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IMRX has their 12 month OS readout on January 7. There’s some big potential there. LFMD for a good value , get it at the bottom before it runs again after they announced a partnership with NVO today . DGXX one of the best value bitcoin mining companies that turned HPC / data center . They are expecting an announcement for a contract any day now . BLNE to get In a real estate play before the market rotates into that sector . This will be an easy 2x + in the next few months
IMRX has 12 month OS readout on January 7 for pancreatic cancer treatment in phase 2 trials
ONDS , DGXX , LFMD , BLNE , (IMRX does their 12 month OS readout on the 7th this month, so there might be some good potential there too)
After doing a bit more research, my guess is they will release the phase 3 fda update , then (assuming it’s good) the stock price will run up a bit and they will do a share offering . That is the logical play. IMRX has 12 month OS readout on January 7 this week. On their 9 month update, the share price ran huge after hours , but they announced a share offering almost immediately. But now they have 3-4 years of cash.
IMRX has 12 month OS readout after hours on January 7 in case anyone wants to get in on the action
Just finished watching the entire thing and I'm processing this too.... This was a lot! I'm really impressed with their updated 100% liquid cooled server racks. Unequivocally, it is a gigantic leap in the capability of each rack; reducing installation time, and technical expertise of the technician. The next impressive thing was their OPEN-SOURCE autonomous driving model. I mean this is.. Huge.. Essentially, every single car manufacturer now has the technical OS to build L3/L4 capabilities inside of every car. This means by 2030, likely, a majority of all new cars will have L3/L4 autonomous capabilities. I mean this made me speechless.. Kind of bearish for TSLA? I'm honestly just trying to process everything because there were so many announcements....
In the case of Microsoft, the slop doesn't just stop at AI. Even their games are slop. Their OS is slop...
The question that is always front and center in any political and economic analysis I engage in is: "What are their incentives?" Moving away from the Nvidia stack will cost a TON of money as you will essentially have to train specialists to use programming workflows that dont require CUDA. Nvidia introduced that technology 20 years ago and it has now essentially become industry standard. Basically any mobile phone you buy in the EU will either run android or apple software. Most apps you are using on your phone are built to work on those operating systems. Creating a third OS means that you are asking all app developers to spend millions theyre already using to maintain their existing apps on two platforms to create brand new apps that work on a third platform. This will involve heavy investment to hire new workers and introduce the risk of degradation in quality for their android and apple based apps. Small and large companies are keeping petabytes worth of sensitive client information on cloud servers controlled by American companies. Asking them to pivot away from that will involve potentially billions of dollars in spending and probably some lawsuits to ensure that American companies haven't used legal loopholes to hang on to that sensitive information. Europe is busy spending billions of dollars deporting immigrants who are buying european goods while living and working in Europe. This means theyre also losing billions in tax revenue that they could potentially have used to fund the transition whilst at the same time aging their workforce. And finally and most importantly: as much as I would love to believe that politicians are selfless altruistic people who are willing to give up their own personal comfort for the public good, the median age of EU politicians isnt low and older politicians tend to prioritize short term goals. I say all of this to say that declaring digital independence from america would not be in the financial interests of an average EU politician. I would be genuinely shocked if most of their earnings arent coming from the American market. The loss in revenue would be bad for American tech companies and horrible for european investors which might be using American tech companies in their portfolios. Independence is a long term project that these guys wont live to see, so they will very likely be against it because they want to enjoy their money while they still breathe. Again, the money to even begin this journey has to come from somewhere and they are actively using anti immigrant sentiment as a political strategy to win elections. Theres no plan for what happens if theyve successfully eliminated their tax paying immigrant population and there's no plan for how millions of young Europeans are supposed to show up given that the average european family is shrinking. Ironically the immigrants that far right governments will be kicking out, will be taking the skills and experience they gained in Europe back to their home countries which are already trying to establish stronger business ties with asia. These people will be hot commodities in their home countries and be working at top firms there or being potentially hired by Asian firms.
Looks like dilution as the OS is being increased from 27 to 69 million.
Microsoft will drop to 0 as Nvidia begins running a new OS all on AI
Read through the sub, some are buying android devices and installing other OS. Linux mobile I hope really takes off this year.
IMRX has 12 month OS data readout on January 7. Some huge potential possible !
If you believe the data across programs, partners and trials consistently isn’t strong enough, that’s a valid personal conclusion and in my opinion, a missed opportunity for you. But then the stronger approach would be to clearly frame this as your risk assessment, not as definitive proof of failure. It’s not and it’s false. A solid bear thesis would separate verifiable facts from interpretation, cite primary sources, and explain what specifically must go wrong in the Phase 3 REGAL OS readout. That’s far more useful than attributing every discontinued study or partnership to “bad data” without documentation. Licensing from MSK is standard tech transfer. Go learn about the industry first is my suggestion for you. Ultimately, no one is obligated to invest in SLS. If you’re unconvinced by the mechanism or the trial design, the rational choice is simply to stay out. Good night.
Three prior Big Pharmas (Memorial Sloan, MD Anderson, Osotspa) abandoned GPS partnerships after underwhelming data, hardly a vote of confidence, even with heteroclitic tweaks. They've run about 10 trials, only one of which was an RCT showing very mild benefit, unpowered for stats. OCV-501 already failed OS vs easier PBO despite T-cell induction, just like GPS's inconsistent responses in AML/MDS. https://preview.redd.it/cqpq5gkei7bg1.png?width=864&format=png&auto=webp&s=109d287aca8642856025b40daea42c301e2e9160
I wish GPS would be approved already so it can cure this cancer of a "DD" post. Full of half-truths and lies. I don't believe someone is this god awful at "DD" so I have to assume you're a short who got caught with their pants down. There is way, way too much to dismantle so I'll go about one of the half-truth and one of the full lies: true GPS is not Keytruda, \_yet\_, but Keytruda started with 1 indication and now has 40. A drug/treatment needs to start somewhere then is branched out to other areas it can treat. GPS is not targeting one cancer type, GPS can treat ANY cancer with the WT1 protein, including solid tumours as demonstrated by multiple P1 and P2 trials. The FDA recommended CR2 for the P3 GPS trial as the \_fastest route to market\_ AND against a cancer that has 0 treatment options at this phase, not because GPS didn't show efficacy in other cancers. You had 5 years to short this bud. I don't think the right time was after the trial passed 4 futility tests, had its dosing changed twice and finally to ad infinitum, or 21 months after the final enrolment of the last 20 patients for a cancer that has a median OS of 5-8 months (12 month survival maximum as a "rare outlier" described by the top 4 doctors in the field) for a trial that was expected to hit its 80th events over 6 months ago. I have no clue where share price is going in the near term - no one does. But it is clear in the next 4 - 12 months that this stock will be firmly in the double digits and is a clear buyout target from several BPs who are facing a patent cliff. And everyone know this - AbbVie just moths ago terminated three separate trials where they were using their BAT against AML CR1 and CR2 due to futility. Hmm... so BAT has once again, and three times over, shown futility against this cancer type (against healthier cohorts mind you), and we have a trial here where patients are going on their 3rd and 4th years of survival for something with a well documented median OS of 5-8 months. Hmmm... and a phase 2 trial that demonstrated 5.4 median OS for BAT and a 21 median OS for GPS \_before\_ ad infinitum, with a p value of 0.02. HHHHMMMMMMMMMM. Biopharamas are inherently risky, but if you can't see how SLS has been derisked as much as you can possibly dream for, there is no helping you and you should just go to the casino since your performance in the market will be dictated by random forces anyway.
I don’t disagree with some of the points that you’ve made, but I also look at this through a slightly different lens. First, on BAT survival: if the claim is that AML patients in CR2 who are transplant-ineligible now achieve 10–12 months median OS on BAT, and that figure is being used as a base-case assumption in your HR analysis to determine a probability of success for the trial, that really needs a clean, apples-to-apples citation or reference in the maintenance-from-CR2 setting with OS measured from randomization. Absent that, the commonly referenced benchmarks for this population remain in the single-digit month range, and is still widely referenced in the hematology community. Obviously, small sample sizes can produce distortions, but a 10–12 month median OS for BAT would be unprecedented in this setting and, in my view, should be treated as a stressed case from an analysis standpoint, not a base case. Second, on interpreting the event dynamics: I agree they’re not a smoking gun. But calling a sustained post-interim slowdown in events “statistically worthless” overstates the case. It’s directionally positive, particularly given that prior Phase 2 data showed a late-forming survival tail in the experimental arm. I fully agree the study is blinded and that the tail could theoretically be attributed to BAT because we just don’t know yet. My argument is simply that it’s more reasonable to expect Phase 3 to track closer to observed Phase 2 behavior than to assume BAT outcomes that would contradict both historical data and consensus amongst hematology experts for this patient cohort. Finally, on dilution and buyout: if Phase 3 fails, they’ll further dilute to focus on SLS009, no argument there. But if Phase 3 succeeds, history suggests these assets are far more likely to be partnered or acquired than slow-walked through multiple fully diluted trials. Large pharma with global infrastructure prefers to run commercialization end-to-end rather than leave it to a tiny standalone organization. A buyout is made more likely by the 2029 patent cliff, where large pharma needs de-risked assets to protect forward revenue, which is a major tailwind for biotech M&A over the coming years. AbbVie, in particular, would have reason to care if a competitor like Pfizer or Merck for example acquired a validated Phase 3 asset with platform potential in other areas where the WT1 antigen is prevalent, and encroaching on their market share within AML. I’m not claiming this meets its primary endpoint with 100% certainty. I’m saying the bearish case overstates how “settled” BAT improvement is, while understating how quickly the strategic calculus changes if Phase 3 is positive. I personally took a large position in early December when the stock was in the $1.50-$1.60 range after tracking this name for months (1,500 calls with varied expirations ranging from 1/26 - 1/27 with $2.5-$3.0 strikes) I took the insider purchase of 60,000 shares in November to validate my directionally positive thesis on the trial and felt comfortable with the risk given the asymmetric upside at that point in time.
Therapeutic cancer vaccines haven't worked, but more specifically a WT-1 peptide therapeutic cancer vaccine has already failed vs pbo (a weaker control than BAT!) They've run about 10 trials, only one of which was an RCT. It showed a very mild OS benefit and was not powered for statistical comparison. Also in the AML/MDS study, the vaccine is also called into question, as it doesn't even seem to consistently induce T-cell responses. Never mind whether or not inducing them would prolong survival, given that it did not for OCV-501
Therapeutic cancer vaccines haven't worked, but more specifically a WT-1 peptide therapeutic cancer vaccine has already failed vs pbo (a weaker control than BAT!) They've run about 10 trials, only one of which was an RCT. It showed a very mild OS benefit and was not powered for statistical comparison. Also in the AML/MDS study, the vaccine is also called into question, as it doesn't even seem to consistently induce T-cell responses. Never mind whether or not inducing them would prolong survival, given that it did not for OCV-501
I’m not sure where the 10–12 month median overall survival figure for modern AML CR2 transplant-ineligible patients is coming from, because there isn’t a single study that supports that number. In this trial, it’s possible the BAT arm could land in the 10–12 month range due to small sample size, but anything above 12 months would be unprecedented. Even 11–12 months would already be pushing the upper bound of historical survival data for this population. The main takeaway from the most recent PR is the event dynamics. As of 12/26/25, the trial has incurred 72 events. The 60th event occurred on 12/10/24. That means the event rate has collapsed to <1 event per month, which is exactly what you see in oncology trials when a survival tail forms in one arm. It’s extremely unlikely that this tail is coming from the BAT arm. The IDMC recommended “continue without modification” in August 2025. If the control arm were unexpectedly developing a survival tail, the trial would have been stopped for futility at that point. The Phase 2 data already showed a late-forming tail in the GPS arm with a median OS of ~21 months, and it’s far more plausible that Phase 3 is tracking closer to the Phase 2 than that BAT patients suddenly experiencing a medical miracle. I’ve also seen the “Keytruda 2.0” argument floated, which I think is insanely unrealistic. The real bull case is much simpler: if Phase 3 hits its primary endpoint, GPS expands into CR1, which is roughly 10x the TAM of CR2. At that point, GPS directly threatens AbbVie’s Venetoclax franchise, which does ~$2.5B in annual revenue. SLS is obviously not commercializing this alone. The most likely outcomes are either a partnership with big pharma or an outright acquisition. I think defensive M&A by AbbVie to protect Venetoclax make the most sense, but another big pharma player could swoop in to expand into AML and try to take Abvie’s market share.
There's more to it than it being a better treatment. I believe in peptide treatment over chemo yes. What I'm concerned more about is that this is a smaller market than something like ABVX which people have been comparing it to. So that's the biggest risk here is if it is ready for mass commercialization, what that looks like and what is the upside. For it to take market share it has to be able to outperform the incumbent by a sizeable margin. That's what we're all waiting to see with the OS data and how patient care looks.
Excellent write up. The irony is the delay in the study's completion is a huge positive - the OS on the GPS arm with practically no side effects or other negatives is looking to be incredible and drive an HR below 0.5-0.6 even for the sample size they are using. Also of note are the recent insider purchases by a few of the board members, the quality and caliber of the KOLs involved .... The short interest, CTB, and REG SHO dynamics with the JPM HC conference coming up should make for a fun January!
Hey I'm with you there, I just think the market has a long timeline and eventually if there's no real value the stock has to come crashing back to earth. If you factored it with a PE of around 30 like Google, which actually has self driving cars via waymo and one of the best foundational AI models available, plus the most used browser, search engine, phone OS, then the stock would be worth around $30. It just makes no sense for a middling car company with declining YOY sales and a tarnished reputation to be valued the way it is, and if we truly have a fair and free market there will be a reckoning.
There are so many positive use cases with this tech. I would love to put on a VR headset and go to a Yankee game with my brother who I only see once a year these days. This tech has a bigger market than loneliness for sure and I think Apples Vison OS is way better than Occulus having used both. But Zuck is will be the one willing to cash in on structurally loneliness
More info on PLTR becoming the OS of *governments*? With the way things are going I think EU is looking into weaning itself off of even MSFT and Google. Hopping into bed with Palantir is *definitely* not in the cards. Also: I work in AI and I still have basically no idea what it is they really do.
Here are some quotes from chatgpt: * **Without effective maintenance:** CR2 AML patients usually relapse and succumb within \~6–8 months historically after remission. * **With modern BAT (including venetoclax combinations):** Survival may be somewhat longer but still suboptimal. * **REGAL’s pooled interim data suggest survival far beyond historical expectations**, signaling that *something is happening* in the trial arms that’s extending life compared with old benchmarks — a key reason investors view the final OS readout as a major catalyst. # Real-World Takeaways (Benchmarks) |Population|Typical Historical Median OS|Notes| |:-|:-|:-| |**AML CR2, no transplant, older SOC (\~pre-venetoclax)**|\~5–7 months|Based on older Phase 2 and retrospective data.| |**AML CR2 with modern BAT (e.g., venetoclax + hypomethylating agent)**|\~8–12 months\*|Literature and community commentary suggest improved—but still poor—survival. | |**REGAL pooled interim survival**|\>13.5+ months|Trial median survival not yet reached at \~13.5 months follow-up — suggests better outcomes than historical SOC|
INHD 7m OS, 30m+ in cash and no debt. Business shift but book value is like $4+
Nvidia video card, Microsoft OS, Intel CPU, Micron RAM... it certainly had all the makings!
You need to do much much more research before you can comment further on this subject. Yes there are some parts of their business where there are direct competitors but also huge part of their business where there’s no competition. 70+% of the world still use windows computer(distant second is Mac OS at 16%). And everybody uses Microsoft office. They own Xbox, the second largest console. They are partners with open AI, the leaders on AI. They are the second largest cloud provider and it’s not like AWS(the leader in cloud) is flawless. AWS had major outage as recently as a couple months ago. So they are in many ways the only company that can do what they do and where they have competition they tend to do quite well.
I do have few names that can give returns like Meta in 2026, here are those tickers. SPT (Sprout Social) OS (One stream) KSPI (One of the overseas hidden gem 💎) UPS (we all know about this) UNH (Has more potential to go up) CRM (don’t need explanation here) UPST (I don’t know man, bought at $43 and currently up on it) CAVA (same condition with UPST) PIN (yeah, nah?)
MEHA $0.23 DD, OS 16.25 million, Recent IPO from 11/5 at $8 a micro-cap company in the nutraceutical and wellness supplements space: • Established Legacy Brand: The company is built around Kirkman®, a trusted brand with over 75 years of history, sold in 35+ countries. It has a strong reputation for high-quality, hypoallergenic supplements, particularly in specialty areas like immunity, detox, and prenatal health. • Innovative Product Differentiation: The P2i™ by Kirkman® prenatal multivitamin stands out as the world’s first to fully align with International Federation of Gynecology and Obstetrics (FIGO) transparency standards for toxic chemicals and contaminants. It’s also the first to comply early with California’s SB 646 law (effective 2027), featuring QR codes linking to batch-specific test results for heavy metals, toxins, allergens, and more. This positions it as a leader in clean, transparent prenatal supplements amid growing consumer demand for safety and purity. https://finance.yahoo.com/news/functional-brands-inc-announces-p2i-130000920.html • Recent Growth Momentum: Q3 2025 results showed revenue up 21.4% year-over-year to $1.7M, driven by direct-to-consumer sales. Gross margins improved by 310 basis points to 57.8%, and the company swung to a profitable net income of $0.3M (vs. a loss last year). Over recent years, annual revenue has been stable around $6.5-6.8M with significant margin expansion (1,300 basis points). https://finance.yahoo.com/news/functional-brands-announces-third-quarter-210500607.html • Strategic Initiatives for Expansion: Partnerships like the one with Market Performance Group aim to accelerate eCommerce and digital growth for the Kirkman brand. Recent launches include a Skin, Beauty & Anti-Aging Bundle, and plans for direct Amazon management, a DTC telehealth platform (Tru2U), and Google-supported digital efforts to boost margins and reach. https://finance.yahoo.com/news/functional-brands-inc-launches-kirkmans-130000308.html • Nasdaq Listing and Visibility: Direct listing on Nasdaq in November 2025 enhances credibility, liquidity, and access to capital for “aggressive expansion” in the booming global health & wellness market. • Potential Undervaluation: With a market cap around $4M and enterprise value ~$5-6M, it trades at a low multiple relative to revenue (Price/Sales ~0.25). In a sector with strong tailwinds (rising demand for premium, science-backed supplements), successful execution on growth plans could offer significant upside for risk-tolerant investors.
MEHA $0.23 DD, OS:16.25 million, Recent IPO on 11/5 at $8 a micro-cap company in the nutraceutical and wellness supplements space: • Established Legacy Brand: The company is built around Kirkman®, a trusted brand with over 75 years of history, sold in 35+ countries. It has a strong reputation for high-quality, hypoallergenic supplements, particularly in specialty areas like immunity, detox, and prenatal health. • Innovative Product Differentiation: The P2i™ by Kirkman® prenatal multivitamin stands out as the world’s first to fully align with International Federation of Gynecology and Obstetrics (FIGO) transparency standards for toxic chemicals and contaminants. It’s also the first to comply early with California’s SB 646 law (effective 2027), featuring QR codes linking to batch-specific test results for heavy metals, toxins, allergens, and more. This positions it as a leader in clean, transparent prenatal supplements amid growing consumer demand for safety and purity. https://finance.yahoo.com/news/functional-brands-inc-announces-p2i-130000920.html • Recent Growth Momentum: Q3 2025 results showed revenue up 21.4% year-over-year to $1.7M, driven by direct-to-consumer sales. Gross margins improved by 310 basis points to 57.8%, and the company swung to a profitable net income of $0.3M (vs. a loss last year). Over recent years, annual revenue has been stable around $6.5-6.8M with significant margin expansion (1,300 basis points). https://finance.yahoo.com/news/functional-brands-announces-third-quarter-210500607.html • Strategic Initiatives for Expansion: Partnerships like the one with Market Performance Group aim to accelerate eCommerce and digital growth for the Kirkman brand. Recent launches include a Skin, Beauty & Anti-Aging Bundle, and plans for direct Amazon management, a DTC telehealth platform (Tru2U), and Google-supported digital efforts to boost margins and reach. https://finance.yahoo.com/news/functional-brands-inc-launches-kirkmans-130000308.html • Nasdaq Listing and Visibility: Direct listing on Nasdaq in November 2025 enhances credibility, liquidity, and access to capital for “aggressive expansion” in the booming global health & wellness market. • Potential Undervaluation: With a market cap around $4M and enterprise value ~$5-6M, it trades at a low multiple relative to revenue (Price/Sales ~0.25). In a sector with strong tailwinds (rising demand for premium, science-backed supplements), successful execution on growth plans could offer significant upside for risk-tolerant investors.
MEHA $0.23 DD, OS 16.25m, Recent IPO 11/5 @$8 a micro-cap company in the nutraceutical and wellness supplements space: • Established Legacy Brand: The company is built around Kirkman®, a trusted brand with over 75 years of history, sold in 35+ countries. It has a strong reputation for high-quality, hypoallergenic supplements, particularly in specialty areas like immunity, detox, and prenatal health. • Innovative Product Differentiation: The P2i™ by Kirkman® prenatal multivitamin stands out as the world’s first to fully align with International Federation of Gynecology and Obstetrics (FIGO) transparency standards for toxic chemicals and contaminants. It’s also the first to comply early with California’s SB 646 law (effective 2027), featuring QR codes linking to batch-specific test results for heavy metals, toxins, allergens, and more. This positions it as a leader in clean, transparent prenatal supplements amid growing consumer demand for safety and purity. • Recent Growth Momentum: Q3 2025 results showed revenue up 21.4% year-over-year to $1.7M, driven by direct-to-consumer sales. Gross margins improved by 310 basis points to 57.8%, and the company swung to a profitable net income of $0.3M (vs. a loss last year). Over recent years, annual revenue has been stable around $6.5-6.8M with significant margin expansion (1,300 basis points). • Strategic Initiatives for Expansion: Partnerships like the one with Market Performance Group aim to accelerate eCommerce and digital growth for the Kirkman brand. Recent launches include a Skin, Beauty & Anti-Aging Bundle, and plans for direct Amazon management, a DTC telehealth platform (Tru2U), and Google-supported digital efforts to boost margins and reach. • Nasdaq Listing and Visibility: Direct listing on Nasdaq in November 2025 enhances credibility, liquidity, and access to capital for “aggressive expansion” in the booming global health & wellness market. • Potential Undervaluation: With a market cap around $4M and enterprise value ~$5-6M, it trades at a low multiple relative to revenue (Price/Sales ~0.25). In a sector with strong tailwinds (rising demand for premium, science-backed supplements), successful execution on growth plans could offer significant upside for risk-tolerant investors.
They monetize it the same way they monetize everything. It's built right into their search engine and Android OS. Apple doesn't dominate the market. iPhones only make up about 28% of the cell phone market and only a 51% majority of tablets. Simply put, Google collects far, far more data both from search engines and location data. Nobody on Android uses Apple Maps. Even some Apple users prefer Google maps. That's not even getting into chrome being the dominant choice for web browsers among users and windows is by far the preferred OS. It's over 70% of the market. This is especially true of corporate PCs.
Also out of curiosity, did anybody on android OS have any issues?
The OptionStrat alternative I'm building allows you to freely adjust the multipliers. There are still some gaps that I'm trying to close, but also some features OS doesn't have, like stacking Greeks on PnL charts, and using time as the X-axis instead of price. https://www.gammawins.com/calc I would appreciate it if you could take a look, and I would love to hear if there are things you want to do with OptionStrat that you can't or find difficult.
I have to ask why can’t customers just take them directly to the software people? Because engineers aren’t good at dealing with customers. So you physically take the specs from the customers? Well, no. My secretary does that or the fax So you just physically bring them to the software people. Well no. Well sometimes. So what would you say you do here? Look, I already told you. I deal with the god damn customers so the engineers don’t have to. I HAVE PEOPLE SKILLS. I GOOD AT DEALING WITH PEOPLE. WHAT THE HELL OS WRONG WOTH YOU
It's amazing that bers are still able to power up their laptops with that OS.
Really surprised they haven't acquired (or built) an OS at this point. Jetpack isn't exactly enterprise grade.
I think you got the logic wrong. My claim was that the first mover has an advantage, which has been demonstrated time and time again. That's why companies try to beat their competitors to market. I never claimed that first movers win the market. They just have a non negligible advantage. Your examples prove that late comers can and do win markets, but not always. For example, Microsoft was a first mover in the GUI OS market with Windows and it is still the leader. OpenAI had an advantage with ChatGPT. Late comers are now and will most likely be eating its lunch.
Of course, that is their play. Did you heard about android. There si already separated android auto. They are going basically OS 'android' for autonomous vehicles and there is collaboration with Samsung to do OS(android) for virtual reality.
It's only a bad take if you don't understand the industry and business aspect. The car business is competitive, capital-intensive, and unprofitable for many years until you start scaling. It's the same reason why Apple dropped the idea FAST when they were initially deciding about the Apple Car. Why? It requires tens of billions of $ that investors don't want to spend on a business with very low margins and significant competition. Because Waymo vehicles are electric, that means Google would lose billions of $ manufacturing EV's because outside of Tesla, there is not a single profitable EV manufacturer. Think about it from this perspective: Ford has been in the auto business for nearly a century and they just lost over $20 billion manufacturing EV's. It's not a profitable business. Just because you manufacture software doesn't mean you have to also manufacture the hardware, lmao. Microsoft sells an OS to PC... why don't they build PC's as well? Use your head, bro. Because it's highly-competitive business that requires lots of capital for slim or negative profit.
That is one way to look at it. But if you see those as losses, you are looking too close at the near term and not the long term. Apple is not a near term player. They spent nearly a decade orchestrating chip design in a phone, perfecting that design and packaging it into a laptop and other devices. Rebuilding an entire OS and optimizing for an entirely new architecture. The AI technology is also very wrongly being perceived as a failure. And they are building PCC data centers with their own chips, which can do model serving a fraction of the power of their competitors in a world where communities are rejecting data centers due to power draw, noise, cooling. Another way to look at it is as these were Gen 1 product efforts that allowed for Apple to use its chip advantage to develop models and technology that even Tesla wasn't able to achieve. A dedicated processor in the Apple Vision Pro, which can take in more than a dozen cameras and mix them with lidar and depth maps, with sub 5 ms latency and understand room defining objects in that time window. While the product sales were low, they also weren't the point. That's massively valuable intellectual property. Like, maybe Apple Car was never more than a rumor and Apple Car Play could just be you plug your phone into a car and get self driving? Car Play Ultra is already getting deep into the internals of the car. Just food for thought. There's a long game you aren't seeing here and it's big. You can't look at Apples decisions quarter by quarter.
Nvidia’s AI moat in 2025 is still enormous, but the gap is finally narrowing at the edges. The core of the moat is not just GPUs; it’s the full‑stack ecosystem and lock‑in around CUDA plus Nvidia’s scale in data‑center AI. Why the moat is so deep • Nvidia still controls the large majority of AI accelerators in data centers, which gives them pricing power, massive R&D budget, and deep integration with every major cloud. • CUDA has effectively become the default “OS” for accelerated compute. Millions of devs, tons of tooling, endless tutorials and pretrained models are built assuming Nvidia GPUs. • They’re now full‑stack: GPUs, networking (Infiniband, NVLink), systems (DGX/HGX), and increasingly software platforms (Nvidia AI Enterprise, libraries, SDKs). Ripping this out is expensive and risky for big customers.
Wait till TVs become $1000 more expensive because they need 32 GB to run their bloated Android magic remote OS so the Flappy bird app runs.
I get diff stats & alarming fundamentals...... 42.2M OS 26.6M Float Short % of Float 0.43% & down from last month Been a year since they did a 1/25 split and balance sheet is needing $$ and it ain't coming from revenue! I suspect they'll be raising soon.
RNWF announced execution of merger with Kepler Fusion Technologies! Kepler has 238 patents for compact fusion technology. Plans to cancel 59% OS, uplist from OTC and complete all audit paperwork. Up 13.9k% YTD
Does that mean -> based on the chip designer different set of driver software installed on the OS, to perform AI computations ? I am seeing parallels in terms of different *nix flavors by different companies, and there was only one eventual winner at the end in the *nix dogfight.
Not sure where you’re pulling those numbers, but they don’t match the tape or fresh filings. Let’s break it down: * **Float**: Your 1.8M is off. Post-rebrand, OS is 2.0M with 2.0M float after adjusting for insider holdings. Tight, but not *that* tight. * **Insider ownership**: 44%? Fresh data shows **2.4%** (48K shares). GTII doesn’t own 700K shares—they sold their brand portfolio to RYM for $50M in August 2025. That’s an acquisition, not a stake. * **Institutions**: 2% total, not 7%. Vanguard, UBS, and Geode hold minor positions. No heavy institutional accumulation. * **Volume**: Today’s volume is \~13% of the 20-day average—23K vs 180K. This isn’t “going crazy,” it’s illiquid and easily pushed around. * **Short interest**: 3.82% (43K shares), borrow fee 5–10%. Not a squeeze setup. * **Dilution overhang**: 7.6M warrants + 6.2M shares issuable on converts = **600% potential dilution**if exercised. That’s the real float risk, not retail FOMO. Your thesis hinges on a misread of the GTII deal and float size. The real play here is a rebranded hemp-THC story with strong cash ($35.6M) but high burn ($10M net loss last quarter). If you’re bullish, it’s on regulatory rescheduling and execution...not on faulty float math. Do your DD with real filings (10-Qs, S-1s) and level-2 data. This isn’t a pump, it’s a volatile small cap with asymmetric risk. Trade accordingly. Arrivederci.
MSFT AI madness, shoving a clanker in every product backfiring from OS to Office.. mass abandonment in progress
MEHA reported Q3 net income of $300k on 1.7m revenue. 16m OS, 8-10m annual revenue, $1m net profit - and they just received $7.5m in cash. So they have $.50/share in cash on hand plus a profitable business. It's under .30
It has been widely agreed that Copilot sucks, and people are sick of Microsoft shoving AI down their throat just for using Windows OS and Office. This does not represent the entire industry. Everyone else is investing heavily still, the latest announcement coming from Amazon just last week.
True.....but (from the article) "while Apple recently rolled out live, in-ear speech translation with its latest major OS release, Google's approach scales far wider, supporting significantly more languages and headphone models."
I will be hinest, I use perplexity more than any other AI. Because all I need is a box to type in and simply answers to come out. I don't want those OS tie-ins or daily weather suggestions or whatnots. In, and out. That's it. Don't make my life more complicated with fancy UI/UX.
Damn who would’ve guessed the AI tool packaged alongside other OS bloatware that underperforms every other serious AI model would’ve failed. Zune, Windows Phone, Bing, Cortana, Copilot…. No one wants your shit when there’s options, lil bro
I have to believe that Microsoft makes it insanely difficult to port the native Excel experience on any other OS...
Keep in mind $MIST has 85M shares OS so your little $1k buy in will do nothing to hold it up. They’re still now even revenue-generating. FDA approval doesn’t change the value of the stock, just the potential. If you see gains, take profits, don’t be greedy. It makes no difference to me really, just sharing my opinion. Meanwhile $CAPS has 8M shares OS & with $60M in revenue, is arguably *under*valued. I don’t care how long it takes to see gains on this investment, holding this stock feels amazing… 🤙 Also holding $CTM FWIW 😉
If you have to muck around in BIOS and risk the (admittedly slim) possibility of bricking the CPU with a corrupt flash, you might as well install a different OS.
it literally isn't in almost every scenario. long term, yeah that's the move to make but it is way easier to just download an exe from lenovo or whatever than it is to install, learn and migrate your data to a new OS
I'm holding on to Win 10 for next year when hopefully the Steam OS will be made more widely available.
I'm in IT for a living and deal with AWS daily...you need to go build something and run it at moderate scale and than come back with your experience on 1 and 2. Than wait until you have to debug that same code when it grows too large for your models context window. Than for 5, you realize that >70% of the internet is still using php in some form right? All of that aside, old != bad. There will always be a new framework, OS, feature, shiney thing, but keep in mind that all of that has to run on some form of infrastructure. That is typically linux and linux is written (mostly) in C. While C has evolved, it started in the 1970s. There is a reason why the old stuff is still around.
The same way you feel sorry for us. We feel sorry for you. You lack the ability to see atleast some value in Apple. You’ll never understand how nice it is to have a fully functioning device that just works. Their software is in house, they integrate really well with their own devices, they last a long time, they don’t lose value. MacOS at this point is considered cheaper to buy over time because it retains a lot of its quality. My MacBook 2021 model still feels brand new and works wonderfully as if I bought it yesterday. Where as my friends windows laptop battery can’t last a whole day, it’s slow, his resale value is worse. Just overall cheap product compared to Apple Let’s not forget, as a developer it’s the best. They’re posix compliant, macos built on top of Unix. So imagine having the benefits on Unix and the benefits of a GUI OS like windows. Combine it and you have a beautiful machine. Hate all you want but you can’t give one good decent argument against MacBooks. You’re still living in 2015
To make the OS (operating system) for submarines? Yea fucking right hahaha
Here's one new feauture in the new Gemini 4 Preview released on the 6th: "OS Integration: "Lives" inside the operating system. It sees your screen in real-time to click buttons, fill forms, and manage apps."
Should add, 60% of OS will be eliminated within 50 days, and there are plans to uplist as quickly as possible. With the pending notice of the deal closing that makes 3 major events coming in the near future.
It's not quite the worst possible spot, but there is only one 3 year interval in the history of TQQQ where it performed negative while QQQ was positive, and that was for a month or two ending in 2/1/2023. The period he mentions lasts longer, about 2 years ending in Jan 2025, but in that period, TQQQ is basically flat against QQQ, sometimes up, sometimes down. Note: this doesn't take into account dividends which I think QQQ occasionally burps out (you'd think I'd know, being a long-time holder of QQQ). This is easy enough to check by charting a 3 year window of the two on Yahoo Finance and just dragging the chart around until you find spots when the QQQ line pops above the TQQQ line at the right end, e.g.: [chart](https://finance.yahoo.com/chart/TQQQ#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) If you DCA, the times QQQ beats TQQQ shrink even smaller, maybe to the point of nonexistence. I understand why the conventional wisdom and fund documents push the "don't long term hold" case so hard. TQQQ started right at the beginning of a very fruitful period (despite the occasional bear and dip), so you can make a case that its lifetime has not be representative. But if you base it solely on the last 16 years, it would be foolish to day trade TQQQ and much wiser to long term hold. At the 5 year window, it has never lost, and returns like gangbusters. Yes, you're betting that nothing catastrophic ever happens to the Nasdaq 100, but you can make the case that if something ever does, your worries are not going to be that the lifetime return of your money was 7% instead of 10%. It's an asset that requires that you don't mess with it, but I wouldn't put 100% of my portfolio in it.
Insane AVGO one of the biggest companies in the world about to be 2T after earnings and NO ONE OS TALKING ABOUT IT
All bubbles burst. When unknown. What’s known are major drivers of AI priced to perfection which is unsustainable and euphoria pumping the price higher. Once buyers run dry then only option OS profit taking and that likely creates a snowball effect where inexperienced retailers panic. There’s also catalyst such as liberation day that effected the entire market but we recovered yet it’s those catalyst which often start the pop and don’t always recover quickly. Unfortunately, many likely have only experienced crash like pullbacks such covid and inflation therefore conditioned to think all crashes don’t last.
warrants are not in OS nor free float. Free float Ortex uses come from S&P and if its not updated well there might be some errors. Besides, in my experience short interest isnt that bad from ortex estimation. so i believe that SI actually dropped alot. I think what you mean is that Ortex doesnt reflect darkpools? i dont mind because in my experienxe over 100% of darkpool SI on AMC 2022 didnt do anything. So i really dont believe darkpool. I just see it as how active shorters are rather than how many are there.
DO NOT download the new @Apple OS. I thought it was just an update. It's a whole new operating system, and it is going to seriously fuck up your phone, and how you use it
Bro, never. Better chance for Chrome OS.
AI and submarine should not be together lol. One small config issue or sensor change and it's game over. The OS needs zero latency, AI cannot give that reliability unless the submarine is housing a huge data centre.
Sub ai OS: dive dive dive! Captain: no, maintain current depth Sub ai OS: dive dive dive! Captain: no I said...! Sub ai OS: dive dive dive! ai OS to SOS
sonar been using the same OS since the 80s. at least we were in 2012.
Ship OS UPDATE 20.5.23.56 Improved performance, fixed several bugs including: - port camera shutting off when docking your sub at port - correcting thermostat to accurately read temperature in the cabin - WW3
Woopsies our OS accidentally shot a missile and sank a ship. Guess you gotta give us more money now!
Oh shit ww3 incoming because of stupid mistake by the OS 😂
Annnnnnnnnnnnnnnnnd ATMC was halted by NASDAQ, [the dreaded T12, at 8:55 am](https://www.nasdaqtrader.com/trader.aspx?id=tradehalts#:~:text=AlphaTime%20Acquisition%20Corp%20OS) and has remained halted. It may very well remain halted for quite a while. As mentioned yesterday, ATMCR are 1:10 rights, those will convert into 690k shares if/when business combination closes. [ATMC has an extension meeting scheduled for December 16](https://www.reddit.com/r/Spacstocks/comments/1pbqe63/alphatime_acquisition_corp_schedules_december_16/), to extend until April, so the business combination may not close any time soon.
I routinely run servers in prod to 6 years already. But after 6 years there are issues. OS support if running new versions. Firmware updates/ outdated Hardware issues are 100% an issue and most hardware vendors end support at 6 or 7 years. Servers and computers don’t just fall apart they can live a long time in a controlled environment with good environmental protection. But obsolescence is a bitch. Want more Ram for that old server. Need a larger power supply. Want to upgrade to 100gb Ethernet. This is what kills most servers.
I just really don’t think it’s that serious at this point. Clearly he’s been phasing out; I could see this coming from a mile away. He’s been selling respectfully all this time, not unloading his shares on the market; if you look at the prices he’s been selling it up, not selling it down. This doesn’t change the shares OS, just the float, & if you hold as many shares as I do, 420k, you see that this stock is still pretty illiquid based on the volume day by day. Sometimes a stock needs liquidity to get things going (but I’m not going to be the one to sell this position, not on my life). Same with CAPS; I’ve got time to wait & if there’s a liquidity problem, do a stock split. I’ll be happy as can be with a multiple of my position in shares.
Only 2 of the Mag 7 were market leaders in 2010, only 1 in 2000, and all were negligible in 1990 and earlier. Leadership rotates. History hasn't stopped. Right now, it assumes a tech-led consumer cornucopia will last indefinitely. At a time when users of all their services recognize 'enshittification' has set in.\* We could have $150/bbl oil in 2030, and little discretionary income for tech status tokens. Then it'll be Saudi Aramco, XOM, CVX, PetroChina, Shell, COP..., and the current Mag7 stuck with depreciation from their data center malinvestments. \* Some consumer relationships, like OS or social network are stickier than past ones like mobile phone network or car brand preference. But as most sites become worse with every passing year, there will be more consumers like me. From the Mag 7, I've had zero engagement with TSLA products, left all META platforms in 2017, am content with a 9 year old iPhone (purchased used), 6 year old MSFT OS license and 6 year old NVDA GPU, avoid AMZN shopping when possible, and pay GOOGL $15 a year for storage. Meanwhile I use DuckDuckGo for search and LibreOffice for documents, while ad-blocking everywhere. They're not trillion dollar companies on account of consumers like me. Few non-US nations are happy with US social media sites, and I think we'll see some local-protectionism/mercantilism there. 47 gave them licence. TSLA is is a 150 B car company with $1350 B of empty promises. Even if LLM logorrhea is more than a fad, NVDA is screwed if alternatives like Trainium and Ironwood prove more efficient than GPUs. I think MSFTs lock on PC OS and APPLs lock on prestige mobile OS are a bit stronger, but as hardware asymptotically approaches physical limits, were going to see longer upgrade cycles. *All* of these can fall out of the top ten.
Why isn't CHUC trading higher? They lose money, they have a huge OS (250+/- million shares outstanding) for a company with their business plan, which is apparently selling nicotine based products.Their profit margins are not good, just to name a few reasons.
You can here too; albeit much more difficult to find. You really have to go out of your way to not get windows on a new laptop in my experience. It used to be easier before google quietly killed chrome OS. Macbooks are still an option, albeit extremely overpriced. The average user won't know what to do with a Linux based OS, so they're aren't many alternatives for a average joe
haha actually this one does consist of bispecifics! i really had no idea they had this in the pipeline, but essentially a TCE is a type of bsAb that specifically attaches to T cells. this does genuinely pique my interest, especially since they are running trials for RRMM and it's a multiplex (eg multiple targets involved). if i recall correctly NCCN in recent years has come round on TCEs for RRMM so if this pans out then i could really see something special happening here. of course we will still need to see PFS and OS data compared to current therapies (they'll need to do better than or at least equivalent to the current bsAbs and ADCs on the market to compete), and we'll also need to see if medicare picks it up (good chance they will b/c it seems like this may be first in class) but this actually makes me significantly more bullish on MRNA
So I was citing INTERpath-009 which is the NSCLC trial, as I mainly focus on NSCLC and I'm more familiar with that space. The other comments here are more likely regarding the adjuvant melanoma trial. I think the last data they released on that one was at ASCO 2024 ([Individualized neoantigen therapy mRNA-4157 (V940) plus pembrolizumab in resected melanoma: 3-year update from the mRNA-4157-P201 (KEYNOTE-942) trial. | Journal of Clinical Oncology](https://ascopubs.org/doi/10.1200/JCO.2024.42.17_suppl.LBA9512)). I think what I would look for in an additional data cut is to see if the RFS benefit was maintained, but more importantly if the hazard ratio tightened because it was very wide in that publication HR=0.51 \[0.288-0.906\] with a nominal p=0.019. Basically if the HR crosses 1, then actually it is not statistically significant. In addition, the nominal p is a p-value that is not adjusted for multiplicity, and we could go into a whole stats convo here, but there is a possibility that after adjustment, it becomes not statistically significant which means the trial would fail. I also don't like how they stated that "OS favored combo vs pembro alone; 2.5-y OS rate was 96.0% vs 90.2% (HR \[95% CI\], 0.425 \[0.114–1.584\])". You can see here that the HR CI crossed 1 so it's not statistically significant. Language like that is not what I would consider scientifically professional and can be deceptive. Again, people need to understand that having a drug approved is only the beginning of the process. You still need to commercialize it and gain access to insurance companies and get oncologists to use the treatment by getting it incorporated into oncology guidelines or pathways. Until pembro becomes a biosim (supposedly 2028, but let's be real, I've seen Abbvie extend the Humira patent for years with law suits), this is actually a 2 branded drug combination which means incredible amounts of money to utilize. I absolutely see insurance companies being fairly unwilling to pay for it unless the data is absolutely spectacular.
$CAPS is showing signs of being locked up even after the recent "selling [the news](https://www.youtube.com/watch?v=G3f1ImGNg64)." We could very well be looking at a Walmart/Amazon type of business model. High-risk, high-reward. Let's get 🪨stoned🪨... They're building "a national platform of building products distribution businesses" as remodeling is predicted to increase over the next year(s). This looks like it'll fall right in line with $OPEN. $CAPS' market cap *is* a joke but the more you look, you could argue that the stock is drastically undervaluing the company. The Stock: * Institutional Ownership Up 477% MRQ * Beneficial Ownership: 3.7M * 14-Day RSI: 40.96 * High (\~500k)/Verified Retail Ownership Just On Stocktwits * Volume Nonexistent (No Selling) * Public Float Obviously Low The Company/Stock: * Bringing Tech To A Techless Sector: AI Assistant, Visualizer * Increasing Footprint, Virtually All of North America * \~$60M Revenue, $3.75/Share Assuming 16M Shares OS (High) * Fragmented Sector With Room to Consolidate * Strategic Position/Access To Capital Markets * Converting Debt To Equity Cleans the Balance Sheet * Clean Website, Solid (Video) Marketing, LinkedIn Presence The Market: * Rate Cuts Favor Lending/Remodeling/Home Improvement * Housing Shortage & Popularity of Modular Housing * Movement Toward Sustainable/Cost-Effective Materials
Bad AI shoved into a software suite that gets worse with every update that runs in an OS that is still not out of beta. Down 3%, you don't say. ---- Actually I think they are pretty lucky. I think they are doing pretty good by proxy to the better players aka chatGTP and google. If they weren't already the biggest game in town when they tried their whole enshittification process these last 6 years, they would have been beaten up by the market so bad they'd be forced to actually change course already and make better software like they used to.
IBM did exactly that. They refused to modernize the company for decades and kept leaning on their mainframes, after they screwed their PC market opportunities, hence why the company is mostly out of the picture today. They fumbled the PC market by not securing exclusivity clauses with Intel and Microsoft, allowing other companies to reverse engineer their bios and release their own PCs with the windows OS and x86 Intel chips for a fraction of the cost. IBM literally handed Microsoft perpetual dominance in operating systems, and did the same for Intel with the x86 architecture, both being the only widely supported platform to this day, while destroying their own opportunities. I agree with their take on the infrastructure costs of AI, and at one point or another, depreciation will crush some of these companies, and capital will get pulled out from underneath the startups, but that’s not to say that IBM is a well managed company. IBM should be part of the big tech world, but they aren’t because management screwed themselves over horrendously. They still live today because of their former dominance giving them a strong cushion, not because they’ve made particularly great decisions or navigated hurdles well.
All good. I get where you’re coming from. Just to be clear for anyone reading: the filings + ownership tables say ~5.69M OS and ~5.3–5.7M free float with only a small single‑digit % held by insiders, so the documented float is multi‑million, even if the tape feels thinner because a lot of holders are inactive at any given moment. Microcaps can absolutely trade like that with a multi‑million float, so I’m comfortable anchoring to the hard numbers and letting the market sort out whose conviction pays.
Thx, paywalled but I wonder if that is in response to the pushback on new OS plans
Underestimation of the Personal Computer (PC) market in the 1980s Failure of the IBMPCjr home computer Losing the operating system war to Microsoft's Windows with their own OS/2 Yet, they are still around decades later, they survive today with mainframe computing and hybrid cloud.
A 44 PE means expecting growth, people want it up to 50+ but in reality how are they going to grow so fast. People invest in NVDA because of 1000% past gains, that’s not happening anymore, a giant company with a single product is going to have a hard time growing fast beyond $4T-$5T even when they’re highly successful Can you imagine if NVDA was selling $100B of ads per quarter, plus chips, plus SOTA quantum, plus self driving cars in multiple US cities, plus the biggest phone OS in the world? They’d be a $10T+ company Google is $3.8T. Super undervalued, that’s just the better value play
Based on [their most recent 10-Q](https://www.sec.gov/ix?doc=/Archives/edgar/data/887151/000121390025111773/ea0265451-10q_capstone.htm) (bottom of cover page), there are 8,306,205 shares OS. We know they’re going to be converting their debt to equity, etc, so there’s definitely going to be more shares OS in the future but the idea is that we’re starting with a pretty low float, especially with the beneficial ownership being so high. Companies use debt to grow/scale & I’m here for it as a long-term investor 🤙 https://preview.redd.it/abb0ae297s4g1.jpeg?width=1170&format=pjpg&auto=webp&s=91f99703338b56d5c3a6b5e310380b107e06a975
Apple Intelligence is so embarrassing that they should just steal one of the Chinese open source models and distill it to fit on a mobile device. That would already represent a dramatic improvement. It worked for their computers switching from classic Mac OS to OS X.
I unironically think him dragging his feet is a blessing for Apple. It means MS will be first to market with their grotesque AI abomination in the OS space, and people with a brain will have time to argue that Apple should go in a different direction.
Nah they’re looking to dislodge apple as the internet of thing provider, Gemini + Google home + Google OS + pixel, I’m sure they’ll fill it out more, fucking sick combo as I will have an intelligent electronic house N taking care of me.
A Ferrari is 300% faster than an F150 or Toyota Corolla. Meaningless statistic. The average company is paying Corolla prices when it comes time for Mag7 to have to make money with these AI models. The Model T was not the best automobile in its day. Windows was not the best OS. Good enough at scale is what wins. Not fastest.
Unfortunately for OpenAI, they are not positioned to capture value from any of the "big margin" use cases that they highlight as key to their future. I think all of these are pretty unrealistic for them: - Revenue sharing from drug discovery (called out by OpenAI CFO): Why would a pharma company give away the upside to a commoditized intelligence layer? Why would OpenAI have a more compelling story than Google Deep Mind, which has serious accolades in this space? - Media generation for ads and other content: For ads, OpenAI is facing off against Google, Meta and Amazon, all of which have existing relationships with advertisers. For the foreseeable future, AI content will be a major discount product compared to humans. OpenAI will not get to charge $1M for an ad like a production company does. So the TAM of ad production (~$50B) shrinks below $1B because AI deflates prices so much. - Other agent use cases: OpenAI doesnt have a surface to build these on. Google has chrome, Microsoft has office, Apple has OS's. The other use cases like coding will be a low-margin competition between model providers until some of them throw in the towel. The players with the best cash position win - and thats not OAI. I think the place that they could win is retail (also called out by OAI CFO). They made deals with Etsy and other small retailers. I was fixing my guitar the other day and would have instantly bought the tools it had suggested that I would need. The problem is that they have to win against Amazon here, and there is zero chance of a partnership for obvious reasons.