly believe the market does not understand the valuation in the merger. Most people fail to appreciate that the price doesn’t matter in terms of “what shareholders get.” The price only determines how many shares Core Gaming will get…but then we are given a dividend to get back to 10%…. So, this means you can calculate the value of SYTA. However, it is nearly impossible to find the actual amount of shares that the value is allocated to. I looked for hours and found several different amounts of shares outstanding. Finally, I emailed IR and just asked. The number of fully diluted shares they gave me (shown above, but ~1.9 million) did not show up in any of my searches. I believe it is this missing data point that is driving the value down. Many people probably went to the last quarterly report and saw that there were around 4.5 million shares outstanding. However, that was before the 10-for-1 reverse split in December. If there were 4.5 million shares outstanding, the implied value would be just under $4 per share. I think this is where the misunderstanding has been. I bought another 5,000 shares on Thursday/Friday after understanding the math and share count.

kegger79

Ah I understand where I mislead. An ITM option has Intrinsic value due to strike being lower than underlying for Calls, inverse for Puts. The premium is the amount over that or Extrinsic value. Its the fluff for time or volatility. There are five factors that impact the options price, four are important, fifth has negligible effect for some time now. Price of the underlying, Strike chosen relates to Delta, Theta, the time value based on duration, IV or Implied Volatility, expected movement during the time, up, down, both or sideways, Rho or IR interest rates. There's a sixth for dividend paying issues on the ex dividend date. The amount of the dividend will lower the cost by that amount or more. The main variable beside price that can change dramatically to impact value is IV. It's the variable that may fluctuate for a variety of reasons or to conditions. My wording ought to have been in the way of capturing a portion of the amount of the Options value collected. It may end up being Intrinsic or Extrinsic, both or neither. I hope this clarifies it, ask a specific question, I'll try to answer or tell you idk. I'm not an expert or a professional, just an ordinary person, that's retail as many are. ✌️

Gloomy_MTTime420

I really don’t appreciate all the comments here about people downplaying $SPGC because of a RS vote. Every other stock that gets “pumped” here is going through a RS, or those that begin posting about it have read the SEC filing before others and begin posting to garner attention. Then it runs, people find out there’s a RS, and the stock crashes. But those that originally posted, are already out. But no one here mentions this… Sacks Parente Golf (NASDAQ:SPGC) to Repurchase $1M in Shares [https://www.defenseworld.net/2025/02/04/sacks-parente-golf-nasdaqspgc-to-repurchase-1-00-million-in-shares.html](https://www.defenseworld.net/2025/02/04/sacks-parente-golf-nasdaqspgc-to-repurchase-1-00-million-in-shares.html) However, it is a bit distressing and concerning that both the company website and IR page isn’t responding this morning. https://preview.redd.it/k894imjirnle1.jpeg?width=1170&format=pjpg&auto=webp&s=5b0416de6089918e03b4684df71f48ff2847c6c2

luvnlife7

Congrats. You nailed it, just as you did in 2023. I wish I would've seen your post sooner. SMCI got back down to a 12.5 forward PE today before they filed the late 10K. Here's the filing: [https://www.sec.gov/ix?doc=/Archives/edgar/data/0001375365/000137536525000004/smci-20240630.htm](https://www.sec.gov/ix?doc=/Archives/edgar/data/0001375365/000137536525000004/smci-20240630.htm) IR PR: [https://ir.supermicro.com/news/news-details/2025/Supermicro-Files-Form-10-K-for-Fiscal-2024-and-Forms-10-Q-for-the-First-and-Second-Quarters-of-Fiscal-2025/default.aspx](https://ir.supermicro.com/news/news-details/2025/Supermicro-Files-Form-10-K-for-Fiscal-2024-and-Forms-10-Q-for-the-First-and-Second-Quarters-of-Fiscal-2025/default.aspx) "....the matter is now closed." That's a NO CHANGE. Congrats. again on your entry and holding through all the drama associated with Late 10K-Gate.

InverseMySuggestions

Who has the number to SPY IR?

ARhubarb_6042

When the next IR call?

Most-Inflation-1022

Issuing convert with 2.25 coupon (lol) with 3y maturity is either i) plugging short term liquidity issue ii) actually addressing capacity constraint. But what is my problem here, with all the vol they have and with IR being what they are, and with its maturity being what it is, AND with its strike being +10% current market price signals more negative for me than positive. Literally makes no sense to do this if your business is going well and growing what they say its growing. Market may not like this at all.

Tony96Ant

Great point, I agree, I think once we get our first IR call we can know the financial health

Old-Outside6894

IR in this industry is a joke!

xiongchiamiov

Most charts are fairly inaccurate for bond funds; you'll want to look at https://totalrealreturns.com/n/TLT,SHY which graphs reinvesting dividends. >Why are they fluctuating so much? I see prices have dropped a lot in the last 5 years (I guess due to the IR increases) Correct, the prices of bonds and bond funds varies according to the rates accessible for new bonds. Longer term bonds are subject to more interest rate risk and thus their value is less stable. That being said, it's a little more complicated than the oft-said "increasing rates means bond prices go down". This is a good read: https://www.bogleheads.org/forum/viewtopic.php?t=360575 >so I guess they don't work as a normal bond that you can keep to maturity and take your initial capital back? Most bond funds maintain a constant duration by buying and selling bonds. Thus, you cannot ever hold a fund to duration. Blackrock created a set of funds to solve this problem: https://www.ishares.com/us/strategies/bond-etfs/build-better-bond-ladders Otherwise you have to buy individual bonds, which some people find trivial and others fairly annoying. https://www.bogleheads.org/wiki/Individual_bonds_vs_a_bond_fund is a good read. It took me a few days to work through it and (at least mostly) understand. For a risk parity portfolio, the constant durations are probably what you want. Short-term funds provide stability at the expense of returns. Long-term funds _tend_ to move upwards when the stock market goes down. Both of those provide you the opportunity to easily rebalance from whichever asset class is doing well to the one that isn't, which in turn automatically creates a buy low sell high situation. It also keeps the asset allocation in weight, which is important for cushioning losses. Holding a bond to duration is for when you don't care about what happens in the middle and only want a certain amount by the end.

Builderi23

I have a noobie question. I am not sure how bond ETFs work honestly. Take for example the Bond etfs that are proposed for a golden butterfly portfolio, TLT for logn term and SHY for short term. My questions: 1) Are these giving a yield (coupon)? If I look them up in Yahoo it shows a yield of 4.27% for TLT and 3.9% for SHY 2) Why are they fluctuating so much? I see prices have dropped a lot in the last 5 years (I guess due to the IR increases), so I guess they don't work as a normal bond that you can keep to maturity and take your initial capital back? Example: If I make a fake portfolio on Yahoo finance starting from 2nd January 2020 and I add SHY and TLT, then TLT is -35.5% and SHY is -3%. Why does TLT fluctuate so much? And does it calculate yields in there? I don't see any coupons being shown as income.

pretty_meta

I doubt this "molten gold exchange" is legitimate... It would be good to have physical copper or physical gold like you've identified. Basically any currency or physical medium of exchange other than IR.

esquesk

Yes I am aware, car manufacturers frequently introduce new models and LCI’s. I do take preorder figures provided by Tesla IR with a grain of salt given the Cybertruck figures. From a competitive landscape perspective, I would be more concerned with the Chinese manufacturers on the low end, Rivian taking model X customers, and Lucid taking Model S customers. The MY will likely be best in class but what we’re seeing in top line and units for automotive will likely persist. But with all things, we will see!

Gloomy_MTTime420

I think it’ll likely decline, say like what happened after $CTM and their $100M offering (or was it also 100M shares?)… but yeah, it generally drips the price and depending on the overall strength (or weakness) of the stock, it could be temporary or it could crater the price. Based on what I’ve seen on $LRHC IR site, they have been doing a lot of fiscally responsible things. They have a software platform they are planning on rolling out as white label so that would be a nice additional service-based revenue stream they don’t have today. And it’s progressive and shows they are listening to their agents by offering $BTC and crypto based payments. What do you think?

C130J_Darkstar

I was, of course. Oklo IR said that it will be during “the second half of March”.

tachyonvelocity

pharma is also cyclical, in relation to interest rates. When IR is high, why would investors take high risks for negative returns now and potential returns many years later? You could just as well put money in a 30-yr bond and get 4.5%. So you get biotech boom during covid zero IR, and now a pretty big downcycle when IR is close to 5%. Is this the bottom? Biotech (XBI) already priced in high inflation and high IR in crashes during 2022 and 2023. Biotech services (CROs like ICLR/IQV, DHR, and not WST) are pricing in this slowdown. So we're definitely closer to the bottom than the top.

TraditionalTone6941

Not a hot topic but is anyone looking at IR3N? Noticed it on one of the autopilot portfolios, again from a few people on capitol trades, and looks like 13f activity from Goldman, Wells Fargo and others. Super new and maybe some noob undertones but doing my homework and looking for thoughts on this https://fintel.io/so/us/iren

buy2hodl

Of course. Thats the small part of their revenue! About 10%. When it happens, they have another GLP-1 injection. They opened to menopause treatment recently, and pretty sure more coming. I recommend the IR presentations for their treatments. I personally think it is the next PLTR, it next NFLX

FluffyPuffOfficial

Yeah his opposition to LIDAR is weird- why focus on cameras alone when LIDAR can see further, especially in worse conditions as it operates in IR bandwidth. Also, isn’t LIDAR data easier and faster to process == less GPU needed in car?

politicalinvestor

Bro, the signs are clear. Trust, I read every single press release SMCI ever put out around both events that’s happened for “Accounting inaccuracies ” look at the events that unfolded on SMCI IR page for 2017-18 reports. Never did they say they would file the reports on time but said there was lots of work needing to be completed and continued saying this through each update for all of 2017 and until Aug 2018 when they was delisted. They’re confident this time they will have them they didn’t do much as once blink on nothing having it even when all the mess came out. The 10-k, 10-q are ABSOLUTELY DONE. They literally requested for extension of filing 10q for 4 Q to Feb 25. In which they had to because 10k wasn’t filed yet or 10q for 3q. But if they extended it 2 weeks, so they can release everyone at the same time feb25. You don’t just do a 10q on 2 weeks notice meaning that 10q for 4q is already done. If that is already done 10q 3 q is done if that’s done 10k is done. Truly my belief SMCI reports audited 10k the day after before or the Monday after Jensen and Charles meet with DDN (Feb20). Possibly this is where Charles talks about the “Confidential new product” he briefly spoke on in business update. The 700 million notes are for the initial funding of new product line for the new project that is released in the event. That reading up seems to possibly be a disruptor for ChatGPT. If so huge. In this time 24th, 25th new cfo announcement. Soon after nvida earnings I think 27th. This will relay even more possible news. Truly q1 2024 SMCI 54 billion Market cap. Now 24 billion. Revenue over double that now. Will be quadruple come future years. I see a reasonable price range of $150 by EOY. And honestly when this news hits almost exactly how I say you will see 80 + by march.

C130J_Darkstar

All that for nothing- turns out you were absolutely wrong. OKLO’s IR team confirmed that the earnings call will happen in “the second half of March”. Maybe listen next time instead of being toxic and arrogant.