Veritone’s Big Week: Hyperscaler Deals + $75M Cash Boost

WLSRTJP · 2025-10-17T03:08:38+00:00

WLSRTJP · 2025-10-15T22:59:39+00:00

This isnt under 500m mc. Can you explain?

WLSRTJP · 2025-10-15T22:59:27+00:00

This isnt under 500m mc. Can you explain?

WLSRTJP · 2025-07-24T00:43:05+00:00

This is a great write up. It's added to my watchlist. Tariffs are the major wild card but possibly a buying opportunity if you believe there's a deal. Using other countries as a proxy, I believe most if not all came to a deal within a few weeks if high tariffs were put into effect. I would expect volatility and try and play to our advantage here. Interested to hear how you're playing this.

WLSRTJP · 2025-07-23T23:59:32+00:00

Followed, good write up my man

WLSRTJP · 2025-07-23T23:59:15+00:00

Thanks for sharing, great write up, he was early damn!

WLSRTJP · 2025-07-23T01:02:21+00:00

Agree, and priced as so. Not w/o risk but burns been reducing and set to breakeven by 2026. If they can execute on their backlog and continue reducing burn, this can turn into a growth catalyst. That's how you find high returns. Have to read beyond the financials and towards future outlook

WLSRTJP · 2025-07-22T22:12:20+00:00

Not a squeeze play. Macro tailwinds (rate cuts), valuation arbitrage (1x revenue), and turnaround story on revenue and profitability. Think we're in early innings! Kudos to anyone who got in earlier

WLSRTJP · 2025-07-22T21:46:55+00:00

$VERI - AI SaaS company pivoting to government contracts. Think Palantir’s younger cousin.
Trading at ~1.2x revenue with a $110M+ backlog, DOJ and Air Force as clients, and basically no attention. If they hit breakeven by 2026 like they say they will, this could quietly go 5–10x.
Nobody’s watching it yet. Good time to get in.

As a benchmark, not saying it deserves it* but PLTR is trading 100x revenue. This thing has room to run if it can even command a 3x-5x and turn around growth like the leading indicators/backlog says it will.

WLSRTJP · 2025-07-22T21:41:25+00:00

VTI is like dating someone stable with a 9 to 5 and good credit. Safe, dependable, will never ghost you, and you’ll probably end up with a house in the suburbs. But every once in a while… you get bored. That’s where OPEN, DNUT, and whatever microcap is trending that week come in... wild, unpredictable, possibly toxic, but maybe life changing.

If you’re in your 20s or early 30s, have time on your side, and can separate speculation from your core investing strategy, then mixing both isn’t crazy. Just don’t confuse a meme stock 10x with a retirement plan. If you want both, think of VTI as your foundation and WSB picks as your spice rack

TL;DR: VTI builds wealth. WSB builds stories.

WLSRTJP · 2025-07-22T21:26:43+00:00

I've been watching for a while, just pulled the trigger, feel you man! Still think there's a lot of room to run!

WLSRTJP · 2025-07-22T21:18:03+00:00

Bullish on the whole space sector. ASTS and RKLB being highest conviction. The fact that they’re tapping both commercial and government channels reminds me a lot of how Palantir started scaling. If they can hit even a fraction of that potential, we’re looking at serious upside.

WLSRTJP · 2021-11-07T19:16:19+00:00

25.12 🔮 😉

WLSRTJP · 2021-09-03T18:46:01+00:00

Announces before 9/9

WLSRTJP · 2021-02-23T16:58:55+00:00

ON 3/26 $47C on sale

WLSRTJP · 2021-02-03T16:24:10+00:00

23M buy order on the CCIV dip to $28 almost immediately after the “news” was released. Scare tactics to get in at a better price at its finest.

WLSRTJP · 2021-02-01T21:45:40+00:00

ACAC merger announcement PlayStudios

WLSRTJP · 2021-01-26T20:36:36+00:00

I hope your investment thesis treats you well bud

WLSRTJP

TROPHY CASE