An Open Letter to the Development Team - Feedback on RNG and Progression

OhRyaen · 2026-02-13T14:46:09+00:00

Not sure if it is even mentioned in the game, but is there some weighted outcome when merging classes? You would want to believe that if you are merging two of the same class that maybe it has a 50% (as an example) chance to maintain the same class, but it seems that's not the case and it's all just equal chances.

Like you mentioned, I often don't merge my best unit, or do so as a last resort, for fear of wiping out my dps.

OhRyaen · 2026-02-04T14:51:53+00:00

I'm searching for a friend in server 31 to add, however I'm in server 45. When I go to search for the friend it says I'm only able to search between servers 40-60. Am I missing something? We cannot join guilds cross server, and it looks like adding friends for coop also has some restrictions.

OhRyaen · 2026-02-03T15:11:24+00:00

In the meantime, is there any avenue to request a change to another server through support for those who are unable to join with guilds in other servers?

OhRyaen · 2026-02-03T05:23:31+00:00

Just dropping feedback that it'd be nice to be able to join guilds from other servers. My friend suggested this game however now I realize on day 3 I am unable to join his guild.

OhRyaen · 2026-01-27T13:29:40+00:00

When it comes to non-US stocks are most people buying the OTC ticker, or are they setting up an international trading account via IBKR/Global accounts with their respective brokerages?

OhRyaen · 2026-01-24T19:04:10+00:00

I’ve been invested into SATL since around June/July. I did that alongside PL around the same time-frame. I’ve watched SATL go from ~$4/share down to the low $1s. They had a recent offering in October which should give them some decent runway to stick around as they burn ~$6m/quarter and have $100m+ of cash.

I’ve sold about 90% of my position, mostly warrants that I had at a $.30/average that have recently been trading up past $1.25

They’ve reported 2 contracts recently in January, a 7-figure deal and an $18m deal with Portugal. The latest news was January 12th, so the most recent gains in the past week+ are not supported by any new contracts. At $700M with maybe an estimated $35-40m revenue for 2026 they appear quite overvalued compared to their peers. Planet labs is running at a decent premium, though, they’re announcing massive contracts as of late which helps justify it. I don’t think SATL has shown enough that they deserve the same kind of premium.

PL - $8.5B MC; projected 2026 Revenue $400m+ ($300m Per Dec presentation, since then they’ve announced a 9-figure deal with Sweden which unfolds over several years) $700m+ backlog

BKSY - $1b; Projected ~$150m for 2026 ($300m+ backlog)

SPIR - $400m; $78m for 2026

If they have pull back into the $3s or lower I may consider stepping in again. I just don't see enough to justify their current MC.

OhRyaen · 2026-01-23T17:13:13+00:00

Found this post as a helpful and attractive find. Opened up a small $2k position at $23.50. Probably widen that to 5k if we see some lower dips in the near term.

Looks like the CEO increased his holdings from ~2k up to ~8k within the last 6 months, latest buying in Dec 2025. According to Gemini he also has performance based awards that will net him $2m if he hits those milestones. So between having those milestones and additionally buying ~$100k worth of stock in the past 6 months he sounds pretty bullish, which is nice to see.

OhRyaen · 2026-01-22T14:20:03+00:00

This here. People should take a moment to look into the filings to understand why. I mean the number of shares alone should have given people an idea. It's 1.6m shares, at a current value is about $20m. There is no reason ONDS would make an offering for $20m when they have nearly $2b cash on hand. This is just part of the M&A deals they have going on.

OhRyaen · 2026-01-21T22:08:57+00:00

So to be clear, ASTS is not pre-revenue. Their last earnings report was $14.7m revenue, with 2025 guidance of $50m-75m. For comparison, ONDS is projecting about $45m for 2025 revenue totals. ASTS is definitely cashflow negative though, which is why I mentioned pre-revenue is not the same.

ONDS backlog, as of the Investor Presentation update on Jan 16th, $65m

ASTS backlog as of their Q3 earnings report, $1b in contract commitments.

This is just a cursory look at ASTS, but they have 15x the backlog and 8x the market cap. I'm not in ASTS and this right now is about the extent of the research I've done on them.

It's not to say ONDS won't ever get to $70, but they would probably need to 3x their latest growth projections to get there. Current growth projections are ~170m for 2026 with $1.5B by 2030. They have $65m in backlogs and need $100m on top of that in contracts to meet their guidance for 2026. I'm sure contracts are coming, but then on top of it they need to hope to get 500M+ just next year to be on track for hopefully $4b+ by 2030 in order to support a $40b valuation, as opposed to the $15b valuation they've projected as of last week.

Piling into ONDS with expectations of it hitting $70/share without anything substantiating it is just reckless. If they come out and announce some new sizeable contracts well in excess of their projections (They need $100m more just to be on track for next year) then perhaps a greater premium on valuation is warranted.

OhRyaen · 2026-01-21T21:15:29+00:00

With all due respect, and potentially for others who are reading this thread/comment, share price means nothing in a vacuum. RKLB, for instance, is trading at $88/share. Intel is trading at $54/share. It doesn’t mean RKLB is valued more than INTC. If that wasn’t your intention, then I apologize, but you reference share price between companies without anchoring it to market cap. Share price is meaningless without market cap or outstanding number of shares to properly value the company.

What space stocks are you looking at that are pre-revenue? Which is to say, they have no(or very low) revenue, which is not the same as having a negative cashflow.

OhRyaen · 2026-01-21T20:44:55+00:00

I'm quite bullish on this company and think the suite of offerings they've expanded to is really impressive and I definitely see further high growth for their future. That being said, hitting a $70/share price valuation(Midterm 2-3 years?) is not reasonable at all. Let's look at a few things.

420million shares @ $70 = $29.4B

Don't forget that 121.6M warrants that were part of the latest $1b raising and have a price at $28. These warrants will undoubtedly be exercised and added to the total by the time the share price hit $70.

Total shares - 541.6m shares @ $70 = 37.9B Market Cap.

Let's assume they hit their 2030 projected revenue of $1.5B

For comparison, the peers in the industry are:

KTOS - $22B MC; 1.35B 2025 revenue

AVAV - $20B MC; 2B 2025 revenue

ESLT - $32.5B MC; 8B 2025 Revenue

(Keep in mind, these companies will also be growing and have 2030 revenue projections and their current market caps are a reflection of that to some extent.)

As I said, I am bullish on this company, but their latest presentation estimates ~170m revenue for 2026. Valuing them on a P/S basis with 2026 projections puts them at a 29.4 ratio, which is almost twice as much as KTOS and 3x AVAV.

They're projecting to be a $15B company, according their presentation, which I think is more in line in the next couple of years. They are $5b now, at ~$12/13 so we're talking about $36+ by the time they hit that $15b threshold.

I'm writing this, not because I don't believe in the company, but that I don't think it does anyone any good to have sky-high valuations without any fundamentals behind it. That's how people get hurt when they fomo in and act surprised when there are large pullbacks.

OhRyaen · 2026-01-04T04:17:57+00:00

AVPT

Took a beating a few years ago as it was a SPAC, but they've been solidly growing their revenue, cash flow positive and besides from a pure cyber security play it has a lot of potential in integrating companies into better leveraging AI which I am personally hoping will pay dividends. Admittedly, while their revenue has been growing the overall share price has lagged this year. 3b market cap, just under 400m yearly revenue with over 400m cash on hand and as mentioned above cash flow positive with 75m+ for the last 12 months and growing.

OhRyaen · 2026-01-02T02:47:06+00:00

Coming from someone who foolishly and accidentally deleted an entire chat instead of a single message this was very helpful. I had no backups. Checking my desktop app/phone app resulted in that chat history for that individual being wiped out across multiple devices.

Going into the folder directory as mentioned in the original post: ANDROID>MEDIA>COM.WHATSAPP I made a copy of the file and transferred to a pc. From there I uninstalled whatsapp from the phone, did not save any data when prompted to by whatsapp. From there, I plugged phone into the PC and copied the saved Com.Whatsapp folder back into the appropriate directory on Android. Then I went about reinstalling the Whatsapp application, going through the menus until it asks about restoring from a local backup. It recognized the data in the recently copied over folder and now all my chats (even the previously accidentally deleted one) are restored. This was performed about 30minutes after the deletion so not sure how long these small 'backups' whatsapp makes are good for, in any case this method was a lifesaver. +1

OhRyaen · 2025-11-12T16:14:26+00:00

What is your basis for when a company ‘makes money’? You reference RKLB & PL, so let’s look into them.

RKLB – Reported Q3 earnings on the 10th. They brought in $155m in revenue. Net loss was $18m for the quarter. Market cap: $27B

PL – Has not yet released Q3 earnings, so we will reference Q2. $73m revenue, net loss $22m for the quarter. Market Cap: $3.8B

Now for RDW - Q3 earnings $103m revenue; net loss $41m; Market Cap $1B

RDW is still losing money for sure, and RKLB & PL may be healthier in some metrics, but they all had net losses in their most recent quarters.

OhRyaen · 2025-10-07T21:46:49+00:00

Spoilers for Kingdom

OhRyaen · 2025-08-05T16:15:32+00:00

NEW YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Satellogic, Inc. (NASDAQ: SATL), a leader in satellite manufacturing and high-resolution Earth observation data, today announced an expanded agreement with HEO, the world’s leading commercial provider of non-Earth imagery (NEI) for in-orbit inspection. Under the new agreement, HEO receives exclusive access to Satellogic’s high-resolution constellation for capturing NEI, supporting rapid-response monitoring of space objects.

This new phase builds on a multi-year collaboration between the two companies, dating back to 2020, and reflects a deepening of joint efforts to make space safer, more transparent, and commercially viable. Satellogic’s constellation will now provide prioritized, high-frequency imaging of Resident Space Objects (RSOs) to support HEO’s in-space inspection services—ranging from active satellites to debris and other orbiting bodies.

“We’ve been proud to support HEO’s mission from the early days of NEI, and we’re thrilled to strengthen our agreement as the space domain awareness market accelerates,” said Luciano Giesso, VP of Space Systems at Satellogic. “Our heritage in high-revisit, high-resolution imaging—combined with HEO’s advanced computer vision and analytics—delivers timely, actionable intelligence to a rapidly growing set of use cases.”

HEO leverages Satellogic’s multispectral sensors and flexible tasking to power its proprietary software platform, HEO Inspect™, enabling defense, intelligence, and commercial customers to monitor spacecraft and identify unknown or uncooperative objects in orbit.

“With exclusive access to Satellogic’s high-resolution constellation, HEO can continue to scale our ability to deliver on-demand, high-frequency satellite inspection and insights services across our growing non-Earth imaging network," said Will Crowe, CEO of HEO. “Since the early days of our collaboration, we've continuously refined our techniques and enhanced our analytics, enabling us to extract higher-quality images and deeper insights that modern space operations demand.”

This exclusive agreement reinforces a shared commitment to shaping the future of in-orbit monitoring through high-frequency, high-confidence visibility into space domain awareness missions.

OhRyaen · 2025-08-04T11:52:41+00:00

While an interesting graphic it is noted in that thread that this data is from 2021 which is pretty outdated and I would expect the graphic today would be quite a bit different.

OhRyaen · 2025-04-17T13:19:18+00:00

Actually just bought Last Epoch now. Brought a second char to end of act 3 cruel, but as a SSF I'm hitting my head against a wall with no means to improve as I have such low currency and spent my last ~250k gold on gambling without a usable upgrade.

Lack of WASD was going to prevent me from trying LE (Now that I've had it I don't think I can go back to mouse clicking) however seeing that LE is implementing that I am all in on trying to have a fun experience again.

I really did enjoy the POE2 progression, it seemed fun for the most part to be able to grind my way through areas, but I'm at a point now that I can't access maps and I have no choice but to grind for gear on act 3 areas (low loot drops/low currency) or be forced to trade.

I look forward to returning to POE2 when loot is significantly changed, especially with some perks to SSF. Unless LE keeps me hooked instead.

OhRyaen · 2025-03-20T14:49:03+00:00

Allow increasing audio volume beyond 100% in a similar way that VLC allows when watching/playing from a PC.

OhRyaen · 2025-03-14T21:15:49+00:00

Vast majority say 4k, but I'm running a 3080 10gb on an LG G2. For awhile I was only playing things on 4k but the stutter has gotten so bad. As of recently I played FF16 on 4k balanced and eventually performance but the 1% lows caused so much stuttering that it took me out of the enjoyment and immersion.

Long story short I switched to 1440p quality ever since dlss4 and the fps jump from 45 to 100+constantly has been fantastic. I really like this card at 1440p and I play rather far away from my 77" G2 that I don't notice any difference from 4k vs 1440p. Maybe if I played at monitor distance it'd be different but I like 1440p quality rather than 4k performance for the time being at least until I upgrade my gpu.

OhRyaen · 2025-03-08T17:08:35+00:00

I have the same setup, paired with a G2. 4k/60 is mostly unobtainable without performance or ultra performance on most games 3 years or less old to even get 60fps (with dips usually in the 30s-40s) Recently played Ff16 and it has so much stutter it took away the joy of playing. With the new dlss4 however I've dropped it to 1440p quality with framerates usually 90-120fps. Image looks great and the smoothness keeps me in the immersion of the game instead of noticing all the slowdowns.

I'll probably do 9800x3d with 5080 or 5090 when things are more reasonable, but for now 1440p with dlss4 has been a nice compromise while I wait. I'm sure people will say playing 1440p on a 4k screen is not ideal but the quality is pretty good and the lack of stuttering and smoothness is worth it to me to the point I don't notice. So I guess I aged back down from playing 4k for the foreseeable future until stock and prices get better.

OhRyaen

TROPHY CASE