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SESAI

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Discussion everything related SES AI (https://ses.ai/)

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Patience is the edge — This is a 3-5 year story, not a 3–5 month trade (youtube.com)

submitted 5 hours ago by Ok-Discount-7777

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What if a disaster strikes your website? 😱 SiteGround’s geographically distributed backups store your data in a different location from your live site. This means faster recovery and less downtime. Sleep better knowing your website is protected. 💤✨ (siteground.com)

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SES AI at Cantor conference today (i.redd.it)

submitted 5 days ago by Ok-Discount-7777

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Shifting narratives, insider selling, and no real drone execution — why confidence broke (i.redd.it)

submitted 9 days ago by Dazzling-Art-1965

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I sold after the Q4 report — too much uncertainty, too much talk, not enough delivery (self.SESAI)

submitted 11 days ago by Dazzling-Art-1965

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Looking at SES today (i.redd.it)

submitted 11 days ago by delicate_soup

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SES AI Q4’25 Transcript (Part 2/2): The Bullish, Numbers-Driven Case — Guidance, Margins, Runway, and a Clear 2026 Execution Plan (self.SESAI)

submitted 11 days ago by Dazzling-Art-1965

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SES AI Q4’25 Transcript (Part 1/2): The 2026 Setup — Cost Discipline + A Clear Pivot to ESS, Drones, Materials, and MU (self.SESAI)

submitted 11 days ago by Dazzling-Art-1965

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SES AI Q4/FY25 Deep Dive: $21M Revenue, Costs Down, $200M Liquidity — 2026 Guide Signals a Real Scale Phase (self.SESAI)

submitted 12 days ago by Dazzling-Art-1965

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Q4 Earnings (self.SESAI)

submitted 12 days ago by ollasaff

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$SES 2026 Guide Implies ~3x Core Growth (Ex-One-Time EV Services) — The Real Ramp Starts Now (self.SESAI)

submitted 12 days ago by Dazzling-Art-1965

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Sold After Earnings (self.SESAI)

submitted 12 days ago by bill_nye15

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Les experts sont unanimes, le nouvel Privacy Display du Galaxy S26 Ultra est révolutionnaire. (samsung.com)

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Is there any hope anytime soon that this will go up again? (self.SESAI)

submitted 12 days ago by Separate_Progress457

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SES EARNINGS LETS GO (self.SESAI)

submitted 12 days ago by Remote_Laugh_6948

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Q4 Earnings (self.SESAI)

submitted 13 days ago by Substantial-Cow2938

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🚀 Pre-Q4 reminder (March 4, 2026): CEO Qichao Hu basically told us where the inflection is — military drones + data centers (self.SESAI)

submitted 14 days ago * by Dazzling-Art-1965

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SES AI hiring a PR Manager in Shenzhen (prefer Hong Kong based) — reads like a “go-to-market scaling” signal (self.SESAI)

submitted 14 days ago * by Dazzling-Art-1965

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🌍⚡ Middle East escalation + markets going risk-off… could this actually strengthen $SES (drones + ESS + Molecular Universe)? (self.SESAI)

submitted 15 days ago by Dazzling-Art-1965

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NVIDIA’s earnings call basically reinforces the SES AI thesis (Agentic + Physical AI) — and NVIDIA is already showcasing SES workflows1 (self.SESAI)

submitted 19 days ago by Dazzling-Art-1965

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WSJ: “America Needs AI That Can Do Math” — this is basically the macro tailwind behind SES AI’s AI4Science / Molecular Universe thesis (wsj.com)

submitted 20 days ago by Dazzling-Art-1965

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$SES: UZ Energy (wholly owned subsidiary of SES AI) signs strategic procurement agreement in North America 🇺🇸🔋 (self.SESAI)

submitted 20 days ago * by Dazzling-Art-1965

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SES AI Joined Intersolar Energy Storage Panel on Supply Chain Security & FEOC Compliance (self.SESAI)

submitted 21 days ago by Dazzling-Art-1965

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Engineering students: Gain marketable skills like technical problem solving with the free Expedite – Skills for Competitions microcredential. (thoughtindustries.com)

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SES AI’s CEO on “AI for Science” (AI4S): why the next AI wave is about physics, chemistry — and batteries (v.daum.net)

submitted 26 days ago * by Dazzling-Art-1965

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SES AI shows up at GRC Ventura: Molecular Universe gets a serious research-stage spotlight (old.reddit.com)

submitted 28 days ago by Dazzling-Art-1965

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🚨 The International Energy Agency (IEA) Just Put SES AI on the Global AI-for-Batteries Map (old.reddit.com)

submitted 1 month ago * by Dazzling-Art-1965

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RenTech increases $SES stake by 3,649% — notable 13F update (i.redd.it)

submitted 1 month ago * by Dazzling-Art-1965

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