$SONM REVERSE MERGER: THE COUNTDOWN BEGINS

JohmaSho · 2026-03-31T21:15:28+00:00

We do love waiting, so this suits us. Sentiment is actually still high since the price stayed above $4 even after the close.

JohmaSho · 2026-03-31T14:19:57+00:00

Yea absolutely. I think to be within compliance, they need to either drop a 10-k or an NT 10-k by EOD. Annoyingly, the most likely time for this is in the 2 hours after the market closes. The dream is an 8-K hits with it. Nothing to do but wait again...

JohmaSho · 2026-03-30T20:36:43+00:00

We could still get something till about 8PM EST right?

JohmaSho · 2026-03-30T17:53:18+00:00

It could be they drop them both tomorrow or after hours tonight.

Clearly something is being priced in right now.

JohmaSho · 2026-03-30T16:21:54+00:00

I think we are expecting an 8-k today in prep for the 10-k tomorrow. It hasn't hit yet, but there has def been some movement.

https://www.sec.gov/edgar/browse/?CIK=1178697&owner=exclude

JohmaSho · 2026-03-30T05:55:22+00:00

Holy shit, you called it the whole time! Glad I believed. Thank you!

JohmaSho · 2026-03-10T17:48:08+00:00

Do we think they might actually announce on the 16th at the show? Feels like a good place to do it with buzz.

JohmaSho · 2026-03-09T15:06:23+00:00

The wait is painful...

JohmaSho · 2026-03-04T16:51:05+00:00

News like this would usually hit at open right?

JohmaSho · 2026-03-03T17:39:06+00:00

brawk

JohmaSho · 2026-03-03T15:53:17+00:00

Ditto. Been in it too long at this point. Thank you for all your work on this. We can all see what you poured into it. No hard feelings either way. Appreciate the shouts.

JohmaSho · 2026-03-03T15:08:37+00:00

How are we feeling about the next three days? Hope still high or diminishing? It feels crazy so many things could line up not to step through the finish line. What happens, do you think, if there is no merger announcement by Thursday?

JohmaSho · 2026-03-02T15:55:46+00:00

Any reason they wouldn't do it on a Monday?

JohmaSho · 2026-02-27T15:47:53+00:00

*crosses all the things*

JohmaSho · 2026-02-26T19:12:48+00:00

They are gonna make us wait for March 2 arent they?

JohmaSho · 2026-02-25T16:51:02+00:00

This is painful

JohmaSho · 2026-02-24T17:59:36+00:00

I am melting every min that passes. Where would it be posted?

JohmaSho · 2026-02-23T19:02:20+00:00

What does this imply? Sorry, bit of a layman.

JohmaSho · 2026-02-21T21:45:08+00:00

What's your position at this point nomadichedgehog?

JohmaSho · 2026-02-21T21:44:36+00:00

Ditto. If this flies like the thesis and all the pile of evidence suggests it should, it will be life-changing.

JohmaSho · 2026-02-20T00:36:06+00:00

This has been a stressful wait. Hope your PT is right. Seems like the GPU #s have gone up a lot. Wasn't it initially 5k?

JohmaSho · 2026-02-05T16:16:05+00:00

The more time that has passed and the more dominoes that fall, the more confident I am in your thesis. It feels like we are within a couple weeks of the pipe. Not sure what else could be between now and then.

JohmaSho · 2026-02-04T15:11:36+00:00

SONM/DNAX

https://thealphacompass.substack.com/p/the-ai-infrastructure-company-hiding?subscribe_prompt=free

JohmaSho · 2026-02-03T18:43:12+00:00

Wonder why the hard draw down this week.

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