SGI
Somnigroup International Inc.
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At the time it was happening, most folks in the industry could see that AOL was declining due to the open web outpacing what was on offer in a walled garden with too many rules. Yahoo was more of a question mark (and frankly that it lasted as long as it did was baffling), but Sun had years of declining management, and a post dot-com secondary market that cannibalized their own high margin business, and many still didn't think they'd completely die out, as they had outlasted so many of their peers (DEC, SGI, etc) so "hindsight" or not, one could observe stuff was going on, but couldn't pick a distinct trajectory that was the same in the same way for all three of your choices. All of them "failed" at very different stages/time frames too.
Sucks that a bunch of companies that could have operated in this space went under too early. Thinking Machines, Cray, SGI, 3DFX, etc
The AI bubble narrative is likely missing the most probably outcome. OpenAI/anthropic are betting on AGI/SGI and leveraging up to build data centers to progress this. They do not have the revenue, and probably wont, to support their expenses. Its probable/possible that those exposed to debt in data centers or investment in OpenAI/Anthropic will lose money. However I dont think this necesarily a systemic issue. OpenAI/Anthropic failing because they can't do AGI/SGI and their business models are not viable does not necesarily translate into big issue for google/microsoft nvidia. The alternative to no AGI/SGI from openai/anthropic is not the end of LLMs, its more likely in fact that LLMs become widely adopted, but they are smaller models supporting an expanded ecosystem of agents. IE, Nvidia will be fine (maybe lower profits, but fine. Google fine, microsoft, fine. So a stock pullback, but hardly a catastrophe. Those are big very profitable companies in their own right, and dont need openai/anthropic to achieve AGI to remain so.
Both run on Nvidia hardware. Yes Google has ads and internet services. They’re not good at hardware. I’ve been in the 3d industry since SGI. Nvidia does a hell of a lot more than just gaming. They’ve been building the hardware multiple industries have relied on for decades now.
What about the new undisclosed partnership or the exclusive luxury line they're developing with SGI after SGI acquires stake with Fullpower AI (AI biosensing tech for bedding). There's a number of different things happening with Purple Innovation Inc. I'm hoping PRPL doesn't get acquired by SGI and we see this ride into potentially a multi billion dollar evaluation near 2028. But, I'm surprised the snowball hasn't rolled down the hill already.
Yeah maybe some good news ahead. Hopefully a filing by PRPL SGI or Coliseum about the 1.6m shares. What do you think the rate cuts will do?
Tech has been on a rip for decades... SSUUURREEE.... Let me give you some historical context. In the last dot com bubble there was Netscape, Sun, SGI, HP, and IBM. Tell me how many exist today? Tell me how many have great stock returns? The biggest mistake you are making is that you assume tech going up implies it is all tech. Right now the companies are Google, Facebook, and Microsoft. The darlings of the last bubble are for all intensive purposes gone. I have not even talked about Nortel. Cisco has just barely managed to hit the highs of the dot com bubble. Cisco was the darling of the dot com era. Bitcoin and crypto IMO is not investable. Just like Gold is not investable. They are not growing assets. They are shiny toys. Sure people like shiny toys, but that is not an investment thesis. Search why Buffett things of Gold.
Earnings are gonna surprise everyone.. and they're gonna announce further retail expansion. This company will be a complete turnaround story and likely be acquired by SGI. $6.5+ buyout would be ideal.
I don’t see them going bankrupt. Q3 results will surprise everyone. If you break apart the conference call it’s very clear they will exceed estimates, ramping up into Q4. They will expand retail even further with a new unannounced partner, develop a luxury line with SGI, and beat estimates again throughout 2026. The insight they shared during Q2 call made it crystal clear that the partnership is exceeding expectations and SGI was so pleased that they wanted to expand faster to fill ALL if not more retail slots for 2.0 inside showrooms. This signals they have knowledge about the markets turning that we don’t have access to.. why would SGI or PRPL risk expanding operations in the way they are.. because the data says it will work.
Good one. But do we even care if he's been there seven years, got a no change, or spent a few decades in the industry via HP SGI, NEC, has a few degrees, etc. Is he charismatic enough and a slow speaker? How about new board members Scott Angel? Susie Giordano? Nice hair or nah? [https://ir.supermicro.com/governance/board-of-directors/default.aspx](https://ir.supermicro.com/governance/board-of-directors/default.aspx) [https://ir.supermicro.com/governance/executive-management/default.aspx](https://ir.supermicro.com/governance/executive-management/default.aspx) [https://ir.supermicro.com/news/news-details/2025/Supermicro-Appoints-New-Independent-Director-and-General-Counsel/default.aspx](https://ir.supermicro.com/news/news-details/2025/Supermicro-Appoints-New-Independent-Director-and-General-Counsel/default.aspx)
Staying over $1.5 will be difficult for sure as well. Looking at Coliseums average plus 14m warrants, and the fact that SGI has 8m warrants, which is literally nothing to them.. and they both have $1.5 strike... means nothing. It's just incentive for SGI to acquire PRPL at a premium price. and Coliseum wont agree to it for anything less.
That is odd, at first I thought SNBR would be the acquirer, and that’s still not off the table I don’t think, but I heavily lean towards SGI. They’re just way more prepared for a move like this, and PRPL is already heavily integrated into their ecosystem.
PRPL might announce new retail partner in Q3 or Q4. CEO said in the call “a deal has been made with one of the fastest growing mattress retailers in the country”. The two top fastest growing are Ashley’s and Bob’s furniture stores. In addition to just completing expansion with Mattress Firm and filling all 12,000 slots, If this partnership is announced it could push PRPL into 20,000+ retail slots likely finishing before Q1 ‘26 if you look at how fast they’ve moved in recent months. That’s $70m additional rev from the Mattress Firm partnership, and upwards of an additional $70m from the new unknown partner if this is the case. Ashley and Bobs have a large footprint and they sell a ton of mattresses. Even without them they likely hit close to their $10m EBIDTA target, and that’s not including the new partner. I think this may be sparking a bidding war. SGI already wants PRPL, but Coliseum has taken strategic control and pushed PRPL to maintain IP rights and expand into other retail partnerships in order to obtain a premium offer. All of this data is laid out right in front of our eyes. Also, they further incentivized SGI to acquire PRPL by giving SGI 8m warrants at a $1.5 strike, this is the icing on the cake, because they’re not gonna sell the damn thing for anything less than $6.5 and SGI knows Coliseum won’t allow it. Why would Coliseum do this? It’s because Coliseums average is around $5. Anything less than that they potentially lose 10s of millions, plus years of work. If you take into account that Coliseum also has 14m warrants (60m total shares), even at a $3.5 buyout price, Coliseum still loses a stupid amount of money. I think within the next 3-9 months SGI will acquire PRPL somewhere between $6.5 - $8.9 / share. That would cover Coliseums time and commitment, because they’re the true driver behind the wheel of PRPL. They need PRPL to trade at a premium, just look at their track record. You could justify Coliseum makes an average of 15-20% profit off of their investments, and their average holding time is a lot less than the time they’ve been involved with PRPL. Anyways, the rest of the information you need is all available, but we’ll know the play for sure in 3-9 months. Hopefully we get rate cuts within that timeframe and also enter into a new cycle.. if that’s the case and SGI doesn’t acquire, data suggests organic growth and further expansion will push PRPL upwards of $11.81 - $19+ per share. I own 7,500 shares, plan to add more in the coming weeks. Thoughts?
Yes. I'm sceptical one can have so many "rock stars" engineers and scientists working on multiple projects, competing with each other for resources and without a clear product. "Achieving AGI or SGI" is not going to help the bottom line anytime soon.
tons of SGI guys went to NVIDIA
Here’s a breakdown of the notable companies shown on the Silicon Valley 1991 poster, along with their current status and name updates where relevant: --- ✅ Still Around (active or absorbed into other entities) Oracle – Still active as Oracle Corporation (name unchanged). Intel – Continues today as Intel Corporation, a leading chipmaker. Apple – Now Apple Inc., one of the world’s largest companies. IBM – Still IBM (International Business Machines Corporation). Seagate – Now Seagate Technology, major HDD/SSD supplier. Sun Microsystems – Acquired in 2010; now part of Oracle. Symantec – The core consumer security business was sold in 2019 and rebranded as NortonLifeLock; enterprise security became part of Broadcom. Siemens – Still exists as Siemens AG, a broad industrial/technology conglomerate. Amdahl – Acquired by Fujitsu in 1997 and now fully integrated into Fujitsu’s server division. Motorola Inc. – Split in 2011; the semiconductor unit became Freescale, now part of NXP; mobile phones business became Motorola Mobility, now under Lenovo. Qualtronic, Quantum, Symantec – Quantum still exists as a storage technology company. Qualtronic acquired/absorbed by larger test & measurement/automation firms. Spectra‑Physics – Now part of MKS Instruments. Silicon Graphics – Became SGI, filed for bankruptcy in 2009; acquired and folded into Hewlett Packard Enterprise by 2016. --- ❌ No Longer Around (defunct or rebranded/discontinued) Beta Phase, ACCUson, Videomedia, Xybergraphics, Pulnix, Zilog, Liconix, Penstorck, Sjoberg and other small Silicon Valley industrial or software niche players—most either closed, merged, or were acquired without retaining the original brand. --- Summary Table Company Status Today Oracle Active – Oracle Corporation Intel Active – Intel Corporation Apple Active – Apple Inc. IBM Active – IBM Seagate Active – Seagate Technology Sun Microsystems Acquired by Oracle (2010) Symantec Split: NortonLifeLock (consumer), Broadcom (enterprise) Siemens Active – Siemens AG Amdahl Acquired by Fujitsu Motorola Split: Freescale (now NXP), Mobility (Lenovo) SGI Acquired by HPE (2016); brand defunct Others Defunct or absorbed (e.g., niche tech firms
“Sir. Consumer confidence has slipped again.” “Bitch I don’t care. Only consumer I care about is my AGI consuming all of the world’s data to make me SGI” (super generational income)
Damn I also had shares of SGI Years ago. I wish had forgotten about it too but sold for a loss
It was under $1000 when it was SGI and I stopped paying attention
Sure, but NVDA was just another graphics card company at the time, competing with ATI and others. It was just getting started. GPGPU programming was just starting. ConvNets were not a thing. Graphics card companies were coming and going. Hell, SGI had not gone under yet, and that's where all the NVDA folks came from.
People here should look up the number of car companies that existed in the early 20th century whose names nobody would know today. Also look up how many well regarded, high flying tech companies with very popular products in the 90's (SGI, Sun, Netscape just to name three of the top of my head) that no longer exist today. Being an early winner in an industry is no guarantee of having a long life as a company. Tesla is on that trajectory. It's best future is being a wholly owned subsidiary of Hyundai or something.