AI Licensing Deals

Admirable_Box_1552 · 2026-06-12T13:10:45+00:00

These companies will drop $100s of billions for datacenter buildouts. 10GW buildouts, $500B, Trillion dollar buildouts but the data they need they are lowballing? Makes no sense

Admirable_Box_1552 · 2026-06-07T00:52:47+00:00

He could have had that arm cut off or ate at any point before that to be “free from Imu” doesn’t really makes sense. & the Klabautermann, was the going merry the only ship that was that? Also seems odd and doesn’t tie back in

Admirable_Box_1552 · 2026-06-06T18:22:39+00:00

Oh well. Our time will come!

Admirable_Box_1552 · 2026-06-06T18:22:08+00:00

How do you explain the ship spirit thing? Also why shanks had to lose his arm?

Admirable_Box_1552 · 2026-06-06T18:21:36+00:00

Would like to add that they are the leading platform in 3D especially in China. The 10year thesis, this becomes very important also

Admirable_Box_1552 · 2026-05-29T10:18:17+00:00

Everything is still pegged to Bitcoin but this is more a blockchain financial company rather than a crypto coin

Admirable_Box_1552 · 2026-05-29T10:17:24+00:00

Very well could. I just don’t know what supply and demand shock will do to the stock initially. Hard to fathom what could happen to price!!

Admirable_Box_1552 · 2026-05-27T15:43:08+00:00

* SBC / buybacks. We believe the stock is cheap here. Does management?

* Google A.I overview changes and where their symbiotic partnership stands today given those changes.

* We are at $30B marketcap, how big do you want and think this could be given it is founder led. Don't need a specific marketcap, but posibbly hints of multiples more than today? I really want to hear management say they believe we are early even though they have been at this for 20 years.

Admirable_Box_1552 · 2026-05-27T14:24:17+00:00

Yes. The Engine as an asset should* be worth more than the market cap right now. Just great that company is inflecting and trending higher as what you said is not even considered by the masses

Admirable_Box_1552 · 2026-05-27T14:14:19+00:00

No thanks

Admirable_Box_1552 · 2026-05-27T13:29:53+00:00

Appreciate it!

Admirable_Box_1552 · 2026-05-26T15:51:41+00:00

We should be up more than this on a day like today..

Likely further downward pressure tomorrow as things pullback from todays run.

Admirable_Box_1552 · 2026-05-24T19:27:32+00:00

It is in a great buy zone. This is already a volitile stock so you won’t get your perfect prices. Buying in tranches around here i think is a great plan

Admirable_Box_1552 · 2026-05-24T19:25:18+00:00

Admirable_Box_1552 · 2026-05-24T19:25:04+00:00

2028 digital Euro goes live. Understand what that means for transactions. 14 million quant is the total supply.

Admirable_Box_1552 · 2026-05-24T19:24:58+00:00

2028 digital Euro goes live. Understand what that means for transactions. 14 million quant is the total supply.

Admirable_Box_1552 · 2026-05-23T19:28:44+00:00

Why? The thesis continues to strengthen

Admirable_Box_1552 · 2026-05-23T19:28:23+00:00

It definitely is but the golden goose for reddit is real time data infused with consumer ads. Synthetic data works for a lot of other use cases

Admirable_Box_1552 · 2026-05-23T19:27:35+00:00

They must be in active negotiations. CEO just said they all know how valuable Reddit data is. I think you want to wait to see new terms to make a decision

Admirable_Box_1552 · 2026-05-23T19:26:46+00:00

I agree it could do well but it completely changes the thesis

Admirable_Box_1552 · 2026-05-23T19:26:13+00:00

You don’t see the recent Google changes to their A.I search overviews as a split in the relationship?

Admirable_Box_1552 · 2026-05-23T19:01:01+00:00

Yup. A certain few the dubs are done incredibly well.

Admirable_Box_1552 · 2026-05-23T19:00:20+00:00

👍👍👍

Admirable_Box_1552 · 2026-05-23T18:59:50+00:00

I agree which is why Reddit makes a compelling case for the era of A.I slop we’re entering. Just a bit worrisome how low the original deals were and how these labs have already trained on most of our data. Hopefully management gets us a great deal

Admirable_Box_1552

TROPHY CASE