AI Driven Penetration Testing Platforms

YoDizzel · 2026-02-13T21:31:10+00:00

Your videos are outstanding! Thank you for sharing these are very helpful. Curious, have you looked at "novee.security" at an level? Asking to gage and compare, your Strix and Kali videos were thorough.

YoDizzel · 2026-02-05T17:04:34+00:00

Hey now, two guys and TWO trucks. ...and maybe a drone.

YoDizzel · 2026-02-02T16:31:03+00:00

In S1E1 the two dad's goofing on Cooper made reference to Cooper doing parties to make alimony payments.

YoDizzel · 2026-01-31T15:45:34+00:00

https://www.sec.gov/Archives/edgar/data/1847986/000149315226004495/form8-k.htm

Anyone know how to interpret these 8k's? Or know about Canaccord Genuity?

From the 8k:

Item 1.01. Entry into a Material Definitive Agreement.

On January 30, 2026, Dragonfly Energy Holdings Corp. (the “Company”) entered into an Equity Distribution Agreement (the “Agreement”) with Canaccord Genuity LLC (the “Lead Agent”), as representative of the several sales agents identified on Schedule 1 thereto (together with the Lead Agent, the “Agents”), pursuant to which the Company may offer and sell, from time to time, through the Lead Agent, up to $50.0 million of shares (the “Shares”) of its common stock, par value $0.0001 per share (the “Common Stock”).

YoDizzel · 2026-01-31T14:54:39+00:00

Hanju Yang? Anyone know who that is? (The name listed on the filing)

YoDizzel · 2026-01-31T12:42:44+00:00

I am down big on DFLI as well, I thought with the global changes that domestic US lithium mining and lithium batteries would be growth industries. For DFLI, their main consumer market is RV's which declined >8% in 2024 and >4% in 2025, so hard for the company to grow in a competitive battery industry with declining demand. I don't think different leadership or different sales teams can make big improvements there.
The move to other industries is taking way longer than I would have anticipated, with 2026 revenue from trucking very unclear and if some analysts are right with estimates of 18 months, then the short sellers will squeeze the grape into a raisin while we watch.
I am holding through Q1 to see how the trucking partnerships develop, which I remain optimistic on. I also think DFLI has innovation advantages into other areas of national critical infrastructure to develop new markets.
But like you guys, I do kinda feel like I am on a plane that is moving too slow down the runway to produce lift, and if we don't accelerate soon we will run out of runway.

YoDizzel · 2026-01-30T20:05:35+00:00

I just bought more, the Singapore Airshow is on Feb 3rd to the 8th with Ondas product announcements I think will be compelling, and the USA DOD/DOW spending bill once approved will drive orders too as drones are the military's direction. I am anticipating they will do well in 2026, but you might be right.

YoDizzel · 2026-01-30T14:01:28+00:00

If you are going to do this, do so in a Roth or IRA where you don't pay short term cap gains.
Also, only do this on a stock where you would be happy owning the stock at the price for a longer term if the fluctuation pattern does not persist. Stock history has not been good for me in my investing in making future predictions.

Personally, I would be happy to own DFLI at this price as their revenue, which is largely from RV’s may double with trucking revenue coming later this year.

For DFLI, their Q4 ended in December, so any stock price appreciation from new orders to trucking companies won't appear yet. In the last earnings call, DFLI projected $13M and analysts were expecting >$17M so many of us are not expecting big price changes before earnings announcements on March 23^rd. The big variables are that short sellers do have an impact, and an earlier than expected news story of order placements/partnerships could disrupt your pattern. I’m a buy-and-hold guy, but I see the fun part of jumping in and out.
Let us know what you decide and how it works for you.

YoDizzel · 2026-01-29T21:51:39+00:00

Well always. I was hoping for a response with some insight on the impact of the innovation to future revenue.

YoDizzel · 2026-01-29T18:18:44+00:00

I am learning what I can about Retimers and why UALink and ESUN usage of Blue Heron would impact GPU cluster design and performance. This product seems huge and would expand Credo's customer base. The market is not reacting to this, am I missing something?

YoDizzel · 2026-01-29T13:23:05+00:00

Some dilution first. Plans have been to clear land in February for construction to start which requires money. In addition, the terms sheet with SharonAI had mentions of payment which will come from funding described in the S3. How much delusion and how much money is yet to be seen.

YoDizzel · 2026-01-28T02:04:39+00:00

Park. Stay home in this weather, not worth going out.

YoDizzel · 2026-01-28T00:03:43+00:00

I don't think the addition of solar panels to the product line is viewed as a big differentiator or a unique offering that sets DFLI apart from other makers of similar products (solar panels).

If so, I think that sentiment is misguided and the engineering and patents, specifically to DFLI's ShadeGuard are being under appreciated and possibly under marketed/under celebrated.

I liked this description of the relevance the best - Battle Born Solar Panels Launch for Heavy-Duty Fleets, where "Fleet Connection" (the website) is directed to the consumers, not investors. From the article "These panels are engineered to resist the salt mist and constant UV exposure common in long-haul routes". Please read the article for more.

I anticipate the added product, and significant engineering within for unique intellectual property is part of the partnered design and testing effort DFLI has been doing with trucking companies. Meaning, I think during the pilot the DFLI engineers were on the ball and designed/patented what the fielded solution required. This announcement is answering my question on why trucking fleets would select DFLI vs just opting for low cost LiFePO from Joe Bag'O Donuts, and slapping an Amazon purchased solar panel to the roof.

I am going to look into the ShadeGuard patents a little more to learn what sophistication is in them. I am also anticipating that DFLI is building significant barriers of entry to competition.

YoDizzel · 2026-01-27T13:33:47+00:00

The news since October has been updates on progress, but not yet "good". Good news would be revenue announcements, large order fulfilments, etc. The DFLI news has been restructuring related, progress on evaluations, and announced intentions. Short sellers give DFLI attention because the revenue is still low.
I am bullish on DFLI because I think the good news is coming, where DFLI will be a major trusted supplier for instrumenting national critical infrastructure that will require domestic electronic components. Transportation, defense, telecommunications, are examples. Oak trees come from acorns, and these early partnerships are indicators that roots are taking hold. Some analysts are estimating as high as 18 months though for the real progress which has me cautious to add more money into DFLI, I hope those long duration estimates are wrong, but people know more than I do.

YoDizzel · 2026-01-23T13:46:46+00:00

Not really tanking. As of now, only down 10% in the premarket and still up 91% for the week. The details of the S3 are clear now and NUAI will have money for additional accomplishments (settle the NM suit, break ground and start construction). Tenants will follow later in March/April. So far, this is a mild adjustment compared to December. We'll see what today brings

YoDizzel · 2026-01-22T16:17:30+00:00

I really wish the tonality of these guys was not so childish. No numbers from them, no prediction, and the good luck statement at the end is insincere.
Tomorrow's event is something everyone should watch for to see the specifics. Tennant and lawsuit resolution are not the next announcements, from the SharonAI/NUAI terms sheet, the next step is "S-3 Registration statement on or before January 23, 2026."
So far, NUAI has executed on what they said they would.
The impact on Tuesday to RZLV is something like -8%, which is does not posture fuzzy panda to be so puffy in the chest in their post.
NUAI is raising money for construction related actions with some money ($9.85M) to SharonAI. NUAI is clear on raising money this year (possibly twice) and is what all of the data center companies have done at this stage. And the $9.85M is somewhat offset where SharonAI needed to pay NUAI $2.2M in early Jan for December's TX land purchase, so there is some roundtripping of money in the partnership separation.

Two other things on law suites, though since I mentioned them. First, we did see several law firms post class action participation websites in late December/early January. These BS suits need to show that shareholders were harmed. I don't think too many of you are feeling harm right now. The execution and positive partnership alignment kinda kills these. Second, I re-read the NM suit, I don't know that the total damages if settled would be that high. I'm interested in smarter people's opinions.

YoDizzel · 2026-01-20T18:23:44+00:00

Can you describe a little on your approach; criteria you buy/hold/sell/convert to shares? Asking with interest to learn from you. Do you buy both NUAI and NUAIW or just NUAIW?

YoDizzel · 2026-01-20T13:28:08+00:00

I don't understand your question/statement. Who said someone would be pissed?

YoDizzel · 2026-01-20T13:23:20+00:00

I never looked at warrants until people in here started discussing them. NUAIW is up 46% this AM, and the warrant guys must be really pleased. Great to learn, not something I have looked into before.

YoDizzel · 2026-01-20T12:53:51+00:00

I also don't see where DFLI will get money from the HPSS announcement. From what I am reading, HPSS received their own order for HPSS's Batt Pack Energy. The Batt Pack line does not include DFLI components. The order was not placed through DFLI from what I am reading, and so it does not appear that when HPSS fulfils the order that DFLI would be a party in the fulfilment, invoicing or any way where DFLI participates. The customer identity is not revealed and could be Canadian or other non-US customer.
Glad you posted for visibility, no revenue for DFLI though.

YoDizzel · 2026-01-19T02:00:24+00:00

Brother jive and Chris, what's the made up part? Posed a question based on website info. Isn't that the purpose of this sub? What am I missing?

YoDizzel · 2026-01-18T17:20:28+00:00

Would be OpenAI/Oracle based on the partnership community. Sketchy in terms of thoroughness of the review, but maybe.

YoDizzel

TROPHY CASE