IR

Scary_Resident4982

Prove it. I'm not asking you to "prove a negative" here either which would be a fallacy. I'm asking you to "prove a positive". No company PR? Would have been big news. Clinicaltrials not updated till 2025? That's a red herring. If you have a copy of the SAP change from 2022, let's see it. Or if you have confirmation from Sellas IR to back you up, let's see it.

icydragon_12

I’ve worked on Wall Street and Bay Street and spent a lot of time trying to understand valuations. I’ve been wrong a lot and right a lot, and every time I’m wrong I do a post‑mortem. A few things might help frame why OpenAI’s valuation looks “insane” but can still be internally consistent: 1. Your emotions will betray you. You sound upset; you see something that feels unjust or irrational, so you reject the price as “impossible.” But valuations aren’t what they *should* be based on your worldview, they’re what marginal buyers with capital are willing to pay today. I’ve been burned preferring “better” management teams, more conservative guidance, more honest IR, etc., and ignoring the promotional story that actually attracts capital. Markets don’t reliably reward righteousness; they reward whatever narrative the big pools of money are willing to underwrite at that moment. 2. Think of valuations on a spectrum from “objective/math‑driven” to “art/pure speculation.” The mistake is insisting everything *must* live on the “DCF only” end. Tesla is the classic example: for most of its life you could not back into the share price with any remotely sane DCF, yet shorting it to “fair value” was a fast way to blow up unless your timing was perfect. In those cases, the valuation isn’t about today’s factories and units, it’s about the blue‑sky call option on the future. OpenAI, at a multi‑hundred‑billion private mark, is being priced as a levered call option on “AI eats a big chunk of white‑collar work and enterprise software,” not as a steady subscription SaaS business. 3. On the “objective” end, reality caps you. A homebuilder is ultimately constrained by how many houses can be physically built and sold; an E&P by how many profitable barrels it can pull out of the ground. Technology, prices, and supply/demand move those bounds, but they’re still bounds. On the “art/pure speculation” end, the main constraints are leverage and money supply: when global liquidity expands and financial wealth concentrates, that incremental capital needs somewhere to go, and it disproportionately chases stories with huge *theoretical* TAM and embedded call optionality. That’s AI today. You don’t have to like the story, or believe the TAM is real, but fighting the fact that this is how late‑cycle money behaves has a long history of ending badly for the person fighting it. If you look at OpenAI through that lens, the pre‑IPO trillion‑ish mark isn’t a statement about current unit economics; it’s the market saying, “we’re willing to pay a venture‑style price for a macro call option on AI dominance,” which lives very far toward the “art/speculation” side of the spectrum.

Confident-Web-7118

Thank you! In regards to the 80% response rate and non-responder group, the model handles this, for the mapping: The cure-fraction model S(t) = p + (1-p) \* exp(-lambda \* t) already has a two-population structure built in.  The "cured" fraction p represents the patients whose immune response is strong enough for durable disease control. The "uncured" fraction (1-p) represents everyone else, partial responders and non-responders combined. They die at rate lambda, which is the uncured mOS (the GPS non-responder group). The biological identity point analysis in the post solves for the BAT mOS where uncured GPS mOS exactly equals BAT mOS. That ratio equals 1.0 condition is the mathematical statement of "GPS non-responders perform like control arm patients." At the identity point (BAT = 11.4m), the cure fraction is 67.9% and the uncured mOS is 11.4m. The Phase 2 immune response rate was 64%. The cure fraction and the IR rate match almost exactly.  The biological identity point analysis in the post solves for the BAT mOS where uncured GPS mOS exactly equals BAT mOS. That ratio-equals-1.0 condition is the mathematical statement of "non-responders perform like control arm patients." At the identity point (BAT = 11.4m), the cure fraction is 67.9% and the uncured mOS is 11.4m. The Phase 2 immune response rate was 64%. The cure fraction and the IR rate match almost exactly.  And attached is the graph with all the KM curves for the scenario you described (and this includes 20% of BAT living 3+ years): BAT 11.4m mOS (with 20% BAT cure the BAT uncured mOS needs solving) GPS 60% cure fraction (with uncured mOS solved to fit events) 20% BAT survival past 36 months (i.e., BAT has a cure fraction) 15% censoring (GPS dropout stress) 3-month immune ramp-up delay BAT: mOS=11.4m overall, cure fraction=14.76%, uncured mOS=8.95m S(36m)=20.0% exactly GPS: 60% cure, uncured mOS=28.92m, 3-month delay, 15% worst-GPS censoring Events fit: 61.2 u/mo46 (target 60), 71.0 u/mo58 (target 72) - close match Monte Carlo results (500 sims, all stressors simultaneous): Cox HR median 0.436 (stratified top line HR will be slightly higher but within the 0.45 to 0.55 range) 95% CI \[0.266, 0.681\] P(HR < 0.636) 94.6% P(HR < 0.50) 71.5% BAT alive 14 GPS alive 34 https://preview.redd.it/zx5qb8zd3fkg1.png?width=3577&format=png&auto=webp&s=d184c4648d19de31e045e0a40dba5c9b28b56f8b For the other questions, I'll have to get back to you on those in the morning later today, gotta catch some sleep. But amazing questions.

-CaduceusRex

My trades are always built around price action and chart patterns and I generally don't hold for long periods. That said, here is IR if anyone is interested in a closer look at the company. [https://investors.olb.com/](https://investors.olb.com/)

-CaduceusRex

That's fair. I apologize as I am rooted in momentum trading and I can be pretty single-minded around price action and patterns. With the exception of active atm's and excessive overhang, there's very little about a company I really look at as a general rule. I'll see if I can come up with an IR link and whatever else might be helpful and drop it here.

Jeff__Skilling

Latest 10-Q + latest investor presentations on EDGAR or IR section of company website + last quarter or two's worth of earnings call transcripts + maybe 10-k for the incremental disclosure Trying to create a stock screener in excel (that will also help you out perform the market) is a recipe for having a very very very bad time

kradproductions

Aight so I'm a random jackass on the internet with an IR background, so take it for whatever it is or isn't worth. War or revolution in Iran won't create a massive shock in oil prices The idea or Iran and a surge in price comes from the idea that Iran will try to close the strait of hormuz if their sovereignty is in question. With sea mines or boats or something. It's this doomsday scenario that's existed since the 80s. It's doubtful because 1, Iran is too much of a pussy 2, by the time it grew a set it would be too late and closing it would be logistically impossible due to chaos in the ranks or a new regime Assuming Iran did close the strait of hormuz... it doesn't matter which oil stock you want to invest in.. oil would go parabolic.

MitchCurry

Typically, yes, but if you want to be certain, email their IR team.

MannieOKelly

I think the Administration is hoping the IR will crumble without a conflict in the face of exiting insiders, continuing economic deterioration, intimidating build-up of forces and increasing incidents of sabotage and armed resistance. I expect they are also hoping that Pahlavi can persuade at least some of the regular army and police units to declare support for him as a transitional leader. And I believe the well-armed Kurds are waiting until the odds get a little better before actually organizing coordinate and sustained attacks on IR forces in Kurdish areas. As you say, any significant US losses will bring a firestorm of domestic criticism here. And I'm sure one concern is that China or Russia or even Turkey may be considering taking advantage of any perceived distraction. So I think US leadership is going to "negotiate" for a while longer. Ultimately I think it likely some US (and Israeli) military or major covert force will be needed to remove top IR leadership, perhaps Venezuela-style. If I'm correct there may indeed be some short-term market disruption (oil up, for example, and maybe everything else going risk-off.) But if the result is that the IR is replaced by a US-friendly interim government the market may react very positively.

HandsomeAndLethal

Datacenters in space are just such a hilariously bad idea from nearly every angle that it amazes me that anyone with even a basic understanding of IT or even logistics can't smell the BS. This should be driving investors away, not bringing them in. First, the vacuum of space is one of the best forms of thermal insulation in existence. You can basically only shed heat by emitting IR radiation or shedding mass (i.e. heat syncs) and data centers are famously known for generating a lot of heat. Second, you are exposed to billions of cosmic rays and other charges particles as well as micro meteors and other hazards that will play havoc by flipping bits in memory or physically destroying your infrastructure. Third, you would need a perpetual manned presence to monitor and maintain the datacenter. Fourth, all communication to and from will be subject to severe, varying latency issues dependent on current distance from the orbiting data center. Fifth, it's a huge legal loophole due to the inherent neutrality of space. Who's data laws hold sway? And who will be able to go to space and confiscate the infrastructure if it is subpoenaed? And all of that doesn't even mention the cost and difficulty of sending any mass (let alone delicate server infrastructure) into orbit and the threat of kepler syndrome from adding more junk to space.

scmr2

They would use IR radiative cooling, not liquid coolants

stillgotitmynga

Pretty good run down. Fuck IR.

edweirdmuybridge

Thanks for the post. The uniformly dismissive comments here are about as positive a signal to invest in something as I ever read in this subreddit. I mainly focus on materials and packaging of semiconductor devices and notice some mention of AR in their IR materials. Co-packaged optics (CPO) seems to be nearer to meaningful adoption than AR from an investment perspective, but I see CPO as effectively training the semiconductor ecosystem to build AR-class photonic systems at scale. So I think META is a safe way to get exposure to AR, but if you want to get closer to the leading edge look at companies working on CPO. Investing on the materials level (e.g. SiC) is tough but I think you know that.

Vlisa

Just got approved for 5% IR margin rate at Fidelity. Now I can lose the House's money cheaply!

gamblingPharmaStocks

I never emailed companies as big as this, but usually you get answers faster than in two days. If OP wants an answer, he should probably double text IR on Monday, and put a couple directors of the board in CC. That typically gets you an answer.

gamblingPharmaStocks

Eh, usually you get answers faster than that. If OP wants an answer, he should probably double text IR on Monday, and put a couple directors of the board in CC. That typically gets you an answer.

WC_Floats

Agreed - this is a nice reset for GLD and SLV. Would love to see a 21w pullback on SLV but not sure we get it since it's needed for the continuation of the 4IR build out and shortages are projected for the next several years. Someone in the Feb 6 chain thinks we'll get a snapback rally next week. Love how copper held it's own while GLD and SLV were bleeding their own blood...weekly still looks valid there.

nomadichedgehog

If this was a legitimate business direction you'd think they'd roll the IR content into the actual DNA website platform: [https://dnax.us/](https://dnax.us/) Fingers crossed for news soon.

CheekyWanker007

devaluation of dollar plus low IR, what cld go wrong!

birdman1972

WLFC. Despite recent run have underperformed peers. Almost zero sell side coverage. Just hired an IR guy.

JackfruitCrazy51

Is this accurate? If you live in France and pay French taxes, the government actively subsidizes investing in the local economy through these primary vehicles: * **The PEA (*****Plan d'Épargne en Actions*****):** This is the most popular tool. It acts somewhat like a US Roth IRA but for European stocks. * **The Break:** If you hold the account for at least **5 years**, any capital gains and dividends generated within the account are **completely tax-free** (though you still pay social charges, roughly 17.2%). * **The Catch:** You can mostly only invest in French or European Union companies. * **IR-PME (The "Madelin" Reduction):** This is a direct income tax reduction for investing in Small and Medium-sized Enterprises (SMEs). * **The Break:** You can deduct **18% to 25%** of your investment amount directly from your income tax bill that year. * **The Catch:** You must hold the shares for at least 5 years, and it is risky (startup/small business investing).

AviPaz

Good questions. 1) Where do I get the stats? Mostly 10-K / 10-Q + earnings deck + transcript. IR site is fine but I prefer the filings. Then I sanity check with a screener (Finviz / Koyfin / TIKR / Yahoo etc). 2) Ok :) 3) How do I do it? I keep it simple: I track just a few lines every quarter revenue, gross margin, op margin, FCF, net debt, share count If those are trending the wrong way, I stop. 4) How do I know if it’s hype? Hype = story improves while numbers don’t. Real = revenue grows and margins + cash flow improve without heavy dilution. 5) Any advice? Not financial advice, but make it boring: fewer metrics, same process, repeated over time. Consistency beats “more info”. 6) About the triggers / buying more Not “buy more automatically”. It’s just a research trigger. Price down 20–30% can mean value OR danger, so I only act if fundamentals are intact: no thesis break, no balance sheet stress, no ugly dilution.

Chednip914

JBS has a agentic AI on their IR website and I asked why should I buy JBS shares. Very cool tool Here is what the response was: "Considering the latest available data for the third quarter of 2025 (3Q25), JBS reported record net sales of $22.6 billion, representing a 13% increase from the prior year. This growth was across all business units, illustrating the strength and diversification of its global multiprotein platform. Despite some declines in profitability measures—such as a 15% drop in IFRS Adjusted EBITDA to $1.8 billion and a 22% decrease in IFRS Adjusted Operating Income to $1.25 billion—the company maintained solid financial metrics. Net income was $581 million, with an earnings per share of $0.52. Importantly, the Return on Equity (ROE) reached a robust 23.7%, showing effective use of shareholders’ equity, and the leverage ratio was well-controlled at 2.39x, aligning with the company’s long-term target. JBS also completed strategic corporate restructuring and dual listing on the NYSE and B3 in 2025, which broadens its investor base and enhances access to global capital markets. Furthermore, the company has undertaken initiatives such as share repurchase programs and investments in its production capacity, indicating a commitment to value creation and operational expansion. These factors—record sales growth, diversified operations, solid return metrics, prudent financial management, enhanced market presence through dual listing, and strategic investments—constitute compelling reasons why investing in JBS shares could be attractive as of the third quarter of 2025. The latest share price at the beginning of 2026 was $14.67, reflecting market valuation amid these fundamentals,,."

Chednip914

Has anyobe used the new JBS Agentic AI agent that is on the IR website?

No_Feeling920

We may already be at negative real IR on USD debt, though. We've definitely been there before the post-COVID rate hikes. It's all about the perception/image of yields beating inflation. For as long as most people/institutions believe the numbers, or pretend to believe. The media/propaganda machine has been very effective. Not sure if it's because of the act/pretense being so good and convincing or because people are that gullible/naive (and believing the whole US exceptionalism, decades of conditioning, momentum in faith based on historical track record). Probably a combination of factors. So, it's not all black and white. I do not expect people to suddenly wake up from the dream, everyone and all at once.

Correct_Proposal_409

Nope. You can call or email Apaar at IR for confirmation. In the weeks after the close of the 3rd quarter, they raised several million via ATM, and likely some more leading up to the Dec 18 PR. There were also two different rounds of warrants from previous financing that have largely been exercised, and which added a considerable amount to their cash position.

MutaliskGluon

LMAO all that hype for a 15 minute video that we already knew about minus a new name. God their IR is atrocious

creemeeseason

TWST also updates their IR presentation for the JPM healthcare conference, going [here](https://investors.twistbioscience.com/events-and-presentations/presentations/). I'm so bullish on this.

Shadow_Gabriel

Yes, all these US capitalists are benefiting from not selling more weapons towards Ukraine, the devaluation of the dollar, unpredictable economic policies, mix-messaging on the IR-side, the entire buy-from-EU movement, etc.

osantacruz

So they do logistics to 4 cities in Australia. What is the growth potential there, any plans to expand beyond that? Or is it purely a value play? If so, where is their last quarterly report? I don't see it in their IR site. How does one even purchase their services? There's nothing on their website. Data elsewhere doesn't seem consistent. IDK...

msbbc671

LPTH- if the DoD forces companies to use non-germanium lenses for IR cameras, this company basically has a monopoly. Currently just south of $600M cap

DocBrown-84

You are mostly right, but: it's not Trump, it's a Project. It will continue without Trump. This is realism (IR theory) at its best. US, Russia, China, it's powerblocks and hemispheres all over again.

cambeiu

The time to worry about the "authoritarian menace" was decades ago. People are talking as if Trump was the problem , and that we just have to "stop him". The issue is that He is not the problem, he is the symptom. The problem is that the republican institutions that held the checks and balances which prevented a single point of critical failure in our government system have been hollowed out and made our country prime for any grifter to take advantage of the rot. If it was not Trump, it would have been someone else. Who's fault is it? Elected officials in general doing "politics as usual" over the last 30+ years are to blame for this. [An apathetic voting public also has a share of the blame on this](https://youtu.be/moc9Cg_D6Kk?si=vj6gMqcvdJ50IR20&t=115). The time for alarm was back when politicians started the War on drugs, the Crime Bill, the impunity around the Iran-Contras scandal, the repeal of Glass-Steagall, the Patriot Act, Guantanamo, the normalization of torture, the warrantless spying, the broad usage of civil asset forfeiture, the invasion of Iraq under false pretenses and without a formal declaration of war from Congress, the Wall Street bail outs and the impunity due to "too big to fail/too big to jail", the prosecution of whistle blowers on warrantless spying and war crimes, the passing of the "Hague Invasion Act" to protect American war criminals... Someone like Donald Trump is just where this road ultimately leads to.

xolana_

Add Iran to that list too. The IR have such a weird relationship with Venezuela.

Extra_Progress_7449

If i am going to invest money into any organization/startup....if I am going to incur 100% loss, I also want 100% gain.....anything less than 100% gain, benefits the startup founders solely...which is why you will be hard pressed to find any quality funding....if you simply looking for volume funding, then use the platform below; chain of custody receipts protect both parties. Have you published a Red/Green/Blue Paper on your platform? This would also be equivalent to a Business Plan....no quality seed-funder will take less than any of those Have a website selling your idea and published documents related to IR goto these URLs and get comparative/differing opinions \> [https://fi.co/benchmarks](https://fi.co/benchmarks) \> [https://www.startups.com/investors/matching](https://www.startups.com/investors/matching) \> [https://visible.vc/blog/startup-funding-stages/](https://visible.vc/blog/startup-funding-stages/)

ffo_kcuf_og

Based on Carvana's financial filings for 2025, the volume of dollar transactions with **DriveTime** and other related parties is disclosed across several categories. Note that while DriveTime is a significant related party, Carvana's filings often group "related party" transactions together, which includes entities controlled by the Garcia family. # 2025 Related Party Transaction Volume According to the **Q2 2025 Financial Results**, transactions with related parties for the first six months of 2025 included: * **Wholesale Sales and Revenues:** Carvana generated **$17 million** from related parties through wholesale channels during the first half of 2025.   * **Cost of Sales:** Carvana paid **$7 million** to related parties for vehicle-related costs. * **Selling, General, and Administrative (SG&A) Expenses:** Carvana incurred **$15 million** in SG&A expenses paid to related parties, which often includes lease and service agreements.   # Specific Balances and Agreements As of the **June 30, 2025 balance sheet**: * **Due to Related Parties:** Carvana owed **$62 million** to related parties ($24 million in accounts payable and $38 million in other current liabilities).   * **Lease Obligations:** Carvana maintains several lease agreements with[DriveTime](https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/annual-report-2024.pdf)for inspection and reconditioning centers (IRCs), with right-of-use assets totaling **$8 million** from these leases as of mid-2025. * **Service Agreements:** The[2025 Proxy Statement](https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/proxy-statement-2025.pdf)notes that while major agreements are established, the company periodically enters into minor transactions with DriveTime that do not exceed $120,000 individually. # Important Clarification It is important to note that **DriveTime is not a subsidiary of Carvana**. They are separate companies that are considered "related parties" because they are both controlled by **Ernest Garcia II** and **Ernest Garcia III** (the "Garcia Parties").

Ok_Cry7572

It is unusual for TSLA to send out a press release with quarterly consensus delivery estimates. Interestingly, Bloomberg consensus, which tends to be stale since it is depends on analysts updating their estimates in a timely manner, shows a 4Q delivery consensus of 445K, vs the IR-derived 4Q consensus of 423K. Obviously, someone at TSLA wanted the IR-derived consensus to be distributed as widely as possible. This suggests to me 4Q actuals are more likely to be in the 420K range than the 445K range Again, one has to align a potential 4Q delivery shortfall with the expectation that $TSLA could announce by midnight Wednesday that they are removing some or all safety monitors from Austin robotaxis.

Medical-Shoulder-337

PP bales are the entirety of Operating costs? learn something new every day. Please link to the published mass balance So you can ignore Media and regen costs? Waste handling (not bales), etc The video you linked is a gravity separator, maybe he talks about it but IR sorters look like this - [https://bulkhandlingsystems.com/equipment/nrt-spydir-hs/](https://bulkhandlingsystems.com/equipment/nrt-spydir-hs/) How can you know what the operation costs (COGS?) are if you don’t have the mass balance? It’s impossible

burner-1234

It’s literally been published. This is a patented process. You can go find used PP bale prices online, add on transport, then look at energy usage - there’s your costs. What is in that video is literally a TOMRA IR optical sorter. You are obsessed with your mass balance report but how can you even do one correctly if you don’t know what’s going into the plant?

Medical-Shoulder-337

How are you estimating the operating costs(?) if you don’t work for the company and don’t have the Mass balance? Well if someone on Seeking alpha thinks it’s $0.40, it must be true. Again is that at nameplate? The video is worthless, theyve got a light/heavy separator I would expect some type of IR sorter to get impurities out

sunfishtommy

Yea maybe one day but the tech is not there right now. Nobody is walking around with apple visions on their face. And less obtrusive products are not nearly as capable. The problem I think is these tech companies are treating these IR and AR products as stand alone products when they are actually accessories for your phone the same way a smart watch is. The reason the ray ban glasses have been popular is because they lean into something that the glasses are good at. Un-intrusive POV filming and streaming. They don't try to have a user interface or replace your phone or computer they are there to extend your phones capability. They compete more with goPro than with a laptop. And most importantly the price point is very affordable.

sunfishtommy

Social media was way more interested in IRAnd AR than the average person. When steve jobs introduced the iPhone pretty much everyone immediately saw how useful it would be. A tech swiss army knife in your pocket. And while developing a developer base certainly helped it was not required. An iphone with only the default apps was still incredibly useful and much easier to use than your average phone of the time. Having a phone that could take pictures surf the internet listen to podcasts do alarms be a calculator have a calendar and take notes was useful all by itself. Even with no 3rd party apps developed. In contrast i cant think of how an ar headset is useful to me. Anything I can do on an AR headset i can pretty much already do with my phone or computer. In fact in a lot of ways an ar headset is less convenient. Like say i want to watch movies. An AR headset would be pretty cool. Watching movies in 360 fully immersed. But only I can watch that movie. If someone else wants to watch that same movie with me at the same time they better have a whole other headset. Which is fine except these thing cost as much as a high end TV. The thing that truly makes AR and IR headsets ridiculous is when due to lack of development or imagination they display essentially a rectangular computer monitor in front of you. So you are wearing this ridiculous and expensive headset so you can get the same viewing experience as a tv.

Focux

I’m a LP with Blue Owl, will hear what their IR emails on this matter. I’m sure all other LP’s will be spamming their inbox now

volly1985

I asked my friends at dinner last night if everyone maxed out their Roth IRA this year yet, thinking they maybe didn’t know they have till tax day next year. They were like “Huh? Who’s Ross? IR what?!”

will0593

You sound like an NYC street preacher. Just because your pitch is quick or cane from the head of IR, doesn't mean that it's sensible

EarlyDuration

There are a few specific angles I have that are different. 1 is that I got to interview the Head of IR for this. 2 is that I package up everything in a very succinct way.

concerned_citizen171

For those still following this situation, the Sidoti Conference presentation on December 11th was quite thorough - including valuation relative to public peers. XBP's IR website has links to the webcast and slides used.

TheInkDon1

So you didn't like me adding the 'S'? I didn't spell it out like you did there, so are you saying that calling it a LEAP Call is less redundant than calling it a LEAPS Call? I wish we could get rid of the name entirely, because it's outlived its usefulness from 1990 when they were invented. But still, that's their name, 'LEAPS'. Should we save a letter everywhere and call an option an optio? A Call a Cal? A Put a Pu? NVDA NVD? A Roth IRA a Rot IR? Where would the madness end?

dont_downvote_SPECIL

Gemini is so much better than ChatGPT, this is what Gemini said when I wanted an overview for the NFL season As of today, Thursday, December 4, 2025, the NFL is kicking off Week 14 with a pivotal matchup, and the playoff picture is heating up as we enter the final month of the regular season. Here is what is going on in the league right now: 1. The Week 14 Kickoff: Cowboys vs. Lions (Tonight) The week begins tonight with Thursday Night Football featuring the Dallas Cowboys (6-5-1) visiting the Detroit Lions (7-5). * The Storyline: The Cowboys are one of the hottest teams in the league, riding a 3-game winning streak that has vaulted Dak Prescott back into the MVP conversation. Meanwhile, the Lions are fighting to stay in the NFC wild-card mix after struggling with consistency recently. * Implications: A win for Dallas would solidify their playoff positioning in a crowded NFC, while a loss for Detroit could push them to the playoff bubble. 2. Playoff Picture & Standings Both conferences have surprise leaders as we head down the stretch. AFC: The Patriot Way Returns * Top Seed: The New England Patriots (11-2) currently hold the #1 seed in the AFC. They are on an 8-game winning streak, led by breakout sophomore QB Drake Maye. * Contenders: The Denver Broncos (10-2) are right on their heels in the West. The Jacksonville Jaguars (8-4) lead the South, while the Baltimore Ravens (6-6) are clinging to the North division lead in a tight race with the Steelers. * In the Hunt: The Chargers (8-4) and Bills (8-4) are strong wild-card teams, while the Chiefs (6-6) are fighting for their playoff lives. NFC: Bears on Top * Top Seed: The Chicago Bears (9-3) have claimed the #1 seed in the NFC, leading the North. * Contenders: The Los Angeles Rams (9-3) are dominating the West, led by a resurgent Matthew Stafford. The defending Super Bowl champion Philadelphia Eagles (8-4) lead the East but have looked shaky recently. * Wild Card Race: The Seahawks (9-3) and Packers (8-3-1) are firmly in the mix, while the Buccaneers (7-5) lead the South. 3. MVP Race The race for the 2025 NFL MVP is narrowing down to a few key names: * Drake Maye (QB, Patriots): The clear frontrunner, having led New England to the league's best record. * Matthew Stafford (QB, Rams): Having a career renaissance year and keeping the Rams atop the NFC West. * Dak Prescott (QB, Cowboys): A dark horse candidate who has surged up the odds boards thanks to Dallas' recent hot streak. 4. Key Injuries & News * Indianapolis Colts: Dealing with a major QB crisis. Anthony Richardson is on IR, and backup Daniel Jones is playing through a fractured fibula, limiting the offense significantly. * Minnesota Vikings: Rookie QB J.J. McCarthy (concussion) and RB Aaron Jones (shoulder) are both banged up heading into their weekend matchup. * Tampa Bay Buccaneers: Hopes are high for the return of WR Mike Evans soon, which could boost their playoff push. Next Step Would you like a breakdown of the playoff scenarios for a specific team, or are you looking for fantasy advice for the Cowboys/Lions game tonight?

ButtholeAnalogy

Anecdotally I am seeing a ton of clients using our IR services much less, boss is freaking out, so am I now.

Alarmed_Sell_1583

Thanks for your detailed reply! I agree that CTB spikes can be a catalyst, but they’re not the only driver of a squeeze, especially in microcaps where borrow availability, utilization, and the effective lendable float often matter more. You pointed out that shares available are bouncing off zero. When the lendable pool is consistently empty, the short side is already operating at its limit, whether CTB is moving in a ‘hockey stick’ pattern or not. Regarding the float numbers, I’m not claiming everyone is wrong, only that the tradable or lendable float can differ materially from the headline float shown on public sites. That’s normal in microcaps with insider ownership, locked shares, and limited institutional lendable supply. Different vendors report different floats because they measure different components (total float vs. effective float vs. lendable float). That’s why comparing methodologies is useful. If you have a specific breakdown from IR, I’m happy to look at it. Cheers!

mouthful_quest

Won’t be surprised if mango calls up BOJ and tell them not to raise IR otherwise it’ll trigger another YCT.

Many_Easy

I’m staying the course based on financial and operational improvements. Similar was recommended to me when I was buying at USD 35¢ ATL in June. I sold portion of my shares a few months later for a hefty profit. If financials and operations were doing poorly or not improving, then I’d be concerned. I’m sticking with my thesis as the issue is valuation and not operations. I’m still DCA as well. However, I do believe that Tilray does need to improve their **perception** to retail investors. The buck stops with Irwin Simon and he’s responsible for managing it no matter how hard it is. That’s why he’s paid the big bucks - he accepted that responsibility. No more interviews on The POW Group, remove Renah Persofsky and other BOD members that don’t add value. Maybe offer a cut in salary for more equity. Maybe reduce outside interests. Fix IR and PR. Improve their social media. I believe Irwin Simon is doing best he can, but he really needs to do something to quell retail shareholder unrest. At the end of the day he’s the face of Tilray and he does report to shareholders. I’m well aware of the risk/reward scenario here.

Fancy_Thanks3372

What are your career goals? Would you ever want to head over to IR?

Icy_Jelly_315

It's Thanksgiving mate, give yourself a day off from being a retard why don't you, and eat some turkey? Look at the Industrial revolution. You go from human and horse and wind power to godlike strength and speed. Now look at AI, which performs like an exceptionally retarded dei hire. Even if it didn't, the IR didn't lead to societal breakdown and UBI and shit did it? Oscar Wilde the prominent ghey wrote an essay called The Soul of Man under Socîalism about how we would all hang out creating works of art instead of working. Didn't happen You're talking about the Jevons Paradox btw. Jevons was pretty unretarded.

HofT

IR firms don’t determine whether specific shares are unrestricted or part of the public float. They don’t remove restrictive legends, they don’t issue 144 legal opinions, and they don’t decide when shares become free-trading. An email from an IR rep is not a legal document. It doesn’t override what’s in the SEC filings, and it doesn’t show the Rule 144 chain of custody, the exact acquisition dates, or whether a legend was actually cleared by the transfer agent. Those things only come from filings or the TA’s records. The 10-Q confirms the shares were issued and outstanding, but it doesn’t confirm they are registered or that they entered the float. Without a filing showing registration or a documented legend-removal under Rule 144, it’s not possible to assume all 4.3M October shares are trading today just because IR said they were issued.

Possible_Cheek_4114

Well blue lasers are not uv for a start! Lol 😂 Why blue better then ir do you own research! Much better metal absorption 5 to 20 times better then IR. Smaller spot size higher precision. More compact, efficient diode arrays lighter system. Better interaction with electronics and materials. Works better on reflective surfaces aluminum, copper, shiny drone parts.

Candid-One813

No. IR radiation is significantly better absorbed by surfaces than UV. Also, IR has far better atmospheric penetration and has a nice window that absorption and scatter can be minimized (while UV is very well absorbed by water vapors and a lot of other things). You have 0 understanding of the technology you invest in.

Leaper229

Stock price tanking means lower morale for employees and dissent from major shareholders. Of course IR is afraid

WTF-US

I don’t think there’s a magical free site that gives you a full-on “Bloomberg terminal for one company” with every 10-K/10-Q, call transcript and insider comment perfectly stitched together. If I had to pick one place to start, it’s still SEC EDGAR + the company’s IR page – that’s the source of truth for 10-Ks/10-Qs/8-Ks, proxies, etc.

ecnecn

**Before adopting intelligent monitoring, Ford’s EV battery testing facility** MSAI is just asking to use testing environments to study their IR tech combined with licenses AI/ML-tools (not their own AI/ML tech, just bought)

ecnecn

They use Amazon AWS for hosting and the AWS AI/ML testing environment - MSAI is just the client and Amazon the provider. MSAI is not on the Global Partners list and Amazon announced no cooperation. Everyone who is suging AWS Servers and the Testing environment is an "AWS Partner" but is not in a real Amazon partnership. Some trolls bought MSAI low and try to convince people. Throuwh AWS AI/ML testing MSAI has access to the cams and robots to test IR-cams images. This investment trolls try to twist it like they implement their tech their. MSAI made a tour through one Amazon AWS testing warehouse, the trolls here try to sell it as a business meeting.

Ok_Bedroom_5088

Private or public? Either way, interesting talking points ! Made my own FDA, Clinicaltrials data pipelines and 10K/20F/10Q/40F XBRL & ASCII parsers, which connect to my RAG/LLM infra. *(as part of a startup).* What I also integrate are phase update-, and industry presentations, which you can locate on most IR websites. Be aware that open gov. company names aren't standardized, and that you may find it hard to locate subsidiaries. That's extra work on top ! Quick copy-pasted exmaple: "Pfizer Inc": [ "PFIZER INC", "PFIZER INC.", "PFIZER, INC", "PFIZER", ... ], Regarding filings/XBRL; I'd pass on most retail tools, since they're undercomplex and repetitive. Another resource may be courtlistener or similar, to track lawsuits mentioned in filings once a while. Thoughts? What's your current workflow?

ecnecn

This. They dont have IR patents they literally bought the AI solutions from third parties and combined it with IR.... there is no original tech.

PRguy82

ASBP making moves on low volume. This thing can pump. NFI. Long term they have a lot of good R&D and pipeline. IR said they have updates coming soon that should move this.

Dirtygeebag

I don’t understand your point. They use a combination of sensors, thermal IR is one. They also use visible light (camera), vibration sensors, acoustic and laser spectroscopy. They intent is not to manage events, but to detect them to prevent unplanned downtime. IR cameras help with heat detection which is a significant cause in equipment failure. Conventional cameras, and thermostats won’t be replaced. It’s a fleet of sensors that will be used. I’m in vested in MSAI for long term. I’ve worked in a team providing DC consultancy. Unplanned downtime was a massive issue for them, and much of their monitoring was manual. I see this as a solid stock over the next 3-5years

Due-Papaya-6217

I think that must be an error with Stocktitans AI. This is direct from their IR https://feeds.issuerdirect.com/news-release.html?newsid=5668113967057105&symbol=MGRX

Beginning-Fig-9089

[we neeed cash to pay Open AI](https://www.wsj.com/business/earnings/softbank-groups-profit-doubles-on-openai-investment-c01d85a4?gaa_at=eafs&gaa_n=AWEtsqc4AI8LvW9zZNHOgOXiCP1rhoBllZYTPRcsiwD0DSbEXTRPPydQK2OtzdKVZfI%3D&gaa_ts=6913951d&gaa_sig=58EbQ-L2j-M3uLQ6TTtz7LzlNbk6GVmK80QxFD14lSudk0IR4SSE2X1nUCtEgOhrJHjSGM4zqW30xmLGCEzgTw%3D%3D)

JohnDavisStorm55

Fair-but the good part is the IR cadence looks like they’re lining up those channel steps. A distributor headline is probably the single cleanest catalyst.

cooldaniel6

Ai is going to create jobs as well which is something no one seems to mention. Same thing happened during the IR. Won’t be the same people and it’ll be less but still.

C0II1n

You oughta take the A’s out of that, then put IR between V and G cause that’s what u are

lil_Senshi

Yes you can… stealth jets aren’t completely invisible on radars for one… IR tracking missles can do it, and SAM’s can do it Bucky. You seem like you lost a lot of money today😂

No_Art_2787

Im a vascular IR RN. Its cool tech. Super small demographic. Tons of pharma solutions for clots that dont require a level 1. JNJ shockwave has a larger customer base potential.

Then-Following-1475

1) A big client (Amazon whether you choose to believe it or not) just extended an offer so this gets them more business and exposure 2) If you read the IR material, they mention the advancements currently happening and it’s only getting better with the spending they are putting to maintain and grow their client base. Likewise, their products are cheaper than competitors (mentioning Teledyne FLIR)

Hour_Transition5047

TL;DR: Thu 6 Nov, 08:30 ET Q3 call  → Sat 8 Nov, 13:00–14:00 ET AASLD poster  → Tue 11 Nov, 11:45 ET AASLD late-breaker oral.  Company guides to 48-week IMPACT readout in Q4. Float ~87.6M; shorts ~21.5M (~25% of float); days-to-cover ~7.8.  I’m watching for 2–3× volume vs recent avg, OTM calls into those dates, and fresh IR slides. Not a buy/sell call.  Why this catches attention: mid-stage liver/weight signals → next data/reg path colour.  With hard dates on the calendar, positioning can matter more than opinions for short windows. Key dates & numbers: Earnings call: Thu 6 Nov 2025, 08:30 ET.   AASLD poster: Sat 8 Nov 2025, 13:00–14:00 ET. AASLD oral: Tue 11 Nov 2025, 11:45 ET. 48-week data expected Q4 2025.   Float: ~87.6M. Shares short: 21.5M (25% of float). Days-to-cover: ~7.8.   Set-up tells to watch: Volume lifts to 2–3× recent average without negative news. Options: OTM calls stacking into the catalyst week. Tape: late-day dip buys; quick recoveries. IR drops: slide/poster uploads that circulate easily.

Hour_Transition5047

Hey all, Not a buy/sell call — sharing a setup I’m watching because the risk/reward is changing with time-boxed catalysts and shorts are still in. 1. Structure first: why this even matters • Ticker: $ALT • Float: relatively tight vs. daily volume on news days • Shorts: still meaningful — which = fuel if they’re wrong on timing • Catalyst window: company already put dates in the public domain (earnings + liver data), so we actually know when the next info hits • Sector narrative: obesity/MASH names are back in rotation — attention helps. When you get (shorts) + (attention sector) + (dated catalyst) you don’t need everyone to pile in — you just need enough volume ahead of the date to make shorts uncomfortable. 2. What the crowd is likely to react to • It’s a data/name stock, not a zombie shell. • The drug (pemvidutide) has real 24-week data in MASH/weight already out there. • Management already said they’re moving toward 48-week data + FDA conversation. That’s a story people understand: “data → talk to FDA → Phase 3”. • That’s easy for Reddit/FinTwit to narrate. So you’ve got a story people can repeat in 1–2 sentences — that’s underrated. 3. Why shorts stay in (and why that’s a tell) Shorts love these because: 1. It’s biotech (binary outcomes, dilution risk). 2. Phase 3 in MASH is expensive → “they’ll raise”. 3. Data not 100% de-risked → “I can stay short until the readout”. That’s fine — but when the calendar gets close and volume wakes up, shorts have to rethink sizing. That rethink = potential upside pressure. 4. What to watch (this is the important part) • Volume spike before the event – if average daily volume suddenly 2–3x’s without bad news, someone is positioning. • Option chain getting busy – especially if OTM calls pick up in the same expiry as the catalyst. • Tape around pre-market/last hour – if it keeps getting bought back after dips, that’s someone absorbing. • Company IR drops slides/posters – gives fresh material for socials to circulate. If 2 or more of those happen at the same time, shorts don’t have a free ride anymore. 5. Possible headlines the market can latch onto This is how I expect people to talk about it (this is psychology): • “Small float MASH name with real data coming” • “Shorts still in before the 48-week readout” • “Next GLP-1/MASH sympathy runner?” • “Call today – management will have to guide” You don’t need them to be true in the strongest sense — you just need them to be plausible based on public info. 6. Risks (read these, seriously) • If the company pushes the timeline → setup weakens. • If they guide to a big, near-term raise → shorts relax. • If the 48-week data underwhelms → it unwinds fast (biotech). • This is not BYND — that was a perfect storm of short interest, meme ETF flows, and viral clips. Don’t assume repeat.

Hour_Transition5047

Altimmune ($ALT) — Near-term catalysts in MASH; 48-week readout and FDA meeting on deck Altimmune’s dual GLP-1/glucagon agonist pemvidutide has positive 24-week Phase 2b data in MASH with weight loss and strong NIT signals. Near-term catalysts include: (1) Q3 results + business update on 6 Nov 2025, (2) AASLD late-breaking oral/poster the same week, and (3) 48-week IMPACT data in Q4 2025, followed by an End-of-Phase-2 (EOP2) FDA meeting targeted for Q4 2025. Cash was $183.1m (30 Jun 2025). Watch short-interest dynamics and the Phase 3 path in MASH.  Investment thesis (biotech-focused, medium risk) Clinical signal: At 24 weeks, pemvidutide met the primary endpoint (MASH resolution without fibrosis worsening) with up to 59.1% response in ITT analysis, alongside meaningful weight loss and improvements on NITs (e.g., ELF, VCTE, cT1). These markers support anti-inflammatory and anti-fibrotic activity pending biopsy-based confirmation at 48 weeks.   What’s different: Company secured late-breaking slots at AASLD 2025 (oral + poster) for 24-week data, a credibility signal in liver circles, and guides to 48-week IMPACT data in Q4 2025 (weight, NITs, safety).   Execution adds up: Altimmune scheduled Q3 results and business update on 6 Nov 2025; management recently strengthened clinical leadership by appointing Christophe Arbet-Engels, M.D., PhD as CMO to steer Phase 3 in MASH.   Near-term catalysts (dated) 6 Nov 2025 (Thu): Q3 results & business update call (watch for Phase 3 colour, 48-week timing, cash runway commentary).   7–11 Nov 2025: AASLD The Liver Meeting late-breaking oral + poster on 24-week IMPACT data; expect slides/posters on the IR site.   Q4 2025: 48-week IMPACT readout (weight loss trajectory, NITs, safety; biopsy subset/AI fibrosis analyses may be discussed). Company also targets EOP2 FDA meeting in Q4 2025 to align Phase 3.   Balance sheet & ownership watch-outs Cash: $183.1m as of 30 June 2025; net loss $22.1m for Q2. Provides a cushion into 2026, but Phase 3 will be capital-intensive—monitor financing overhang.   Short interest: As of 15 Oct 2025, reported short interest around 21.5m shares (down vs end-Sept). Any data surprise can move borrow/price quickly.   Pipeline context (beyond MASH) Obesity: EOP2 meeting for obesity completed previously; programme remains a strategic option post-MASH clarity.   Adjacencies (liver/behavioural): RECLAIM (AUD) and RESTORE (ALD) Phase 2 trials initiated in 2025 - optionality if MASH succeeds.   Key risks Biopsy-level uncertainty: 24-week signals are strong, but regulators care about biopsy endpoints and longer-term safety; 48-week data are the inflection.   Funding/di­lution: Advancing to MASH Phase 3 likely requires more capital. Watch the Q3 call and subsequent filings.   Competitive landscape: GLP-1s and emerging MASH agents are crowded fields; differentiation on efficacy/tolerability, fibrosis impact, and combo potential will matter (AASLD discussion will help).

FriendlyQuit9711

What brand of hopium are you all smoking?? We just lost back to back forever wars and everyone in the comments is pulling a full Putin acting like the war would be over in 3 days. A war with Venezuela would make our experience in the Middle East look like a kindergarten party. Venezuela is 52% jungle…. Like… end of sentence I’ll go further though It’s also 53% mountainous highlands Specifically the Guayana Highlands and the Lara Falcon Highlands. (But 52% + 53% > 100%) Ya because the a large chunk of the country is an overlap of jungle covered mountains. And it’s just us, no coalition, ZERO international support. We will take the sea and the air and it will give us zero strategic advantage. The Taliban had to dig caves to hide from IR they never had a canopy. Also, NOONE KNOWS WHY WE ARE GOING TO WAR!! FUCKING NOBODY!! NOT YOU NOT THE SOLDIERS NOT THE GENERALS NOT THE PRESIDENT Noone… Is it to stop drugs? Is it for regime change? Is it to start a new Venezuela democracy Are we supposed to be wining hearts and minds or will a nuke suffice? How to make money on this? Easy invest in what China is investing in. Not in Chinese companies, rather what Chinese companies need to grow.

ProfessorAkaliOnYT

potential +30% catalyst for $NBIS on wednesday [https://x.com/sarfatti\_IR/status/1982768915261620493](https://x.com/sarfatti_IR/status/1982768915261620493)

mdew720

Sources? Their IR page has nothing. Not a good look.

EngineeringWeekly682

I couldn’t get this screenshot to upload correctly in the post but here’s the personal response from the CEO after I emailed IR about signing up for email alerts. I really just think that this is a chance to get in super early on a company that was recently restructured 🤙 https://preview.redd.it/g74m9fx6rmxf1.jpeg?width=1344&format=pjpg&auto=webp&s=7788e8c369d29331904cc189f2f447044045ca0e

cheddarben

Yup. Been lucky some years. Not lucky other years. Overall I am ahead AND I enjoy it. So… I do it. I have long liked digging into financials. I don’t do them anymore but I kinda miss digging deep into penny stocks. I will never forget calling the IR number of one and getting the CEO, who confirmed to me through his lack of knowledge of the gold industry, that he was full of shit

sigizmundfreud

This is a tough call but I suspect 2026 will be the year Waymo fully breaks into public consciousness which will help make the case for autonomy more generally. The America Drives Act, which will significantly reshape the regulatory environment for autonomous freight transport, is on a timeline to be made into law mid to late 2026. https://www.congress.gov/bill/119th-congress/house-bill/4661/text So I'm cautiously optimistic that pressure will build to rotate into autonomy stocks next year. Throughout 2026 and 2027 I expect Aurora to keep hitting milestones as outlined in their IR deck. https://ir.aurora.tech/_assets/_aea05bc7e00b8acfa22bc54ae529f699/aurora/db/937/9974/pdf/Investor+Presentation+-+July+2025.pdf

likamuka

There is this recent bank from Tennessee that IPO's. Went to their IR website. Their entire news section are fucking Word documents that you have to download. They are not protected, you just download Word documents an intern typed and uploaded to as IR news. Not a bubble.

sigizmundfreud

Market Cap is still tiny versus a projected 2035 $600B autonomy pool (McKinsey) and is even small versus Aurora’s near-term SAM. You don’t need monopoly outcomes for multi-bagger math; low-double-digit share over time can justify multiples of the current cap. See their IR deck: https://ir.aurora.tech/_assets/_aea05bc7e00b8acfa22bc54ae529f699/aurora/db/937/9974/pdf/Investor+Presentation+-+July+2025.pdf

SlfImpr

$TSLA **YoY** * Net income attributable to common stockholders (non-GAAP): **-29%** * EPS attributable to common stockholders, diluted (non-GAAP): **-31%** ^(Source:) [^(https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2025-Update.pdf)](https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2025-Update.pdf) Calls!!

WindMiddle1130

https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2025-Update.pdf

NeitherGas5326

Global Tactical Metals Corp. (GTM), trading as MONI on the Canadian Securities Exchange, is a junior explorer laser-focused on critical minerals like antimony and tungsten—metals pivotal to defense, renewables, and electronics. GTM is positioning itself as a North American play in a market starved for domestic supply amid soaring antimony prices and geopolitical tensions. With a micro-cap market cap of ~CA$1-2M and recent trading volume spikes (e.g., 7M shares on Oct 15, 2025), GTM screams undervalued opportunity for risk-tolerant investors. Here's why it could deliver 5-10x upside in the next 12-24 months: 1. Antimony Tailwinds: Prices at All-Time Highs, Demand ExplodingAntimony is the hottest strategic metal of 2025, with spot prices hitting US$51,500/ton—up 300%+ from 2023 lows—driven by China's export curbs (70%+ of global supply) and Russia's sanctions-hit output. Global consumption is projected to grow at 2-4% CAGR to 103K tons by 2033, fueled by: Defense Surge: Antimony's role in ammunition, night-vision sensors, and flame-retardant gear aligns with US defense spending at $2.46T in 2024. U.S. DOE's $150M funding for critical minerals and 60% North American sourcing mandate (effective 2025) scream policy support. 2. High-Impact Assets: Proven, Scalable Exploration UpsideGTM's portfolio is stacked with low-cost, high-grade potential in mining-friendly jurisdictions: Green Mine (Nevada, USA): Staked in April 2025, this past-producing antimony deposit in Pershing County delivered blockbuster May 2025 sampling: 7/10 grabs >10,000 ppm Sb (1%), with highs of 17.7% Sb, plus silver (up to 1,200 g/t) and lead bonuses. Historical production + on-site verification (mapping, geochem, geophysics) positions it for rapid drilling and resource definition. Nevada's pro-business regs and proximity to infrastructure make it a gem. Minerva District (Nevada): April 2025 staking covers historic tungsten mines (e.g., Silver Bell) with >1.35M lbs past output. High-grade scheelite veins offer dual exposure to tungsten (another critical metal, prices up 20% YTD). Darling Township (Ontario, Canada): 1,400+ ha expansion targets antimony in a stable, accessible area (300 km from Toronto). Complements US assets for diversified North American footprint. These aren't greenfield wildcats—historical data de-risks them, with assays confirming economic grades. Next catalysts: Q4 2025 drilling permits and results could ignite re-rating. 3. Micro-Cap Leverage: Asymmetric Risk/Reward At CA$0.01/share and $1-2M cap, GTM trades at a fraction of peers (e.g., U.S. Antimony at $100M+ cap despite smaller assets). With 50M+ shares outstanding and low float, news flow could spark explosive moves—recall the 7M-share day on Oct 15. Technicals show bullish hold signals per Barchart, with volatility (50%) favoring juniors in bull markets. Funding via CSE eligibility and IR outreach (SMS alerts, presentations) supports runway without heavy dilution.

VastCar6051

hank you for sharing your professional insight. You are absolutely right that Dexcom offers real-time monitoring, but Profusa's distinction is critical: **Tissue-Integrated Biosensors**. Unlike Dexcom, the Lumee sensor is designed to be **implantable for 6-12 months (or longer)** without replacement, offering continuous, sustained monitoring that existing adhesive sensors cannot match. **This eliminates the need for frequent sensor changes, which is a significant quality-of-life upgrade for patients.** Furthermore, I fully agree on the website/IR issue. **I have already sent a direct, detailed inquiry to CEO Ben Hwang,** demanding better investor relations and updates. I am awaiting a positive response.

STOCKSHAMAN

Been in the resource exploration business for 40 years now. Never, and I mean never, have I seen a better risk/reward equity. They are going to the France conference, what you don't know is France made a massive Hydrogen discovery est .to be worth $92 BILLION. Presently, a huge initiative is underway to transport it into Germany (pls note the German IR contract) The plan is to bulk store the gas under 2 salt domes in Germany..What might happen to the MAXX stock shares should they hit a similar-sized deposit in Sask., Canada? $10 a share $100 a share is a possibility...that is why I am a shareholder, high risk./unfathomable reward

exvertus

Not saying the OP's reason should be given any weight, but be \*very\* cautious here. SOFR is spiking above IORB without the typical quarter-end/taxes excuse. There is already known junk collateral in private credit and that's probably just the tip of the iceberg. The yield curve inversion -> bullish steepening, corroborated with IR swaps, SOFR futures, and the recent repo fails have been signaling things could go illiquid soon.

emptyminds0110

Predicting Derivatives (e.g., options) with OpenAI is suicidal. There are quant nerds working around the clock on Wall Street and beyond. Summary: Interest rates (IR), the Consumer Price Index (CPI), commodities, and even the President’s decisions all impact two key areas: FX and bonds. These, in turn, influence the futures market, which sets the direction for the day for indices, equities, and related instruments. Attempting to use AI to trade equity options without considering the macro-to-intermediate derivative layers of the market is misguided, because equities and their options are downstream in this multi-quadrillion-dollar financial system. We all are subjected to our own Biased including myself. Hope you see though it and conquer. Start with unusualwhales bro, keep it simple. They have tons of wonderful thing that makes you $$$$. this will give you an idea what is working and what can be improved in your Prompting AI effort. Claude is good for small code snippet but not overall stuff. Cheers

Opening-Sea7814

Took 150mg of IR oxycodone and 80mg of hydrocodone and 3mg of Xanax today

BlLB0

Portfolio managers, investment advisors, and similar professionals can be very useful in certain cases. They’re helpful if you’re investing a significant amount of money but not enough to hire a full-time manager, if you tend to make impulsive decisions, or if you have specific future financial goals. If you’re prone to panic selling or FOMO buying, then you probably need their guidance. Investing, at its core, is simple math involving four variables — Time, Interest Rate, Monthly Contribution, and the Expected Final Amount. Usually, one of these variables is unknown. If you don’t have specific needs (like a target amount, timeframe, or particular risk tolerance-this is related to IR), you don’t need to hire anyone to manage your investments. The best approach is to find the most tax-efficient investment this is usually a retirement account and max it out. Then, simply buy a global ETF that covers the entire market. That’s really all you need to do.

Friendly-Strength420

Pcsa In June, just before the Intact Therapeutics deal, PCSA showed a clear pattern: both the AccessWire ping activity and IR site cache updates occurred about three days before the press release, indicating an embargo upload. Now in October, the exact same pattern has reappeared — the ping and cache changes happened roughly 72 hours before the expected announcement, suggesting the upcoming PR is already uploaded and waiting for timed release. The embargo duration is again about three days, perfectly matching the June setup. Market conditions are weaker this time, but small-cap biotech catalysts often move independently from broader trends. Community sentiment on Stocktwits is actually stronger now — around 85% bullish, compared to roughly 60% bullish in June. Traders are openly calling this a “bear trap,” implying they expect a major rebound. Meanwhile, short interest has risen from about 1.3 million shares in June to roughly 1.8 million now, which could amplify any move upward once positive news hits.

Adtechvet

They have two major problems. 1. Their competitors are multi-trillion dollar companies who can and do subsidize their DSP business to bolster their owned cash cows (e.g YouTube). Their competitors also bring unique data to the table and don’t charge to use it or basic backend solutions that support it (bid shading, cross device audience mapping, etc) Advertisers are becoming increasingly skeptical of ad dollars not going to ‘working media’. These nickel and dime fees are their only option for margin. Not a problem for their massive walled garden competition. Basically they have no media or data assets that are exclusive to them and/or so incredibly powerful that they are what we call in advertising ‘a must buy’. They had the easiest platform to use until they launched their new UI, that power users with big budgets and evolved programmatic practices haven’t received well. Minor improvements by Google and Amazon could crush them, especially as more and more programmatic grunt work gets automated by ad agency applications of AI and automation. 2. They picked up a lot of momentum in 2020 and with that came speculation and a market cap they just can’t live up to. They are not a pandemic stock in the purest sense but there just isn’t enough money for open web intermediaries to live up to it without a serious pivot towards higher margin sides of the business. I would probably not jump in with a significant buy unless it went sub $30. Even then I’d probably pull out most of that after the next good seasonal wave. Another thing is they have a lot of finance expats that know how to butter IR. So anything they say is incredibly deliberate and more savvy than just about any other pure ad tech co.

IJesusChrist

I am now hearing they are in a quiet period... ??? Try to contact IR.

McTrolling69

When I talk finance and I say 'cash' I'm saying not currently working for me. Mostly MMF or HYSA if IR is good.

Ingo2021

Thankyou for shairng as that was an excellent Tech Analysis ...I hope you dont mind if I add to it. **ATCH – Condensed Assessment with Share Value** **Upsides** Revenue (FY25): $10.86M (commissions, clearing, vetting) Operating Loss: $(4.9)M, down \~65% vs prior period Bottom Line: GAAP profit +$5.75M (non-cash fair-value gains offset losses) Capital & Insider Signal: $5M financing in Sept, $2M insider checks Governance: 10-K filed Sept 29; earnings call Sept 30 @ 8:30am ET Share Structure: Reverse split 1-for-60 (Dec 2024); 126.8M shares outstanding (Sept 25, 2025) Revenue Multiple Enterprise Value (EV) Approx. Market Cap Implied Share Price\* 5× (low fintech infra) $54M $54M $0.43 7× (base bull case) $76M $76M $0.60 10× (growth fintech) $109M $109M $0.86 12× (premium fintech infra) $130M $130M $1.03 \*Implied share price = Market Cap ÷ 126.8M shares. Excludes net cash/debt adjustments. **Upside Catalysts** 1. Revenue scaling: Doubling commissions/clearing + vetting 2. Banking optionality: Adding net interest income via CB of Wyoming 3. Operating leverage: Opex already down \~65%; path to breakeven is visible 4. Capital structure & IR: Insider alignment + PCG Advisory → potential for institutional entry **Takeaway:** At today’s \~$0.73 share price, ATCH is trading above a distressed 5× multiple but well below growth fintech ranges. Execution on revenue doubling + banking monetization could reasonably re-rate the stock into the $0.60–$1.00+ zone, with higher optionality if it scales toward $50–250M revenue

Crazy_Willingness_96

This. Analysts in banks (real institutions, not crap auto generated reports) are part of n eco system. - first, ratings are never meant to be what the value should be today. They are always what the analyst thinks should be fair value in 12-18 months. For biotech companies that includes assumptions on certain catalysts - some banks have rules on their covered universe. Think about bell curve distribution skewed towards buy. Why? Because if the analyst thinks a company is shit they tend to just stop coverage. It’s pointless to track small companies only to tell investors how bad they are. Pisses off management, doesn’t interest investors, etc. - analysts job are not about price targets or projections. It’s about generating flow for the bank. So they more they can generate discussions with investors who will then trade through the bank, the better. That means making sure they get answers when they speak to IR. That they get questions in the Q&A. That they can organize investor meetings with management, etc. - some banks have actually stopped issuing price targets for small cap biotech (goldman) You need to think about what analysts job are. they’re not about giving price recommendations to retail investors.