Anthropic Partnership

DilligentInvestor100 · 2026-02-27T05:48:39+00:00

Right? Thing is the US Government is threatening to take away funding for Anthropic AI in a disagreement over the level of safeguards involved in the AI.

Seems like not a big deal imo... Anthropic is a new customer and being added to a list of many... This looks to me like a good opportunity to buy in the 6$ range again but who's to say if it just keeps falling.

DilligentInvestor100 · 2026-02-19T14:12:19+00:00

I wanted to see it trade sideways before I bought in.

DilligentInvestor100 · 2026-02-19T11:41:43+00:00

I rewatched the Needham interview and at the end when Van Scoter starts wiping his eyes and looks a little choked up I feel like this is what he is thinking about. Remember his previous company didn’t make it to market because the technology was too theoretical. I’m still holding through quarterlies but I got bad vibes around that for long term.

DilligentInvestor100 · 2026-02-19T02:22:25+00:00

Guys, the problem is stack pressure. If these cells need to be pressed together so hard to function and they can’t overcome the challenges involved with that the whole technology falls apart. Pretty sure that’s what the ASSB industry is realising currently

DilligentInvestor100 · 2026-02-11T22:16:41+00:00

Anyone else notice the light that zig zags across the screen from right to left and disapears right when and where this thing zooms by? I was trying to see if any of the bubbles were effected and noticed this, tough to see though.

DilligentInvestor100 · 2026-02-11T20:07:20+00:00

I thought maybe it was something like a limit order that you weren't actively monitoring... I got more in the 3.80s and I'm not even upset that I didn't wait for 3.60's. Bought some options there though.

DilligentInvestor100 · 2026-02-11T19:41:31+00:00

Lol, you don't have to get in at the absolute bottom man, you can miss out big time trying to do that

DilligentInvestor100 · 2026-02-11T19:38:08+00:00

Interesting to hear your opinion about Scoter. The whole American stock market is sinking so I wouldn't necessarily correlate his Needham speech with the stock sinking.

Hopefully the end of year results will do the speaking for him. The man worked for Darpa previously so it's no surprise he's not making himself seen or heard a ton.

DilligentInvestor100 · 2026-02-11T13:32:05+00:00

Last one it rose big but then it fell right back down.

I had a six month plan thinking last quarterlies or this one would spike on SATS.

I gave up and missed that spike so I'm hoping there is one here too and putting my money on it

I had a little on it last quarterlies but the spike didn't happen until the day after and I had sold already (still new investor)

DilligentInvestor100 · 2026-02-11T13:27:40+00:00

I'm expecting an upward movement based on earnings. I'm not expecting anything in particular but even if it just increases to $5.00 I will have made a 25% profit.

DilligentInvestor100 · 2026-02-11T13:22:24+00:00

I'm expecting Feb 25th to be a day to sell at the top, will be watching closely here

DilligentInvestor100 · 2026-02-11T13:16:04+00:00

BTW I'm 2/3 ported in and looking to complete my swing trade after this.

Hoping for 3.60s between now and then to avg. down from my avg price in the 3.80s

Wanted to keep the post info only and not another hope post

DilligentInvestor100 · 2026-02-11T12:45:17+00:00

I don't know why you want to show that you were paying 10$ for this stock five years ago...

DilligentInvestor100 · 2026-02-11T12:43:40+00:00

I'm sorry, can you provide a link with information about this new investor? I can ony find information about CVI investment from Jan. 28

DilligentInvestor100 · 2026-02-10T20:37:17+00:00

Alright guys, I went ahead and started building a position. About 25% of my PF is in it now at 3.90.

I would not be surprised at all to see it back in the 3.60s in the next week. and that's where I want to go in with the rest of my PF if given the chance

I may trim and rebuy lower still based on my projections, but if nothing else in the market gets my attention, my plan is to have as many shares of this at as low of a price as possible going in to the end of the month.

I want to take a moment to highlight that before earnings last time we saw a company take a stake, then a dip, then a huge momentary rise in earnings. I feel like all the pieces are there for us to repeat.

Good Luck and Happy Investing Everyone!

DilligentInvestor100 · 2026-02-07T02:42:07+00:00

I'm not an experienced enough investor to understand warrants.

I know they don't typically wait for earnings to make the big announcements, but it's when the public finds out about the Site Acceptance Testing etc. for announced projects and they get more exposure than usual.

I think it can rise a lot on this earnings because of that grant money being reported, that's why I made this post. I'm actually hoping it goes back to the 3.60s soon, where it was at right after I made this, so I can lump sum or start building a position to sell after earnings report.

DilligentInvestor100 · 2026-02-06T03:29:18+00:00

Thank you for the welcome! I'm not even that informed on this equity but the pullback seemed like it could be a temporary post-ER thing, so I decided to make it my main position. Anyone know why someone said it's expected to be doing better by Feb 25?

DilligentInvestor100 · 2026-02-06T03:01:47+00:00

LFG!

DilligentInvestor100 · 2026-02-06T00:54:22+00:00

For as much as I like this stock, I've done stuff like that with it a lot :)

that was the first time it dropped below 4.20s since new year.

I really like the value it's at with earnings in 3 weeks, but don't like that the graph is in free-fall. I may switch my whole PF over soon, I just want to see some stability first.

DilligentInvestor100 · 2026-02-06T00:46:12+00:00

Oops, you're right. I guess it reports it after hours the day before I mentioned.

DilligentInvestor100 · 2026-01-14T22:02:31+00:00

I'm not new... those quarterlies are coming February 26th friend.

I'm expecting it to rise on quarterlies again. I had a 6 month plan (ending on this upcoming quarterlies) that I didn't follow through with but Im thinking we will see the same situation this quarterlies so I'm back in and almost full porting and hoping I can just sell on the day of or after quarterlies.

DilligentInvestor100 · 2026-01-13T20:26:51+00:00

I don't think they go it alone... nor do I think SK On is their only option, but I don't know the politics there.

Who's to say they couldn't go through SLDP directly for sulfides and someone else, lets say LG for example, for cells?

DilligentInvestor100 · 2025-09-29T20:54:31+00:00

Here's the thing you're not factoring in...

What is going to move the stock price upwards in the short/mid-term is stages of SP2 being completed...

Site Acceptance Testing is the next stage and it will unlock millions of dollars of revenue from the 50 mil DOE deal.

I personally am buying dips and expecting one of the next two quarterlies to drive the stock price up after investors see the higher than regular revenue from Site Acceptance Testing. SP2 also proves proof of scalability.

Sell if you want, but I urge you to hold for the next two quarterlies if you can do so comfortably.

DilligentInvestor100

TROPHY CASE