Reddit Posts
Optimizing for spite and minimizing value extraction from self
Plaid Technologies Inc. ($STIF.CN) Due Diligence Overview
$SONM REVERSE MERGER: THE COUNTDOWN BEGINS
(LON:IMC) IMC Exploration, a 5M mcap gold producing mine (10 bagger)
An update on $SONM and the rumoured Qumulus AI RTO
The market is laughing at a “penny stock” that might secretly be a $5B AI RTO in disguise ($SONM)
The ugly duckling AI play: SONM and a potential $300M Reverse Take-Over
The ugly duckling AI play: SONM and a potential $300M RTO
What is going on in OPI? 150% on real trading volume??!!
SONM sold its legacy business - now it’s just a Nasdaq-listed shell. The rumour? A $300M AI infrastructure company might reverse merge into it.
YOLOing into a $0.57 AI Shell because the chairman liked a linkedIn post. What could go wrong?
PARAMOUNT (PSKY) about to nuke their NFL cash cow
$WFLD / $LTV: A Geopolitical Catalyst: Why Trump's Tariffs on Swiss Gold Could Be a Game-Changer for Tradewind Markets
I Believe I Have Discovered the Identity of $SONM RTO Target
$WFLD / $LTV: A Major Step Forward – Wellfield Appoints Public Company Expert as New CFO
Palantir spies on US residents/works with ICE for profit. Palantir’s value has almost doubled since Trump’s RTO. Mass sell off?
For RTO mergers requiring a $4 listing price, how critical is that threshold?
$WFLD/Leonovus RTO Update – Fresh Insights from Leonovus MD&A (May 30, 2025)
$WFLD/Leonovus RTO Update – Frische Einblicke aus Leonovus MD&A (30. Mai 2025)
[Question] How does the $4 minimum bid rule work after an RTO takeover happening on NASDAQ?
Why Uber is increasingly looking like a smart medium/long term pick
$WFLD/Leonovus RTO Update - Analysis of New Financial Documents
I am afraid to stop contributing towards my investments to build 6 month emergency fund because of my portfolio manager
WSB and Stocks won't let me post this but here is my DD on $OPI - JPOW to the MOON
AWS Can't Compete in Cloud so Now Is Openly Attacking Microsoft
Private company I invested in looking to go public through a reverse takeover (RTO)
Mentions
Like listening to CEO explain why RTO is great for us
also, mandatory RTO regardless of where you live, get fucked
Yes, and Jamie says if we don’t all RTO, the world will perish
and now with RTO, you have to physicall sit there in the same Zoom meetings you got to do at home f it
Has it really been 8 since the RTO? I couldn't even remember lol
Not really a weird flex if I’m responsible for 100’s or thousands of people making good money. Read the RTO point, they ipod via rto as many companies do and it is always messy. Legacy mess with old shareholders, no longer issue for us now, who cares about past?
Crap dusting coworkers is the only thing preventing me from losing mind over this RTO
When Cerebras Systems doubled on its Nasdaq debut, I started wondering about something: Is there still an AI infrastructure play that the market hasn’t fully priced in yet? I missed the Nvidia run. I missed the Cerebras IPO. By the time I got into China’s AI chip names like Cambricon Technologies and Hygon Information Technology, valuations were already through the roof. Same story every time — watching everyone else make money while I sit there holding cash. Last week, I was screening Nasdaq-listed small caps tied to AI using keywords like “edge computing” and “AI inference.” That’s when one ticker caught my eye: $MAAS. One phrase in the announcement stood out immediately: “edge AI computing,” alongside a RMB 5 billion investment. So I dug deeper. And after researching it, I came away thinking this might be much bigger than it looks. I’m writing down my thought process here — you can decide for yourself. First, let’s talk about Cerebras. Last week on Nasdaq, CBRS opened up over 100%, pushing its market cap past $65 billion. Wall Street lost its mind. Why? Because of one chip: the WSE-3 — 4 trillion transistors, an entire wafer without cutting, 21 PB/s of on-chip SRAM bandwidth, and inference speeds reportedly 21x faster than Nvidia’s H100. That’s real engineering. No argument there. But here’s the thing: Who exactly does Cerebras solve problems for? Microsoft. Google. Sovereign AI funds in the Middle East. A single CS-3 system consumes 23kW of power, requires specialized liquid cooling infrastructure, and costs a fortune. This isn’t infrastructure for ordinary businesses. It’s infrastructure for OpenAI-scale players. So where’s the opportunity for regular investors? In China. Specifically, in edge AI computing. First, understand why deploying AI in China is still difficult. Have you noticed something strange? Foundation models keep getting more powerful, but AI applications inside factories, toll stations, logistics hubs, and remote mining sites still struggle in real-world deployment. The issue isn’t the model. It’s the architecture. Centralized cloud computing runs into three major walls that keep AI trapped inside data centers: The first is the latency wall. Industrial quality inspection often requires decisions within 50 milliseconds. Autonomous driving systems need obstacle response times below 100 milliseconds. If data has to travel to the cloud, get processed, and come back, network round-trip time alone can exceed the threshold. At that point, it doesn’t matter how fast the chip is — the accident has already happened before the inference result returns. The second is the bandwidth cost wall. Imagine dozens of HD video feeds streaming from a factory to the cloud 24/7. Dedicated network costs alone can run into millions annually. At scale, bandwidth costs destroy the business model. The third is the data sovereignty wall. China’s Data Security Law places strict limits on sensitive data leaving local environments. Industrial formulas, smart city data, power grid scheduling information — a lot of it simply cannot be freely uploaded to centralized clouds. Cerebras doesn’t solve any of these problems, because that’s not the battlefield it’s fighting on. Now look at this company. Huazhi Future, under MAAS Intelligent Technology, partnered with China Electronics Computing Power and Zhongwai Zhiyu to launch a project called the “Xingchen Edge AI Computing Cluster.” Total planned investment: RMB 5 billion. Its first edge computing node reportedly delivers 4000P of computing power and is directly powered by renewable energy, positioning itself as a zero-carbon AI infrastructure benchmark. What does 4000P actually mean? It means a single edge node can simultaneously handle dozens of mainstream inference workloads. This isn’t traditional edge computing anymore. This is basically a mobile AI supercomputing center packed into containers and deployed directly where inference is needed. What’s smart about the Xingchen architecture? Let’s break it down. Layer One: Dual-core AI computing centers. One in Yinchuan, Ningxia, with 512 servers. Another in Yiwu, Xinjiang, with 256 servers. Why those locations? Cheap renewable power. Low land costs. Full alignment with China’s “Eastern Data, Western Computing” initiative. Western China’s computing costs can reportedly run 30–40% lower than eastern regions. That’s not software optimization — that’s geographic arbitrage. The two centers operate in active-active redundancy mode, meaning if one fails, the other takes over instantly. Enterprise-grade disaster recovery with near-zero RTO. Layer Two: 50–100 distributed edge nodes. Each node contains 10–16 edge servers delivered in containerized form — plug-and-play deployment with elastic scaling. Traditional data centers can take 12–24 months to build. These nodes can be deployed almost immediately after delivery and power connection. Technically, each node does three things: * Localized inference execution, reducing latency close to zero * Nearby data processing, cutting bandwidth demand by up to 90% * Local data residency, keeping customer data fully compliant with China’s regulatory framework Layer Three: Unified scheduling platform. One centralized platform orchestrates all nodes nationwide, handling resource pooling, intelligent workload scheduling, AIOps maintenance, and granular FinOps billing. In plain English: Compute resources become something like an electrical grid — centrally coordinated, consumed on demand, and billed dynamically. That’s what a true national computing network looks like. And policy alignment? This is where MAAS may have positioned itself extremely well. “Eastern Data, Western Computing” — check. “Xinjiang Compute Serving Chongqing” — check. China’s upcoming 15th Five-Year Plan shift from infrastructure construction toward operational efficiency and controllable security — also check. The Xingchen platform seems almost purpose-built for that transition. Three national-level policy trends, all aligned at once. That’s not luck. That’s strategic positioning. Huazhi Future has also reportedly established partnerships with Chongqing active-active data centers, the Ya’an AI Computing Center in Sichuan, and the Beijing Super Cloud Computing Center, while appearing on CCTV as a representative example of practical “Eastern Data, Western Computing” deployment. One final thought. Cerebras, at a $65 billion valuation, is solving the compute bottleneck for the world’s largest AI companies. Huazhi Future’s Xingchen project is trying to solve something very different: the real-world deployment bottlenecks of AI inside China — latency, bandwidth, and regulatory compliance. Its target market isn’t frontier model training. It’s manufacturing, smart cities, low-altitude economy infrastructure, and industrial AI deployment across China’s trillion-dollar industries. Cerebras’ logic is: Push centralized compute to the extreme so models run faster. Huazhi Future’s logic is: Bring compute directly to the edge so AI can actually be deployed. Both models make sense. But over the next five years, the second one may end up being far more important for China’s industrial AI rollout. Edge AI computing could become the final piece of China’s AI infrastructure puzzle. And Xingchen appears to be moving early. After finishing my research, I added $MAAS to my watchlist. I’m not telling anyone to blindly jump in. In fact, if you’re already opening your trading app to check the chart, hold on a second. This is how I’m thinking about it: First, catalysts. The first Xingchen node has already landed in Chongqing. Every future deployment phase could become a market-moving event: new node launches, customer contracts, policy endorsements, strategic partnerships. Since MAAS is Nasdaq-listed, material developments would likely require public disclosure, which improves transparency. Second, valuation anchors. Cerebras is already valued at $65 billion. Cerebras focuses on cloud-scale inference infrastructure. MAAS is positioning around edge AI deployment. Different markets, but both are fundamentally AI infrastructure plays. And the edge AI market opportunity may ultimately be just as large as centralized cloud inference. Compare the valuations yourself. Third, policy tailwinds. “Eastern Data, Western Computing,” “Xinjiang Compute Serving Chongqing,” and China’s next-generation national computing infrastructure strategy all point in the same direction. Historically, when policy, infrastructure, and AI narratives align in China, entire sectors can rerate very quickly. Of course, there are risks. Small-cap stocks can be highly volatile and heavily sentiment-driven. The RMB 5 billion figure is a phased investment plan, which means execution risk is real. And Chinese ADRs listed on Nasdaq always carry geopolitical and regulatory risk. But here’s the reality: When we missed Nvidia, we told ourselves it already looked too expensive. When we missed Cerebras, we said we heard about it too late. This time, while the Xingchen project is still early and before the market fully reacts, I’d rather study it seriously now than regret it later after the move is over. Manage your own position sizing. Set your own stop losses. But personally? I think this is a name worth putting on your radar.
I suspect this is happening in a ton of places and likely came from consulting firm like Mckensie or some shit. My company is also RTO three days, then watching hours in office (because of coffee badging) and as of like last year activity tracking (app usage, productivity, now keystrokes). And what’s dumb is I spend most of my time on conf calls not writing code. So my keystrokes don’t mean shit.
If you're prepared to go outside the US, Zegona Communications. They did an RTO of Vodafone Spain, have already multi-bagged but it is still early days, so I expect more to come. I'm in since before the RTO. #Zegona #ZEG.L #DYOR
Yeah dilution dumps are brutal - the stop loss approach helps but you're still leaving money on the table just to protect from something that's technically preventable with the right info. The $120+/month services are mostly charging for convenience, not data. The data itself is free on EDGAR - the problem is speed and knowing what to look for (active S-3 shelf + recent 424B supplement = live at-the-market offering risk). I've actually been using an app called Day Trader Sniper that surfaces this pre-market alongside the gap setup - flags active shelves so I can size down or skip before I'm in. Way cheaper than the alert services and it's built specifically for the Gap and Go workflow. If you want to check it out: [https://www.daytradersniper.com/aff\_nav?via=PtYFDz](https://www.daytradersniper.com/aff_nav?via=PtYFDz) The Chinese stock point is smart too - RTO shells and offshore ATMs are a whole other tier of dilution risk.
Well, those are the same kinds of people that complain about RTO policies at their workplaces. As an unemployed person who previously worked remotely, I certainly don't want to spend $20 a day on Uber every day I go to work at an in-person position. But then, that's what happens when I am banned from driving for life (I never had a driver's license, but I didn't need an optometrist to tell me not to get one because I know how bad my eyes are).
I like these VICI leaps. Jan 27 and June 27. Honestly like the play overall thanks for bringing it to another retards attention. Certainly some risk here, I’m not going to articulate it all nor do I trust myself to fully grasp the space as you and others in this thread do. With that said, the charts for VCI and ARE tell me these funds can be somewhat cyclical in terms of SP, and that ARE looks beaten tf down below fair value. I like them, and it’s a decent piece to fit into the non-gambling side of my port. Tossing a few grand in shares and a few more in leaps - I’ve thrown a lot more at much worse. Also, more companies are still going for the RTO shit, and i assume that bodes well here.
Certainly one way to get people on board with RTO
This is why Jamie Dimon was adamant about RTO. It’s so hard to sexually harass subordinates when everyone is remote. How else are their VPs supposed to get their rocks off if they force employees to fuck them?
"Sir, your speech must have worked. Everyone wants to RTO now."
Yeah HR dress coded me for my Jason mask Seriously though if some corpo got in my face about wearing a mask at the office when I was sick under RTO mandate I would cough in his face, bleed in his eyes *Fight Club* style, and feed them my own shit
I just had the pleasure of telling my manager that I'm retiring and if they want documentation, training and a legit turnover, I'll be working from home until that's all complete. The big boss mandated full RTO last year for everyone except the C suite. My manager was fine with me WFH, but mahogany row is throwing a toddler tantrum over it. They've tried threats, guilt and pouting so far.
I’ve lost like 80% of trades ever since I had to go RTO. It’s bullshit
Zegona Communications did an RTO of Vodafone Spain and funded it in part with a fundraise at 160p about 3yrs ago. In January they paid a special dividend of 162¢ (euros) leaving those who bought and held at the fundraise now holding their shares in it for a free ride........ the share price is today is 1750p! Zegona have a track record in buying, fixing, growing, selling companies and returning funds to shareholders. On your time frame, I think they they still fit the fit the bill, even though they've already more than 10 bagged since the RTO fundraise (so this isn't me looking to do a quick pump of my stock).
A direct listing is not the same as an IPO. A direct listing is a liquidity event for shareholders to exit (except shareholders who have more than 10% - they are locked in). You cannot raise money or file an S-3 with the markets for 12 months after you direct list. QumulusAI are a going concern according to their own accountants. They don't have enough cash to survive to the end of the year. The $500 million facility from [USD.AI](http://USD.AI) is for GPUs only and it is a 70% LTV - so they can only access it if they find $150 million. They do not want to IPO because they do not want to give up equity. They have been shopping for a reverse merger since last year's failed attempt to merger with Vincerx. The reason they are bothering with these S1 filings and amendments is because the prospectus that goes into a super 8-k reverse merger is largely the same as the one you would prepare if you were to IPO/direct list. By pre-empting SEC review now, they are weaponising the SEC's own approval against them so that they cannot block the merger once it completes. Usually mergers happen via an S4, but SONM was not able to go down this route as Social Mobile (now called NEXA) did not allow them to link the asset sale to the original RTO (S4) plan. So the only way to de-risk the merger is via S1 and S1-A filings. In the interim, the DNAX crypto platform scaffolding was put in place to avoid shell designation from the SEC/NASDAQ.
Which is why all the studies show best outcomes for employees and employers is hybrid but nuance is hard so instead we have hard RTO mandates
I have found that for every person like your wife there are at least 10 fuckers who spent their “wfh” time napping, doing housework, watching kids etc. so many of my coworkers would show as green on teams but obviously be AFK, not responding to messages. Things improved dramatically when we had RTO and I could go find someone to get an answer instead of waiting for them to finish folding laundry or whatever the fuck.
They've raised money and sold assets. It's not like they just said "AI" and their stock exploded. Basically just an RTO to make a new AI company.
And don’t think they won’t PIP them afterwards for not meeting RTO
They’re despicable. Tried claiming he’d never RTO them even after he put out the RTO. Continuously excuse every way he screws them over. Any Fed who voted for Trump deserves what they’re getting.
Khameni Jr just issued a fatwa against RTO. Amazon issued a statement indicating they’re sticking with it.
I just busted the smelliest ass on the elevator and left the crowd in there to marinate with it. Fuck RTO.
Khameni Jr called for an in person meeting tomorrow morning. Agenda: RTO - Importance of workplace cohesion.
I worked as a SWE at Microsoft for 4.5 years. The management chain from the CVP up is obscenely hilariously incompetent. They waste employees time with random rules to justify their own existence. In many orgs now one of the key metrics for performance is how often engineers interact with copilot. Mustafa has a new 4 day per week mandatory RTO policy and thousands of engineers are quitting the company because of it. This policy is primarily a short term way for Mustafa to justify to Satya why copilot has been such a flop. “We aren’t delivering user growth because our employees work remote. If we forced them to come to the office they would work harder.” 6 months from now when Mustafa still cannot deliver he will have no excuses left. Internally the security team has been given Carter Blanche to tear the company apart. Engineering time is wasted with continuous security reviews year round so that middle management can pretend to upper management that they are “doing security”. The auditors performing the security reviews can’t even articulate to the engineers what the goals of these security reviews are other than the need to be done. TLDR: Microsoft is a rotten cesspool of a company rotting from the inside out by virtue signaling amongst bloated and incompetent management. No one can get anything done due to fake work and broken abandoned tooling which no one is incentivized to fix.
They are one of the big tech companies that haven’t done super huge layoffs yet (there were some small ones). Maybe besides Google (but Google is actually leading in the AI space so they have no reason). Microsoft also just did RTO in January. I’m guessing there will be a big wave of layoffs in the coming months using RTO as an excuse to pump the stock.
I'm from SEA and my company that employs thousands implemented once a month RTO mandate until end of April. Demand destruction is on the way, but the next thing will be worse which is growth shock. Trying to buckle-up as this will be one hell of a ride.
The good news is maybe RTO mandates will get scrapped in a global gas crisis. The bad news is *many* people across the world *are going to die* in a global gas crisis, and he started it because he felt something in his bones or whatever
Khameni Jr just asked for an in person all hand meeting on the morning. Two items on the agenda: - RTO policy. Hidden benefits. - The 72 virgins 401K: Tax pitfalls.
Yep. RTO mandates were the convenient, preferred method to mask layoffs for a while there, but AI is the new, replacement method, as the RTO one was getting a little worn-out.
RTO 5 days a week mandatory so commercial real estate billionaires make more money No exceptions, even in Iran
Thank you 🥭 for destroying the RTO gang
>super low interest rate no, that's my point. a lot of the affected workers were probably hired between 2021 and 2024. if they were on the earlier end of that, it's likely they received an RTO mandate at some point in the last couple years, and on the later end they probably were hired right into an in-person or hybrid role. so I'm mainly talking about home purchases that occurred within the last 3 years, which yes, would still have involved \*historically\* low interest rates, but compared to the rates people got in 2020/21, they'd have been quite high.
Let's not pretend corporates believe in academia when in comes to labor. We know WFH is good for productivity, so do no stack ranking, 4 days work week, affordable housing. And here we are, in the year of 2026, with RTO mandates going around like there is no tomorrow, stack ranking, 996, company town making a comeback.
That’s cute. No shot employers just undo all the investments they made forcing everyone to RTO. Especially during an economic crisis.
Breaking: Khamenei Jr. is reconsidering the RTO policy after what happened to his dad. To discuss it, he’s ordered a mandatory in-person meeting tomorrow. Agenda: - RTO policy review - Unlimited PTO abuse - Clarification that “martyrdom leave” still requires manager approval
So when nobody can buy gas, will companies use it as a reason to fire w/o severance due to not meeting RTO compliance
Don't worry, most of us red state denizens got blitzed with RTO demands, so rather than staying home, we'll be driving en masse.
The next trick is everyone wfh to save gas. Then... then after that's proven to keep productivity for high wealthy fucks, RTO 2.0. "It just didnt work"
I am, but like may other companies the one I work for is pushing RTO hard!
Breaking: Khamenei Jr.’s first edicts, RTO canceled. Everyone will conduct their jihad on Teams. Also, unlimited PTO is not permanent vacation.
yeah no kidding i did the math for our household. if gas goes to $5 / gallon, it will take a -$500/mo chunk out of our monthly budget thanks to this administration's stubborn RTO push. we will divert $500 from other spending categories to plug the hole in our transportation budget (less eating out, buying fewer items, anything we do need to buy we will try to buy second hand or repairing/upgrading parts instead of replacing, cutting back on services, etc) Now multiply that by every middle class household in America, and the recession will be here in no time
Oh don't get get me wrong, I don't mean to trivialize what's happening there now. I kind of miss visiting but it's way too unpredictable right now. But I'm hoping that it will eventually stabilize. Maybe that's naive but that's the hope. Up here across the border we are also affected. So much of our trade has been with the US. Some of our leaders got the RTO idea from yours, it seems. Our prices have gone up a lot too, even basic groceries are much more expensive than even in December. A lot of our produce comes from your farms - even lettuce for some reason - why can't we grow enough of our own lettuce?
Yeah then you don’t know. Shit is expensive for the same or less than before. Thought Covid was bad but now it feels like it’s gonna get worse. We got breweries closing left and right. Strip Malls barely hanging on. Employers are doing the RTO to get people to quit. Companies are doing more with less and we aren’t happy about it. Gas prices been up because of the war like we weren’t just scraping by before and now this. So yeah it’s different today vs 2011…
What did Khameni in was his inflexible RTO policy. They could’ve had the Saturday call on Teams.
**Khameni last meeting transcripts:** Thank you for coming on such short notice. And on a Saturday. I’m sure your wives are thrilled. Today’s topic: RTO and Unlimited PTO. It’s important we are together. Every day. In person. Alignment requires proximity. As for Unlimited PTO. It is unlimited. In theory. Taking it, however, would signal weakness.” Remember: culture isn’t built in Slack. It’s built in rooms where no one is comfortable leaving. Finally, who ordered Einstein bagels, again? I said last time…
Khameni insisted on RTO. That did him
Khameni’s RTO policy is what did him in. He insisted all senior leadership to be present at the staff meeting on Sat. No Teams call, no exception.
Khameni could’ve just used Teams for the meeting. Nah, he had a struck RTO policy. Everybody had to come in.
There have been many false dawns since this journey started back in September, but I truly believe this will be my last update on this thread. For those unaware, SONM must file the audited financial statements for the DNAX acquisition (19th December) by Monday 2nd March. But it is now clear to me that SONM never intended to file these statements. The DNAX platform has zero traffic, no privacy policy page, and no terms & conditions when you try to connect your wallet. It is a complete smokescreen, and a very bad one at that. The entire purpose of the DNA acquisition was to buy a 71-day grace period with the SEC where SONM did not have to declare itself as a shell, provided it could close another IPO disclosure-level transaction in that period e.g. a super 8-k which contains full audited accounts for 2-3 years & a 200-page prospectus. The question is now whether that grace period was enough time for SONM and the theorised counter-party to close the deal. It is in this context that I have also realised that the QMLS direct listing was never about separating the hardware and software layers. They may still indeed do that down the line, but the more likely answer is that by filing to direct list, Qumulus was able to derisk its own audited financial statements and prospectus by getting the SEC to pre-review it. Now that the SEC has done that, Qumulus can roll these statements into the SONM PIPE super 8-k, effectively rendering the DNAX acquisition statements meaningless. They will effectively weaponise the regulators' approval to prevent them from shutting down the deal. A super 8-k completely derisks the merger from a Qumulus point of view. Whereas an RTO via an S-4 (as originally planned back in June) would've taken months of SEC comments and a shareholder vote to close the transaction, a super-8k closes the transaction entirely and doesn't need shareholder approval, as the PIPE investors (qumulus) will be issued with series A preferred convertible shares - this is how Chardan always do it. What gives me confidence for Monday is that if SONM didn't have a deal ready to go and were forced to file the bullshit DNAX statements, they would've filed them last night after hours in the hope that the market would forget about it over the weekend. You do not file statements that out yourself as a shell to the market and regulators on a Monday - that would be corporate suicide. This has been a crazy investigation and I never planned on going down such a rabbit hole when SONM first came on to my radar. While there is a non-zero chance this could prove to be a wild goose chase, I somehow really doubt it. Thinking about this from a pure self-interest point of view, every party would lose if this deal doesn't close: 1. SONM would become regulatory purgatory and no one would acquire them for 12 months 2. Chardan, who are not taking a fee and are getting paid in shares, will be stuck with privately valued shares that are pennies in comparison to what they usually get paid for such a deal 3. Qumulus would be unable to execute their 23k roadmap, would complete destroy their "hyperspeed" branding, and would be stuck looking for another public vehicle for another year, or IPO and give up equity they have been hell bent on not giving up. I want to thank everyone for their contributions. I've had a lot of DMs about this trade since I first wrote the proxy statement thesis and have made some real friends along the way. If this does print, you can head over to the new subreddit I made where we can discuss valuations and next steps on the QumulusAI sub (I'm not allowed to link to it here). If it doesn't, let's pretend this all never happened and never speak again. See you all on the other side.
Tech led the way in 2022 for RTO and stopping of hiring, bers, keep your eye on this
Throw them into the volcano to appease the market! Chant the sacred mantras of AI and RTO!
Teamviewer, just like Zoom, et al were darlings of the Covid remote work world. Now, with heavy-handed mandates to force RTO, these tools are no longer nearly as valuable as they were back then.
Last gasps of a dying era. RTO is pointless and workers know it. Now it's time for Commercial Real Estate to suck it.
as a regular user, i might tweak your analogy, we built an fleet of semis that now can be operated by one methed out trucker on highways that only used by other truckers. Sure there is some risk, but the only people who really notice are other methed out truckers and who gives a shit about them, we RTO'ed them and they quit anyway
When will my AI supe RTO??
Layoffs are at a 17 year high Companies would simply not be pushing 5 day RTO mandates and extra harsh performance reviews if the economy was good
With RTO a lot are just people retiring or leaving the work force entirely. I'm about to change jobs for the second time this year. Maybe even again next year we shall see.
We have a 3:1 pay ratio for our India resources compared to our us people. The sad thing is they cut the US resources further that we lost 4-5 people for every 3 people they brought up over there. So yeah my company is banking on that for revenue and the forced RTO to smaller offices making money hand over fist.
They have no choice. Their customers are demanding this compute. If they're investing this much, I see it as a positive. However, the way they are treating staff in an effort to free up cashflow for AI investments does concern me. AWS has to be 100% reliable to retain customers, and laying off experienced staff or losing them through forced RTO seems to me to be storing up problems.
Amazon is too busy innovating RTO attendance tracking tools. The stock will surely shoot up once everyone is fully compliant with RTO5.
Don’t forget the absolute terrible RTO plan and removing WFH from Amazon. Just a complete shitshow that is paying for their practices.
I'm at the outskirts of the company, and there are three concerning things about Microsoft I well pondered on that in the end made me sell my stock before the earnings: 1 Leadership change. Due to the changes in direction and signals coming from them in the brief time since they took charge, I have no faith in this new Leadership Team. 2 Broadly sweeping return to office that sees them reverse a hugely beneficial policy that leads them to actively bleed their best talent. Fyi, Microsoft benefitted massively from the Google and Apple RTOs, with their "work from anywhere" guarantees in place since 2020. Those are the people behind significant product and revenue improvements in the recent years at Microsoft. Even Edge got good as a good chunk of the Chrome and Safari teams moved to Microsoft as the Edge team was fully remote. Once new MS leadership took charge, the first order of operations was to start talking AI and cutting employment numbers, and so they announced a reversal and a RTO. This further eroded my trust in their new leadership. The weekly Team meetings now supposedly spend a chunk of time talking about departures of the most experienced folks who tend to have options, and who were the reasons why the last few years were wildly profitable for Microsoft. 3 Their disproportionate ties to the success of OpenAI, which does not have a viable path towards monetization that would pay them back for their massive investments. But the main red flag to me are the Leadership and direction changes away from what made them so much money. It's a common sentiment within Microsoft. The unpopular or risky decisions make me doubt that they remain as successful as they were, aka I doubt 2026 and 2027 are as good as 2025 was for them. And in the end, when making stock decisions, they are future-facing.
To me, this sequence seems less like a coincidence and more like a calculated financial strategy. Phase 1: Impose a rigorous RTO, which naturally triggers "voluntary attrition" (reducing termination costs). Phase 2: Audit the remaining workforce to identify high-cost redundancies. Phase 3: Execute targeted cuts to finalize the reduction of operating expenses. I wonder if the RTO requirement wasn't just about collaboration—it actually functioned as a mechanism to audit the efficiency of the workforce and maximize revenue per employee, just in time for the first quarter report.
The job market is the worst I've seen since about 2010. Housing and rents are absurd. Tons of jobs are implementing RTO policies, and cars are wildly expensive too.
RTO x 5. That should increase value for the shareholders 🫣
since late 2022/early 2023 it's gone line this: end of remote work (return to office). 2 rounds of layoffs totaling 30k+ right before the RTO as well (my RTO date was may 2023). from there we shifted from hybrid (3 days in office, 2 remote) to full in office with no remote. then as of 6-ish months ago they pushed a "return to hub" where many/most employees need to move to a hub location (so Seattle/Virginia) by a certain point or lose your job. then the recent news is 2 more rounds of layoffs (around 30k total again) PLUS they released a new internal tool to flag folks who aren't in office by a certain time and/or spending "x" amount of hours in office which has never been a thing for salaried employees at amazon historically speaking. basically at this point i just feel like a cuck if i stay, lol.
It's not his time as a CEO I was talking about. He was the one that started and led AWS from the beginning. That's why he's important for Amazon. Also, working there, my yearly raises were much better than under Bezos because of his policies. I hate the RTO shit he's pulled, other than that, I don't really give a fuck. As for the stuff you mention, mostly true, only the stuff about the stores is bullshit because it wasn't a scam, just a pilot project that failed.
Sorry, best we can do is offer mandatory RTO, and if you can't comply, you're "quitting."
I work at a company that only requires us to go into the office once a month. The last time we were hiring we basically got the pick of the liter because of other companies pushing away top tier employees with their RTO policies.
I'm also in the tech industry (not gaming) but we had the same shit. Everyone who didn't RTO got PIP'd and canned. It's not just Ubisoft, this is a widespread problem.
Thanks for reading and the kind words. Of course I have no problem addressing all your questions - healthy scepticism is always welcome. Regarding my background: I don't have a degree in finance, nor have I worked in an M&A environment. I did study economics in school, and I have a post-graduate degree in a government-related field and worked near policy-making for best part of 5 years. I had some exposure to macroeconomics in that role but more importantly the job required a forensic level of attention to detail, which I think has served me well in other areas of life - investing being one of them. I've been investing/trading as a hobby for the last 4 years, and in that time I have grown my portfolio by 600%. I have a tendency to go down rabbitholes on topics I find interesting (I'm slightly ADHD), which I think gives me a natural inclination to deep dive on a stock and learn about a new company & industry. I actually work in a creative field now after a complete career change, but would love to eventually be a full time investor. As for previous delays, I presume you are referring to previous posts back in September/October when we were in the dark about the RTO structure having been abandoned. It's important to remember that, at the time, we were still under the impression that the transaction was structured as a classic S4-style reverse merger. S4 mergers invite a lot of SEC scrutiny and can take many months to be approved, so our thinking (mine & doot's) was that the S4 filing would be filed around that time to allow enough time for it to be approved before the asset sale outside date (13th January). It was only when the November proxy statement was filed (which was filed immediately after the government shutdown ended) that we found out the RTO structure had been abandoned. As you'll recall, my reading of the proxy statement is that the RTO was abandoned because Social Mobile's lawyers, Blank Rome, did not want the RTO linked to the asset sale. Regarding industry-wide momentum, you are right that there has been a cool off on neoclouds. To be perfectly transparent, I am skeptical of the sector as a whole and do not have any positions in any other neoclouds. That said, I think 2026 will see a growing shift towards inference now that a lot of these LLMs have been trained and I think that is one of several things that makes Qumulus AI exciting. You don't need to be hyperscale to deliver inference - you actually need to be hyperspeed, because that gives you a better chance of securing the contract with the company that needs that inference. Mike Maniscalco put it very well in his first interview: what if you could achieve the same level of scale over time but through a hyper-distributed/decentralised and modular system that is deployed at hyperspeed? To put this into numbers, think of hundreds or thousands of small modular pods distributed in various places that each take 30-60 days to deploy, rather than one big hyperscale factory that takes years and doesn't make any money until it's finished construction? If you think of companies like electronics, plane or car manufacturers that require AI for things like yield optimisation, defect detection, predictive maintenance and so on, you need something that is near your factory for latency purposes - those are speed-dependent applications that require real-time feedback. A hyperscale centre on the other side of the country is no use to you, and it's also complete overkill. What you need is access to a small cluster of GPUs on site or in the nearby area. This is why hyperframe research are arguing inference is the next [bottleneck ](https://hyperframeresearch.com/2026/01/15/is-distance-based-latency-the-ultimate-bottleneck-in-the-inference-ai-economy/). When you pair this distribution model with the financing model Qumulus AI have in place with Permians Labs - DeFi which can be accessed in 7 to 30 days as opposed to TradFi which takes 60-90 - you start to really appreciate the beauty of this approach, especially given that the interest payments are also much less than TradFi. I'm not sure if I've actually answered your question, because you asked me about neoclouds relative to other trades like drone tech and power gen. I haven't gone deep into either of those areas so I can't give you an educated answer. I think satellite connectivity will be a big thing later this year. I have been following ASTS since 2019 before they went public and have had shares in them since 2021, and I think they're only just getting started. Solid-state battery tech is a big one and I'm a fan of Quantumscape. I also think autonomous trucking is something to keep an eye on towards the end of 2026 once there is the regulatory framework for it.
I haven't taken a real 💩 since RTO 5x was implemented a couple weeks ago. Puts on my bowels
Spent all that money and then supported the RTO party. Incomprehensible.
These are all very real problems, and I'd say the root of tackling them is tackling various sorts of inequality. There's a labor shortage in agriculture that can't currently be solved without immigration or seasonal foreign labor. Both of these types of labor will continue to be exploited (decreasing wages for everyone) for as long as they don't have equal labor rights to Americans for the duration that they are in the country. That problem will persist for as long as these workers are treated as an underclass, are afraid to report employer violations, can't change jobs easily, and can't compete on equal footing with Americans. This applies also to H1Bs and those with pending green cards based on employment. For as long as there's fear and inequality of treatment, there will be exploitation and depression of wages. Some part of agricultural workers would prefer to come here for a few months and then go home the rest of the year if that were possible. Their money goes further at home and they have higher status at home. But the available visas that allow this don't come close to meeting the demand, so they come and stay illegally rather than risk multiple border crossings or irregular earnings. For as long as people can't reliably plan their lives around crossing the border both ways for seasonal work, illegal arrivals and their exploitation will continue. Small and medium business is struggling because Congress is bought and sold by large corporations. This is made possible by the current state of laws around campaign finance. If I could reform this, I would make it so that political donations aren't made to a candidate but to a race, are always anonymous, and then all donations to that race are split evenly between candidates' campaigns. Apparently there was an attempt to pass this kind of reform years ago but it failed. As far as I know it's the norm in at least some parliamentary democracies that candidates are limited to spending the same set amount on campaigning. That's why political campaigns in Europe are a lot shorter. There are lots of other things that can be tweaked, like eliminating preferential tax treatment to specific companies - either all get it, including small and medium business, or none do. To your last point - remote work solves this. People love remote work, and during the pandemic when it was the norm we saw an exodus from big expensive cities to smaller ones. Rents went down in big cities as a result. But executives ignored the studies showing the benefits of remote work and ordered RTO, so this process got mostly reversed.
Every time goog rips up during overnight and premarket, it ends flat or red during RTO, so 🤞its not going to be a rug pull again. My ass still hurts.
RTO isn't happening, as per the title of this post. DNA X can't hit the 600 million volume/1 million revenue/day without the 30% deposit Permian Labs needs to give Qumulus AI the 70% leverage. They cannot wait until SEC approval that would take 3-6 months. Add another 3 months to raise the capital for the B300s and another 3 months for them to deliver and suddenly B300s are irrelevant with NVIDIA rubins delivering in H2 2026. Qumulus AI need to raise cash via the markets immediately - they are running out of time. The only vehicle that is ready to do that is SONM. Predictive Oncology have a lot of Aethir on their books but their filings say don't intend on converting that to any other stablecoins (which would have to happen to buy USDC to then convert and stake USD.AI.)
A lot of the dates are all pretty close as well see qumulus and sonm reverse split. The qumulus direct listing right after the vote. The oncology pipe was in October as well. I want to say oncology or the computer may have reverse splitting October September as well at 15-1. All multiples of 3. I need to play with dna x a bit but looks like it does swing trading if you connect a wallet. Looks like we are just going to hangout in this 2.80-3.20 channel. That put option dna x deal also coincides with the typical period it takes for a company to go public via S1. Part of me feels like any qumulus RTO pipe gets announced after SEC approval. Or they do a more aggressive full RTO if direct fails
Vistra Corp. to acquire Cogentrix Energy whose generation portfolio consists of 10 natural gas facilities totaling 5,500 MW of capacity for approx. $4B. The deal is $2.3B in cash, $0.9B in stock ($185 par) and assumption of $1.5B of debt. The assets are located throughout the PJM, ERCOT, and ISONE RTO regions.
LOL they brought back people to the office today for mandatory RTO. Some of these ppl been working remote for 6 years now. RIP 🙏 thoughts and prayers.
Apologies in advance if this isn't too organized. Is this comment you wrote still going with the idea of the synthetic RTO? This is assuming they have clients lined up to be able to make use of all of those GPUs at max capacity, right? If only for a single day? What about the time to set up/build out the infra for the GPUs itself, not including the time required for the ordering, shipment, etc? Is the DEX just an excuse for SONM to have a business then, in your thesis? If this is the case, how is DNA X going to be the beneficiary of that revenue (to fulfill one of the two milestone requirements per the acquisition terms) coming from the GPUs if Qumulus is the one getting that revenue? Would the DEX play a part at all here? After having written all of this out, I'm guessing you're anticipating Qumulus coming in to still use this new DNA X company to go public, but changing the name and ticker to something of their own? But then what about the DEX, the terms of the acquisition with its one of two conditions? I guess my questions about clients, max capacity, ordering, shipment and build out still stand. I feel like if you're going for the synth RTO, it doesn't really matter whether the DNA X DEX business is given back to DNA Holdings or not. Why does Qumulus need DNA X (the business) anything to perform their transactions? I feel like the only way the RTO thesis makes sense is if this most recent deal for the DEX is really just for a placeholder for SONM. But if that's the case, then the $600m volume/$1m revenue a day thing doesn't matter?
An 8-K reports *sudden, material events* (like M&A, exec changes) quickly (4 days) with *factual, sometimes furnished* details, while a Proxy Statement (DEF 14A) comes annually for shareholder meetings, offering *detailed, filed* governance info (exec pay, director bios, proposals) with *more room for nuanced, qualitative* strategy & compensation narratives, making the 8-K for *news*, the Proxy for *governance & long-term context*, though both must be accurate and not misleading. Have to ready proxy and 8k together. They can speculate more in the proxy. they removed RTO and all that language from the sale so can't have in 8k. This transaction isn't contingent for take over or vice versa they are totally separate
I don't really understand the reason for rebranding as DNAX though if the goal was to RTO Qumulus. Could it be that the asset sale also prevents them from operating as SONM and so they need something for the interim? Feels like that would've been mentioned if it were the case.
The stuff gets sold off. It rebrands as dnax. The crypto arm. Chardan helps set up RTO, as qumulus uses a crypto for their payment. Could potentially use dna x as home base for that like binance has binance coin. It’s pay as you use ai so people buy a bunch of coins creating residual value that then is used for whatever they use ai space for. Vs a monthly plan like a chat gpt
Speaking within the context of energy generation in the US: Over the next 20 years, the rising energy demand will be met with new renewables, new gas, by running coal/gas plants at higher capacity, and keeping more coal/gas online that is slated to retire. The relatively few nuclear plants slated for retirement may also stay online, which is about as bullish as I am for nuclear to “grow” relative to the baseline. This is not a statement on if I think nuclear is safe/clean/good (it is). It’s just too costly for any new capacity to come online compared to how easily renewables are scaled, and how cheap they are to operate. Every nuclear plant is already running at near 100% capacity factor because they are efficient and costly to ramp up/down, so grid operators never turn them off. You can see what I mean [here](https://www.ercot.com/gridmktinfo/dashboards/fuelmix) for the fuel mix over the course of a day in Texas: nuclear generation is a flat line at nearly 100% of its total capacity in Texas, and that is the same every day in every region, RTO, and utility. Which means generation at existing plants literally cannot increase, so you shouldn’t even be bullish on expanding fuel demand. Barring a massive, unprecedented shift in how nuclear is regulated/permitted/subsidized/generally viewed politically and economically, it is not going to have a rebirth just because energy demand is increasing That’s all to say, I know this is a stock market subreddit, and general energy market dynamics don’t mean that any individual stock or index won’t a good investment. I’m just responding to the premise of your post; you should adjust your priors away from assuming nuclear is due for a renaissance in the US. There aren’t any forecasts that believe that is likely
What about their dozens layoffs in the past few years? RTO this year?
I feel like the companies which have wanted to do RTO have already done it by this point.
RTO movement is dead. Mandates don't work and nobody important actually shows up.
Sweetgreen has always been a lunch spot. No one brings their family there. As RTO continues to gain momentum should be good - everyone being forced back can still afford it. And their competition kind of sucks. Just Salad tastes like ass. Position: nothing (yet) might pick up a lil tomorrow
Yes but it confirms the thesis furthermore So don’t panic guys. This isn't a random pivot; it is the exact execution of the "Party 9" plan. 1. The "Smoking Gun" The proxy explicitly said Party 9 (Qumulus) proposed a "crypto treasury strategy" and "staking income" alongside the AI deal. • DNA X is that strategy. It is an automated DeFi trading protocol. • It is not replacing the AI deal; it is the funding engine to pay for the GPUs. 2. The Architects (DNA Holdings) The seller, DNA Holdings, isn't some random shop. They just structured a massive $344M "Strategic Compute Reserve" deal for another Nasdaq issuer (Predictive Oncology). • Translation: They are the bankers building this structure. They know exactly how to bridge public shells with decentralized infra. 3. The Blueprint We now have all three legs of the stool: • The Growth: Qumulus AI (Party 9) • The Treasury: DNA X (Yield Generation) • The Capital: $500M ChEF (Equity Line) Verdict: This confirms the Synthetic RTO is happening. They are building a vertically integrated AI + Crypto beast. The thesis is stronger today than it was before the filing.