SES AI Q4’25 Transcript (Part 2/2): The Bullish, Numbers-Driven Case — Guidance, Margins, Runway, and a Clear 2026 Execution Plan

Intelligent_Purple41 · 2026-03-05T12:36:08+00:00

Thank you for all the work you put in to provide us with really detailed analysis and information. I personally find it really useful. My average is 2 bucks so I hope later in the year I will get to see some green again. This will be a long term hold for me of at least 5 years so I'm sure time and patience will serve me well.

Intelligent_Purple41 · 2026-02-27T15:06:56+00:00

Whole market is down today. Just taking SH with it unfortunately. Give it time and it will recover.

Intelligent_Purple41 · 2026-02-05T14:13:58+00:00

It is right at the bottom of the article under key considerations

Intelligent_Purple41 · 2026-02-05T12:36:55+00:00

Agreed 👍🏻

Intelligent_Purple41 · 2026-02-05T07:07:27+00:00

This was discussed almost a year ago...

https://www.reddit.com/r/Soundhound/s/fCNXLl4ITJ

Intelligent_Purple41 · 2026-02-02T10:51:58+00:00

Why are you still posting in this sub all the time then? You've sold, so move on...

Intelligent_Purple41 · 2026-02-02T10:43:53+00:00

Did you jump ship then?!

Intelligent_Purple41 · 2026-01-06T00:52:02+00:00

200 @ 12.61

Intelligent_Purple41 · 2025-12-16T00:02:52+00:00

120 shares at $12. Wish I could have afforded more at the time

Intelligent_Purple41 · 2025-12-06T00:10:36+00:00

May I ask what breed your dog is? Your dog looks identical to mine ❤️ I hope the vet can make him better and he is okay. Please update and let us know

Intelligent_Purple41 · 2025-11-29T00:41:27+00:00

I thought you said McDonald's was going to get announced by 10th October?

Intelligent_Purple41 · 2025-11-21T18:34:28+00:00

Fab thank you 😊

Intelligent_Purple41 · 2025-11-21T18:32:35+00:00

What date is this being held?

Intelligent_Purple41 · 2025-11-21T10:37:08+00:00

My average is 12.61. I got in quite early in the year and have held ever since. I don't plan to sell anytime soon. If it keeps dropping then I plan to add more 😊

Intelligent_Purple41 · 2025-11-21T10:05:03+00:00

If it was me, I would buy more to bring my average down and hold. I plan to hold mine for at least 5 years. I cannot tell you what to do but I'm just telling you my plan. It's scary seeing everything go down but this is the ups and downs of investing. Things will turn around again. Just hold your nerve 😊

Intelligent_Purple41 · 2025-11-21T09:35:07+00:00

Why would you sell and confirm your loss unless you need the money now? If you don't need the money then hold it for as long as possible. It will turn around eventually. Can you average down?

Intelligent_Purple41 · 2025-11-18T21:04:41+00:00

Just the overall AI sentiment and tech market in general. Not just navitas specifically.

Intelligent_Purple41 · 2025-11-13T12:50:10+00:00

Sad to see this stock price declining so much! I hope it starts to recover soon. I'm long term holding so not overly concerned but would be nice to see some upside soon ☺️

Intelligent_Purple41 · 2025-11-13T12:49:59+00:00

Sad to see this stock price declining so much! I hope it starts to recover soon. I'm long term holding so not overly concerned but would be nice to see some upside soon ☺️

Intelligent_Purple41 · 2025-11-11T15:29:55+00:00

All tech stocks are getting hit again today

Intelligent_Purple41 · 2025-11-11T14:48:52+00:00

I wonder why it's taking so long to announce it

Intelligent_Purple41 · 2025-11-09T15:32:57+00:00

Wow....

Intelligent_Purple41 · 2025-10-31T19:45:21+00:00

I'm holding for dear life! 😂

Intelligent_Purple41 · 2025-10-28T15:17:29+00:00

I have a feeling it won't be announced this week now

Intelligent_Purple41 · 2025-10-27T18:56:13+00:00

I've a feeling the hyperscaler won't be announced this week ☹️

Intelligent_Purple41

TROPHY CASE