Reddit Posts
Why I think micro-cap Biotron Limited holds the cure for SARS-CoV-2, HIV-1 and other viroporin containing viruses
We're all highly regarded individuals
[OC] Spirit Airlines shares drop -47% in one day after judge blocks JetBlue merger
[OC] Spirit Airlines shares drop -47% in one day after judge blocks JetBlue merger
[OC] S&P 500 Change (%) and Volume/Average (01/09/24)
[OC] Boeing 737 Max Incidents Have Caused an Average -5.5% Drop in Next Day $BA Price
[OC] S&P 500 Volume/Average & Daily Change (01/05/24)
[OC] 2023 Performance of Major Stock Indices
Apple's Wearables Revenue vs Top Companies [OC]
Glass House Brands $GLASF DD [OC] cheap and emerging into low cost cannabis producer moat with high incremental ROIC. $MSOS ETF is buying.
Glass House Brands $GLASF DD [OC] cheap and emerging into low cost cannabis producer moat with high incremental ROIC. $MSOS ETF is buying.
[OC] Stock Market Prices 2023 Light/Dark Mode. Feedback always welcome
[OC] Chart from 17.07.2023 showing sentiment of "China's Economy" (green) in 3,110,486 financial news articles. Blue=USDCNY. Tradervoice.io
[OC] Sentient on "China's Economy" has turned upwards since beginning of July.
[OC] Sentiment on "Inflation" VS EURUSD. The yellow Inflation line is based on text analysis of 3,062,342 financial news articles.
I'm coming out of hibernation (OC)
Nikola Corp Says Received Notice From Nasdaq Informing Co That It Has Regained Compliance With Nasdaq Listing Rule 5450(A)(1)
[OC] Is SPY set for a big spike next week?
(OC) Gold, silver and Bitcoin correlated? The narrative (Based on 1,231,622 news articles) is very prevalent! The assets rise / USD dumps
[OC] Sentiment on "First Republic Bank" narrative breaking positive! Sentiment score defined from analyzing 1,175,702 financial newsarticles
Just bought 50k$ of Drone Volt stock
[OC] Below you see the prevalence of the narrative/topic "First Republic Bank" defined from text analyzing 1,172,220 articles. Earnings day.
[OC] Below you see the prevalence and sentiment of the narrative/topic "First Republic Bank" defined from text analyzing 1,172,220 articles.
[OC] Below you see how widespread the topic "First Republic Bank" has been and is in the news. Fits the drop of the stock price spot on.
[OC] How widespread the "USD" narrative (purple) is. EURUSD relation (blue). Narrative line based on 1,144,245 financial news articles. Br K
[OC] How widespread the "SPX" narrative (purple) is. SPX index price (blue). Narrative line based on 1,137,153 financial news articles. Br K
[OC] Red line = How widespread the Gold narrative has been and is in the news. Blue line = Actual Gold price... Anything interesting?
[OC] How Often Investors Saw Positive Returns for Rolling Periods 1-15 Years (1945-2022)
[OC] Updated size of bank failures since 2000
[OC] Adani Group shares have struggled to arrest continuous decline after the Hindenburg Research report came out a month ago. Watch how the group's market value has plummeted in this dynamic graphic.
Silver Tiger (TSX.V: SLVR) (OTCQX: SLVTF) (FSE: 1OC) Finding KILOGRAMS of Silver at their High-grade Historic Silver Mine – El Tigre. +100% since December
Silver Tiger (TSX.V: SLVR) (OTCQX: SLVTF) (FSE: 1OC) Finding KILOGRAMS of Silver at their High-grade Historic Silver Mine – El Tigre. +100% since December lows, shorts getting burned
Silver Tiger (TSX.V: SLVR) (OTCQX: SLVTF) (FSE: 1OC) Finding KILOGRAMS of Silver at their High-grade Historic Silver Mine – El Tigre.
Silver Tiger (TSX.V: SLVR) (OTCQX: SLVTF) (FSE: 1OC) Finding KILOGRAMS of Silver at their High-grade Historic Silver Mine – El Tigre.
Those CPI reports going right to his head I bet lol. OC
CNBC Einstein after hours reaction to the Fed 75 hammering @ NYSE [OC] 🔻🔻🔻
CNBC Einstein after hours reaction to the Fed 75 hammering @ NYSE [OC] 🔻🔻🔻
The ultimate YOLO - 31 Trillion and counting. Debt clock NYC [OC]
Do you think Jerome Powell would still care about the bears even for what he said 6 years ago? Fuck no. Fuck your puts (OC)
If we’re not in the same tax bracket, don’t talk to me… (OC)
Be greedy when others are fearful? Only if others are selling like there is no tomorrow!
Actually joined the sub and received this message about what this place is supposed to be. Don't think it's been like that in a while?
BLIAQ Total FTD Chart (OC data collected by me)
[OC] Performance of selected ETFs in 2022 thus far
[OC] Performance of selected ETFs in 2022 thus far.
How much other currencies have depreciated against the US dollar so far this year (OC by u/SandiePendleton)
It’s time for CLVS again - Company is about to submit supplemental information to FDA and European Commission for Rucaparib
Citadel LLP UK branch to Voluntarily liquidate
Comparison of Various Investment Methods: Bitcoin, Gold, Oil, Indexes: SP500, Nasdaq, Dow, Small Caps 2K. Three timeframes: Jan 20, Jan 21, Jan 22 to Current. OC
[OC] Warren Buffett Portfolio Update Q2 2022
Best to pull out earlier than later [OC]
$ALLR NASDAQ’s best kept secret. This is an insane value at 1.35, still a 6 mil float. HOY is 18.20. They have 4 top line readouts before EOY, one in September. I expect 500%+ gains from current SP.
[OC] Why you should start investing early in life
Apes be like 🦍🤲💙 (OC) (700 positions on BBBY/1600 on BB)
Bear market studies part 2: historical patterns
There is a 30%-40% Chance We See a "Black ---day" Between July 27th and August 2nd. That's Next Week Suckas.
There is a 30%-40% Chance We See a "Black ---day" Between July 27th and August 2nd. That's Next Week Suckas.
TASK, SOFI, UPST, OC, AMC, VSCO, DKNG ? These are just the Medium Caps. RDBX and others are in the small caps today. 📈 ChatterQuant searched over 800k comments and 500m tweets on Reddit and Twitter to bring you the sentiment data for 6/2. Here is what people are talking about today.
This is how I justify my bad decisions (OC: Pelosi_capital on IG)
[OC] Say it louder for the boomers in the back
US Citi Economic Surprises turns negative (macro $SPY dd)
The Holy trinity has been achieved (OC)
[OC] The True Meaning of Retail Investing.
Twitter needs a new logo [OC] long live The Muskrat
[OC] The Most Popular Stock Trading Apps
Mentions
It’s approved https://docs.oversightboard.pr.gov/n/id6ek3qs8yrm/b/CR_PUBLIC/o/6868_PREPAandNFEnergia,LLC(MultisiteLNGSalesAgreement)(November2025).pdf?_gl=1*1ehsgwg*_ga*MTI3NTQxNTc5OC4xNzYyMjA1MTYz*_ga_LVK7G3FFVG*czE3NjQ0MTY4NTQkbzExJGcxJHQxNzY0NDE2ODY1JGo0OSRsMCRoMA..
If you could read you’d realize I was quoting the OC not the OP.
It'll happen again, in the mid-late 2000's they had similiar sentiments arount the 8800 GTX OC. They defo don't do it on purpose.
Not really. When we upgraded a carrier’s west-coast backbone capacity to OC-48 they bragged that you could send their entire east coast network through it with room to spare. Demand growth was so fast that the next backbone I built was mid-tier at the same speed 2 years later. It’s funny watching compute go through the same cycle.
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See and that’s the part the OC is talking about. Say a company doubles in size each quarter for like 10 quarters. Say it’s a company that does semiconductors. Well, obviously we don’t live in an infinitely large world, and it’s not going to be able to sustain a 2x growth indefinitely. The 2x growths were indicative of it progressively dominating the market. Instead of being indefinite, the growth will be close to an S pattern
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Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
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Thanks for your submission! We love new and original content here on WSB. We have no tolerance for basic templated memes, reposts from the front page, or boomer memes. Yes, this can be a little subjective at times, but we want to show you the best WSB has to offer! If you need some guidance, don't hesitate to reach out to modmail and we'll give you some pointers! A few tips though! • Don't just submit a chart of the current price. Come on. Google only costs $5 per search. (wait, you guys are searching for free?) • Reaction gifs are fucking lame. Put that shit in a comment, no one wants to look at your face in real life anyways so why are you making a thread about it. • Don't repost stuff. All of us are terminally online, how dare you try and make us laugh with an image posted somewhere else. Jokes aside, we don't want to beat a joke to death, so give us some fresh OC and we'll be a lot cheerier.
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Isn’t my OC but find their work really useful
>This is such a rip off and it will run as soon as it ipos then they will dilute the shares like no tmrw to pay all the deals they made. They're responding to this point in which similarly ASTS's current business model has been to pump the stock with pics of Bezos and teasers to launch agreements and then dilute shareholders with ATM offerings over and over and over again. Also, ASTS's technology isn't proven to work at scale, and MNO agreements can easily falter and break if ASTS doesn't execute (which they're very far behind on launch schedule). To share OC's point, pre-revenue speculative stocks like ASTS are up, so seeing a company like OpenAI somehow go green wouldn't be the craziest thing.
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Bro, you’re wearing me out. They don’t have a product? What do you think is processing the water? What do you think they are delivering onsite (OC, Orlando, Detroit, etc.)? They didn’t build anything? FFS. Ok, I’m done. Congratulations on your 105% on something you troll. I’m in at $0.38… for a while. So call me a “willing bag holder”. I’m committed to the 11/12 company meeting barring anything unforeseen.
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You are correct. I guess my issue with OC’s statement is that the dilution had nothing to do with the recent stock price movement. Brain is not braining today.
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It’s funny that you double down on this take when OC is 1) not wrong and 2) getting way more upvotes than you. you’re being semantically pedantic. for what reason?
Jimmy Cooper from The OC was an OG regard. This show was in the aughts, I think right around the time of the 2008 financial crisis or the dotcom bust. "I just need that one stock..."
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>The entire premise of your argument hinges on models not getting better, when models are very obviously getting better - more intelligent, more performant, more efficient. They're getting more efficient but also are plateauing in capability. ChatGPT 3 -> 4 was huge. 4.5 was supposed to be released as 5 but was renamed because it wasn't the huge leap they expected. 4.5 -> 5 was also not the leap like 3 -> 4. Furthermore, if the expenses are still far outweighing the revenue does it really matter for the sake of OC's point?
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*Silicon Valley’s my temple, AMD’s my stonk, Lisa Su’s my YOLO goddess! Computex ‘19, her Ryzen 9 drop—7nm MOON! Her voice? Pure tendies, frying my heart crispy. My AMD rig’s red glow? Lisa’s love in silicon, serving spicy tendies. I’m simping HARD, heart OC’d to 💥. Lisa, my WSB waifu, stack them tendies to the MOON! 🚀😍 #HODL4LISA*
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>no numbers attached Absolute bullshit, you obviously never even looked for them https://374water.com/whitepapers/ >no credibility Their results and demonstrations were obviously good enough for OC San to invest millions in one of their AS-6 units >viable alternatives There are alternatives, but AirSCWO honestly stands out to me as being the best. How many other companies have a commercially available product that can destroy >99.99% of PFAS, across as wide a range of waste streams, running 24/7, without leaving any secondary waste? As far as I can tell, they are years ahead in development compared to anyone else with a product as good as theirs.
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> But then its not one of the most expensive areas in the US is it? “The houses cost a lot” and “its expensive to live here” are two totally different statements. Ignorance. Generally places that have high house prices are expensive places to live. They kind of go hand in hand. As that poster brought up, the OC is expensive to live in. Most of California is. > It costs more to live in an apartment in the bronx than $20,000 a year. Disingenuous. In a whole lot of California, that would be cheap if you are a renter. You are the one be *disingenuous* portraying poor neighborhoods as being expensive. Speaking of which.... > And yeah i bought the cheapest house on the block and it was $800,000 That's a cheap ass house. In my neighborhood, I don't think you would even get a parking spot for that. > My mother in law bought her house in the 80s for $70,000 and that was a lot at the time. Its worth $700,000 now. She still pays $15k a year in property taxes though. And if she was in California, her property tax would be $700 + 40 years of capped increases. Which would make it about $2K by my quick ballpark math.
I would take profit if I were you. I wonder why people buy this stock, have you been to any Chinese restaurants in LA/OC? They've been using these delivery robots pre Covid, Doordash/UberEat drivers arrive and wait for these bots to come out. I think they imported them from China at very cheap price. Technology wise, these are very simple robots, even less than those that highschoolers program in robot competition!
The reason I responded to everyone with what I did was because I thought we were all talking within a specific context of risk profiles of 0dte vs futures. But like I said last night, I might’ve just misunderstood OC. I had a few beers so I wouldn’t put it past me I might’ve been a little dull last night. I wasn’t trying to be arrogant or difficult with anyone. I was enjoying the conversation regardless, even if I didn’t understand OC’s point lol
Thank you but i need to be real you for a quick second. 1. Sure, pilot programs are standard. But they’re not validation until they turn into paid deployments. Every early tech company gets pilots. What matters is conversion rate, and so far none of SCWO’s demos have turned into recurring municipal contracts. OC San has been “evaluating” since mid-2023. Still no revenue from it. 2. The “tiny revenue is normal for deep tech” argument is fine, but that doesn’t make it investable today. You compared SCWO to Tesla 2008. Buddy, they had literally billion-dollar funding, clear demand, and government support. SCWO’s sitting on $600K revenue and a burn rate that’ll force dilution within a few quarters. Completeelyyy diferent league. 3. $1.8B pipeline isn’t “standard,” it’s marketing bullshit. Everyone throws out big pipeline numbers when they need investor excitement. Without a signed backlog, it’s just a ppt presentation. 4. SCWO scaling issues aren’t theoretical. It’s not like “battery tech” his process runs at supercritical temps and pressures that literally eat metal. It’s why SCWO’s been “almost ready” for decades. If they solved corrosion and salt handling, we’d see large-scale commercial systems already. 5. Price action being “real investor interest” is generous. Most of this move came after the CEO swap and vague project talk. No filings, no contract RNS, no new revenue yet. All speculations. I'm not saying SCWO doesnt have potential. They do but you're making it seem like they have all their eggs lined up. I understand the shill because you're invested in it.
I will bite. 1) Pilot programs are normal and essential in municipal infrastructure procurement. OC San is a major California municipal agency, and SCWO being selected even for a demo implies a very high level of vetting. This is not just a lab test, it's real-world validation. 2) Tiny revenue argument: This is standard in deep tech and cleantech. They're in the technology deployment and validation phase, not the profit phase. You don’t judge Tesla 2008 by how many cars it sold. 3) 18B$ Pipeline is a standard. No company claims pipelines are signed deals. You should know that as a biotech junky. it’s about lead generation and deal progression. What is important is deal momentum,and partnership credibility. 4) Hard to scale you said. This is like saying “electric cars are hard to scale because of battery issues” — true, but solving those is the whole point. If this company’s SCWO solution addresses corrosion and scalability, then it’s not a problem. it’s a competitive moat. 5) Dilution risk > Dilution only matters if the company fails to grow value. If the company 10x’s its valuation, dilution is a non-issue. Saying dilution is a issue for a smallcap is just a pure brainless argument. Even ASTS today is still diluting shares left and right. 6) You said pump based on optimisim. Well, its not. CWO is not a meme stock — it’s a niche environmental tech in the hardest-to-solve waste management category. If you’re seeing price movement, it's likely due to real investor interest following milestones and company press releases. If you copy paste your exact comment to any of the quantum stocks or space tech stocks, it won't be 100% not true. There are valid points to some extent. But your argument is overall like I said surface-level and lacks industry understanding.
I'd love to play devil's advocate here because I've had some spare time and did some heavy DD on SCWO. I get the hype. Hiwever, let’s I'm seeing a lot of red flags. Heres my PERSONAL things worth keeping in mind: • That OC San thing, well, It’s still a pilot/demo, not a full-blown revenue contract. They’re testing the system, not signing multi-year deals yet. • Their revenues are tiny (last quarter was like ~$600K) while they’re burning over $4M in expenses. That’s not sustainable unless they raise more money (aka more dilution). • The “$1.8B pipeline” people quote isn’t actual signed business, it’s mostly potential opportunities. Every small-cap company has a fat “pipeline deck” full of maybes. • SCWO tech is cool, but it’s hard to scale. High pressure, high temps, corrosion issues… that’s why you don’t see it everywhere yet. Lab success does not equal commercial success. • now on to the new interim CEO. Sure, $1 salary sounds great, but his comp is all stock options so expect more dilution ahead.A lot more. “Aligned with shareholders” usually means “more shares coming. For those too regarded to read all of it, heres a quick resume. Its promising tech I'll agree with that, but still a pre-revenue company with a long way to go. This pump is mostly based on optimism, not fundamentals. Keep your eyes on contracts, not comments.
Heres the cold truth about SCWO. I'm copy pasting a comment I wrote in another thread Hmmm,I had some spare time and did some heavy DD on SCWO. I get the hype. Hiwever, let’s not pretend SCWO is suddenly the next big thing. Heres my PERSONAL things worth keeping in mind: • That OC San thing, well, It’s still a pilot/demo, not a full-blown revenue contract. They’re testing the system, not signing multi-year deals yet. • Their revenues are tiny (last quarter was like ~$600K) while they’re burning over $4M in expenses. That’s not sustainable unless they raise more money (aka more dilution). • The “$1.8B pipeline” people quote isn’t actual signed business, it’s mostly potential opportunities. Every small-cap company has a fat “pipeline deck” full of maybes. • SCWO tech is cool, but it’s hard to scale. High pressure, high temps, corrosion issues… that’s why you don’t see it everywhere yet. Lab success does not equal commercial success. • now on to the new interim CEO. Sure, $1 salary sounds great, but his comp is all stock options so expect more dilution ahead.A lot more. “Aligned with shareholders” usually means “more shares coming. For those too regarded to read all of it, heres a quick resume. Its promising tech I'll agree with that, but still a pre-revenue company with a long way to go. This pump is mostly based on optimism, not fundamentals. Keep your eyes on contracts, not comments.
Instead of framing it as someone disagreeing with nonexistent claims, did you consider that maybe I just misunderstood OC’s point?
Yea looks like I just misunderstood what the OC was saying. I’ve had a few beers so my brains a little dull right now
Hmmm,I had some spare time and did some heavy DD on SCWO. I get the hype. Hiwever, let’s not pretend SCWO is suddenly the next big thing. Heres my PERSONAL things worth keeping in mind: • That OC San thing, well, It’s still a pilot/demo, not a full-blown revenue contract. They’re testing the system, not signing multi-year deals yet. • Their revenues are tiny (last quarter was like ~$600K) while they’re burning over $4M in expenses. That’s not sustainable unless they raise more money (aka more dilution). • The “$1.8B pipeline” people quote isn’t actual signed business, it’s mostly potential opportunities. Every small-cap company has a fat “pipeline deck” full of maybes. • SCWO tech is cool, but it’s hard to scale. High pressure, high temps, corrosion issues… that’s why you don’t see it everywhere yet. Lab success does not equal commercial success. • now on to the new interim CEO. Sure, $1 salary sounds great, but his comp is all stock options so expect more dilution ahead.A lot more. “Aligned with shareholders” usually means “more shares coming. For those too regarded to read all of it, heres a quick resume. Its promising tech I'll agree with that, but still a pre-revenue company with a long way to go. This pump is mostly based on optimism, not fundamentals. Keep your eyes on contracts, not comments.
Sources for the OC San Unit?
Turning Waste into Gold: The SCWO 1. “AirSCWO” technology – an advanced solution for waste and chemical destruction SCWO uses Supercritical Water Oxidation to break down organic waste, PFAS, sludge, and other difficult-to-treat materials. The technology’s strength lies in the fact that it doesn’t just “transfer” the waste—it completely destroys it, converting it into clean water, inorganic salts, and heat. 2. Wide range of applications — municipal, industrial, and federal sectors SCWO targets municipal clients, industrial facilities, and government agencies. For instance, Orange County Sanitation District (OC San, California) is collaborating with 374Water to deploy a 6-ton-per-day AirSCWO system for sludge and PFAS destruction. If successful, this project could become a major proof-of-concept for broader adoption. 3. Growing global need for waste and chemical treatment With increasing environmental regulations and the rising problem of PFAS (“forever chemicals”), the demand for innovative waste treatment solutions is accelerating. SCWO’s ability to eliminate harmful compounds efficiently positions it as a potentially high-value technology. 4. Meaningful partnerships and real-world deployments • AirSCWO units are already being tested or deployed for PFAS and organic waste treatment. • The OC San project (6 tons/day) serves as a critical demonstration site — if the system operates successfully, it will validate the technology at commercial scale.
1) Firstly, 374Water’s partner-reliant model is intentional, it allows them to stay asset-light and focused on core IP (AirSCWO tech) while leveraging established manufacturing and TSDF infrastructure (example:Crystal Clean). Many emerging cleantech companies outsource non-core fabrication to scale faster without heavy capex. The company has already acknowledged lead time issues and is actively working to shorten supply chain timelines as it ramps production (Q2 2025 shareholder letter) 2) OC San was a proving ground, not a typical timeline. It unlocks faster follow-ons. 3) They are not planning to own dozens of units outright. The DaaS strategy involves co-location with partners (like Crystal Clean) that may fund, host, or share in system deployment. 374Water can pursue project-level financing, strategic partners, or offtake-backed loans rather than fully funding from the balance sheet.
I like what this company is doing but they are desperate for cash, among other things. Firstly, they are not at all vertically integrated and they are reliant on their partners. They have big problems with lead times on important components (valves, corrosion alloys, pressure vessels etc.). OC San contract was awarded in 2021 but it's only this year it's finally going online. Some of these waste-demand projects are time sensitive (military especially) and waiting 12-24 months to have these things built isn't acceptable. If they take the DaaS route, they will need a huge capital outlay, which they simply don't have. Each AS6 requires $5–15M build cost - they can’t self-finance dozens of these. The 1.8 billion figure is not confirmed contracts but revenue opportunity over multiple years. Ultimately, it's a chicken or egg situation. The company will not secure the contracts without the equipment ready to go, but it also needs the contracts to build the equipment. If I'm the CEO/CFO of this company and I'm staring at all these potential contracts, I'm diluting the hell out of my shareholders to create a cash run way so I can build a factory, fast-track production and close the deals. TLDR: I see dilution as inevitable. I'll look to get into this when it has better funding in place.
I like what this company is doing but there are some big concerns. Firstly, they are not at all vertically integrated and they are reliant on their partners. They have big problems with lead times on important components (valves, corrosion alloys, pressure vessels etc.). OC San contract was awarded in 2021 but it's only this year it's finally going online. Some of these waste-demand projects are time sensitive (military especially) and waiting 12-24 months to have these things built isn't acceptable. If they take the DaaS route, they will need a huge capital outlay, which they simply don't have. Each AS6 requires $5–15M build cost - they can’t self-finance dozens of these. The 1.8 billion figure is not confirmed contracts but revenue opportunity over multiple years. Ultimately, it's a chicken or egg situation. The company will not secure the contracts without the equipment ready to go, but it also needs the contracts to build the equipment. If I'm the CEO/CFO of this company and I'm staring at all these potential contracts, I'm diluting the hell out of my shareholders to create a cash run way so I can build a factory, fast-track production and close the deals.
I like what this company is doing but there are some big concerns. Firstly, they are not at all vertically integrated and they are reliant on their partners. They have big problems with lead times on important components (valves, corrosion alloys, pressure vessels etc.). OC San contract was awarded in 2021 but it's only this year it's finally going online. Some of these waste-demand projects are time sensitive (military especially) and waiting 12-24 months to have these things built isn't acceptable. If they take the DaaS route, they will need a huge capital outlay, which they simply don't have. Each AS6 requires $5–15M build cost - they can’t self-finance dozens of these. The 1.8 billion figure is not confirmed contracts but revenue opportunity over multiple years. Ultimately, it's a chicken or egg situation. The company will not secure the contracts without the equipment ready to go, but it also needs the contracts to build the equipment. If I'm the CEO/CFO of this company and I'm staring at all these potential contracts, I'm diluting the hell out of my shareholders to create a cash run way so I can build a factory, fast-track production and close the deals.
Definitely not reddit effect. SCWO should be well over 5$. Wide moat company. DoD needs their product to move away from incineration model. OC San deployment and operation — it's a concrete, visible municipal contract with revenue implications Crystal Clean collaboration rollout — demonstrating a scalable model with a TSDF partner Contract awards (especially federal / DoD / large industrial PFAS destruction deals) — these tend to move stocks in this sector
SCWO catalysts: >Looking ahead, potential near-term catalysts include the actual delivery and startup of the OC San unit (expected in Q4) and progress updates on the Crystal Clean WDS site build-out. Any new contract wins would of course be fireworks – for instance, if 374Water secures a deal with another major waste company or a government contract (some analysts have speculated about a possible North Carolina state contract for PFAS firefighting foam disposal, as hinted in the Q&A) [73]. Investors will also be watching for the Q3 2025 financial results (likely due in November) for clues on revenue traction and cash status. Full article here: https://ts2.tech/en/374water-scwo-stock-surges-on-pfas-tech-buzz-will-this-forever-chemicals-slayer-fuel-a-cleantech-rally/
SCWO catalysts: >Looking ahead, potential near-term catalysts include the actual delivery and startup of the OC San unit (expected in Q4) and progress updates on the Crystal Clean WDS site build-out. Any new contract wins would of course be fireworks – for instance, if 374Water secures a deal with another major waste company or a government contract (some analysts have speculated about a possible North Carolina state contract for PFAS firefighting foam disposal, as hinted in the Q&A) [73]. Investors will also be watching for the Q3 2025 financial results (likely due in November) for clues on revenue traction and cash status. Full article here: https://ts2.tech/en/374water-scwo-stock-surges-on-pfas-tech-buzz-will-this-forever-chemicals-slayer-fuel-a-cleantech-rally/
SCWO catalysts: >Looking ahead, potential near-term catalysts include the actual delivery and startup of the OC San unit (expected in Q4) and progress updates on the Crystal Clean WDS site build-out. Any new contract wins would of course be fireworks – for instance, if 374Water secures a deal with another major waste company or a government contract (some analysts have speculated about a possible North Carolina state contract for PFAS firefighting foam disposal, as hinted in the Q&A) [73]. Investors will also be watching for the Q3 2025 financial results (likely due in November) for clues on revenue traction and cash status. Full article here: https://ts2.tech/en/374water-scwo-stock-surges-on-pfas-tech-buzz-will-this-forever-chemicals-slayer-fuel-a-cleantech-rally/
Great article, it's definitely worth taking the time to read through this. Since most people seem interested in the short term catalysts, I'll highlight this paragraph: >Looking ahead, potential near-term catalysts include the actual delivery and startup of the OC San unit (expected in Q4) and progress updates on the Crystal Clean WDS site build-out. Any new contract wins would of course be fireworks – for instance, if 374Water secures a deal with another major waste company or a government contract (some analysts have speculated about a possible North Carolina state contract for PFAS firefighting foam disposal, as hinted in the Q&A) [73]. Investors will also be watching for the Q3 2025 financial results (likely due in November) for clues on revenue traction and cash status.
Because fundamentals take time to turn into results. 374Water’s technology wasn’t commercially deployed before — it was R&D and prototypes. No revenue, no scale, no validation — hence the weak stock. Now, the fundamentals exist: signed contracts, $1.8B pipeline, partnerships (Crystal Clean, OC San), and regulatory tailwinds with PFAS destruction mandates. The market is finally moving from proof-of-concept to commercial rollout. The stock’s past reflects what it was — a speculative concept. The story now is execution and scaling. Fundamentals only matter when they’re active, not hypothetical — and now they’re real
A lot of acquisitions now are similar to Pharma acquiring a start up whose drug has just entered clinical trials. The market has to be there. And then there is a smaller fish with a big enough MOAT available for sale at fair price. That is a good acquisition. One way to find out serial acquirers is go back to their annual reports, break down into parts and see how much return each acquired business is returning. You sir, have no idea what a serial acquirer is, and no idea what I have been talking about in this comment and my OC. But had the audacity to put together a list of MOATs and well managed companies acquiring well established smaller businesses with MOAT as a sarcastic rebuttal to my OC.
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I was going to up it but I didn’t want to leave it open for debate like OC did 🤣
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I actually love reborn coffee. Have a few locations in OC and they make great cold brew
i think that's the point OC was trying to make; why limit your profits to premiums when there is much more money to be made? i'm a noob so i'm just trying to decipher what everyone is saying
OC didn’t say anything to suggest that they want it to be taxed.
Where do you live because that’s the style here in SoCal/OC too… haven’t stepped foot outside of my house in a few months and it’s back to the 00’s for guys and gals.
https://www.linkedin.com/posts/activity-7369579528228143104-w00k?utm_medium=ios_app&rcm=ACoAAAMcqs4BZEv0OC3fQqNqtPHkLa2wYRuVTOs&utm_source=social_share_send&utm_campaign=copy_link Guy in the middle is Sonderman. To his right (guy in dark blue suit) is Kratsios.
Yes I have em currently. Curious about the OC hype
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The Right hates true free speech. They will come after Reddit in order to silence reality and the Left. If you want to keep your agency online you need to migrate to social media that allows you to keep it. Here are some options. They all require some learning and honestly they all need more OC. No, they are not perfect but they are alternatives. Fediverse - https://jointhefediverse.net/ Lemmy - https://join-lemmy.org/ Piefed - https://piefed.social/ NOSTR - https://nostr.com/ Mastodon - https://joinmastodon.org/ Bluesky - https://bsky.social/about Peertube - https://joinpeertube.org/ Pixelfed - https://pixelfed.org/ FOSS Apps - https://sourceforge.net/directory
It's absolutely promising, but still a relatively volatile stock. Unless OC plans on holding through the dips, there's no point. Biggest catalyst is the 10k and I plan on holding until then
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Puts on RDDT because this website is broken. I tried to post an original picture of a bug wing on r/pics but it got taken down by an auto-mod for not being original content. I then went to r/photography, but their rules don't allow you to post photos. I then went to r/bugs, but that sub is about computer bugs, not actual bugs, so I can't post it there. So now I'm like fuming dude. I then got a message from r/pics saying I needed to use \[OC\] in my post body, so it turns out that r/pics works just fine and I just didn't read the rules, so calls it is.
I lived in OC for a decade and you are spot on. I would get asked all the time when I was going to get a BMW or a Mercedes. Shit was hilarious