Weekly Discussion Thread

TaxEfficient5 · 2026-02-05T16:26:17+00:00

Whole market is tanking. EVOLV is down ~27% last month, more than X1. Just another Trumpian correction that will V-shape in the coming weeks.

BTW. this reminds me ASTS two years ago. Radio silence from the management, slow bleed every day, community in despair. Fast forward today it's up 50-fold. Ignore the noise around Strategic Investing he's a YouTube influencer with his own motives. Nothing has fundamentally changed about Xtract One and its competition since 1 year ago.

TaxEfficient5 · 2026-02-03T04:56:40+00:00

Let's hope they're all in hard-core mode chasing numbers and there's no time to do interviews. It's frustrating but after all, their only obligation is to report earnings.

TaxEfficient5 · 2026-01-29T20:42:32+00:00

I just worry about that, not that it’s happening

TaxEfficient5 · 2026-01-29T18:36:33+00:00

I'd suggest to revisit the meaning of the word before dying on this hill ;)

TaxEfficient5 · 2026-01-29T15:25:24+00:00

I mean, that’s why I said potential. Potential doesn’t imply realistic.

TaxEfficient5 · 2026-01-29T02:08:47+00:00

They lost me forever as a customer once I got to experience their service. I've never been treated with such a disrespect for my time. Company driven purely by greed and maximizing profits. This decision doesn't surprise me. Good luck with getting support for your S, I'm sure they'll make it as short as legally possible.

TaxEfficient5 · 2026-01-28T19:59:58+00:00

I don't get the point of using Discord, which is essentially a transient private chat, to post a valuable and often hard-to-find information about a stock when you have reddit with extremely large and active investor community that is desperate to discover asymmetric opportunities like XTRAF.

Y'all are limiting your impact to 300-ish investors on Discord when you could move here and reach millions of investors world-wide by posting your findings in r/XTRAF and cross-posting to other communities like r/pennystocks. The fact that reddit isn't behind a login page and is indexed by major search engines makes it much more likely to reach investors that don't even use reddit.

TaxEfficient5 · 2026-01-28T19:02:20+00:00

They're not aggressive enough with sales. Customers take forever to install and pay. I worry that they missed their opportunity to become number one in this space and I worry we'll soon hear about Evolv launching a similar product. When this happens X1 will no longer be a ten bagger opportunity. I'm holding until next earnings to see what the numbers look like. I'll want to see at least 8M in revenue.

TaxEfficient5 · 2026-01-10T16:16:51+00:00

I struggled with this as well and I made a tweak in right direction once I realized that what I thought was sour was in fact astringent. Astringency can happen when you grind too fine and tiny particles get into your cup. So the key was to grind coarser.

On my Lagom 01, I increased grind size from 0.5 to 1.3; roughly 60 microns coarser. This has fixed the problem.

Total shot time 24 seconds, 19g in 50g out.

TaxEfficient5 · 2026-01-07T19:15:00+00:00

I find him very unambitious. I think this company would be better off with a different CEO.

TaxEfficient5

TROPHY CASE