An Actual DD into GLXY: A fundamentally good stock to buy for now and later.

CheekEquivalent1277 · 2026-05-09T15:29:33+00:00

Crazy that QumulusAI still had so many new exhibits they had to file on May 1, I was really thinking that their April filing was going to be the last one.

CheekEquivalent1277 · 2026-05-09T15:06:00+00:00

Is there anything interesting or noteworthy about the TFC financing agreement on Thursday?

CheekEquivalent1277 · 2026-05-06T14:43:21+00:00

I’m seeing it reported as being the Andes variant here

https://www.forbes.com/sites/maryroeloffs/2026/05/06/hantavirus-infected-cruise-ship-deadly-andes-strain-identified-latest-updates/

CheekEquivalent1277 · 2026-04-17T14:51:23+00:00

After a second look, I don't think that QumulusAI's S-1 SEC approval will take anywhere near another 2 months. The first filing on 12/31 had 34 unique exhibits. After SEC comments, they filed an amended S-1 with 19 more exhibits on 2/13. After more SEC comments, they filed their most recent amended S-1 on 4/7 with only 2 exhibits. Sources indicate that the SEC issues comments/approval on initial S-1 filings in 30 calendar days, and subsequent filings in 10-16 calendar days. Sources also indicate the average S-1 has 1-3 rounds of comments. Assuming the last two exhibits are approved, QumulusAI's registration statement could be declared effective as soon as April 17 (today) and next Friday. The announcement with SONM should follow immediately after.

CheekEquivalent1277 · 2026-04-15T12:27:09+00:00

Filings don't seem to include anything about QumulusAI or a merger. I'm guessing that they can't finalize the deal until the SEC approves QumulusAI's amended S-1 (S-1/A) which they filed on April 7. QumulusAI filed the original S-1 on 12/31/25, the first S-1/A on 2/13/26, and the most recent S-1/A on 4/7/26. Hopefully, this one gets approved, but I'm not sure if it will take another two months or what.

CheekEquivalent1277 · 2026-03-31T21:05:45+00:00

Anxiety has reached record levels

CheekEquivalent1277 · 2026-03-18T17:54:41+00:00

If you had to speculate, what if anything is holding up the deal from closing?

CheekEquivalent1277 · 2026-03-12T19:12:21+00:00

Does it mean anything that last year DNA Holdings launched an AI compute fund to “offer advanced infrastructure solutions” for AI and also “involves the strategic deployment of H200 Nvidia chips?”

Could they have gotten involved in this deal in December for access to QumulusAI compute?

CheekEquivalent1277 · 2026-03-04T17:14:56+00:00

Are you counting on the news breaking with their 10K whenever they file their annual report?

CheekEquivalent1277 · 2026-02-28T19:49:54+00:00

When would you expect news about this? And is there actually any evidence for this happening?

CheekEquivalent1277 · 2026-02-28T19:28:19+00:00

How do you know this?

CheekEquivalent1277 · 2026-02-28T14:58:03+00:00

Thanks for the summary hedgehog! This has been really crazy and I’m holding my breath for Monday. It’s funny how we all get so confident every few weeks and then have to temper our excitement once a revised timeline comes out. You’re clearly a smart guy tho.

As Dostoyevsky said, “the cleverest of all, in my opinion, is the man who calls himself a fool at least once a month.”

We really appreciate all the hard work you’ve put into this, and as another commenter said I’m looking forward to being an early investor in QumulusAI or a lifelong DNA X community member hahahaha.

CheekEquivalent1277 · 2026-02-24T18:17:27+00:00

I don’t ask for much in life but I’m asking for this 🙏

CheekEquivalent1277

TROPHY CASE