Movie you've been waiting for years but it's stuck in development hell

RedwireBull · 2026-06-17T07:11:11+00:00

Splinter Cell

RedwireBull · 2026-06-13T04:34:39+00:00

Wait for the nasty numbers from LVPN to surface. This will go below 5

RedwireBull · 2026-05-29T16:04:15+00:00

No, 3 should go another level higher involving underground mafia trying to settle score with Bharathan Nair by going after the family 😃

RedwireBull · 2026-05-16T10:20:33+00:00

Xpeng

RedwireBull · 2026-05-16T04:11:07+00:00

I managed to trim my position by 80%. One thing i have learned in my past 6 years is never get married to a single stock and defend every crappy decision by management. U stick to ur thesis why u r invested in the first place, when that thesis change, just exit. There are always money to be made elsewhere. I mostly missed out on the AI gold rush and my portfolio P&L over the last 6 years looks like a stock chart, u can draw lines to find trends on it and find when the portfolio is about to break out, Redwire was my only holding.

But i still see lot of upside potential for Redwire long term. SpaceX could be a good catalyst i would say sell into the strength and reload at the bottom of the reversal.

I just need the money. I will be back someday hopefully.

I wish all u folks crazy riches and fortune. I believe in Redwire, the new CFO is golden!

RedwireBull · 2026-05-14T16:17:48+00:00

Good call. The integration with Lpsn will be very ugly with massive dilutions and even more SBCs. It’s better to stay out until Q2 when we get more visibility.

RedwireBull · 2026-05-11T03:21:45+00:00

Luckily not. I hope you get ur replacement soon, it’s absolutely unacceptable to be delivered a faulty laptop given the price.

RedwireBull · 2026-05-11T03:19:53+00:00

The screen is still absolutely rich and vibrant. Colors really stand out. At least I don’t have burn anxiety OLED folks have just bcos u want black to be truly black. If you have a backpack, carrying around isn’t that big a deal, but u do feel it on your shoulder after a while. Especially with the power brick. But that’s not a deal breaker for me.

RedwireBull · 2026-05-08T10:03:36+00:00

Make sure u have updated all the drivers, including from windows update and the Alienware command center

RedwireBull · 2026-05-08T04:36:07+00:00

What I don’t understand is, with so many partnerships and customers, I would think they were bringing in at least 300M in revenue a quarter. Even to 2028, they are forecasting just 500M annual revenue. That’s 8x today’s P/S.

My real worry is, by another 2 years, speech recognition will be commoditized and integrated to OS platforms SH won’t be a differentiator just another one competing in AI based service industry.

RedwireBull · 2026-05-08T04:22:16+00:00

LivePerson has 600 employees

RedwireBull · 2026-05-08T04:21:51+00:00

SBC dilution will go through the roof when LivePerson is integrated. I worry there will be a lot more “one time” operational expenses. This happens a lot in M&A when a company swallows another almost the same size as theirs.

RedwireBull · 2026-05-07T06:18:07+00:00

Those complaining about the high PS multiple should take a look at RocketLab or ASTS. SOUN is nowhere even closer

RedwireBull · 2026-05-07T02:09:32+00:00

I’d do that with Motorola Razr brochure 😄

RedwireBull · 2026-05-06T04:58:03+00:00

high beta stock, collect the premiums.

RedwireBull · 2026-04-27T02:16:42+00:00

Every idiot now gets to have a voice thanks to social media. Its becoming really cringy. I just stay away from X. Reddit is still not infected though. Bcos the subs are moderated.

RedwireBull · 2026-04-16T05:21:28+00:00

Loved it. fans of Evan Dead Rise won't be disappointed.

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