PR

Optimal-Dig2330

>I think you have a deep misunderstanding in what NVDA hardware provides. Model quality/superiority has nothing to do with hardware. No. I think the market has that misunderstanding. >nameless chinese shitter gpu. It will just take more time. Time = money. Nope. Ascend 950PR is faster and cheaper. The only downside is the manufacturer's name sounds funny. >You should look at >\- Performance \- Lifetime \- Energy consumption per token \- Software Ecosystem \- Performance: nVidia's 4th place after d-Matrix, Google/Broadcom, and Huawei \- Lifetime: of what? lol \- Energy consumption per token: again, nVidia's 4th place after d-Matrix, Google/Broadcom, and Huawei \- Software Ecosystem: CUDA's their last line of defense, and the only hope I really have for them even maintaining their value. I think you don't understand that the fact a lab was able to either (a) build a bespoke software ecosystem mature enough to train such a model like Qwen or (b) architect a viable drop-in replacement for nVidia compute is a huge red flag.

kknd1991

I like your thought, especially party trick and one shot prompt which is good PR and everything else is benchmark maxing. The trajectory is every provider become better, one day, it will make little difference between models. This intense competition is good for the world. OpenAI model covers much larger scope than some open models. The tech stacks are different. I am amazed how efficient the Chinese people with much less resources, and yet being able to produce this level of excellence. ***Classic*** [***David vs Goliath***](https://www.google.com/search?client=firefox-b-d&hs=C8cV&sca_esv=a822ff06841a8c7d&sxsrf=APpeQnu1kDkv7-fsmnn_FsrIaGJnPtuSUQ:1784607341553&q=David+vs+Goliath&spell=1&sa=X&ved=2ahUKEwiAm6C19OKVAxXBmq8BHXWEF3IQkeECKAB6BAgOEAE)***.***

Low-Tax6649

Well we don’t have official numbers yet for the upcoming Flagship: Huawei Atlas 950 SuperPod. But do we know it’s composed of 8192 Atlas 950DT GPU’s which are estimated to be about 1-1.1kw tdp based on the already released sister card: Atlas 950PR. So 8192 of them is about 8.2mw. Typical final rack power consumption is usually about 1.5-1.6x the GPU power. So around 12.5mw total for a SuperPod. Now a Nvidia Vera Rubin pod(40 racks) each rack about 210kw gives you 8.4mw. A Rubin pod can provide around 50 exaflops of fp8 compute performance. The superPod is advertised at about 8exaflops. So the total per watt performance actually ends up being around 9x better for Nvidia Rubin systems

SPAC_Time

"PubCo has applied to have the PubCo Common Shares and PubCo Public Warrants listed on the Nasdaq Capital Market (“NASDAQ”). " That is from the [424B3 filed by Tactical Resources](https://www.sec.gov/Archives/edgar/data/2037786/000121390025116305/ea0216233-15.htm). So hopefully the warrants will be listed as well, but the PR doesn't say either way. PLMJF has [an extension meeting scheduled for July 29](https://www.sec.gov/Archives/edgar/data/1845550/000121390026078798/ea0297082-02.htm), but seem to be hoping to complete the combination before the July 30 deadline.

SpongEWorTHiebOb

Best comment on this sub. This is all PR directed to this admin. No way they actually spend this much.

derprondo

This guy on my dev team at work does absolutely nothing, like no exaggeration when I say he hasn’t submitted a PR for something meaningful in over a year. Everyone on the team is a senior or a lead, he’s a lead. In this fucking economy? Dude is way too comfortable probably thinking he’s going to get six months severance and will find a job in two weeks. Bro you’re going to get two weeks severance and it’ll take you three years to get another job. Fucking sick of this guy doing nothing but I’m no narc, the rising tide lifts all ships. He actually does so little that he doesn’t even show up on the performance metric reports leadership uses, he’s a ghost. That’s why I started making him do things that I know will make him show up on those reports lol. Thank you for your attention to this matter.

Natural-Pepper-2098

I am not sold on the China supply threat from CXMT etc. if Trump let’s Apple and others buy from them they will destroy the US memory chips like industry. Then what. Another rare earths type lever for Xi to strangle the US with whenever he wants. No way the US will let that happen, will make Apple swallow the costs and, maybe invest in Micron so it can increase domestic capacity. Look at intel, look at tariffs, look at rare earths and ask yourself is it consistent for the US to then support a Chinese industry at the cost of US jobs and security. No, didn’t think so. Bipartisan lawmakers already lobbying Teump not to do this. Apple is fishing it maybe it’s for PR with CXMT and everyone already priced in Apple success and Microns doom. Good luck betting agains DJT.

jeevacation_gmail

Buy the PR interval, sell at the peak of QRS. Easy.

hardcrepe

It doesn't help that whoever they are outsourcing the data center building to, have no concept of PR. One in my area just had one of the project managers get canned because his texts during the town hall meeting were captured and it got out he was texting his boss that every one there were ugly and country bumkins and how they would need to get the state governor to override the community on the allowance of building it there.

daishi55

Hey man. This is going to be hard to hear, but Ed Zitron doesn't know what he's talking about. He's a failed PR guy who pivoted into exploiting anxiety around AI. In the years he's been writing about AI, he's never been right, even one time. I suggest you explore alternative sources of information that are more aligned with reality.

rainburrow

1) Taco bell is the consumer’s point of contact, so the customer will associate the outbreak with Taco Bell, the place that actually provided the food. Personal stories will be “taco bell killed my grandma” not “taylor farms killed my grandma” 2) Headlines with Taco Bell will get clicks because people know what that is. Algorithms will spread the stories that include the Taco Bell connection more due to higher engagement, which will make a feedback loop which reinforces Taco Bell as the source of the outbreak. 3) Taco bell as a source of digestion issues is already a bowel running joke. The story will play not only in regular news, but the satire spaces like r/nottheonion (where it is posted every 5 fkin minutes) because of the irony. No matter how you slice it, this is a PR nightmare for taco bell

ShillinTheVillain

Taco Bell PR: "We disagree with the findings of the FDA. Explosive diarrhea has long been a staple of the Taco Bell dining experience and is not at all related to a parasite."

Efficient_Maybe_1086

This only happened because the dumbasses at Taco Bell PR released a statement regarding explosive diarrhea outbreak. Taco Bell is not confirmed and unlikely to be the source.

FlamingFlamingo32

this shit has to be fake. my cumulative gain is 33% and I barely know what im doing, im just following averages and investing in companies that havent been in any recent PR blunders. I dont understand how you can lose so hard like this.

Crazy_Donkies

You won't find a single company, management letter, management comments, research paper from a professional in the space (don't quote PR guy Ed Zitron or Burry), or article that assumes spending will slow. It's going to accelerate. You'll see when Google releases earnings on 7/22.

bookofnature

Trying to get ahead of that lawsuit. Apple just gave them more PR(yes bad but still).

outworlder

How did it bite them ? I agree that they keep releasing PR BS stories to keep the hype going

FatefulDonkey

Yep, so good that their own PR bullshit story about Mythos security bit them in the arse. These guys are geniuses

RecentChef420

Negative cash from operations is a solid quarter? There's a reason they put out a bullish PR about international supply the day before releasing earnings. This quarter was ok, but the 9-month trends are a lot less impressive. 9-month operating profit (-21%) and net income (-27%) declined despite revenue growth. Operating expenses are rising (+35%) a lot faster than revenue (+13%) because of the share-based comp and SG&A (+19%) growing faster than revenue. Inventory is absorbing significant cash. Operating cash flows propped up by excluding interest payments and including cash from additional borrowing. Capex is starting to creep and shareholders have been meaningfully diluted. This is a reasonably strong operator that is growing, but they are growing into substantial operating and capex requirements and they only have modest underlying profitability and weak cash conversion after capex. Reads like more debt and/or dilution is incoming. Just my opinion and not advice

SolemnaceProcurement

Huh almost like Musk took all his wild bet companies that burn fuckton of money wraped them all up into SPAAAAAAAAAAAAACCE package did some financial funnies and did a massive PR campaign for the IPO and IPO'ed resulting engineered stock bomb.

EmbarrassedPart1256

1.) I hope you waited to get in, as it's dipped hard since you posted this. 2.) Something about that PR low-key crashed my computer... 🤣

Dani_Bolsa

Yeah, the market is basically pricing the odds of repeatable revenue, not the headline. If the unit economics on the glasses are thin and this is just one big PR spend, then the stock can still deserve a nasty reset even if the tech is real. I learned that the hard way in a few small-cap names - the story matters less than whether it can scale without torching cash. That's why I usually care more about position sizing than the hype, and on 50K Trade I like having Extra Margin up to 1:200 on eligible stocks/ETFs when I want exposure without tying up a huge chunk of capital.

ohgodthehorror95

Probably damage control from their PR department after they announced they were gonna go on a big firing spree, then a week later said they were hiring a shitton on H1-B workers

Crazy_Donkies

You people are wild. You're quoting a PR guy who is anti AI and has been using his PR experience to gain notoriety. He has no tech or finance background. First of all, GAAP is/are generally accepted accounting principles that outline how financials are presented with disclosures. I'm a former public company CFO. Moreover with 90 institutional investors they absolutely are having financial audits with financials being highly scrutinized by investors. Plus they are used for 409a calculations. Particularly with minority shareholders being MAG7. And their need to mark to market the securities. Moreover the depreciation schedule news is old news. I'm going to believe them over a PR guy. https://newsletter.semianalysis.com/p/anthropic-3q26-profit-over-1b-the https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4 https://www.ft.com/content/a67248e7-f819-4dba-b0f7-3847df0a75f3?syn-25a6b1a6=1 Finally, "profitability swindle." Why would it even be a swindle when the investors are willingly investing based on future prospects. It's a click bait title for people like you

tacky_pear

They have really good PR too, I literally haven't heard a single bad thing about anthropic 

roll_left_420

Watson was cool but they were still behind the likes of Google, just had a better PR by giving a face to it.

Xryanlegobob

CEO didn’t run his letter through PR first so they could edit the shit out of it

imma_rage_quit12

$grce I expect a fda CRL meeting PR in the next 15 days, expecting it to go up to $3 on this PR(if not from that then $3 on resubmission news). Very thinly traded and not much volume so keep that in mind, but a legitimate company and also has been holding price very stable past few weeks.

EmbarrassedPart1256

If I had to guess, I think they're setting up to sell shares on the ER date, based on recent filings. Their ERs have been trending in the right direction recently & soon the investment thesis will be unavoidable. The most recent PR was yet another bullish development; there's not much fluff here (except missing targets & late filings). If I had to guess, they're working on another acquisition too, again based on recent filings. The company is doing well, there's no going concern, the stock just isn't popular yet like you said. Alas, I sold at the end of the day, & will try again tomorrow, as it's been a pretty nice little swing recently; not many people seem to be selling (although the volume was pretty high today).

Impressive_Order60

Anthropic PR team working hard

rpez89

It’s a diluting PR scam avoid

Secret_Block_8755

They dropped a PR on their website. 25% returns since February on paper trades, BTC signal shifted from stressed to mixed, and they are about to start trading with real capital. I suspect that's what it's going to be about. 25% in 4-5 months is nothing to scoff at. If you're long on SRXH this is great news.

Vlisa

The greatest PR job by Samsung. Everyone holding Sk Hynix over the coals when we had that huge dump post Samsung earnings.

PaperHandsTheDip

Yesterday, worked \~3 hours with agents coming up with 7 design docs. Before bed "implement them" in yolo mode. Wake up this morning to an over 18,000 LOC PR. Fuck it, lgtm. Merge.

MtGloomy0420

$DFNS - Israeli shitshow that only puts out glowing PR in the newsfeed but doesn’t mention the numerous proxy votes for dilution, weird share conversions and a RS.

NoMaam713

This is beyond a good post, I feel you actually read my mind. The catalyst-vs-pump read is the right skill to obsess over, but I'd push on one thing, because it's where I lost the most(!) - knowing the difference doesn't help if you learn it too late. By the time I'd manually pulled the filing, checked the source, confirmed the timestamp and eyeballed the float, the move was already 20% in. So I'd either chase or pass and watch it run without me. The read was correct, the clock beat me. That's the part nobody warns you about, small-cap gaps punish slow process as hard as bad process! That's the actual reason a tool earns its keep here, and it's the one piece you genuinely can't replicate with a notepad, it has to catch the move on the first candle(s) and classify the catalyst in the same breath, while there's still a valid entry. Everything else - the checklist, the discipline - you can do by hand. The speed you can't. Live scanner that fires early, flags real catalyst vs. PR pump on the spot, then runs the entry rules so you're deciding in seconds instead of missing the window, that's the difference between reading the setup right and actually being in it.

RolledForCredit

Seems pretty likely considering the debt and equity raises, the meta PR campaign, and the higher estimates from the banks who back into the spend by tracking the sale of every gpu/cpu.  

staffa_kartherma

I thought in one interview the president of the company claimed to be on track for a "Fusion Light" test by the end of June, then suddenly the narrative changed to the move to the Dallas area and away from Midland Texas to be closer to higher technology. Yet supposedly they are considering using a Texas Tech facility for testing. They moved further away from Texas Tech. Now they releasing almost daily PRs about the same thing first they pay a company to write a story including many other Fusion companies, then they release PRs touting the fact that they were mentioned in the original PR that was written in the style of a technology report. Seen this many times in the penny world.

Chutney__butt

\+4 | SRX Global ($SRXH) invests in Greenland Mines ($GRML) SRX Global announced a strategic equity investment in GRML, adding another strategic backer to the company's long-term critical minerals strategy. Key points: SRX is backing GRML's vision of building a North Atlantic Critical Metals Corridor, focused on supplying Western markets outside of China. Financial terms weren't disclosed, so the size of the investment is still unknown. GRML also closed its AnorTech share exchange at the same time, expanding further into midstream processing. The timing is what stands out. This announcement comes as GRML has been steadily stacking catalysts instead of releasing a single headline. First came the AnorTech transaction, now a strategic investment from another public company, reinforcing the idea that management is building out the platform piece by piece rather than relying solely on exploration news. It also arrives while interest in Western critical mineral supply chains remains elevated, with governments and industry continuing to look for alternatives to Chinese processing and rare earth supply. A strategic investor choosing to come in now could be viewed as another vote of confidence in that broader thesis. Looking ahead, investors will likely be watching for: Details on the size and structure of the SRX investment. Additional updates on the AnorTech integration. Progress at Skaergaard and Sarfartoq. pic for attention. Any government, strategic partner, or offtake announcements that would further support the company's North Atlantic critical minerals strategy. None of this guarantees future news, but the sequencing is notable. Rather than one isolated PR, these announcements appear to be building on one another, which could set the stage for additional updates as the company executes its broader strategy. https://preview.redd.it/0sip2gejgsch1.jpeg?width=788&format=pjpg&auto=webp&s=d6db7a98e6fc58aa23724779fccaf3e7e7558a4b NFA

KTRyan30

I own 20,000 shares, this could be a legitimate diamond in the rough and is their demo goes well next month I expect to be very happy with my gamble. But... They might be total frauds and I would not be surprised to see a 50% drop if we start seeing news of delays. That article is from a PR company they hired. Proceed with caution.

terminalguy007

The investor angle here is more interesting than the initial headlines.IP theft cases are notoriously hard to win. Apple has to prove (1) it had protectable trade secrets, (2) reasonable measures to protect them, and (3) misappropriation. The alleged facts — employees using company-issued laptops, emailing hardware summaries before departures, "show and tell" sessions during job interviews — are specific enough to get past a motion to dismiss, but converting that into a damages award is a multi-year process with uncertain odds.A few things worth parsing for investors:On AAPL: This isn't primarily a litigation bet, it's a signal. Apple rarely sues competitors unless it's trying to create leverage or deter future employee movement. The IP involved is reportedly iPhone hardware architecture — the kind of edge computing and on-device inference work that is central to Apple Intelligence. If OpenAI was genuinely absorbing that to build consumer devices, Apple's moat in hardware/software integration is the concern, not just the lawsuit.On OpenAI: Still private, so the equity impact is opaque, but this adds to its regulatory and litigation overhang. The FTC investigation, the NY AG nonprofit-conversion scrutiny, and now this — each individually manageable, collectively they're a pattern that could complicate any future IPO valuation. Precedent for IP damages in tech ranges from tens of millions to over a billion (Waymo/Uber settled for \~$245M plus 0.34% equity in 2018). If Apple gets into that range, it's material.The "whistleblowers" framing is also notable. If Apple's own former employees are cooperating as witnesses, the evidentiary record is stronger than a typical corporate IP suit. That moves this from "PR posturing" to "actual litigation risk."Still early innings. But worth watching how OpenAI's corporate restructuring and IPO timeline interact with this.

sf_cycle

Especially since it would cost Apple a ton of money to file a flippant lawsuit and the PR backlash if they’re overreacting wouldn’t be a good look.

calvintiger

It’s even worse, he‘s actively using and taking advantage of his PR experience by saying the same thing for years and has been wrong every time so far. The only reason he even exists is to make money from people subscribing to his site to fuel their own confirmation biases. A few previous predictions: \- “Whether or not it’s Q3 or Q4 2024, or even Q1 2025, Wall Street will begin punishing big tech…” (Sep 16, 2024). [https://www.wheresyoured.at/subprimeai/](https://www.wheresyoured.at/subprimeai/) \- “artificial intelligence has three quarters to prove itself before the apocalypse comes.” (Mar 18, 2024). [https://www.wheresyoured.at/peakai/](https://www.wheresyoured.at/peakai/) \- “The fact that neither Gemini nor Copilot has any meaningful consumer penetration…they have categorically…failed…” (Feb 24, 2025). [https://www.wheresyoured.at/wheres-the-money/](https://www.wheresyoured.at/wheres-the-money/) \- "I wouldn’t be surprised if Reddit shares quickly fall below the IPO price" (Mar 11, 2024). [https://www.wheresyoured.at/are-we-watching-the-internet-die/](https://www.wheresyoured.at/are-we-watching-the-internet-die/) \- “CoreWeave’s underlying financials are so dramatically unstable that it’s unclear how this company will last the next six months.” (Mar 17, 2025). [https://www.wheresyoured.at/core-incompetency/](https://www.wheresyoured.at/core-incompetency/) \- “SoftBank is allegedly going to send upwards of $20 billion to OpenAI by December 31 2025, and doesn't appear to have started.” (Jul 24, 2025). [https://www.wheresyoured.at/softbank-openai/](https://www.wheresyoured.at/softbank-openai/) \- “We are nearly in May 2025, and I see no evidence that OpenAI even has a marketable agent product…” (Apr 28, 2025). [https://www.wheresyoured.at/reality-check/](https://www.wheresyoured.at/reality-check/) \- “Microsoft is walking away from not just the expansion of its current data center operations, but from generative AI writ large.” (Mar 3, 2025). [https://www.wheresyoured.at/power-cut/](https://www.wheresyoured.at/power-cut/) But don’t worry OP, surely he’s right about his doom posting this time!

BetweenThePosts

PR stunt

Rancid101

Did his PR team sow that line? My guy is all the ultimate good faith gathering grifter-its almost like he was understudy of Dr Olsteen

Crazy_Donkies

He is PR guy with only PR experience. He no doubt used his skills to get publicity on this. Don't listen to him over the thousands of experts.

GeneLow40

No, no PR yet, so I am thinking Monday Tuesday most likely

sangy1986

Wild ride. People are still hoping for more news and PR the most exciting one is the super 8K expected soon (possibly today).

throwaway9gk0k4k569

Holy shit. That's gotta be it. I've been trying to figure out why he's been so desperately trying to pump lately with all of these stupid mee-too PR stunts.

Flimsy_Visual_9560

I’m a professional user of Claude and just tried Meta AI. Gosh, that thing is horrific. It feels stuck in 2021, when OpenAI released its first image generator. The output is low quality, and by using it, you’ve basically handed over your personal information across all your Facebook and Instagram accounts, all for horrible output. And since it’s trained on and connected to everything posted across their platforms, prompt injection is going to be a serious attack surface. I wonder how many layers of middle management Meta has that allowed this unapologetic product to reach the public. It really showcases how Mark is doing Alexandr a favor by giving him billions, free PR and all Mark getting back is the equivalent of his Metaverse selfie.

Crazy_Donkies

I promise you the thousands of CEOs, certified financial analysts, board members, and lawyers helping with 10Ks and 10Qs, do NOT have a vested interest to LIE TO SHAREHOLDERS. They very much have a fiduciary obligation to their shareholders. Do a GOOG search on inference. It's a 4x to 10x growth to 2030 depending on estimates. Everytime you use an agent or LLM you're using inference. The market for inference alone is expected to be greater than $250b per year by 2030. And this is low. AI revenue is expected to hit $1.2t to $1.3t per year by 2030. You won't find significantly divergent data, except from PR folks.

Competitive-Meet-511

Eh, a lot of EU countries have implemented policies just in the past year to give a pathway to highly educated Americans. There was also a poll recently indicating strong public support for giving refugee status and/or an express route to PR to prominent political dissidents should it come to that, which it looks like it will. But yeah, not many countries are looking to accept planeloads of people from Yeehawland, let alone Europe, which can attract the cream of the crop at the moment, and most countries have tightened citizenship rules for Americans who suddenly remember they're "1/16th Irish" even though they can't locate Ireland on a map and aren't aware that it's an EU country.

Ok_Gift_9264

Why is inference expected to grow by 74%? Where are the numbers? If there are numbers to back this up, are they based on demand when inference is heavily subsidized? I bet demand for most things would grow and impossible rates if they were subsidized to almost zero cost. Please consider that while some of us are listening to a PR guy, you’re listening to people who have a vested interest in overstating demand.

-Authorised-

By analyst? Interesting, link? The key thing is even if this is true they will still be profitable and will have had a huge previous year of earnings, a massive turnaround story. Also that was before they grew by 22% in this PR so already out of date. They are growing. That decrease is probably on the assumption that somehow hormuz is total normal by then which i dont think it will ever be the same anyway

Crazy_Donkies

What? We are ignoring GOOG, MSFT, sovereign AI, ORCL, IBM internal, Japan models, India. We are also ignoring inference expected to grow 79% CAGR. Moreover you are listening to a PR person? You anti AI folks will listen to a PR person (PR!) but NOT the thousands of experts in consensus around the world? Yeah this is a hard pass.

account-names

Anduril press NATO release: [https://www.anduril.com/news/anduril-secures-first-nato-contract-lattice-for-eairc2-data-platform-initiative](https://www.anduril.com/news/anduril-secures-first-nato-contract-lattice-for-eairc2-data-platform-initiative) And Defense Award linking Anduril to ASTS: [https://www.sbir.gov/awards/218121](https://www.sbir.gov/awards/218121) "Titan Systems intends to work with commercial SATCOM providers such as Lynk Corporation, AST Space Mobile and Hubble Network" Missed adding anduril PR in earlier comment

Chickenuggetsman

How high do we think BATL can go?? Would it be almost the same as it March run?! But of course that time it had some company catalysts not this time around unless they give some PR https://preview.redd.it/6543zx92o2ch1.jpeg?width=1179&format=pjpg&auto=webp&s=c113e4908bdff1624d18194e535f889d820ac0e6

Additional_Tax_478

Really appreciate this - and that filter you described ("would a normal investor care about this?") is exactly the right frame. I use almost the same logic. On your question - a few specific things I look for first: **Source.** Is this a newswire (PR Newswire, GlobeNewswire, BusinessWire) or a paid placement? Paid newsletter drops and "exclusive interviews" on financial blogs are almost always promo. Newswire filings are at least self-reported, which is a higher bar. **Language vagueness.** Real catalysts are specific. "FDA grants approval for X indication" is specific. "Company announces strategic initiative to expand market presence" is a pump waiting to happen. The vaguer the headline the harder I look before touching it. **Timing of the news vs the gap.** If the stock gapped overnight but the news hit two days ago, someone is recycling. I always check when the filing or release actually dropped versus when the price started moving. **Who else is covering it.** If the only coverage is on ticker-focused Twitter accounts and one financial newsletter, that tells me something. If it shows up on Reuters or a sector-specific outlet, the bar is higher. The Canadian market piece is interesting - dilution mechanics are slightly different there with how some of these shells operate. Do you find the promo patterns differ much between TSX-V names and US OTC/small cap?

SDBcop

Hey, really good post. I’ve been through the exact same cycle — getting chopped up on what looked like perfect gap setups, only to realize later I was exit liquidity on paid pumps. The part you said about “real catalyst vs PR pump” is spot on. That distinction is everything in small caps. I’ve seen the same pattern way too many times: big pre-market gap on vague language, heavy volume from the usual promo accounts, then the hard rollover once the momentum traders are done. What helped me a lot was building filters that force me to answer one simple question before I even look at the chart: **Is there something today that a normal investor (not a momentum trader) would actually care about?** If the answer isn’t clearly yes, I skip it. I run a daily volume scanner that flags unusual activity across the Canadian and US markets, then I manually go through them with pretty much the same checklist you described (real news, credible source, context, risk). It’s saved me from a ton of the “feels good but it’s promo” traps. I post some of the setups I’m looking at (with the reasoning) on my site if you ever want to compare notes. Not trying to sell anything — just sharing the process. Curious — when you’re checking catalysts, do you have any specific sources or red flags you always look for first?

orsomeshitidk

I’m convinced the hype around these new models being blocked from the public is mostly just PR bullshit to justify this level of Capex without the actual product they’re building it for existing yet.

Nilaru

This company has zero revenue, zero products on the market, and is on at least its third identity. It started in 2001 as Echo Metrix (child-safety texting software), became Protext Mobility, pivoted to green tea extract (Phytofare/Plandaí), then to cannabis, and now to "RWA tokenization." It's a serial pivoter. The LOI from Venezuela is a non-binding letter from a massively sanctioned government in crisis, and an ambassador from Chad joining the board of a company with no revenue are hardly positives. You also forgot to mention that TXTM received a Caveat Emptor designation in November 2022 for its activity, and stayed there for 3 years. Also also, Deloitte is NOT auditing them. The PR statement from TXTM says they had a "preliminary engagement for a valuation". Their own materials say this for price discovery. That's not an audit opinion, and "preliminary engagement" means nothing. Deloitte has confirmed nothing publicly. And IAS 41 converts 600M to 20 billion? Where the heck do you get that? IAS 41 fair-value accounting is what already produced the inflated 505-600M figure. IAS 41 measures biological assets at market price less costs to sell, and there's no market on Earth that prices their seed stock at 20B. That would exceed the annual value of the entire legal global weed industry.

BeginningRoad1661

Fun fact they don’t have to use the rest and probably won’t. Or they’ll use a little bit just to PR it to try and pump. See IXHL

agent00F

I'm talking about what's actually happening in reality, not State Dept PR narratives. But speaking of "democracy", consider that nearly half the US gdp is healthcare or finance--would you say actual policy in those (or any) sectors is made to the benefit of the "demos"? By definition it's a plutocracy, but the real insight is if I ask again whether the US is democratic the "right answer" from up on high is "yes".

BeginningRoad1661

holding AMPG worry free overnight. debt free and literally release the 2 best pieces of news in one PR you could ask for. Weird they didn’t run it higher this morning. I think 9-10 is easy

BradKooler

Lol I'm not in PR. I like tech/was in the field, and I can see them going this route. Mars is not going to happen (who cares, if they do anything its to build a 3D printed hotel on the moon) and I really don't care about that aspect of this stock, but the Space "Cloud" compute for data backup for enterprise is a big deal if they go this route. So I like the SpaceX engineers, Elon can go fuck himself, for a tech prospective it seems very doable and worth building out.

QuadzillaStrider

This reads like PR

throwaway9gk0k4k569

Which begs the question: Why is Zuckerturd so desperate to pump? He's been throwing PR shit out desperately all month. All they have to is reduce CapEx and say they are focusing on what makes them tons of money instead of doing stupid shit. But he can't do that. Why not? It's not just psychological.

agent00F

Westerners ironically don't understand capitalism, where competition is supposed to drive profit to zero. Profits are high in the west through regulatory capture etc. The "regulation" referred to here in China was to stop anticompetitive behavior in the tech sector, which predictably reduced profit to the benefit of the consumer. Of course it's obvious why nobody can admit to any of this even if they understood it, since subjects of the empire need to regurgitate the state dept PR line as the post I replied to perfectly illustrates.

Secret_Block_8755

I took the loss yesterday, so you'll get your PR today I reckon.

MajesticBread9147

Humanoid robotics aren't going to be the limitation though. It's easy to imagine, and certainly very versatile, but unless it's for niche tasks that don't have the economies of scale to build a lot of specialized robots, being humanoid won't be much of a benefit beyond being PR-friendly. Look at all the robotics that exist and continue to be developed in manufacturing, from giant robot arms picking things up, welding, painting, or cutting, to specialized robots for dispensing glue or screwing in circuit boards. Hell, even the simple Roomba shows that humanoid robots aren't often the best option nor the limitation.

agent00F

Basically all the posts here are based on complete ignorance, from people who've literally never been on the ground and just parrot what they hear from state dept PR. The fundamental reason stocks there don't return is due to competition (involution, meaning margins go to zero), which largely doesn't exist in the west. The contrast can't be more clear if you've ever been there. People are often confused about this, but shouldn't be since the number one thing b-schools here actually teach is how to build moats and collect rent.

Ok_Ground9015

Not PR, but an 8-K. The CFO Joy L. Mbanug was let go. The new CFO is Melissa G. Podruzny. This is likely why the company has been so hush hush. We are likely to get real PR as soon as tomorrow. [https://kinstechnology.gcs-web.com/node/8366/html](https://kinstechnology.gcs-web.com/node/8366/html)

PaperHandsTheDip

Entry level, yes. But entry level jobs are disappearing as they can be largely automated. The skillset has changed / is changing. Domain specific knowledge is significantly more valuable at the moment. IE: I'm implementing things at quite literally over 10x the velocity I was pre-AI. Everything is still adhering to my designs / standards. But instead of having to write a couple hundred lines of code by hand - I can get an agent to do it. Tell it to iterate a few times & 20 minutes later it does exactly what I wanted. Implement tests, etc, and it "works". Today I created and merged \~8 PR's exceeding 4k LOC, ie. I've been working while shitposting all day. The flow has changed drastically.

OkBeginning9576

What was your old PR (any distance)?

PuzzleheadedChip2720

It's just a PR stunt so they can point at it later and say "see Anthropic does it too, it's just tit for tat"

Ok_Ground9015

You're going to miss the after hours PR on CXAI.

a_kato

Steam is only digital you didn’t care about it. Nor did anyone ever care. The reason steam is glazed is just good PR. Like they have the biggest gambling ring in the world (cs go) that they actively support and advertise in their official tournaments (not to mention a lot of other stuff like tools to sell things at scale) and they get 0 flank for it. There is no such as consistent moral in the gaming it is whatever is popular. “Unions good” until it’s time to buy GTA 6. Disks good, but not for my computer or steam deck. “Exclusivety is bad”, oh shit why would anyone buy an Xbox if no exclusives Closed ecosystems and exclusives are bad. Until it’s my favorite donkey kong bananza then it’s so good buy a switch 2. The reason steam is glazed is because it’s popular and that’s the “consensus”.

Regenbooggeit

It won’t affect it because they basically have a monopoly when it comes to next gen consoles. Nintendo has a different market. If a competitor can do better and still keep physical, it could be a huge win. Just the PR side of it will do wonders. But Microsoft is just flopping with everything they do nowadays so yeah, it’ll probably won’t matter anyway.

Ok_Ground9015

Some PR would be real nice. The silence is killing me and killing the share price as well.

ateranol

Why does cyber keep pumping, yet SaaS is standing still. Cyber is juts SaaS with good PR

Regenbooggeit

Microsoft could punch Sony in the face with PR-buttfucking their digital-only move. Just remake all the commercials that Sony made mocking Microsoft back in the PS4 era. And announce they will keep physical games. But with GamePass I think they just went balls-deep into subscription-based gaming and now people don't know why they should get an Xbox instead of a PC or PS5 when there's hardly any console exclusives.

Latter-Librarian9272

Woke virtue signaling is when studios use superficial diversity as a cheap PR strategy rather than putting in the hard work for actual representation. Instead of taking the financial risk to greenlight original stories built from the ground up by diverse creators, executives take the lazy, safe route: they reboot decades-old franchises and just swap the race or gender of established characters. It’s a performative, box-ticking exercise that lets corporate boards pat themselves on the back for being progressive, all while shortchanging minority audiences out of rich, original cultural icons of their own. It also happens when good storytelling takes a backseat to heavy-handed political lectures. When a movie or show feels like a didactic social justice lesson rather than an immersive story, it breaks the universe's internal logic and alienates the audience. Worse, studios have learned to weaponize these progressive themes as a shield against legitimate artistic criticism. If fans reject a project because the script is terrible, the pacing is off, or the franchise lore is broken, executives can simply point to their messaging and dismiss the entire backlash as toxic bigotry. It allows them to dodge accountability for making a bad product by hiding behind a social cause.

BackpackingSurfer

The entire structure of the AMD/Meta deal is not to scale meta’s compute power, meta gets 160 million shares of AMD to buy the MI450’s, it’s a pay me to buy deal where meta gets to diversify their portfolio with subsidized compute while AMD gets backed by a hyper scaler. That’s only bullish for Meta. Meta gets low cost compute supply, with Meta compute PR’s a few days ago, it’s literally a play to drive down costs of spot compute, this hurts neocloud margins.

MKeo713

I think people greatly misunderstand what’s going on at Meta. A couple major points come to mind: Yes Meta wanted to make one of or the best frontier model. But was their idea ever to follow the business model of OpenAI / Anthropic? Given they were open source from the beginning it seems clear to me that was never the plan. Instead they intend to use their models inside their own suite of products to make them more profitable. Why this approach? Meta is scarred from the shift from the web to mobile, where Apple gouged their profits simply because “hey we own the phone you’re on you have no power”. Meta even tried developing their own smartphone for this very reason. They don’t want their generative AI to be a wrapper on top of someone else’s product, they have a cash cow and need to maintain control over as many aspects of it as possible. Same reason Google developed chrome rather than existing solely on someone else’s browser. Mark saying agents aren’t where they want it to be certainly isn’t a good signal, but again take it in context. This is the same guy whose biggest compliment to his employees has been calling something “not bad”. This dude’s a harsh critic, and that’s horrible for PR when everyone else is gassing up their companies. But it doesn’t immediately indicate “wow we suck and our product is a total failure”. Yes they have lost the LLM race if you mean in terms of selling API access. No they haven’t failed in generative AI, and their continued ads growth is a testament to that. Meta takes swings, they look for opportunities in the future. Their AR glasses are an attempt to be a key player in the next platform (and I do think this will start to replace our phones over time). Not all bets work out (Metaverse, crypto wallet, facephone) but the fact that they consistently try and aren’t afraid to play dirty makes me a strong believer they’ll be around for a long time. I don’t like the company morally, but man is it a good investment 

o-p-q

I’m curious what makes you think the spectrum usage is so limited, because I haven’t heard any analysts/redditors/news or official RKLB PR mention such limitations. I feel like there must be more to the story.

javierphoenix

I believe we conceptually know how AI can exponentially improve operations and reduce cost. We understand its applications in workforce scheduling, procurement, financial analysis (comptroller), facility security, notes taking with triggered actions, market studies, decision-making by incorporating information from multiple perspectives, internal application development, customer service, revenue cycle, contract management, etc. And this is the case for Medium to Large-size companies. The integration of custom-designed AI with multiple levels of database integration takes time and stakeholder buy in to ensure the cost, privacy/compliance, cybersecurity, accuracy, scalability, governance, and quality dimensions are considered. At a higher level, HR, Upskilling, Workforce Management and Development, Business Retention, PR and Marketing, Concept Development and Strategy may be enhanced by using AI in the market and complexity it’s adoption is causing. I think thats where companies like cognizant come into play, by developing custom turnkey solutions, or a standardized approach to revamping all needed perspectives.

vagobond45

Are you his PR rep:)?

Ok_Ground9015

CXAI is coiled hard. No volume to speak of. Shorts are trapped. FTDs continue to rise. Revenue PR is needed in order for it to move. Management remains oddly silent. It's a waiting game/hostage situation. Retail is holding what they have.

Miserable_Mine_4189

You probably have more interest in this than me and know more. I am not following that closely. But seems more theatrical than anything, a squeeze adjacent PR event. Waymo is pivoting to doordash right? Was more waymo pulling away rather than uber pulling away?

cottonballpennies

The merger was meant to close last year, they don’t give proper updates. Now a portion of the merger needs to be sold off. Their debt without merger is 1.1b, it’s been decreased by $800m since the IPO, which is a good sign, but have a negative multiple because they keep getting squeezed on debt payment. They refinanced in 2 years at 14% interest, assuming they don’t need to do that if they can pay off faster but subscriptions are flat. Also, the perplexity and OpenAI PR releases were identical copies. Perplexity had the stock jump almost 300% pre market and drop into the red once market opened. They didn’t provide financials. That deal closed 6 months ago, and for the last 2 earnings they still have no revenue to show for it. One promising thing they mentioned that came out true from last earnings is they said they have ongoing AI contracts to finalize and would let everyone know soon. OpenAI was one of them that we found out last week, so I am guessing another big one is around the corner. However, even if they said they’re working with someone like Anthropic, what are the financials. We need to see numbers or this will continue decline.

Valkorion335786

If you didn’t have a Magnavox 19PR14 C221 TV growing up, just skip the GTA 6 release It’s not for you

Ok_Ground9015

I don't mind holding it. What irks me, is the quietness/secrecy. The annual shareholder meeting was without substance. The 2.0 launch fizzled. 2 more Fortune 500 contracts, but they won't say who the companies are. They have good things going, like the tripling of the revenue, the acquisition, a strong ER coming in August. SaaS is good money with all those clients. But the PR that is put out leaves much to be desired.

Ok_Ground9015

PR naming the 2 new Fortune 500 contracts possibly. We're still expecting some forward looking revenue statements as well. Any PR to keep the shareholders informed until August ER.

Ok_Wealth_3433

Haven’t even announced JLEO PR… this is going way way higher

Ok_Wealth_3433

When ASTS announces the JLEO PR, stock is going back to ATH by end of July

trake17

I think the issue is that they were likely expecting to only negotiate and sign the Mo I Rana lease, but sounds like the counter-party is interested in the full pipeline. That would drastically extend the timeline of negotiating a signed deal imo. However, I also think they picked the tenant and have been actively negotiating with them well before this PR announcement and they're in the last stages of finalizing the full agreement. The frequency of the 6K filings seems to point to very active polishing and I'd expect the definitive details of an executed agreement in the next week or two. They just didn't want the June 30th deadline to go by silently and have investors get nervous, so they had to drop something. Seems like incredibly bullish news given the expanded terms, even with pushing back the timeline a bit.

slipsbups

Wendy's PR has been the subject of good memes for a while. Definitely could go full doge.

Maxdiegeileauster

But they are also doing it for openai, doesn't really seem like a PR stunt anymore

kadsmald

Isn’t that just a PR move by Anthropic to get people to think highly of their product

mightyblend

I'd feel better if the company had any idea how to handle PR, like, at all. (I am holding bags.)