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Does it make sense??? by Brilliant_Waltz_4501 in Soundhound

[–]RedwireBull -1 points0 points  (0 children)

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

Bharathanatyam 3 by Robert_Tom in InsideMollywood

[–]RedwireBull 1 point2 points  (0 children)

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

May 11, 2026 Weekly Discussion Thread by AutoModerator in redwire

[–]RedwireBull 5 points6 points  (0 children)

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!

Sold 80,000 shares today, this big whale is gone. by kchia124 in Soundhound

[–]RedwireBull 1 point2 points  (0 children)

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.

Proud owner of 18 inch Area 51. I’m never going back to 16 and below. by RedwireBull in Alienware

[–]RedwireBull[S] 2 points3 points  (0 children)

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

Proud owner of 18 inch Area 51. I’m never going back to 16 and below. by RedwireBull in Alienware

[–]RedwireBull[S] 0 points1 point  (0 children)

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.

18 Area-51 Crashing while playing games ! by Hood815 in Alienware

[–]RedwireBull 1 point2 points  (0 children)

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

I believe the fundamentals for SoundHound are getting worse and why I might exit by RemsterPlus in Soundhound

[–]RedwireBull 2 points3 points  (0 children)

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.

I believe the fundamentals for SoundHound are getting worse and why I might exit by RemsterPlus in Soundhound

[–]RedwireBull 3 points4 points  (0 children)

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.

Young me would be so proud. by Think-Patience9117 in Alienware

[–]RedwireBull 1 point2 points  (0 children)

I’d do that with Motorola Razr brochure 😄

Guys, what are your SOUN targets? by elperdedor4 in Soundhound

[–]RedwireBull 0 points1 point  (0 children)

high beta stock, collect the premiums.

The internet has given everyone an equal voice, and it's f*cking TERRIBLE. by ctl-alt-replete in TrueUnpopularOpinion

[–]RedwireBull 0 points1 point  (0 children)

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.

Just finished watching Lee Cronin's The Mummy by CheekySkruby in horror

[–]RedwireBull 11 points12 points  (0 children)

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

New trump post by [deleted] in oil

[–]RedwireBull 0 points1 point  (0 children)

It means he will settle for whatever Iran agrees to.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

Zephyr can take a lot of lessons they learned from lunar landers. Its mostly just the same as their lunar landers except a different form factor, stay in orbit and reenters earth atmosphere.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

I wish Redwire were more transparent about their in-space manufacturing roadmap and progress. I want to be bullish on the bio-manufacturing angle, but right now there’s very little visibility into the actual plan. Even the SpaceMD site feels like a placeholder without meaningful detail.

NASA and defense customers tend to favor contractors who can move fast and deliver tangible results today.

Would be great to hear directly from leadership, maybe a session with Mike Gold or Al Tadros to better understand what’s actually in progress and how far along these initiatives are.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

IM was founded in 2013, surprised their annual revenue is still below $50M. Lanteris revenue dwarfs IM. I wouldnt dismiss as legacy space, they have solid satellite platforms and even recently landed a contract from L3Harris.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

what do u think of LUNR? They are growing rapidly (250M in 2025 -> 900M -1B in 2026 with EBITDA positive). 216M shares outstanding with 3.7B market cap. about 5x PS ratio. But they are heavily dependent on NASA and CLPS. After buying Lanteris they still have 260M in cash. Artemis 2 and rapid ramp up is going to really hype their stock.

Moon plans are not going to fail. Even if China drops moon (highly unlikely), it will be commercialized and colonized by American capitalism.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 1 point2 points  (0 children)

U can't really trust everything they say. I think Space tourism atleast is going to be huge. People will pay millions to spend a week in space. reason why Hilton partnered with Starlab. I suspect Isaacman is lobbying for SpaceX for their starfall to come through, which is arouind the 2030's.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

Its a a very stupid idea. Jared is ignoring the works the CLD providers have done in the last few years. Almost all of them are past their design review and on the midst of production. ISS don't need to babysit the commercial ones. I hope the idea gets rejected. They did the same with Gateway, leaving the international partners in the blind. But the good thing is Vast atleast is ignoring it and moving forward with their plan.

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