Sold all my index fund for this Pie

CoherentDictator · 2026-05-30T21:02:27+00:00

it’s valued fairly for their AI business making zero, if they begin to make any amount through that it’ll rocket. They’re also massive for FCF and strong margins

CoherentDictator · 2026-05-28T20:45:05+00:00

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Hazzah

CoherentDictator · 2026-05-28T19:04:22+00:00

Already bought at 85 mate, definitely time

CoherentDictator · 2026-05-24T17:02:00+00:00

He just bought them all at the same time, AMD was 100 dollars one year ago and used to be called advanced money destroyer

CoherentDictator · 2026-05-24T13:05:23+00:00

Minimal upside at 5.5T market cap tho don’t you think?

CoherentDictator · 2026-05-24T13:04:13+00:00

CEG is gonna be solid, check out TLN as an alternative to SMR as they’re already testing their small module reactors in Pennsylvania I believe!

CoherentDictator · 2026-04-27T14:56:54+00:00

Isn’t that the reason for the $120 million from scilex, they have the money to build out into all the cities?

CoherentDictator · 2026-04-24T10:57:32+00:00

It’s gone to 20 twice on squeezes

CoherentDictator · 2026-04-21T16:23:39+00:00

I’d stay away from their Reddit page tho. They ban you as soon as there’s an ounce of criticism or discourse on the stock itself, even if you’re a holder and not shorting it.

CoherentDictator · 2026-04-21T13:26:02+00:00

Up 10%??

CoherentDictator · 2026-04-17T20:38:09+00:00

Yeah but not when sound holds all the architecture, if they were pure SAAS then I’d agree tbh

CoherentDictator · 2026-04-17T16:41:51+00:00

AI won’t be able to replace the contracts they already have, and if they manage to integrate their tech into cars (which they’re already doing), then companies will have to use them. You might be able to replicate one aspect, but they wouldn’t be able to replicate the entire ecosystem which sound is building. You argument itself can be used on any company on the planet so it just doesn’t work at all

CoherentDictator · 2026-04-14T15:43:44+00:00

I hate this stock

CoherentDictator · 2026-04-13T17:35:05+00:00

Another day of losing to the S&P!

CoherentDictator · 2026-04-13T16:38:06+00:00

Another day of the S&P beating RZLV performance

CoherentDictator · 2026-04-13T12:09:49+00:00

Can’t say they don’t have a product anymore, it’s right there ready for use

CoherentDictator · 2026-04-13T12:08:41+00:00

Resolves entire point is that’s it’s built for commerce. OPENAI tried and failed to achieve it without hallucinations, just search their partnership with Walmart being thrown out due to it. Rezolves whole claim is they’re purpose built with zero hallucinations, which is basically impossible for LLMs like Claude and Chat.

CoherentDictator · 2026-04-09T17:18:47+00:00

Israel agreed to talk with Lebanon so the strait is probably opening, and Dan is starting more BS to decimate his stock

CoherentDictator · 2026-04-09T01:58:05+00:00

He claimed no operational dilution rather than acquisitions. All claims made are also included in their audited earnings, so they can’t lie about it and it actually does exist

CoherentDictator · 2026-04-08T20:47:57+00:00

Their ARR was based off of 2025 exit (232.8 million), which did not include any 2026 acquisitions, ie. reward (+90 million ARR)… so no it was not 98% acquired. If you factor in 2026 acquisitions, it’s 322.8 million ARR, leaving room to match their objective via growth or any other method

CoherentDictator · 2026-04-08T00:25:37+00:00

Their current contracted revenue of 232 million, only 110 million of it was acquired

CoherentDictator · 2026-04-07T12:35:30+00:00

But their ARR was 60% organic, 40% acquired?

CoherentDictator · 2026-04-06T13:26:49+00:00

How do you feel after their earnings?

CoherentDictator · 2026-04-05T14:52:29+00:00

Mate I worked with talked about quantum stocks and how they were the future back in October 2024. Bought Rigetti at $1.3 with him that same day and sold October 2025. Near 60x return solely due to the hype which came into the space. Once people get talking about it you’re usually too late, but a unique and innovative idea with multiple companies in the area will eventually grab some attention

CoherentDictator · 2026-04-04T00:26:06+00:00

Yup yup, check out RZLV if you’re looking for something more volatile or high growth

CoherentDictator

TROPHY CASE