QAI
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There's a few things you're misunderstanding/conflating. The PIPE isn't happening via the Chardan shelf. The Chardan shelf is there to raise money by re-selling SONM shares on the market and to institutions. QMLS are a going concern and have no money to buy shares even if they wanted to buy them. The PIPE will therefore happen separately as an asset swap i.e. GPUs (financed by the Permian Labs protocol & Chardan shelf) in exchange for shares. However, the Chardan shelf is informative as to the number of shares QAI will receive as part of the asset swap. As you can see from the shelf, Chardan has the right to re-sell up to 19.44 million shares (as you correctly pointed out, this would be over time). Chardan are therefore permitted to create and re-sell a number of shares that mirrors the existing number of shares at the time the PIPE happens so that QAI doesn't become a minority shareholder. In other words: SONM shareholders currently = 1.4 million Expected QAI shareholding = 18 million 18/19.4 = 92.7%. This percentage is very close to what Party 2 were asking in the proxy statement. As for your concern about there not being enough funds, the funds will be there without any worry. The 5,800 B200s and B300s they have planned will cost roughly 290 million. If SONM need to raise $87 million (30% of 290), that would take them 87 trading days (they are capped at $1 million/day). Assuming the PIPE happens concurrently with the asset sale, that brings us to May 22. But to secure the allocation from NVIDIA and put down the deposit will not take that long at all - perhaps 1-2 months at most. Assuming a conservative, average trading price of say $20 following the PIPE re-rate, that translates to a dilution of 4.3 million shares, bringing the total number outstanding to around 23.7 million. Let's round it up to 25 million to be even more conservative. Based on the projected revenue of what 7,000 GPUs can bring in (around $200 million ARR), that still translates to a share price of somewhere between $80 and $140.
To avoid confusion, all my references to the public vehicle/ticker will be $BAGS because the SONM/DNA X references are confusing. No, DNA holdings will not hold 20% of $BAGS because Qumulus AI will be issued with 19.4 million convertible preferred shares in $BAGS in return for QAI assets (GPUs new and old and their power portfolio), diluting DNA Holdings down to 0.9%. Yes they will appoint QAI board members to $BAGS. No they won't rebrand to QAI or similar because Qumulus will do a separate IPO WITHOUT AN UNDERWRITER in 6 months or so where that ticker is asset/debt free and will just have their cloud service collecting revenue on top of the GPU rental fees - just like Applied Digital did this week with EKSO. $BAGS will own the power/hardware. Qumulus will lease GPUs from SONM and wire them 1 million/day in revenue (eventually). In addition to keeping the lights on/avoiding shell status, DNA X platform is needed for the GPU-backed tokenization involving Permian Labs facility and possibly to avoid slippage while converting stable coins. If you need a better idea of what this tokenization process will look like and how it works practically with the GPUs, I recommend watching some interviews on YouTube with Conor Moore (permian labs co-founder).
Appreciate the deep dive from both of you. This has been a really interesting case to follow. If it wasn't for the Chardan's facility, a put option with real numbers, and DNA Holdings, I probably would have walked away by now. But the recent development triggers my curiosity even more than before. A few things I’m curious about: * What incentives does each party have in the DNA X pivot? * If the strategy is “software‑only” for any GPU tokenization stack (QAI/USD.AI or others). How would “fair economics” for routing GPU-finance flows through DNA X look like?
Couldn't sleep so got up so I could reply to you. Looks like you're new to this entire play which is extremely long and complicated (has been dragging out for 6 months) but can see you have an interest in crypto so I'm guessing this came on to your radar today. SONM is a dead phone company as explained in the post. Qumulus AI is a rumoured target some of us suspect they want to merge with to monetise the ticker. QAI sells compute as a service. If you look at the SONM proxy filing from November, it states that the LOI signed with Party X suggested combining a crypto treasury strategy with the company's AI expertise. DNA X is that crypto treasury and it serves 3 important functions. Firstly, it buys time for SONM to complete the asset sale ($1.2 million bridge loan). Secondly, it provides a small but real operating business to avoid shell status from the SEC. And finally, it provides the RWA origination platform that Qumulus AI will be using for their GPUs. If you haven't looked into it already, Qumulus AI have a 70% loan-to-value $500 million facility with Permian Labs where they effectively borrow stablecoins and use their GPUs as collateral by tokenizing them. The other 30% will presumably come from the SONM public vehicle. The overall flow will look something like this: * DNA X orders $600M worth of GPUs from Nvidia * DNA X sends the invoice + serial numbers from Nvidia to Permian. * Permian's smart contract mints the GPUs and keeps the NFTs as collateral * Once the NFT is minted and locked, Permian releases the stablecoins (loan) back to Qumulus/Sonim/DNA X (whatever the public vehicle is called). * Paypal (see reply to other comment) converts those stablecoins into fiat/US dollars without slippage * DNA X pays NVIDIA As for the numbers, the DNA filing says they have to do $600 million in volume OR 1 million/day in revenue (just once) by end of June 2026. If you think about these numbers in terms of GPUs, thinks align quite nicely. NVIDIA's latest blackwell 300s, which everyone wants/is switching to are worth $50,000 each, so if you have $600 million worth of B300s then you have 12,000 B300s. Qumulus AI are on public record that they charge $3.50/hour for a B300. Well..... 12,000 x $3.50 x 24 = $1 million revenue/day. On the nose. These figures line up way too neatly, and Qumulus have the MW portfolio to support this amount of GPUs. In terms of valuation, that translates to a company worth 3 to 10 billion by June 2026.
This is interesting. How do you see this unfold? I dont understand how the milestones in the put option, which is Linked to DNA X, can be realized through/with QAI.
After a late-night epiphany, I strongly believe this deal is on having reverse engineered the DNA filing. The DNA filing says they have to do $600 million in volume OR 1 million/day in revenue (just once) by end of June 2026. I started to think about about these figures more and what they translate to in terms of GPUs. NVIDIA's latest blackwell 300s which everyone wants/is switching to are worth $50,000 each, so if you have $600 million worth of B300s then you have 12,00 B300s. We also know from QAI's tweet that they charge $3.50/hour for a B300. Well..... 12,000 x $3.50 x 24 = $1 million revenue/day. On the nose. These figures line up way too neatly and it tells me they plan on deploying 12k GPUs by June 2026.
Not sure how any of that is relevant to my comment, which was explaining to the other commenter why SONM have to change the name of the ticker immediately regardless of what's happening with QAI. And as explained in the original body of the post, an S4 merger would take too long for QAI to benefit from the public vehicle. Even if it didn't, I'm not even sure QAI will have audits ready in time. So a traditional merger is not on the cards. The "merger" will be in the form of a PIPE with an asset swap. But it looks like DNA X might be some weird in-between solution that has yet to be made clear.
I suspect when the asset sale closes (around 13th Jan) we will get some kind of PR with Qumulus. What that PR is exactly is anyone's guess at this point as this crypto treasury strategy is still a bit unclear. It could be: a) Asset swap - QAI gets SONM shares in return for putting GPU assets on the books (PIPE) b) Qumulus agrees to route all its GPU-tokenization flow through the DNA X exchange c) Some kind of fuckery where the GPUs are not on SONM's books but QAI's revenue from the GPUs is (doubtful) d) DNA X is a glorified payment processor and QAI doesn't do a PIPE e) something I haven't thought of I need a bit more time to figure out exactly what the play is here. I was a bit surprised by the press release today stating they're focusing on DNA X exclusively, which seems to completely contradict the proxy statement which says the crypto-treasury will be combined with "AI expertise".
The 300 million valuation you are referring to is from the Vincerx letter of intent merger back in February, which ultimately failed. Before going into a breakdown it's worth noting that LOI valuations and market valuations do not correspond - the former will likely be far more conservative. Even if it did, we know QAI now has double the amount of GPUs it had back in March (from 550 to over 1,200) plus it has the 500 million facility from permian labs. So we're looking at a minimum of 600 million valuation based on the Vincerx filing alone, closer to 1 billion with the permian labs facility. In any case, I'd like to talk strictly about GPUs. They have the money to get to 15k GPUs within the next 6 months and around 4k GPUs within the first month of going public. 4,000 GPUs can generate roughly 200 million ARR, which gives them a conservative market value between 2 billion and 6 billion. If they hit the 15k GPUs by mid-2026 and the market forward-prices in the ARR (as it already is with AI infra companies), we could be looking at a 10-30 billion dollar company.
Last time, QAI was valued at 300 million USD. Do you expect the same valuation when/if they announce a deal? And what percentage do you think the existing shareholders will retain?
It's only a loss if you sell. Volatility is the price of admission for a trade with this much upside. I’m not here to trade the daily chart. If the Qumulus/DNA X deal closes as the filings, LinkedIn posts and other anecdotal data suggests, the current price is irrelevant. If I believed the market was efficient, I wouldn't be in this stock. The thesis has only got stronger since I made this post a month ago. Since then: 3rd December - [Qumulus AI on LinkedIn: "Let's go, Mike!"](https://imgur.com/a/lw3oURk) 16th December - [Chardan hires Senior Analyst in AI Infrastructure](https://www.chardan.com/article/chardan-hires-bill-papanastasiou__aUKUGxIAACMAEw7w) 17th December - [SEC issues critical "No-action" statement regarding broker dealer custody of crypto asset securities](https://www.sec.gov/newsroom/speeches-statements/trading-markets-121725-statement-custody-crypto-asset-securities-broker-dealers) 18th December - [SONM filings reveals DNA X acquired by SONM ](https://www.sec.gov/ix?doc=/Archives/edgar/data/1178697/000149315225028292/form8-k.htm) 18th December - [PayPal & Permian Labs introduce PYUSD for AI infrastructure Financing, 1bn incentive programme](https://www.coindesk.com/business/2025/12/18/paypal-s-pyusd-stablecoin-tapped-for-ai-infrastructure-financing) None of these are coincidences. SEC cleared the way for the AI & crypto-treasury. DNA X is the protocol for the newly announced PayPal exchange, which will give Qumulus a credit facility that pays out in USD. Chardan hire is there to initiate coverage on the new company. Mike Mulica is still sharing QAI content and QAI are hyping it up. The deal is not just alive - it's done. The asset sale has to happen. Judging by the latest filings that has to happen by end of January, hopefully by the 13th January as initially anticipated. PIPE will be announced hours later.
While it looks bizarre it was more or less expected. The proxy in November specifically said: " \[Party X\] proposed a ***collaborative*** structure combining its AI expertise **WITH** a crypto treasury strategy" QAI is the AI expertise. DNA ventures is the crypto treasury strategy. In the short term DNA serves 3 important purposes: a) They are an insurance policy for the asset sale vote b) They are an operating business and therefore prevent SONM from becoming a shell c) They are putting up money to keep the lights on It's unclear if DNA's role will be long term, but for now they are the stepping stone to enable QAI to enter the game. There is an argument that DNA's role could be longer term and perhaps SONM ends up being a finance wrapper for QAI GPUs but we will have to wait and see. Either way I don't see how QAI doesn't eventually acquire a significant portion of SONM.
It is, although what is slightly troubling is that party X has been renamed to party 9 in that same filing (but interestingly remains as party X in the proxy). Currently trying to wrap my head around why they would suddenly go from an alphabetical identifier to a numerical identifier and whether this still means party 2 could = party 9. My best guess is that the legal entities for a PIPE and an RTO must be different. In this case, perhaps the PIPE investor might be QAI Moon LLC whereas the RTO target may have been Global Digital Holdings or vice versa.
Just wanted to add some things to the original post after doing more research and re-reading the filing. * Chardan have done this before also with [SONN.](https://www.chardan.com/case-study-sonnet-biotherapeutics) It is the exact same scenario. * Filing says "On May 31, 2025, Venable communicated a revised draft of the letter of intent to Party 2. The revisions removed proposed cash adjustments, changed the suggested combined company’s board composition to include one director designated by the Company in the resulting entity". We know Mike Mulica was appointed to QAI board, so it's an interesting coincidence assuming party X = party 2 * "On August 15, 2025 ... the Company informed Party 8 that it was in the final stages of negotiating a letter of intent with another counterparty \[Party X\]." That's only 7 working days from when reps of Party X first engage SONM to finalising an LOI. Doesn't sound plausible unless some due diligence has already been done * "On or about July 24, 2025, Party 2, through its bank, communicated that it w**ould resort to an alternative strategy** and did not intend to proceed **with the RTO**". The choice of wording here is remarkable, because it specifies that the party is pursuing another strategy, whereas other failed negotiations with other parties in the filing are simply referred to as "decided not to proceed". This is in the context of the board having had a meeting the week before which discussed "uncertainties related to the proposed RTO with Party 2, **which had initially been contemplated to be executed concurrently".** That's an caveat to end the paragraph with. * Now some tin foil shit: Mike Mulica first like of QAI content on LinkedIn is of a [DiRocco interview](https://imgur.com/a/Y6QHbsE) some time 3 months ago. * We know that QAI post the same content on LinkedIn/Twitter on the same day. In this case, 1[9th August](https://imgur.com/a/ciUJFHN). * The LOI with Party X was signed on 19th August - TLDR Mike Mulica first likes QAI content on the day LOI was signed. Having spotted these extra nuggets and had more time to dwell on everything, it would appear to me that the proxy delay meant that SONM and QAI realised they were not going to have enough time to complete a traditional S4 merger. The board acknowledges in the filing the risk of it failing is high and jeopardises the asset sale. It's possible therefore QAI had to go back to the drawing board and find another way i.e. a PIPE.
Too inebriated to read all of the back and forth. Just gonna throw this out there regarding the size of their cloud: Yes they were only at 550 GPUs just a few months ago. They managed to snag $500m in financing for B200s and B300s, it's all over the QAI LinkedIn because of SC25. I think that might have been by design. Now they're claiming 1100 deployed enterprise grade GPUs. The $500m is enough to get them in the ballpark of 14k to 15k enterprise GPUs deployed and it's highly likely that they have the allocation for that many from their suppliers. I'm not an insider but they've been very excited about the $500m on X and LinkedIn. That's enough to pull about $750m in ARR (conservatively) -- put em at a low multiple to remain conservative (let's just say 10x) and you've got a $7.5bn company. Nebius is doing 103x earnings right now -- so yeah uhhh calculate with the $7.5bn and don't be too shocked if they can hit the $20+ billion range. It's looking pretty exciting with the breadcrumbs layed out the way they are.
Hey, man. I'm not ducking you. Just getting around to getting back on here. My inbox is full too. * At some point the market will have to price in the dilution. Whether that is 25 million shares or whatever it might end up being, it will have to happen. When do you think that will be? Dilution will be gradual and the gradual increase in float size can be a good thing for growth when the combined company will only be starting with \~20M shares. They will likely wait til ChEF is completed before considering a traditional split to increase float size. Assuming they perform well. * How are you calculating your $2 billion market cap? We know for a fact they have 60-80 MW in capacity (probably more given the new shell companies set up in Missouri and NY) but as of March they only had 550 GPUs deployed, which is peanuts. There is nothing else to indicate they are operating anywhere near full capacity. Again, this isn't FUD: it's a genuine question. $500M is at least 7000 latest Gen Nvidia GPUS, full buildouts included. We have no idea about true MW capacity or current colocations. Website claims 4,000 GPUs deploying this year. May be factoring in the $500M deal in this. City govt's they operate in are ducking any questions I ask about the company. Anyone giving this much capital towards this much hardware is receiving full disclosure. It's safe to say QAI has a major partnership with a big player. My bet is META. * How confident are you of the 6 month lock up? I accept it is fairly standard in these types of transactions but I haven't seen anything to say it's a 100% certainty, outside of it being a fairly common requirement for PIPE investors Reverse mergers and SPACs officially file w/ an S-4. All new shares issued by an S-4 have to be locked up for a certain period of time. W/ SPACs usually PIPE unlocks first. Ironically, this is to ensure price stability. * What is your short to medium SP target, and why? Short-Mid term I expect to see at least $50 as a given. So like 4x give or take * Do you think legacy SONM shareholders will end up with a better deal in the short term relative to the Orbic $3.60 pre-split offer? Yes, Doogee offer of $3.60 was good but even though I don't personally have good feelings towards Sonim board currently, they made the right call with QAI + social mobile asset sale. Execution is bad. \- Yes SONM holders will
I have absolutely no idea what is taking them so long tbh. They have to get shareholder approval for the ChEF. I’d buy more but my brokerage isn’t letting me move money easily The only reason for the ChEF is to pay for the $500M QumulusAI server financing. Tbh the could announce Monday. They could also sit around and not announce like they have been for the past 4 months 😭 I don’t trust the sonm board with respect to creating shareholder value, most recent example being letting the shell stagnate to the point of needing a RSS. I’m highly confident, however, in Qai leadership team. Having a high share price is critical for QAI, this means they don’t have to give up as much ownership in the co w/ respect to the ChEF. So the 27th will be another Monday I will be hoping for news
Your 12.42 is accurate. My range is a guess at what it will close at on Friday. The value comes when the official news drops and when people realize how great of a company QAI is. They’re targeting $300M market cap. Which would put it around $17/share (post split), when factoring in the combined company. Based on all available info, QAI actual valuation compared to peers is at least $2B, meaning I’m anticipating the price to potentially 10x once all news and likely partnerships are disclosed post IPO.
Been following this trade for awhile, and full disclosure I bought and currently hold SONM shares. However, I'm not super well versed in some of these concepts so help me out with this and correct me if I'm wrong, on the 27th october the RSS goes into effect, putting the share value at around 12.42 dollars given the current pricing right? If QAI, shares will start at around 10-14 according to your prediction, where is the value? I'm gessing I missed something along the way, so very happy to be corrected.
Im tired. This breakdown given is so wrong. I have 145k shares and I'm not selling them. As explained on X, only a fraction of the 350M authorized shares will be issued. The ChEF clearly outlines that Chardan will buy UP TO $500M IN SHARES. QumulusAI CANNOT make Chardan buy more than $1,000,000 US DOLLARS on any trading day, period. If share price is $20/share, QAI can only sell 50k shares that day. Understand that the ChEF issuance is over 3 years. Chardan has to resell these shares strategically to profit. This will finance QumuluAI $500M lease of servers. There will not be a mass dilution of 350M shares sold on the open market. Please @ me on X anyone who wants to know more.
I’m not OP but the target is now essentially confirmed because the CEO of SONM is appointed to the QAI board. The official announcement can happen any day but will likely take place after the RSS goes in full effect
The RSS ratio is 1:18. That means if the RSS were to happen today (it will go through on the 27th), the post-RSS share price will be 18 x current price = 18 x 0.79 (as of pre-market) = $14.22 You then multiply that share price by the number of shares that will be issued (350 million minimum, authorised number is actually 1 billion), and you get a valuation of $14.22 times 350 million = 5 billion. That's all very well, but as a SONM shareholder you are still 5x worse off than you would have been had the Orbic offer went through (because 0.79 x 5 = 3.60). So the only way to justify REJECTING that offer is to have a QAI valuation of 25 billion. Hopefully that makes sense.
FWIW, I had GPT compile some data on companies that underwent a RSS prior to RTO. Shell shareholders typically did not do well following RTO though there are exceptions: # 📈 Aggregate Findings (based on 50+ historical cases) * **Average 1-month return post-RTO:** –25% * **Average 3-month return post-RTO:** –45% * **Average 6-month return post-RTO:** –60% * **Exceptions:** SPACs and a few high-profile tech or resource RTOs that had institutional backing sometimes *rose 100–300%* (e.g., DraftKings, Tilray, Bitfarms). The traits of the companies who did well post-RTO were ones with strong sector tailwinds (e.g. Crypto, Cannabis), real operations/revenue, and coincided with bull markets. You can make the argument that QAI has the traits of past "winners".
The pertinent thing is not that Mike is on the QAI board but that he was appointed to the QAI board in September at the same time the QAI restructuring happened (in preparation for going public).
The 8k has been filed. It confirms the RSS ratio and that Mike Mulica has been on the QAI board since September, so the thesis is all but confirmed. What is now very unclear is if there is truly any upside for SONM shareholders in QAI given the high RSS ratio. I'm still considering my position.
The risk is indeed in the authorised common shares and ChEF, but I don't agree the existing float was smoked regardless. When the board shot down the Orbic takeover offer in the summer at $3.60/share on the basis of the RTO being a better avenue to bring "share holder value" to SONM shareholders, that provided a pre-RSS baseline of what current SONM shares are worth in the new QAI company. This is where you have to start getting into all sorts of calculations and speculations regarding QAI valuation and the amount of dilution current SONM shareholders will face. The thing is, it is entirely possible that SONM management didn't expect the massive sell off when rejecting the orbic offer. Perhaps they thought QAI deal would've gone through much faster but there have been delays. Perhaps they thought we'd be at $3, not under $1. Perhaps they really don't give a fuck about existing SONM shareholders despite their fudiciary duties and what they say otherwise. One thing is for sure and that is this RSS ratio seems ridiculously excessive. It signals to me that either they need a lot of headroom because they need to buy more time for dominoes to fall with QAI, or QAI have SONM board by the balls: "*we will only take you over and give you (the board) the options and warrants in QAI (something that is common in these types of mergers) if you dilute existing SONM shareholders to hell".* At the moment, it looks like there's only two options. QAI is a monster company on a level that no one can anticipate or see something, or the SONM board is fraudulent.
Correct me if I’m wrong, but the asset sale needs to close before they can do the RTO. The 8-K shows the deal as still pending (but confirmed as in progress?), so we just have to wait for that to happen before we can expect any announcement of the RTO? Also, I’ve been seeing people talk about the reverse split ratio being bad. Maybe it’s not favorable given the optics, but as far as the resulting share of QAI that current SONM shareholders would get, if the deal is anything like that of VINC and we assume SONM will stick with the numbers from the previously filed LOI, SONM will be $17.5m of $300m (total mcap of QAI) so it doesn’t really matter how many shares of SONM there are and what price they are? There will be roughly 1m shares of SONM after the reverse split, and with the RTO there will be about 17m shares of QAI. 1m shares of SONM after split / 0.05833 (% share of SONM holders of the new company after RTO) ≈ 17m shares of QAI ≈ $17-18 per QAI share (300m valuation / 17m shares)? VS Let’s say SONM did 1-10 reverse split, ≈ 18m shares / 10 = 1,800,000 shares / 0.0583 ≈ 30,800,000 shares of QAI. 300m valuation / 30,800,000 shares ≈ $9-10 per share of QAI So the percentages remain the same, and the valuations remain the same, regardless of what price SONM shares are and how many there are before RTO? Am I missing something here?
Gotta assume SONM knows the RS and eventual RTO will be beneficial, otherwise they wouldn't be helping QAI with the RTO in the first place.
Can I ask why a higher ratio is bad? My impression is, if the RTO terms are anything similar to that of VINC, the shell shareholders will get roughly 5-6% of the QAI regardless. Why does a higher ratio limit the upside if the percentage share is the same regardless of the price?
So I know 1-18 is less than ideal, but even if QAI (assuming they're the RTO party) takes over we still have a pretty decent upside from current levels right? SONM is still o lying floating around 12m-ish market cap? Maybe im underthinking it, first time getting invoked in something like this. Very small position, 500 shares.
You've been pretty much right on everything so far other than the RSS ratio. When do you suppose QAI will make an announcement? Still any upside with the 1:18 split?
The 8k that came out 15 minutes ago says Mike Mulica was appointed to the Qumulus AI board. The RTO proxy statement hasn't been filed but that's pretty as much as close as you will get to a definitive statement that QAI is the target. The bigger concern at the moment is the 1-18 RSS ratio.
CXAI, SONM, WWR, DVLT, NUAI CXAI - workplace AI, and has a strong partnership with Google. Solid financials and exceeded EPS expectations for the last three quarters. Expecting the same for Q3. “The company achieved its largest ARR renewal with a Fortune 50 client and expanded its strategic partnership with Google Cloud for Agentic AI technologies.” - https://www.stocktitan.net/news/CXAI/cx-app-inc- On Oct 10, Wolverine Asset Mgmt purchased over 1m+ shares of CXAI, effectively making them the biggest institutional holder — bigger than Vanguard! Very bullish! https://whalewisdom.com/filing/wolverine-asset-management-llc-sc-13ga-2025-10-10-cxai SONM - Read this SONM update from this OP. SONM has signed a LOI for reverse take over (RTO) with an unnamed full stack AI factory provider, and the theory is that they’re QumulusAI. QAI also secured $500m in funding recently. This is an early bet, but very convincing- https://www.reddit.com/r/pennystocks/s/ui06oaPIpQ
CXAI, SONM, WWR, DVLT, NUAI CXAI - workplace AI, and has a strong partnership with Google. Solid financials and exceeded EPS expectations for the last three quarters. Expecting the same for Q3. “The company achieved its largest ARR renewal with a Fortune 50 client and expanded its strategic partnership with Google Cloud for Agentic AI technologies.” - https://www.stocktitan.net/news/CXAI/cx-app-inc- On Oct 10, Wolverine Asset Mgmt purchased over 1m+ shares, effectively making them the biggest institutional holder! Very bullish! SONM - Read this SONM update from this OP. SONM has signed a LOI for reverse take over (RTO) with an unnamed full stack AI factory provider, and the theory is that they’re QumulusAI. QAI also secured $500m in funding recently. This is an early bet, but very convincing- https://www.reddit.com/r/pennystocks/s/ui06oaPIpQ
CXAI, SONM, WWR, DVLT, NUAI CXAI - workplace AI, and has a strong partnership with Google. Solid financials and exceeded EPS expectations for the last three quarters. Expecting the same for Q3. “The company achieved its largest ARR renewal with a Fortune 50 client and expanded its strategic partnership with Google Cloud for Agentic AI technologies.” - https://www.stocktitan.net/news/CXAI/cx-app-inc- SONM - Read this SONM update from this OP. SONM has signed a LOI for reverse take over (RTO) with an unnamed full stack AI factory provider, and the theory is that they’re QumulusAI. QAI also secured $500m in funding recently. This is an early bet, but very convincing- https://www.reddit.com/r/pennystocks/s/ui06oaPIpQ
CXAI, SONM, WWR, DVLT, NUAI CXAI - workplace AI, and has a strong partnership with Google. Solid financials and exceeded EPS expectations for the last three quarters. Expecting the same for Q3. “The company achieved its largest ARR renewal with a Fortune 50 client and expanded its strategic partnership with Google Cloud for Agentic AI technologies.” - https://www.stocktitan.net/news/CXAI/cx-app-inc- SONM - Read this SONM update from this OP. SONM has signed a LOI for reverse take over (RTO) with an unnamed full stack AI factory provider, and the theory is that they’re QumulusAI. QAI also secured $500m in funding recently. This is an early bet, but very convincing- https://www.reddit.com/r/pennystocks/s/ui06oaPIpQ
CXAI, SONM, WWR, DVLT, NUAI CXAI - workplace AI, and has a strong partnership with Google. Solid financials and exceeded EPS expectations for the last three quarters. Expecting the same for Q3. “The company achieved its largest ARR renewal with a Fortune 50 client and expanded its strategic partnership with Google Cloud for Agentic AI technologies.” - https://www.stocktitan.net/news/CXAI/cx-app-inc- SONM - Read this SONM update from this OP. SONM has signed a LOI for reverse take over (RTO) with an unnamed full stack AI factory provider, and the theory is that they’re QumulusAI. QAI also secured $500m in funding recently. This is an early bet, but very convincing- https://www.reddit.com/r/pennystocks/s/ui06oaPIpQ
Hahaha, thanks for the recognition! I’m just spreading the good vibes and want everyone to get in early and win, especially if they’re still under the radar. Check out SONM as well. That’s my next bet. Read this SONM update from this OP. SONM has signed a LOI for reverse take over (RTO) with an unnamed full stack AI factory provider, and the theory is that they’re QumulusAI. QAI also secured $500m in funding recently. This is an early bet, but very convincing- https://www.reddit.com/r/pennystocks/s/ui06oaPIpQ
This is normal for an RTO. They’re dumb for considering it before news. But qumulus is absolutely the RTO target, Mike Mullica is interacting with QAI ceo on LinkedIn
Hey OP. One thing that’s been nagging me is the mismatch between Qumulus’ public claims and their apparent employee footprint. LinkedIn shows \~25 people, many of whom are investors/finance rather than engineers. If they’re truly running/expanding AI-optimised HPC data centres in multiple states, you’d normally expect a lot more in-house technical and operations staff. That said, there is evidence they’re a *real* operator. They have their own ASN (AS11504) with upstreams, an Atlanta HQ, and are clearly live on the network side. The gap could mean they’re running a very asset-light model (outsourcing EPC, colocation, and power builds) or they’re operating via separate developer/property LLCs. You mentioned you’ve found permits. Would you be able to share links or docket numbers? I’ve seen big rezoning/permit activity in GA and OK recently, but nothing directly naming Qumulus/QAI Moon LLC yet, so if you’ve tied those together it’d strengthen the picture a lot.
There are ETFs designed to function like hedge funds. QAI, ALPHA, and RPAR.
Quantum Artificial intelligence (QAI) is going to be the next big thing in 5-10 years. Buy cheap quantum stocks before they rocket like nvda and amd did
But wait until next time. AI by Quantum Computing we’ll call it QAI.
buy a hedging etf duh! HDG , QAI etc..
It does seem pretty lackluster, I agree. I knew QAI had been in the space for a while. I'll take a look at REMIX.
Don't know about QAI but I gots some bet-against-beta ETF and a commodities managed futures mutual fund
Any thoughts on hedge fund-like ETFs? Stuff like QAI? I have a fairly conservative asset allocation and use leverage to reach target returns. My hope here would be that hedge strategies represent an alternative asset class to equity, fixed income, and commodities. Something that has a positive return greater on average than the implied borrowing costs of using leverage (roughly, brokerage fees + the rate implied by futures contracts or options), but with a low correlation with other asset classes. I guess the worry is that a hedge fund with no skill and no "arb" left to squeeze (because it's using strategies everyone knows about) would return about the risk-free rate on average, and there's no reason to think an ETF would perform particularly well. Is that the issue with these?
There are ETFs for that. DBC, GMOM, LQDI, RLY, ALTS, PCEF are ones I use. Others include HDG, QAI, and IVOL.