Reddit Posts
Before the close, breakout stocks to watch
Big insider purchase got me into CRDF recently
HPQ Silicon inc and the Canada Ukraine Drone deal HQP HPQFF
Bull case for cyber security stocks is incredible.
The Uber Driver Index just dropped.
Today's PR and KOL ($GANX- Gain Therapeutics)
My friend uses a PI for every major investment over $50K - saved him from losing $600K+ across three deals. Here's his due diligence process.
ALRT - Meeting NATO, Teasing and the £180M Contract Opportunity
McDonald's (MCD) had a better return than Amazon(AMZN) over the past 5 years
Why Indian Manufacturing Stocks Trade at Low P/E Multiples — and Why It’s Not Always a Bargain
Breaking 🚨: Marjorie Taylor Greene "buying the dip" is working
David Gower CEO Emerita Resources provides an update on IBW drilling and the positive progress on the Aznalcóllar trial
Hello, I would like some people to join this crypto mining app with me called PI Coin.
PI Financial - Canada's top Investment Banking Firm Has Put a $8 BUY Target on Kits Eyecare $KITS. Last Traded @ $6.
ATCO-PI: 10.5% dividend on an investment grade preferred stock
$ATVI / $MSFT hearing outcome predictions?
Why did relay therapeutics their stock drop by 30 %?
PI Network to Crypto Currency (BTC)
Brief DD on Context Therapeutics Inc. (CNTX)
Reviewing Diamond Equity Research Coverage on Context Therapeutics (CNTX)
$WISA Squeeze Potential - Relevant Intellectual Property
$PRIZ Prismo Metals Announces Brokered Private Placement!!!! 🚀
Another Analyst Report by PI Financial on EverGen Infrastructure Corp. (TSXV: EVGN | OTCQB: EVGIF)...
Vision Lithium to present at PI Financial Virtual Conference the Future is Lithium
If financial institutions and investment businesses have such a strong effect in the market direction when releasing target prices, how do they avoid insider trading?
Blackberry anyone heard of it????? Hostile takeover underway????
Buy Mattel (NASDAQ: MAT) before its earnings release (ER) today after close
Cinedigm Chairman and CEO Chris McGurk Highlights Positive Business Performance and Outlook Following Close of Digital Media Rights Acquisition Outlines Four New Key Growth Initiatives Leveraging Cinedigm’s Rapidly Expanding Scale That Are Projected to Add Over $28 Million in Annual Revenues
Cinedigm Chairman and CEO Chris McGurk Highlights Positive Business Performance and Outlook Following Close of Digital Media Rights Acquisition
Sphere 3D is a Buy in crypto-mining, PI Financial says PT $10
Rapid Nutrition $RPNRF Expands Distribution Throughout South Korea with New Partner SM Trading a Division of Ilshin World Corporation @frontpagestocks
Fire & Flower has a 221.5 per cent upside, says PI Financial
I read that dd on $GG.PI and I invested all my money on calls, because the Island boys like the stock :)
Bored in the weekend? Try mining crypto for free
[Huge Catalyst] Benchmark Metals Closes $40 Million Bought Deal Private Placement Including Strategic Investment by Yamana Gold Inc | $BNCHF
EV Company Polestar going public via SPAC $GG.PI
If I plan to invest in IoT, should I still add FAANG stocks?
If I plan to invest in IoT, should I still add FAANG stocks?
Amex Exploration Drills Highest Grade Hole to Date - Hits 102.07 g/t Gold Over 6.10 Metres and Announces Results from 31 Additional Drill Holes - Mega Catalyst
$PI Can Impinj Make Its Mark in the IoT Space?
Reddit Traders Are Upending the World of Credit Investing, Too
$ADMA is ≈ $1.70, yet SIX (6) analysts cover it (All Buy or Strong Buy) & I have an academic research background and here is my DD summary & context for what it is worth.
#SHORTSQUEEZECHILE FORREMONOS MAS QUE PIÑERA DIFUNDAN........ Compren Habitat
Is anyone here looking into mining? I’m mining Pi coin and Bee coin rn, just wondering if you guys have picked up on this?
VXRT, the Vaccine Pills Company backed by the US Government.
ATTENTION: PI Coin is a digital currency that is almost to stage 3. It can mined on your phone and there is no downside. Wouldn’t you want to get into The B coin when it was worth almost nothing? In order to sign up you have to get invited- use my code (SJanning) and you can start mining pi coin.
PI Financial Presents Golden State Green: Going Deep into the California Cannabis Market (Free webinar today @ 11AM EST)
PI Mining download before it’s to late
An Introduction to Public Relations... RH Tweets...
THIS IS HUeGE: RobinHood NEVER OWNED YOUR GME SHARES, they got margin called $3B to cover the shares they needed to buy!
Pi Cycle Top indicator and future trend of it
STOCK RUNNING FLAT ?! Osmotica Pharmaceuticals plc (OSMT)
Mentions
PPI lets see if you bring the BIG PI PI
If you have medical payments coverage on your policy it will pay >>> PI Lawyer
LOL. you're a PI attorney (disgusting). and 100% went to some TTT (hence why you're a PI attorney). and now you think you can explain options trading to me. love reddit. know your place.
PI is so fucking stupid and inconsistent. Softest PI ever.
Tomorrow will be a bear trap. Mango won't let SPY down longer than a day. SPY will bounce back up around Wednesday with the PCE PI release. Yes, I'm delusional. Tldr: stock goes down, it must go up (or i'm fucked big time)
I'm going to go out and disagree with the last part a bit here. Granted the original post is deleted and unable to know if this adds context. If, at open, a trader through their own discovery is able to calculate a certain "value" of an option cluster (Iron Condor/butterfly whatever it is you want) and they see it under-priced per their calculation the trader will buy it, no blast orders, no crazy entries, maybe slight unintentional PI etc. Now if the price of the option strategy moves against the trader in say 20 mins, but the trader, based on their calculation, still thinks the the option strategy is undervalued they may average down, thinking they are still getting a good deal. This "potentially" satisfies the mark-out condition. The trader turns out to be correct and the cluster goes past their original purchase price hours later, well the trader books a profit, even selling below half-way the bid and ask at the time. Trader consistently does this with multiple tickers and extremely profitable for several days, into months, into years. Even if the trader averaged down and sold at original (first) purchase price too, they still profit. In a way the trader was counting cards because they have some uber calculus derived formula that values options cluster extremely accurate, but also provided exceptional flow for the MM's. The edge is legitimate, and I'd wager the flow provided to the MM's is good enough that they won't care if THIS trader is profitable. I read in another post that MM's do understand there are going to be traders who are good enough that they'll have to accept those losses. Those losses are nothing compared to their gains. Furthermore on each individual option in the cluster in my example I doubt the trader is making a profit on each, but the overall gains in the cluster are outweighing the losses, in a way providing flow the MM's are wanting. In a nutshell if the flow is good the MM's will accept the trade; mark-out shows a move against a trader even better IMO. 20 minutes later in the example above with the trader assuming more "risk" by averaging down, well more flow. Average down another 20 minutes later still better. Nothing here indicates anything nefarious to MM's or brokers where they won't take this traders business.
How is the profit consistently toxic if someone is a really good trader? I doubt a broker will ban someone who is consistently profitable and provides exceptional flow/liquidity. I.e. someone "genuinely" buys 100 shares of NVDA and 1 put. 2 hours later the trader simply waits and then "genuinely" both positions are closed and the trader makes 2% on this trade. A trader does this everyday with multiple stocks making 2% everyday. Even though this trader is profitable, there is no MM or wholesaler who will decline this flow just because the trader is profitable. Multiple tickers are getting good liquidity flows on the option and stock whilst the trader is profiting in this example. I suspect (and I'm not going to pretend I know this is true) that if someone is good at exploiting inefficiencies or taking advantage of PI or fills and their strategy revolves around large orders placed around this - well then this may be simple example of toxic flow that MM's won't want.
Some of the folks in here need this https://www.reddit.com/r/interestingasfuck/s/PI7AP9gQ2M
I mean, I work at one of those large, influential, research institutions. We actually formally disallowed the use of Claude until just last month because these AI companies are just harvesting data and no PI wants their unpublished work floating around like that. There needed to be a ton of special licensure and confidentiality guarantees Machine learning in bioinformatics have been around for a decade plus. It was also how we unraveled the human genome Gimme some names! I want some real proof of who all these “respected CEOs and Researchers” are that don’t stand to directly benefit from selling you snake oil! Enlighten me
CPI can't inflate away debt, only AHETPI/WASCUR/PI
😂😂😂 Bro just woke up from a coma No catalysts??? Hormuz agreement incoming. C fucking PI How many one need
**F**ucking green tomorrow because apparently inflation, rate hikes, war, oil, and exploding Treasury yields are all bullish now. **U**nfortunately for bears, the market has transcended fundamentals and valuations, entering the sacred realm of “priced in” and “trust me bro.” **C**PI ripping, yields spiking, Iran on fire, and stocks trading at completely regarded multiples? Bullish as fuck, obviously. **K**eep your puts ready to donate at the open because tomorrow we gap +2% for absolutely no reason. **M**arket fundamentals? Who needs those when every red flag is simply “bullish if you squint hard enough.” **E**verything is on fire, therefore SPY +3% by lunch. This is how price discovery works. 🚀📈
True, billables aren’t as important in a PI firm, but we’re still required to record them at all times. If a fee hearing comes up, or if some other situation arises that causes a fee petition, contemporaneous time records have to be produced. It’s a big no no to fudge these numbers after the fact (even though it definitely does happen)
I hired a PI to follow losers around and take pics.
You might want to do some deep research before investing (or u/Dagnum_PI, selling a company to AIAI): John P Rochon, the man behind M42 and this whole enterprise, appears to have been sued for fraud and misrepresentation multiple times. The number of bankruptcy proceedings seem numerous to me based on a quick google search and they including prior Richmond Capital funds and prior companies. Those lawsuits suggest he may have destroyed prior investors with his methods and investments. Articles have been written about his less-than-amicable departure from Mary Kay Cosmetics. AIAI has paid a stock pumping group three times since it went public to pump the stock, most recently $75K. Makes you wonder. The pumping contract: [https://stockresearchtoday.com/aiai-a-holding-company-focused-on-applying-artificial-intelligence-to-business-operations/](https://stockresearchtoday.com/aiai-a-holding-company-focused-on-applying-artificial-intelligence-to-business-operations/) "Pursuant to an agreement between AIAI Holding Corporation and Virtus Media Group LLC, Virtus Media has been hired to publicly disseminate information about ticker $AIAI via digital communications beginning August 3rd, 2026 ending August 23rd, 2026. Virtus will be paid $75,000 from AIAI Holding Corporation." The footnote doesn't disclose the prior two payments made after AIAI was first listed. Bankruptcy proceeding [https://www.casemine.com/judgement/us/69e11fe51c60efc253d939c8/amp](https://www.casemine.com/judgement/us/69e11fe51c60efc253d939c8/amp) Debt collection lawsuit [https://unicourt.com/case/tx-col-umb-bank-vs-john-p-rochon-743052](https://unicourt.com/case/tx-col-umb-bank-vs-john-p-rochon-743052) Mary Kay [https://www.dmagazine.com/micropost/revisiting-not-so-pretty-in-pink-another/](https://www.dmagazine.com/micropost/revisiting-not-so-pretty-in-pink-another/) A prior Rochon entity, JRJR: [https://behindmlm.com/companies/jrjr33-executives-settle-fraud-with-trustee-for-3-2-million/](https://behindmlm.com/companies/jrjr33-executives-settle-fraud-with-trustee-for-3-2-million/) More sus reporting re JRJR: [https://www.newarkadvocate.com/story/news/local/2018/05/25/judge-orders-longaberger-parent-company-court-over-debt/643854002/](https://www.newarkadvocate.com/story/news/local/2018/05/25/judge-orders-longaberger-parent-company-court-over-debt/643854002/) Another bankruptcy proceeding: [https://www.pacermonitor.com/public/case/57462751/Boeckman\_et\_al\_v\_Rochon\_et\_al](https://www.pacermonitor.com/public/case/57462751/Boeckman_et_al_v_Rochon_et_al)
What a well-thought out reply. This is far too reasonable and strategic for this sub; it sounds like something my PI would write lol My bet was that after a \~20% pump on earnings, which still represented losing money, some of the larger institutional firms would begin winding down their positions. I believed that institutional firms would likely take profit based on a combination of the thesis I have up top and that huge post-earnings boost. At least, running up another \~3% seemed unreasonable to me. Additionally, the option seemed quite cheap considering the volatility on the ticker. I have no plans to hold this overnight, that would be too risky even for me lol. There is a limit sell in place, but at 3:55ish if it hasn't hit then I will take a closer look at shedding the position before overnight.
I work as a senior PI close to valorization and personally know quite some founders and professors patenting inventions (one recently sold their sequencing technology for 300 million to a US biotech company). Their is plenty of inventions, patents and spin offs coming out of Europe, but in all cases I have seen they either don't make it, or get bought by US companies/funds. Regulations barely played a role in these examples as they are fairly similar across both in domains that are not IT/data. There are a surprising amount of patents and inventions in biotechnology, photonic computing, nanotechnology, semiconductors that I see. They simply never mature to European large cap companies before being bought out. I can name a dozen inventors who made millions with their innovations, but all those went to US companies with the exception of 1. There may be other things that need to be addressed in Europe, but lack of capital, and the risk culture of capital, is one of the biggest ones to be addressed.
Bruh chill out and go play around on GitHub and find a project for your outdated Raspberry PI 4.
Side trip to PI or Thailand. Get an IV drip before it falls off.
Sorry bud C(kos)PI isn’t available
I was married to one that can’t stop spending or giving money to his relatives in the PI. It’s the worst decision.
twerk. twerk. twerk4Kospi. get dat ca$h dolla dolla sign ko$PI
Quick Stockspy analysis of this post in case you're short on time: 📰 Reddit is being overlooked : r/wallstreetbets $RDDT 📈 BULLISH (ST → · LT ↑) ✓ Thesis confirmed ↳ AI data licensing contracts expire 2026-27 with massive renewal negotiating leverage. Analysed with StockSpy.ai — stockspy.ai 🔗 Try free: [https://stockspy.ai/?ref=PI0448](https://stockspy.ai/?ref=PI0448)
At this point a Raspberry PI is on the wrong side of the cost/benefit ratio, never mind something more functional.
HERE IS SPCE RETARD FINAL BOSS - https://www.reddit.com/r/wallstreetbets/s/PI6PbSSw9E
https://www.reddit.com/r/wallstreetbets/s/PI6PbSSw9E
Quick summary in case this DD is too long for you: 📰 £ANIC Detail Megathread : r/pennystocks Sector signal — Reddit deep-dive on Agronomics fund highlighting portfolio company progress, upcoming regulatory milestones, and 2025-2026 fundraising momentum in cultivated meat and precision fermentation sectors. $ANIC.L 📈 BULLISH (ST ↑ · LT ↑) ✓ Thesis confirmed ↳ Portfolio companies captured 50% of global PF/CM funding in 2025 despite flat VC environment, validating concentration thesis. Analysed with StockSpy.ai — stockspy.ai 🔗 Try free: [https://stockspy.ai/?ref=PI0448](https://stockspy.ai/?ref=PI0448)
Markets preparing for the GDP, PI, and PCE reports, could be a bloodbath… for about 30 mins, until John gives the bull signal and we rip all day.
My PI says he's almost out of money so I think it should be the other way round
a lot of red flags show up in public records before you need to pay for an investigator. For private company deals specifically: SEC Form D filings are public and free. Every Reg D raise has to be filed: company name, amount raised, investor count, date, exemption type. If someone tells you they closed a $3M round last year and there's no Form D on EDGAR, that's a flag worth probing before anything else. Sites like FlareSight index these if you don't want to dig through EDGAR's raw search. State business registries, UCC filings, and court records are also public. Most of the basic verification your friend's PI does starts there anyway.. The PI layer still makes sense at $250K+. But public records are a reasonable first screen at any check size.
Rocket Lab primarily 3D prints the main components of its [**Rutherford rocket engines**](https://www.google.com/search?q=Rutherford+rocket+engines&oq=what+parts+does+rocketlab+3d+print&gs_lcrp=EgZjaHJvbWUyBggAEEUYOdIBCjExOTM1ajBqMTWoAgiwAgE&sourceid=chrome&ie=UTF-8&mstk=AUtExfC5ypQp85Ue5htPYFnUvtDcUEwoNsyPOKig9S4x_ciy9sdc-Lvxs9QK-POEMoLmHBozFowEdWM_SgBBi61l3EwZ1GnDYABHU-gHVjd9pmrYwZ8QalB4GPDcVFYVkgVtwEXNNVIVCQ43X09Ndso-uNpiAKqsPXKd-Ngw-zpQcvAmH0AkxfLVodf3rIdeXQoKrh8QCeJd9rRNLUVaF7EHIgMXzGrJ1f4vBxZi6zn9xETp2PIiX94sr-lPMYmMmWR4nltjT5VuKH49_OyOR2tK_-cE&csui=3&ved=2ahUKEwihr-PI9KmUAxV1mWoFHQqNCo4QgK4QegQIARAB) using Electron Beam Melting (EBM) and utilizes massive Automated Fiber Placement (AFP) systems to 3D print carbon composite structures for the Neutron rocket. Key 3D-printed parts include thrust chambers, injector heads, and propellant valves
I've been using Unu͏sual Wha͏les A͏PI for a few months and it's great. They offer web sockets too for advanced users but right now I'm still in training mode.
semis nobody is talking about with huge growth potential first it was SIMO now its PI next AMBA
Closed today TP: - Calls: SIMO • NBIS - Puts: DQ • JKS • ENPH Opened today - Calls: MSFT • VIAV - Puts: PI • CHKP Disclaimer: not any kind of advice. Don't do anything I would do...
The most underrated part of this is not the PI specifically but the principle underneath it. Most people do their due diligence on the opportunity and almost none of it on the people behind the opportunity. Numbers can be structured to tell almost any story. The person presenting them cannot be restructured as easily. Character history conduct patterns how someone has treated people in previous dealings when things went wrong — that information is worth more than any financial model because it tells you what happens when the model does not perform as projected. Your friend is not paying for information. He is paying for the right question to be asked before he commits. That is the actual value.
Just open a PI bank, high-yield savings account and forget about it.
Not really; you aren’t forced to buy PI in your 401(k), and your employer isn’t forced to offer it. It’s just going to become another option that people almost never select in their 401(k).
I personally use the brokerage arm of my bank. It does all that I need it to do without having to open an account at yet another company and share my PI information even more than necessary.
I would like a Ferrari…. The usual red color and style like Magnum PI drives.. please. Just send it to my house…. and congrats.. not a bad problem to have. Oh.. I would sell slowly.. if you need the money.. cause tax man comes a knocking’.. keep your income as low as you can for tax purposes.. long term gains are taxed less. Nice job.
You are really pushing this stock today huh :) There is a middle ground here. Half my research lab uses budding yeast as a model on cancer. The PI Phil Heiter is a well respected researcher so this isn’t nonsense. However the tech is still is in its early stages.
So are you teaching a person that mine this coin since the beginning of it? 😂 I am watching my baby growing up, as a robot not a human. I keep the gold for myself, but I give the world if they wish to have some PI in their wallets. Stop mocking me, take it or leave it. ❤️
1 PI coin is less than 0,20 usd, stop waisting everyones time dumbass.
I keep my offer. Nobody has to believe me, but I know for sure it will get big. 53€ per PI is acceptable, more than that. PI community can be checked and verified. For those saying it's a scam, maybe posting that I sell it for 1$ and having plenty of them, would be more convincing 😘.
They are talking about "PI" (pretend intelligence) but the real problem is the ensh1tification of the product. The problems with winblows 11 and its' privacy destroying malware and bloatware are seeing users migrate to different systems (Apple and Linux). [https://www.youtube.com/watch?v=e7a89ZYcTo8](https://www.youtube.com/watch?v=e7a89ZYcTo8)
The only reason the market goes up at any point is to lure in a few PI buyers, then they get taken out!
What are the other positions in your portfolio, I actually quite like eToro stock at this point? What’s your PI account called?
New meta, old military industrial companies are no match for teenagers with 3D printers and Raspberry PI's
Bears truly don’t understand how much vol crush is going to destroy their positions. If we would have been ripping yo new all time highs with VIX at 12 and this came out of nowhere we’d probably limit down but it’s been weeks of VIX surging and tons of uncertainty and fear baked into volatility and hedging on a known commodity. Now that it’s over and the market knows there will be absolutely zero impact to any world index hose shorts are going to unravel faster than your mom’s panties the first time she watched Magnum PI.
Mr Benn's speech always relevant [https://www.youtube.com/watch?v=A7ciGW7h7PI](https://www.youtube.com/watch?v=A7ciGW7h7PI)
Regular schmucks don't invest in PI.
Some 23 year old kid will vibe code a raspberry PI to do the same thing. I say that as a PLC programmer who has seen it lol.
Jesus, Geo. Are you a PI on the side? Love your work. Thanks for posting.
PIs are a huge meme at that price you can just use an older PC with better everything and not have to deal with an ARM chip. Ofc regards will buy a mac mini for something that doesnt need a mac mini because youtube said so, so I guess buying a PI is the next best stupid idea.
Raspberry PI close to doubled their prices to cover memory prices. 16GB version went from $120 last year to $205 in a short timeframe. People are buying them anyway as it's cheaper than spending $599 on a 16GB Mac mini.
The all-time high closing price for [Psyence Biomedical (PBM)](https://www.google.com/search?client=firefox-b-1-d&q=Psyence+Biomedical+%28PBM%29&mstk=AUtExfAqLGdZR-gMnaO1deDUdpmsi5YuIQAGKrDmYuCjw6P2YYTFL0zdQ0QCkGLxcas0gYV2uWq7t3VVDkwEEV6XZpRbT_hzkZ7k3VMhsmWS7gdo-WsqhJJWRoCt2k9XbisfxTPMPxRIL7hG2484Sf1n1LUz9_mJyv8FmFLneL8Ciqrb7PI&csui=3&ved=2ahUKEwimrtC_vdeSAxVMG9AFHUSkJlwQgK4QegQIARAB) was $268,359.00 on November 21, 2023 (adjusted to pre-splits share price obviously) Today's closing price - $3.09 Ouch!!!
Funny, I worked with Claude a couple of hours last weekend to vibe up a simple little data pipeline that joined two CSVs on some pretty basic criteria, and it 1) completely fucked it up, 2) lied about the tests I wrote passing, and 3) wrote an unmaintainable pile of spaghetti (that didn’t work). But I’m sure it’s my fault for “prompting incorrectly”. I’m a systems architect btw, not a junior dev. You know what I like about giving “prompts” (tasking) to my actual junior devs? 1) Most of them don’t make up absolute horseshit when they don’t know how to tackle something, they just ask me for help, and 2) they actually learn and grow from doing these tasks, eventually becoming mid level or senior devs who can work completely independently with little oversight. Meanwhile, I have to spell out shit to Claude in such fine detail that I might as well just crank it out myself with a decent autocomplete. If your entire dev experience comes down to making glorified web forms, I can see how you might be worried. But for any dev except for a true junior, most of the hardest parts of the job have nothing to do with translating human intentions to code. It’s understanding interactions and limitations of interacting systems, business context, and helping folks who have zero technical skills translate their whims to something that is computationally feasible. And if we get to the point where Claude is able to reliably fill the role of the average mid level dev, who is going to task it? The PI/PM who is afraid of git? Give me a break.
Depends. Latency. For example in the US with low latency to the servers, you’re fine. But now extend to China and India with over 2.8B people. Do you think they want to deal with SaaS, latency or issues of transferring content to a cloud provider somewhere else? Or are they going to create a Deepseek Coder running locally via Continue and a llama variant? No per token charge, no worries about PI. Just a deployed model which can handle the most secure and restrictive data in the fastest time possible?
https://i.ytimg.com/vi/PI4PHI8xLVo/maxresdefault.jpg
There have been a few people shilling SNAP in the trading/investing subs. All of them seem to leave out the incredibly obvious... https://www.reddit.com/r/stocks/s/EHQdaft3PI
My PI agrees with me. I guess it's just a difference in opinion.
The issue is the way this data is stored and then mixed into the training data of the models. The commingling of PI and SPI into a general dataset actually creates a tremendous balance sheet liability for hipaa violation. There’s no technical way in ai to ring fence the verboten data.
4th time I've posted this. I think I've finally figured out how to not get my post deleted. You might view that as bearish on PI.
#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term) **Prognosis:** Buy Dips (<$110), Accumulate heavily <$70. Hold 3+ Years. **Moonshot Catalyst:** Your smartphone reading your groceries. **Creep Factor:** High (Corporations knowing exactly what is in your pantry) * **The Business:** Impinj makes RAIN RFID (UHF) chips used for tracking items (Walmart clothing, UPS packages, Delta bags). They sell ~15B chips/year. * **The Moat:** Recently defeated rival NXP in court; secured a patent peace treaty until 2034, allowing 8+ years of aggressive innovation without fear of lawsuits. * **The Growth Thesis:** Moving beyond supply chains into **Consumer Use**. * **Short Term:** Expanding into food tracking (Kroger bakery). * **Mid Term:** EU "Digital Product Passport" mandates could force adoption. * **Long Term (The Bagger):** Getting RFID readers into consumer smartphones (Qualcomm already put one in a commercial chip). * **The Tech Play:** Moving to "Protected Mode" allows secure authentication (anti-counterfeit) and privacy. This enables a future where brands can track inventory *inside your house* if you opt-in via phone. * **Risks:** Trump messing up EU relations (killing the EU mandate), metal surfaces are still too expensive to tag ($0.60 vs $0.05), and reliance on gaining new massive enterprise clients. * **Bottom Line:** Needs 20% yearly growth to justify current price. Enterprise is the floor; Consumer adoption is the 20x ceiling. Volatile stock, so patience on entry price is key.
#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Buy shares on dips <$110. Scream and buy if <$70. **Nemesis:** Aluminum cans (physics makes tagging metal expensive). **Orwellian Score:** 9/10 (Corporations will know exactly how long that shirt has been sitting in your closet). **Summary:** OP is holding 3,011 shares and betting on the evolution of RAIN RFID from supply chains (Walmart/UPS) to consumer pockets. Impinj recently won a patent war against NXP, securing a 10-year truce to grow unchecked. **The Bull Thesis:** * **Consumer Phones:** Qualcomm is integrating RFID reading into chips. If smartphones start reading tags, volume goes from 15B tags/year to hundreds of billions. * **Recurring Revenue:** New "Authentication" features allowing brands to verify real vs. fake goods could generate service fees per scan. * **Europe:** Potential EU mandates (Digital Product Passport) could force adoption, though political climate makes this shaky. **The Risks:** * **Physics:** Tagging metal/liquid is still too expensive ($0.60 vs $0.04). * **Macro:** Trump vs. EU trade relations could kill the regulatory tailwinds. * **Timeline:** Breaking into the consumer market is a "moonshot" that might take years. **Trade:** Volatile stock. Needs 20% yearly growth to justify valuation. Sit on it for 3 years for a potential 20x tag volume increase.
#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Accumulate shares < $110; Aggressive buy < $70 **Bullish On:** Your pantry snitching on you **Barrier to Entry:** Canned Soup (Metal interference) ### TLDR Summary **The Business:** Impinj makes RAIN RFID chips (15B+ sold/year). They are the dominant player in tracking inventory for giants like Walmart, UPS, and Delta. They recently won a patent war against rival NXP, securing an 8-year runway free of litigation. **The Bull Case:** * **Expansion:** Moving from just clothes/logistics into food (testing with Kroger). * **Tech Integration:** Qualcomm is integrating RFID reading into mobile chips. The endgame is consumer smartphones reading tags on everything you own. * **Revenue:** If they crack the consumer market/smartphones, volume goes from 15B to 100s of billions of tags (20x growth). * **Services:** New "Authentication" features could allow PI to charge a fee every time a genuine item is scanned/verified. **The Bear Case:** * **Physics:** You can't cheaply tag metal (cans) or liquid yet (costs >$0.60 vs $0.04 for normal tags). This limits grocery adoption. * **Politics:** Trump vs. EU relations could hurt the adoption of the Digital Product Passport (DPP), a major potential catalyst. * **Valuation:** Priced for perfection. Needs +20% yearly growth to justify current price. **The Trade:** Stock is volatile. Don't chase the pumps. Look for dips below $110 to enter, and treat this as a 3-year hold while waiting for smartphone adoption.
Calls on Raspberry PI foundation?
BITF at PI xD! hint: 3.14
Maduro to become a 🥭 advisor on big booty latinas and how to grow a magnum PI stache.
Bluey and Magnum PI (80s one)
Who has a stash that can play maduro? Magnum PI?
WSB has regards who empathize with socialists, including communists, who have caused tens of millions of deaths with their policies: https://youtu.be/OhZr03g1PI4
This is a bullshit treeshake... PI's assuming the markets is going up at the start of the year... just bullshit!
Good point. Maybe some lawyers do overlook things, and that's where the PI comes in to catch what might slip through the cracks.
I'm convinced PI adds another layer of security that a lawyer might miss, especially when it comes to verifying things that aren't in the paperwork. It’s like paying for a second opinion.
The data they used was readily available online so I decided to attempt a replication of this to prove them wrong, but it seems like there may be some substance to this. I have used the multi-day log returns using look-behind windows, and computed ACF with equal sample counts per lag. This is with checking through 40 day lag: https://i.imgur.com/yDtATBh.png And this is checking just through 10 days: https://i.imgur.com/i2PI3SO.png And again through 10 days but using a 2 day log return window: https://i.imgur.com/m04HZYB.png I would encourage someone else to also attempt replicating this analysis to ensure no errors have been made.
V risk is still there. Waiting for the flag for holding or PI to cancel the drop.
this sub is just infested with children now sell enough so you have PI shares it will break the system
> millennials grew up with it NOT going up, wages were stagnant from 1999 to 2015 _**Household**_ median income was flat. _**Individual**_ median income was not ([Personal Income](https://fred.stlouisfed.org/series/PI) & [Real Personal Income](https://fred.stlouisfed.org/series/RPI)) Why? Because the number of income earners per household has shrunk due to (i) divorces, and (ii) increased individualism leading to young adults moving out earlier _(to rent crappy studio apartments)_ rather than becoming an additional income earner in their parents' homes
So why is AMZN struggling today? Sell the news I.e fuck PI’s? Just bullshit…..
I'm in the same boat and am chilling in a money market fund. Buying SPY [does not make sense](https://www.invesco.com/apac/en/institutional/insights/market-outlook/applied-philosophy-the-shiller-PE-and-SP-500-returns-revisited.html) when valuations are this high. Hell, even [Aswath Damodaran](https://youtu.be/PI5ClUF9G6k?t=1549) said cash is a good idea right now.
My cousins a big shot PI attorney in New Jersey. And I met Dan Newlin at the airport once. Try me bish
Oh, so he's a PI rat. Truly the pinnacle of the legal profession.
I really enjoyed this discussion with Aswath Damodaran who differentiates "overvalued" and "overpriced" and how herd mentality is rewarded. https://www.youtube.com/watch?v=PI5ClUF9G6k
Is that what's been going on with price improvement fills? Lack of liquidity, fed stopping QT and not starting QE? I thought it was Market Makers just taking year-end profits without producing PI.
whether lions are garbage or not, that PI call was a crime against humanity
Happy with that rigged ass PI call?
PI needs to be entirely redone. Getting a 60 yard penalty for hand fighting is ridiculous.
PI, consumer spending, PCE, ECI, tomorrow will be a nothing burger or a shrek/clifford dicking
Is it good time to short PI? It's at ATH!
I have a very good academic profile. My PI is a big shot with personal links with multiple Nobel laureates. But I personally think it wouldn’t hurt to have industry experience in the bag
As a PI lawyer, I also keep the medical bills away from juries so they can go wild with their imaginations.