OS

chriztuffa

BlackBerry doesn’t make the part of the OS the driver interacts with; they control the safety systems

noobmastersmaster

But i don't get it, google is working on the OS, so is tesla and Apple secretly maybe and Nvidia is doing it too. Why would one go with BB? 

fack-the-suits

Yeah I know it is but my idea with that is windows will be aged out as ai progresses. Windows is by far the worst OS for anything AI. If AI growth keeps going this way the demand for windows will shrink. As people get more tech native think they will also lose more users.

blazing_straddles

When you already have the majority of OEMs as RTOS customers, your growth prospects are limited unless you capture additional functionality. And lets not pretend that QNX is the only software stack running in modern automobiles, because it is one of several. It does what it does well, but as the RTOS, there is a limit to how much they can extract in licensing before people evaluate other solutions. Think of Windows on the PC level. It comes on every computer, and application specific packages run on top of windows. Microsoft gets ~$50 per PC while at the same time application specific software providers like Autocad, Adobe, etc... reap hundreds of dollars a year in licensing as they provide more value to the owner of the PC. The OS is there, the OS is necessary, but the OS does not command the premium dollar figures. This recent blog goes into more detail on the competitive challenges BB faces with QNX, cylance, etc...

cin-con

My prompt after this: > stop messing around the words and use a simple python script for 300+140 And its reply. It replied with the correct result **440** in Turkish language (my OS). https://i.imgur.com/eoj7lwM.png Bizarre part is when i asked it to translate the latest reply to English, it was **460**... WTF?? https://i.imgur.com/WbW70bt.png

MitchCurry

I don't know much about insurance companies although I do own shares of GWRE (P&C OS basically). I'll check them out at some point but probably not in my circle of competence.

brycfujimot-0

I was expecting a gain today but it didn’t happen too well so I don’t want to go all in. You would think a new windows 11 computer would work well with iTunes which I just tested for uploading music to a iPhone and it is still not good like Apple OS.

TipEmpty8429

BlackBerry announced an expanded partnership with Nvidia to develop mission-critical, safety-driven artificial intelligence systems. This collaboration integrates BlackBerry’s QNX OS for Safety 8.0 with Nvidia’s IGX Thor edge AI computing platform.

EmbarrassedPart1256

TL/DR: ***Don't sleep on $GMEX***; 858K shares OS, comfortably oversold RSI (\~36), cost to borrow \~77%, all this needs is a spark & it'll be chase city... Taking it easy today, not buying the hype, trying to time the market, none of that; I don't think trading is really for me, & don't like who I'm becoming. I told y'all I'd re-enter $GMEX if the chance presented itself & someone was nice enough to sell me shares in the $1.7xs, before the ask disappeared. It really wouldn't take much to lock up the float. If/when word gets out about it, it'll be nice just deciding when to sell & not having to think about buying... Let me know what you think!

SignificanceLate7002

HUBC got my interest piqued with multiple 13g filings this week. Looks like 30% of the OS has been reported in the last 3 days. https://investors.hubsecurity.com/financial-information/sec-filings 1.28M outstanding shares.

Magikarp_to_Gyarados

>He pays other people to come up with ideas, buys them or steals them, then takes credit.  That's more or less the same as Steve Jobs. Before Apple, Steve Jobs worked at Atari. Atari co-founder Nolan Bushnell challenged Jobs to create a video game called "Breakout" using a small number of chips. Bushnell offered Jobs something like $750 for the project, and a $5000 bonus for designing the game with a small number of chips. Jobs convinced Wozniak to design the game, giving him half of the $750 fee. However, Jobs kept the $5000 bonus for himself and never told Wozniak of its existence. Wozniak only found out about the deception many years later. >He isn't a visionary and most of his actual ideas like Optimus and Cybertruck are half baked, shitty and poorly executed. The same could be said of many Apple products during Jobs' first tenure. Apple III was a dud. Same with the Lisa workstation. Many of the early Macintosh machines were underspec'd. The talking Mac demo was a customized machine that wasn't representative of the actual consumer product. The original MacOS itself was a crufty mess that hampered Apple until the entire codebase was thrown out for OS X in the early 2000s.

Motor_Emu_2076

To each his own. It did help me reset expectations as there has been some chatter about the lack of OS data to date as a knock on Moderna’s transparency and the possibility of it being released at Asco. Both are unfair/unrealistic as explained by the “slop”. As you pointed out, the real focus should be on the p3 data. Since it’s an event driven trial, the sooner is not the better and we should hope it’s not reported at Asco.

Life_Dot_7072

TSMC dominates fully by covering all three core AI layers, steadily strengthening customer stickiness and evolving into the core AI manufacturing OS.

EmbarrassedPart1256

I see the writing on the wall, that I should stop pushing my luck after doubling down on a losing $TE position & breaking even. Total gains: $1,332, net gains: $424... Gotta work on not losing the money just to make it back. I *can* make it back but I'd rather it all go to the bottom line... In $GMEX for 1K shares. 858K shares OS, Morgan Stanley holds a position, cost to borrow is 80.55%. Robotics is hot & they could be on the verge of a breakthrough, post-RS. ***This sub could literally lock up the float...*** I'll consider averaging down every $.10 or so, or getting in for a larger chunk if/when it starts to move, just don't want to miss the move if it's overnight... Holding $IWMI, $JEPQ, $MLPI, $USOI, & $UTF as a core, FWIW. Make your capital work for you, & never sell it!

dad191

These are great questions. Toyota has designed Joby's manufacturing facilities and trains Joby employees on Toyotas manufacturing philosophy. Joby actually follows the same practices as Toyota and a staff of Toyota engineers is embedded at Joby facilities. Joby purchased Uber's Elevate division years ago and Uber is a big investor into Joby. With Ubers partnership when you call for an Uber to go to the airport, you will be presented with Uber, Uber X, Uber Black, and Air Taxi (Joby) embedded right into the same Uber app you use today. Joby's airline partners Delta, ANA, and Virgin Atlantic will also utilize Elevate OS (formerly Uber Elevate) to enable customers to purchase door to door service (car - air taxi - airline - air taxi - car) as a singe purchase. Joby's partnership with Skyports and Dubai resulted in a 6 year exclusive agreement for Joby in Dubai and the world's first purpose built Vertiport at Dubai's main airport. It was just completed at the end of March. Joby has an aircraft in Dubai and test flight were supposed to begin in April, but are now on hold because of the war. Joby was supposed to begin service in Dubai at the end of 2026 with exclusivity for 6 years. Joby has also partnered with Metropolis who is the largest parking lot owner in the US. They will build vertiports at 25 locations, often converting the top floor of the parking structure into a vertiport. Joby has also partnered with a luxury apartment tower in LA. They are converting their heliport to be a vertiport to offer residence exclusive air taxi service to John Wayne Airport and possibly LAX. I created a Joby Wiki that lists all of Joby's partnerships and what their partners bring to the table if you are interested in learning more. Full disclosure, I'm a r/Joby MOD. [https://www.reddit.com/r/Joby/comments/1mu3e9i/joby\_newbie\_guide](https://www.reddit.com/r/Joby/comments/1mu3e9i/joby_newbie_guide)

dad191

Partnerships don't signal legitimacy or success, but can increase the moat and beomce a huge advantage if a company is successful. When one opens the Uber app and calls for an Uber to JFK, Uber customers will be presented with Uber, Uber X, Uber Black and Air Taxi (Joby). This is a huge advantage for Joby in the future. Sure, if you think Joby is a fake and they will fail, this is meaningless. But if Joby does succeed, it's a huge advantage. Some goes for Delta. Joby is integrating their Elevate OS software with Delta, just as they are with Uber, allowing fully coordinated transportation from your door through your airline flight. It creates a large moat and it is a huge advantage. Competitor eVTOL companies are still trying to catch up to Joby who leads in the FAA certification process. Competitors haven't even started the level of software integration and partnerships that Joby has to make the actual air taxi serve run seamlessly and efficiently.

Get_rch_or_try_dyin

IMRX has a OS readout on June 1st. It ran up like 40% before the last readout . Might be an easy play over the next couple weeks

SignificanceLate7002

AUUD - Low float, high short interest, high CTB, and pending merger. Recent 5 million share offering @ $2.36 is closed. 5 million warrants are still active and can be exercised for $2.36. Total OS after warrants would be 10.5 million. They submitted their S4 for the pending merger on Friday and saw a massive increase in trading volume.

-eShTuPiD

Can we be realistic and reasonable now.... SRXH revenue per year Is around $1.5M and their expenses is over $10M. This company is losing money every quarter and to make up for it they dilute shares. They currently have over 500M OS With your target, you are looking at a 5 billion dollar company. You're either brainless or don't know how this works. Save yourself and sell that 160 shares you go buy yourself dinner

AIGenerated99

Windows phone OS was just as good as Apple, and light years ahead of Android at the time which wasn’t even encrypted out of box and rife with security vulnerabilities

SignificanceLate7002

It's been a few weeks since I did a weekend reverse split gamble. Going for a real long shot this time with YYAI so I'm keeping it conservative. $30 bet on 80 shares. This will give me 2 shares post split with an opening price of ~14.90. OS will be reduced to 1M shares. Have a great weekend everyone. I'll see you all Sunday night. ✌️

VariationAgreeable29

What’s their strategy as a company? What’s the White space that they hope to occupy? They’ve long given up being a consumer facing products company like Apple. What they should do is spin off Xbox and just become a pure enterprise play. Windows needs to be refocused into a kick ass OS with native apps that actually talk and work with each other with a common interface and consistent UX/UI

SnooCompliments1145

they have zero AI internally developing, everything is based of openai or now claude and they curate there own model so it's always 6 months behind. Copilot has not lived up, the whole corporate world is using claude or openai directly. Office suite is on a dead track, powerpoint, excel and word are obsolete of this day already. Windows OS will be next, Google is already moving to an AI first OS with Android, MS has zero footprint in the mobile/tablet OS game. Azure is what's keeping MS afloat along with legacy Windows users. In the past MS had the money and breath to get back up on top, but with how fast the AI space is moving I doubt they will this time. They will have to pull a rabbit out of a hat in the next 12 month to stay relevant in my opinion or they will be on a track to become a major victim of AI.

AIGenerated99

He messed up by discontinuing Windows Phone. Massive opportunity went begging. The best hardware, and perhaps the best OS too. Just had to get the App Store going. They would have owned the data mine like Google and Apple. Now they are reliant on Open AI and others’ data.

SignificanceLate7002

5.5 million OS after the offering. We only know what institutions hold 1/5th of that so far. The ones we know are not MMs but I think after today we can say the other shares are at least partially held by MMs.

mvhls

Claude: perform maintenance on the OS, please fix any zero-day exploits that pop up for the next 35 years please. Oh and make no mistakes

SignificanceLate7002

FYI. there's no active offering for AUUD. 5 million warrants are active but exercised at 2.36 and would only put the OS at 10.5M shares. Still a very small float.

AwarenessNo4986

Gemini will be the OS of global AI

sdanielsmith

Microsoft, I hate your OS, but I love your stock. Keep it up!

alemila07bfb

​Taking the profits out and stepping away from 0DTEs is a massive win, man. Huge respect for that, 90% of traders never make it to that stage. ​But be very careful with that last sentence: 'if I get that itch I do 1-2 low cost ones'. ​From a psychological standpoint, we call that 'feeding the beast'. It’s not about the $20 or $50 you lose on those cheap OTM calls. It’s about the dopamine. By taking those trades, you are keeping the neural pathways of gambling alive. You are teaching your brain that when the 'itch' cries out, it still gets a reward. ​A true mechanical framework shouldn't have a compromise mode. That's why in my OS, I don't just track PnL, I track 'Decision Quality'. If I take a cheap lotto-ticket trade just to scratch an itch, the system mathematically grades my daily execution as a failure, even if I only risked $10. ​Protect your mindset as fiercely as you protect your capital. But seriously, you are lightyears ahead of most by dropping the 0DTEs. Keep up the great work!

5Dprairiedog

Auddia (NASDAQ: AUUD) filed a Form S-4 for its merger with Thramann Holdings, after which the combined company will be renamed McCarthy Finney and trade on Nasdaq as MCFN. The unified AI-native platform will run four AI-enabled businesses on the shared McCarthy Finney Operating System (MF-OS). A prior $12 million financing is expected to meet the merger’s cash-at-closing requirement. My best guess is it breaks $4 today

celebratorycremation

B-but you could tell Claude to code you an entire bespoke OS and then you would need Windows anymore!  

Subject_North_4191

In my thesis Microsoft is losing atm hardcore against google on all levels, maybe even OS in the future. Google has much stickier products and higher user satisfaction. And with their AI advantage they are closing more enterprise deals than ever, paving the way for stealing also cloud from MS. So, yeah, I believe MS is even too expensive.

15xorbust

I did more research on SLS and now own many shares. The phase 3 results are about to be released in the next several months and there is no other explanation for the incredibly long survival of almost 40% of the subjects in this now six-year-old study other than that that GSP dramatically extends OS.

Nice-Beginning3069

Their main products are a hated and dying desktop OS, a hated and stagnant office suite, and an admittedly great cloud platform that will live or die based on OpenAI working out. Not much room for growth

VegaGT-VZ

Have you used any Microsoft product lately? They are losing OS market share by leveraging AI to make their products awful to use.

slip101

I read, and heard, from many credible sources that whoever developes AGI first will never be caught up to. Just sticking with the OS comparison, MSFT has ran into monopoly issues in the past even with alternatives available. No one knows how AI plays out.

Zephit0s

A lot of European country notably France lost their faith in American neutrality on software, therefore push for switching public infrastructure on Linux by the end of 2027. Microsoft is not going anywhere but it is pretty obvious that their mondial monopole on OS and system is in danger. Let's be honest , it took longer than it should and I'm sure it will be a very long process.

fack-the-suits

Yeah but they can probably run the useless AI shit more efficiently. Apple certainly can, and I think googles “google books” on whatever new OS they reveal soon will kick beat up on windows.

PooPooPointBoiz

I don't get how SPY and GOOGL and NVDA and AMZN are making new ATH's and MSFT is DOWN over 15% YTD. And down like 25% from ATH's last year. Shit is so fucking rediculious. It's like the market forgot that MSFT is a 3 trillion dollar company that PRINTS fucking money and has a choke hold over the corporate OS and office software market.

FeeExtension3123

I think your totally wrong. Have the things that these companies are involved in are not even public. You have no idea what they are or are not burning cash on behind closed doors. Microsoft is going to be lucky to exist in the next 10 years with Amazon , nvida and various musk items. It’s not going to take much for someone to wake up someday and say hey! Let’s build a new OS that is a competition to Microsoft or some other thing that would break mixrosoft. The company is poorly run and the social sentiment of Microsoft is a necessary evil because every PC comes with it because they don’t have a choice.

Berns429

For me it’s less about investment into AI, and more about is AI going to create a better OS. No one’s really bailing on the stock, but it seems kind of “on hold” for now. What if Claude creates a word doc program that inserting a picture won’t completely fuck your doc and is actually intuitive to reasonable placement, game over for MS 😂

SecretPantyWorshiper

Adter Windows 11 is the first time I'm considering Linux or just getting Steam OS when I upgrade my GPU 

juicysmolliett

Well, when you base it off #s on a chart it makes sense... They compete with bigger names in all their areas except maybe Microsoft Windows... there is still Apple/Mac OS and Linux that people use more, especially Linux on OS Side for Enterprise Cloud?? AWS has the bigger footprint and there is still GCP Infrastructure?? Dell / HPE, SuperMicro, Intel GPUs?? Nvidia has the market What do they do thats so Great to promote Growth... asking for ah friend

fack-the-suits

Fuck microslop. They are going to be dirt. Everyone that uses those expensive Office licenses is going to get laid off. Azure is worse than GCP and AWS. They are going to kill their own corporate entrenchment with AI. Also Windows as an OS will soon be incompatible with AI as needs grow, if it isn’t already. Mac /Linux is so much better with AI it’s not even funny.

backstays

Microsoft days will come, it has whole eco system - OS, Word, Excel, PPT, One Note, Teams, Outlook, Cloud, Chips, Quantum Chips, etc etc....

StonkGoUp

I’m a mega bull that is genuinely bearish on MSFT long term. My work is somewhat tech adjacent so maybe I’m biased. People are getting really tired of dealing with Microsoft’s bullshit and as Linux OS distros become more and more user friendly and Claude gets better at replicating software suite functions they lose moat. Not to mention the biggest customers will eventually be a generation that is somewhat tech savvy and won’t have to rely on bloated operating systems and software because the user interface is nice to look at

ItsPuamana

I understand your Apple corporate experience, but the MacBook Neo launch at 599 is a total pivot point. The overpriced argument doesn't hold up when the hardware is priced the same as a midtoer laptops. ​ Regarding software, the 50% compatibility wall is very legacy and needing that many to accomplish work shows how unnecessary solutions are or how overly complex. Besides, most enterprise workflows have moved to the browser (Salesforce, M365, AWS, ServiceNow, etc), meaning the OS matters less than the browser it runs on. ​AI is also leveling the playing field between windows and macs by shifting the work from the local machine to the browser and the AI agent. While macs might have higher upfront costs, they actually require fewer support tickets and have higher resale value, lowering TCO. Those 2 mac users you have are becoming experts because everything else is MS. ​While the legacy MS moats exist, the combination of aggressive pricing and cloud based software and AI means macs arent just for "stubborn" users anymore, its literally a legit threat to the corporate. Also a huge security survey where 75 percent of IT leaders say that macs are more secure in this new AI era. I was a diehard windows corporate decision maker but the lines are a bit more gray and with the intro of the cheaper mac, its gaining wider adoption and has stratrgically shifted windows users into apples ecosystem. Today no way, tomorrow...yes.

joe4942

> but their main business is corporate types who cant go to apple OS because of compatibility. A lot of businesses use Google Workspace too though. The big question will be whether proprietary software will be possible.

InvestigatorPlus3229

windows blows hard thats for sure, but their main business is corporate types who cant go to apple OS because of compatibility. A google OS will compete mostly with apple laptops which works pretty well already.

joe4942

Android phones and tablets are a lot less annoying to manage day-to-day than Windows 11, and a lot of people use Google Chrome/Drive, so if Google is launching an OS that's free and has better AI than Copilot, it seems like MSFT has a lot of marketshare they could lose.

ItsPuamana

I actually think corporate america will transition away from MSFT. Their products are too buggy and their OS patches updates blue circles frozen screens resource requirements etc are terrible. As younger generations start mskomg corporate decisions, you start seeing people wanting to move away from anyrhing windows related. The Macbook is also giving users more reasons to ry something else.

sunstersun

> Yeah, you said if AI is successful AAPL will be a fossil, as if all the smart execs haven't considered that. They could consider it, and still go through with it if they believe the odds are in their favor. Somehow you have a problem with me stating if AI succeeds Apple will suffer and if AI fails Apple will prosper? But it's their literal business plan. If AI succeeds, I'm not a buyer on this search engine onto Iphone metaphor I think it misses that AI is much more central to the OS of the phone than search.

Shot-Acanthaceae1420

Their rationale is to make each OS successively worse and more cumbersome without denting their user base, and they succeed every time. As well as bringin that philosophy to everything else they do. Imagine having a closed-shop fuck-you-up policy on your own customer base and still smashing it year after year.

Rcraft

Your cited statements are possibly giving you some incorrect confidence. Look at this part: > The real risks to monitor are capacity normalization (new fabs in Ohio and Texas reaching volume production) and any sign that hyperscaler capex slows. The Ohio fabs are Intel. They are building logic chips. Probably has no impact on HBM or DRAM supply. Similarly in Texas fabs are primarily for Samsung, and while they are a memory giant, the fab is explicitly being designed as a foundry for advanced logic chips. No DRAM/HBM. Oh. Uh, sources: https://www.chosun.com/english/industry-en/2026/04/16/RM3SP6OS5RDLTKDFG3ZGL7ZTEA and https://www.fool.com/investing/2026/01/20/the-clue-intels-ohio-construction-site-14a/

SCMC225

They are running outside models on their internal network. Per the earnings call transcript: Adam Charles Borg: How do you think about balancing R&D agentic coding adoption with cost? What AI efficiencies are you looking to see across the organization, and how much of that is to offset some of what I mentioned? Matthew Prince: Great questions. As usage has gone up—600% in the last quarter—we have seen costs go up, but not nearly as much as some others. The least important reason is that most of the big AI labs are our customers, and we have very good relationships with them, including ways to get the best pricing and the best models. More importantly, a lot of times we are able to run those models on our own infrastructure rather than theirs. We have a fleet of GPUs and all the tools with Cloudflare Workers and Workers AI to build and use those tools ourselves. Most of the use of various AI coding tools is not even leaving our network—it is running on our infrastructure. Because we are very good at routing to wherever there is capacity, we get a lot out of that. That is one reason we see significantly higher utilization across our GPU resources than hyperscalers and even AI labs are able to drive. When we built what we call Cloudflare OS, we paired it with our AI Gateway product. AI Gateway allows you to route different requests based on the right model for the right task. If we have a task we can evaluate as relatively simple, we can route it to a model running on our own infrastructure and deliver it at essentially no marginal cost. If it is more important, we might send it off to a frontier model and pay more for that. I feel like we are living a bit in the future; I think you will see many companies do this. As we demo Cloudflare OS to other companies, CIOs repeatedly say, “We want that too.” We already have a stripped-down version with AI Gateway, but you might see us increasingly take some of the tools we have built internally and make those available to other companies. That is very normal for Cloudflare, Inc.—almost every successful product started as something we needed ourselves and then proved valuable to others. TLDR: See my previous comment

SignificanceLate7002

BB - BlackBerry Up 70% the last month and expect the momentum to keep going as more people become aware of their QNX division which is becoming a go to OS for autonomous equipment, robotics, physical AI, and vehicle safety functions. Recent collaberation with Nvidia as well. The company is still viewed as a failed cell phone manufacturer and overlooked.

SignificanceLate7002

BB - BlackBerry Up 70% the last month and expect the momentum to keep going as more people become aware of their QNX division which is becoming a go to OS for autonomous equipment, robotics, and vehicle safety functions. Recent partnership with Nvidia.

Leading_Abies4449

I think you have a very narrow minded view of Microsoft’s income streams. It goes beyond an AI bot and Windows OS

PooPooPointBoiz

I guess, and it kind of makes sense. Nothing fundamentally has changed with MSFT. It still dominates the OS field and the business field with excel/outlook/docx. Azure is growing like crazy. Even if a lot of revenue is linked with OpenAI. But that's literally the story with AMZN/Anthropic, NVDA/OpenAI. It's all a big circle jerk of money and yet AMZN and GOOGL get praised for it and MSFT gets punished. Shit is so stupid dude. Capex is high, so what. GOOGL is spending boat loads too. But MSFT is spending on building out data centers to service a 600 billion dollar backlog. There's a direct path to monetization. So I don't know what the fuck the market wants.

Yee4614

Walk me through your friend’s logic as to why they think a 350M cap is too high for a company with 190M and just completed a successful phase 3 trial.  What about the data gives you pause? The HR 0.44 is strong.  The OS score is pretty easily explainable and highlights the efficacy of the drug.  It can get rejected but the odds should be pretty high it gets approved and if so we are probably looking at a 1B plus market cap. 

Pristine_Hurry_4693

Oh wow, totally forgot. The combination therapy trail with Keytruda dominated that R&D, but also interesting that even though it was shared it’s not considered common knowledge that they have this OS success

Magic3456

Do you think that Maybe we’ll get lucky and they will reveal the secret OS numbers at ASCO in a couple of weeks

Pristine_Hurry_4693

This company is top notch in pretty much everything, but in the PR department they (deliberately?) have done little to nothing for years. Now that everything is coming together they are changing that, so hopefully the OS numbers get a proper reveal

Pristine_Hurry_4693

Alpha Tau has upped the tempo of the press releases lately, but these numbers (OS) are a narrative I don’t think they ever addressed

Magic3456

I can’t wait for the numbers to be revealed, there is a strong correlation between DCR to OS, so it is a very easy call that they will be very good

Tasty-AH750

One of the best breakdowns I've seen on this. The fact that OS numbers are still climbing because patients are still alive is a "problem" most biotechs would dream of. Stage IV Metastatic at 23 months vs ~11 historically, with only partial tumor coverage — the potential when full coverage is achieved is hard to even wrap your head around. With the pancreatic data now presented at DDW, do you think updated OS numbers will come at the ASCO later this month?

Pristine_Hurry_4693

Source for the OS numbers: https://www.alphatau.com/_files/ugd/b7ea83_59dfcbebbbea48d9b4e5aeb24b3cf1ae.pdf

wishful_thinking90

There is a native subscription feature on Shopify. Keep in mind that there’s a million specific use cases that you can point to because entrepreneurship is very spiky - needs are different for each business. Shopify acts more like an OS, the core commerce functionalities are covered but if you want to do something more specific, then you need to install an app.

EmbarrassedPart1256

There're 14,435,905 shares of $CAPS OS; that's a MC of $5.4M, above NASDAQ's MVLS. That's for a company with $71M in revenue & $51M in assets. Their margins have been steadily growing & they're projecting profitability in Q2. With 3,733,077 shares insider-owned & 1,271,220 owned by 3i, 9,431,608 shares in the public float. Given there're probably 1M shares locked up by the longs on ST, the float is likely closer to 8.4M. That's up 5,348,032 shares from 9,087,873 from January. Using an estimate of $.80/share conversion price, that's $4,278,425 in debt that they've eliminated in 2026, not including the debt that they're paying down. Their debt is strategically structured to not put immediate cash pressure on the business. They've been able to extend their LOC penalty-free in the past. U/its\_Oliv I’m real, I swear!

random_account6721

I dumped my microslop shares. I had bought them initially in like 2023 when it seemed they were playing 4d chess by controlling openAI and providing them compute. Now they are floundering with windows on all fronts. Linux has replaced them for server OS. OpenAI broke up with them. Their copilot integration with their services has been a failure. They actually have the AI integration developed in reverse. OpenAI and Anthropic are building everything apps that integrate with services from a single point, Codex & Claude. Microslop is doing the reverse, shittily integrating copilot in all their apps. Seems like they dont know what they are doing and openAI or anthropic is gonna eat their lunch on services when they make a better integrated version of excel, word, powerpoint etc

realribsnotmcfibs

To be fair until micro idiots fix windows 11 and replace it with the next version they deserve the hate. You can’t even download the windows 11 iso and install it on a USB drive using a windows installer tool that worked fine for generations of windows only for it to not even work on a windows 10 OS. You literally have to download a random third party tool to build the installer USB. Make that make sense?!?!?!? Never mind their invasive malware, a windows security feature that can’t even find a virus when 500 ads are plowing your desktop while you scan, and broken eco system that they renamed several times for no reason.

EmbarrassedPart1256

There're [14,435,905](https://www.sec.gov/ix?doc=/Archives/edgar/data/0000887151/000143774926013477/caps20260417_pre14a.htm) shares of $CAPS OS; that's a MC of $5.4M, above NASDAQ's MVLS. That's for a company with $71M in revenue & [$51M in assets](https://www.sec.gov/ix?doc=/Archives/edgar/data/0000887151/000143774926012459/caps20251225_10k.htm). Their margins have been steadily growing & they're projecting profitability in Q2. With [3,733,077 shares insider-owned](https://www.sec.gov/ix?doc=/Archives/edgar/data/0000887151/000121390025094745/ea0257860-02.htm) & [1,271,220 owned by 3i](https://www.sec.gov/Archives/edgar/data/887151/000175392626000718/xslSCHEDULE_13G_X02/primary_doc.xml), 9,431,608 shares in the public float. Given there're probably 1M shares locked up by the longs on ST, the float is likely closer to 8.4M. That's up 5,348,032 shares from [9,087,873](https://www.sec.gov/Archives/edgar/data/887151/000121390026010365/ea0274824-pre14c_capstone.htm) from January. Using an estimate of $.80/share conversion price, that's $4,278,425 in debt that they've eliminated in 2026, not including the debt that they're paying down. Their debt is strategically structured to not put immediate cash pressure on the business. They've been able to extend their LOC penalty-free in the past.

Lawlpaper

Finally someone who can pic a stock. LFVN isn’t a bad pick. Have my eye on it. But I only jump in short squeezes when everything lines up. SI% compared to OS, FTDs, Call OI. Same things that propelled AMC, CLOV, BGFV, BBBY, and BYND last time. It’s got almost a 100% win rate. One loss. Full disclosure it was a couple years back with BYND also. Time will tell. Good luck to you too!

Lawlpaper

Bag holders will bag hold something either way. Nothing has the line up like BYND, and there’s been plenty of high OS stock squeeze. This isn’t some let’s see how high it will go. This is short max pain, with everything lining up. Double or triple your money and make the markets do the work.

Lawlpaper

CMND only hits the 20% SI of OS that I look for. Also no options chain. I want a ramp, not a pump. Looks like already massive covering, but not forced. Also, although FTDs aren’t the whole picture, I like to see who’s failing to deliver and at what price. Those who are FTD are up like 400%. No potential except a pump. Again, MOBX is just another pump and dump attempt. It’s got low OS, only 15% SI, no option chain. There was a massive amount of shorting in 2/2026, and then massive covering on that run up in 3/2026. Shorts have not meaningfully jumped back in. Nothing burger unless you pump and dump it. I don’t participate in those.

Lawlpaper

Idk man. I always look up the numbers when people mention SI%. It’s only 10% of the OS. And shorts know those shares will make it to the market. Although there is \*some\* FTDs, none of them are underwater. That doesn’t always matter, but it’s telling. There’s so much room to short it more if that’s what you are saying is keeping it down. And there’s definitely no squeeze on the table, and the option chain is crap too. But if you believe in it and want to hold for years. Thats cool too. Just saying since you mentioned SI%

Lawlpaper

What makes us think any SS will work? I have a proven track record, even on this sub before it broke 1000 subs. I use the same data that helped me predict many 100%+ runs on tickers like CLOV, BBIG, BGFV, BBBY, HYMC, as well as many others. Heck on this sub alone I told you all the exact day and time to sell for BGFV & BBBY with almost 5min accuracy. We don't know certainty of anything. But, the data is the same as indicators as almost every squeeze (not pump) that has taken retail by storm. Don't gamble, all good by me. Just laying out the facts. High SI% to OS, FTD pain, MM hedging possibility. Those three together have a larger success rate than most. I just skim stocks and wait for one to hit all my requirements. Full disclosure I also predicted BYND's last run, sold early but that's ok. But I also failed when predicted BYND about a year too early and lost money on that bet. But, it didn't hit my FTD requirement so that's my fault. You're more than welcome to go through my post history. One of my older accounts are deleted. But you can still find BGFV, CLOV, and BBBY posts on this one. Heck, even AutoMod gave me a shoutout.

Lawlpaper

Again debate it. I doubt you read a single line of the post. 30% SI of OS (not float like most of the junk here) FTDs are at pain level Insane Option chain setup 0 Available shares volume the list goes on. I would love to hear your thoughts on what makes a "good short squeeze set up."?

SignificanceLate7002

OS would be 10.5M if all warrants are exercised. Still a low float play. We'll need to see the updated short data tomorrow for squeeze potential. At the very least I would expect to see the price hit $2.50-3.00 before warrants get exercised so there's lots of gains to be made here if we don't get a true short squeeze.

AdeptVeterinarian541

Most software isn't going anywhere, do you really want an OS or enterprise software written by AI? Who do you hold responsible when it doesn't work? Who do you sue when it's wrong and costs you money?

peterinjapan

It all depends on whether we have a productivity explosion thanks to AI and how long the AI build out lasts. There will probably be a mini recession whenever the spending on AI data center stops, but then we will presumably have them all to get our work done. I personally am way, way more productive thanks to AI. I've developed a voice OS system that lets me get useful work done while on the treadmill. I also just started a YouTube channel using an animation system Claude built for me because all the tools out there to create a PNG tuber character were ass. In the evenings, when my employees aren't around, I basically do everything with Wispr Flow rather than typing like a Neanderthal, which not only makes me 1.3 times faster at my job. Suddenly there are no typos to worry about, because the transcription is almost perfect. Wispr Flow anime titles while I'm talking. If I'm writing a tweet about the anime Majo no Tabitabi and I speak that to Wispr Flow, the motherfucker transcribes it accurately nearly all the time. It's an amazing age we live in. Yes, I just transcribed the above anime title by talking to my phone. Why couldn't you do this for us, Apple?

Yee4614

My plan was to wait until the options expire (May 15) and sell my shares to exit the position because I didn't want to risk what I'd assume is like a 60/40 chance on the FDA saying no. Can someone with a bit more knowledge on the subject clue me in here? Questions: 1. Is it a common practice to give the control group the drug later in the process? It seems like a really obvious methodological issue. However, it does really highlight how powerful this drug is that it failed the OS specifically because it doubled the lifespan of the people who crossed over. 2. Is the 60/40 estimate accurate? The data is very strong. However, I'm not sure how nitpicky the FDA will be and OS is the gold standard.

Emergency_Acadia9158

How do you know that patients from control group who crossed over have not do that becouse they were the only yet alive ? If I correctly remebmer the OS in ivecimig group was around 9 months and in those who crossed 12 months? And you say that ivecimig increse OS becouse patients who crossed lived longer than those who didn't while they were most likely in better health in the first place. Anyway do you think that stock event like that wasn't analysed by analysts from hedge funds specialazing in biotech and pharma who are much smarter then you or me and have more experience? It was and they came to conclusion that such steep drop in share price is fully justified. That is why it didnt recover this week. Also what person before me said - putting 25k from your own pocket when you know everything that is going on about fda approval while you make high 6 figures is not much conviction. You are taking risky bet here that may lose you a lot of money in worst case or go sideways for years.

Ostransky

The key thing is that the trial was designed to account for that crossover. The RPSFT modeling was meant to adjust for that, but patients who did the crossover had much better overall survival (OS) than those who were receiving the combo treatment from the start (12.8 vs 8.9 months). And that’s the disparity, why would giving it later now improve OS by almost 4 months? Is that real or just random chance that you selected people who would live longer? Still could get approved (sure there is a lot of data not released), but not clear cut either way.

PooPooPointBoiz

How in the fuck do companies keep making new ATH's like AMD/GOOGL/SNDK/INTC. And yet fucking companies like MSFT that have a choke hold on corporate OS and office usage, fucking can't even break even for the year? Let alone hit their ATH's from last year? Come fucking on dude. Fuckers ripping million dollar profit moves on goddamn MU and SNDK and INTC and shit can go fuck themselves.

SignificanceLate7002

Took a position in AUUD yesterday. Low float, high SI, high CTB and a pending merger. They just finished an offering which puts the OS at 5.5m. With warrants, 10.5m. Offering was at 2.36 and warrants exercisable at 2.36. SEG Opportunity Fund filed 13g for 500k shares yesterday. They are known to get in before a catalyst drops and sell the news once it drops.

15xorbust

Yes, FDA has granted approvals in this fact pattern - crossover, causing confounding in the control arm therefore contaminating the overall survival rate statistic on multiple occasions where all of the other end points were strong such as progression free survival. Sanders are just looser when you’re dealing with terminal cancer and chemotherapy agent that clearly extends life. Some recent examples of this would be. Pirtobrutinib - approved by FDA in 2025: Overall survival was confounded by a high crossover rate, with similar OS between arms. Drug treats relapsed/refractory B-cell malignancies. FDA approved drug based on event-free survival, response durability, clinical benefit This is a virtually identical fact pattern because OS washed out because control patients got rescued. If you search this in AI, for example you can find about five recent drugs with FDA approval with a very similar pattern of a second line treatment in a serious cancer that is incurable but where there was some confounding error like crossover in the Phase 3 trial, but the drug show progression free survival. Generally the FDA will approve such a drug. In my option the FDA will approve this. There is no second line treatment approved for bile duct cancer, and this drug show a doubling in survival time among those in the control arm who just took Paclitaxel and those who took Paclitaxel and then, after progression, crossed over to the study drug - 6 months vs 12 months of survival time.

xclaim494

use OS and youtube video the hell out of it. It is super powerful and will help you visualize things in a very different way. I also used optionsprofitcalculator back in the day. But OS is so much better !

SuspiciousSimple9467

Yes, copilot AI, huge market share when it comes to OS, they have there own cloud department that competes well with the other clouds (AWS, GCP) also they are apart of the console duopoly.

Griffisbored

Google created and maintains Android, the most used mobile OS in the world. Mobile computing is arguably the most essential service in the world in most people's day to day life. Mobile devices are the primary method of payment, communication, and web browsing for most of the world. Google Ads is their profit driver, but probably not their most impactful product on the world.

mtnlol

Reading comments about w11 makes me feel like I'm using an entirely different operating system. I have not once experienced any of these issues, nor have I even seen copilot anywhere. Admittedly, w11 is not perfect. But my biggest complaint with the entire OS is not being able to move the task bar to a different monitor.

SuicideSpeedrun

How about making an OS that doesn't suck donkey balls I guess at this point them curing cancer is more likely

Premium_Lover

Their brand reputation is taking a massive hit since the release of Windows 11. They are fast on their way to being the third-most-popular OS, and this is despite all the Apple hate in the hardcore techie community. Honestly, from a brand reputation perspective, Apple is a little undervalued.

NoInterraction

Did you see Elon's last fat picture? There was a time he was in a good shape and mocking Bill Gates with the 🫃 emoji. Today Elon looks like he has twins and triplets in every part of his body. That's not a well performing adult. Imagine wanting to work there - some do, many don't. The talent is not stellar anymore. Others are catching up. It's only downhill from here. I'm 🌈🐻 but not touching it, no shorts nor puts, no shares, nothing. I don't even want a Tesla car anymore, I prefer a Google car, like the Jaguar or others using the OS.

adrr

Nah. I had Claude code make my own OS and office suite. OS even serves me ads so I make money by just using my computer.

i_like_the_number_4

Apple&Google 30% each, Amazon 20%, Microsoft and NVIDIA 10%. NVIDIA is great but not with current price. And they will eventually face competition from China, Intel or AMD. Apple has a lot of room for growth, they have software/hardware integration that nobody can replicate at the moment. There ecosystem is hunting and people tend to buy more apple products when they buy their first one. Google is probably going to win the AI race if open weight models don't beat them. META is too behind, Claude and OpenAI have less capital and cushion. Google can use its profit from other areas of its business to subsidize its AI and eventually win the market. Google also has Chromebooks, phones, controls Android, YouTube and cloud. They seem unbeatable. Amazon also has diversified income sources. Half of the internet probably runs on AWS, the other half is too busy shopping from Amazon. Tesla is just too small compared to other EV companies, BYD or other Chinese company will dominate the market. Tesla can eventually become the "Apple of EVs" but I won't buy it at the current price. My poor Microsoft lost the AI war the same way they lost the smartphone OS war. On top of that, Apple is eatings their desktop market share. At least they have Azure.

hellario

That's definitely my #1 for long hold. Probably going to my my only stock outside ETFs. They have the capital, data sets for training, integration with other Google products, self-designed hardware, and customer base and name recognition. Oh, and their OS runs the most consumer devices in the world... Definitely the least headwinds long term in AI, and it helps that they don't have to live or die by AI alone.

No-Relationship8261

Microsoft main product is an OS that can be vive coded by Claude lol. They needed the Aİ win, they didn't get it

ConstantAd1

Claude will code a better OS than Windows 11 in like 10 minutes