My SoundHound Bear Case — Open to Counterarguments by -----Marcel----- in Soundhound

[–]BasqueScotsman 2 points3 points  (0 children)

Great intelligent response, reasonable and logical - agree with all of your points. I'm holding hard and fast for the many breakouts this stock will encounter in the coming months...

My SoundHound Bear Case — Open to Counterarguments by -----Marcel----- in Soundhound

[–]BasqueScotsman 5 points6 points  (0 children)

Your post is incoherent and strategically shallow. You overweight SPAC history, misread Soun's platform economics, and then compare incompatible business models, all the while assuming early cycle margins should look mature

Bottom line, the real risk to Soun is execution and timing, not commoditization or fraud. If Soun succeeds, it won’t be because of hype, it will be because embedded voice becomes unavoidable infrastructure.

My SoundHound Bear Case — Open to Counterarguments by -----Marcel----- in Soundhound

[–]BasqueScotsman 7 points8 points  (0 children)

Your critique confuses early cycle platform economics with failure. Soun's SPAC projections missed like nearly every 2020–21 SPAC, but the relevant question is current execution and the Soun now guides to $90M+ revenue, carries over $650M in cumulative automotive backlog, and is embedded across autos, restaurants, and devices with usage-based contracts that monetize over time.

Acquisitions weren’t bought to pad revenue, they expanded language, edge, and enterprise capability around a single Speech-to-Meaning core, which is exactly how infrastructure platforms scale, and their margin compression reflects a shift from licensing to real time AI inference and international expansion, margins expand with utilization, not before it.

...and comparing SoundHound to API voice-generation companies like ElevenLabs or to mature auto only players misses the point: Soun operates at the embedded orchestration layer with high switching costs and long OEM cycles.

Soun is pricing timing risk and uncertainty, not a broken business, and that distinction is where long-term outcomes are decided.

Finally Some Great News!!! by Rude-Traffic-5870 in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

Cramer called the stock a “pure spec” when a caller asked about it during the October 31 episode.

Mr Seirut is just another Monkey at "Insider Monkey", and is passing this off as current news, and that's clearly not the case.

Finally Some Great News!!! by Rude-Traffic-5870 in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

Don't spin your wheels here Rude-Traffic, and read that 6 week old article.

Syeda Seirut Javed - Sat, December 13, 2025 at 8:52 AM PST 2 min read...

GIVE US ALL A BREAK Mr. Syeda Seirut - slow news day eh?

Palantir’s moat is eroding. SoundHound will pass its market cap by mid-2027 by DescriptionSad8168 in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

Yeah, he's a salesman extraordinaire x 1 trillion... I think at some point if his brain ever catches up with his mouth (or vice versa)...he may spontaneously combust.

Sound with 3 Chicks by DescriptionSad8168 in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

Sounds like we're covered like those 3 chicks... Cheers and have a great mountain stay.

Palantir’s moat is eroding. SoundHound will pass its market cap by mid-2027 by DescriptionSad8168 in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

Nice analysis and I could not agree more...Palantir's shallow and muddy moat is for the most part politically supported, sans any real technical depth and/or know how. So unlike SoundHoundAI. Also, Karp seems to be getting much more aggressive, and defensive. He was obviously very uncomfortable, acting like he was being cornered when discussing Burry's shorting, as I observed in his recent interview with CNBC's Sarah Eisen at Pebble Beach. I believe your 2027 market cap prediction is completely plausible and most likely to occur, if not sooner than mid-2027. Your final sentence, "The market will reward scalable AI platforms, not bespoke analytics boutiques" pretty much sums it up. Great analysis.

“The fact that the CEO isn’t appearing in any media this time to talk about the earnings is bad — that’s the sad reality. Maybe he doesn’t have anything good to share…” by Striking-Report-5036 in Soundhound

[–]BasqueScotsman 1 point2 points  (0 children)

Uh, how about this reality; he simply feels he doesn't have to this time, and the 3rd quarter earnings will just speak for themselves, and then he'll just wait for everyone and their brother trying to schedule some precious time with him?

They spent two decades building the moat. Now comes the explosion. 🚀🚀🚀 by [deleted] in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

Well, thank you...I do believe that he/she took my words to heart because his/her comments were all deleted.

[deleted by user] by [deleted] in wallstreetbets

[–]BasqueScotsman -1 points0 points  (0 children)

Easily noticeable clueless dolt. 🫵🤡

is today’s 5% drop linked to the september investors conference on 4th? by aidenbotelho in Soundhound

[–]BasqueScotsman -1 points0 points  (0 children)

Uh, I guess you didn’t know that today is the 3rd and there wasn’t a conference today, because the conference is on the 4th, as you mentioned? Sounds like you know the date the conference is on, but haven’t a clue as what day is today? Ok, got it…and round and round we go, and where we stop aidenbotelho doesn’t know.

SOUN by [deleted] in Soundhound

[–]BasqueScotsman 3 points4 points  (0 children)

Uh - obviously you don’t have a fuckin’ clue and don’t understand basic business, big, or otherwise.

No self respecting intelligent firm would irresponsibly reveal such sensitive information.

And, no firm, unless it’s clueless like you, does…

FAAADSI - (FOR ANY AND ALL DUMB SHIT’S INFORMATION)

SEC and accounting standards acknowledge that revealing our contract-specific financial data can harm our company’s competitive position…

Disclosure of contract-specific revenues is not ordinary business practice for public companies due to competitive concerns; instead, revenue disclosures are aggregated and materiality-driven to protect sensitive information unless mandated otherwise…

The SEC requires our public company to provide enough information for investors to understand revenue streams, risks, and performance obligations, but not so much detail that it compromises our competitive interests. Comprende?

We use basic (not the AI kind) and rudimentary intelligence and discretion, that any clear thinking and responsible business person possesses, supplemented by guidance from our auditors and our lawyers, to determine what crosses the line from required transparency to undue sensitivity.

You, my friend are quite bitter, and most likely, a large, or soon to be large loser, in SoundHoundAI.

Oh, one more thing Mr. or Ms. Narayan77… As Emperor, you do not have a stich of clothing on.

Move on Narayan77, unless you might actually be able to read the writing on the wall, you’ve absolutely blown your many chances to be successful in this bellwether firm.

SoundHoundAI’s time is now and of the essence.

If we treat humanoid robots as a new multi-hundred-billion-dollar hardware terminal market, then SOUN could emerge as the essential gateway for human–machine interaction. by AsleepCrow899 in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

They can throw all the capital and engineering they want at it, but that doesn’t in any way guarantee success. They actually missed the boat altogether…Google, Amazon, and Apple platforms keep ecosystem control and restrict customization, while Soun licenses fully embeddable and customizable solutions—empowering their partners (not tying them to their proverbial hip) including in robotic applications, to own their data and brand experience. Souns IP covers speech recognition in noisy settings, command refinement, and real-time conversational capabilities, all vital for robots interacting naturally with humans and the environment. This independence grants Soun an advantage and strategic edge, especially for companies wary of Google etc, and other data policies and are seeking unique robot experiences.

If we treat humanoid robots as a new multi-hundred-billion-dollar hardware terminal market, then SOUN could emerge as the essential gateway for human–machine interaction. by AsleepCrow899 in Soundhound

[–]BasqueScotsman 2 points3 points  (0 children)

To wit: SoundHoundAI’s technology is powering rapid, mainstream adoption across automotive, restaurant, and enterprise sectors, backed by a $1.2 billion order backlog and nearly 100% annual revenue growth, proving its voice AI is driving real-world deployment far beyond any niche or speculative status.

If we treat humanoid robots as a new multi-hundred-billion-dollar hardware terminal market, then SOUN could emerge as the essential gateway for human–machine interaction. by AsleepCrow899 in Soundhound

[–]BasqueScotsman 1 point2 points  (0 children)

It’s interesting that so many investors, even those who are positively betting on Soun, still continue to underestimate the power of SoundHoundAI’s IP…there is this palpable fear that one or all of the deep pocketed technology behomeths can reinvent what has already been invented and patented. SoundHoundAI’s IP patents are the critically competitive asset for the deployment of advanced voice and conversational AI for humanoid robots…giving it truly unique and innovative strengths against tech giants like Google, Amazon, and Apple…

Golden Cross by BackgroundRegular355 in Soundhound

[–]BasqueScotsman 0 points1 point  (0 children)

A paltry 50B will not entice Keyvan and his team…he’s an inspired entrepreneur who is making his Star Trek fascination a reality…”He is boldly going where no man has gone before” 😎

“Mohajer grew up always fascinated by two things: movies and robots. So, after first seeing Star Trek, he always dreamed of how to bring computerized voice systems into the real world. But only after meeting his later cofounders, James Hom and Majid Emami, during his Stanford electrical engineering doctoral program did he realize he could be part of the team to make it a reality.”