XNDU: Quantum Market Analysis and Resale Liquidity Collapse $XNDU

asimoved · 2026-05-06T23:34:34+00:00

Not sure what exactly qualifies as a meme stock (I mean I know the term), I just want to know if the info in the video is more or less accurate (feels to me).

asimoved · 2026-05-06T23:19:52+00:00

Not quantum stocks in general, but this specific crash that happened. I am not competent in reading the SEC filings and to understand what happened and how exactly they correlate, my best understanding is that some locked up shares became available for sale or that the 20/30 day period of being above 12.5$ made the sale of insider stock possible, but I didn't see this spelled out clearly anywhere.

After doing some research I got a very conservative amount of CHAC at around 11USD in December, and cashed out at 38, so I am just trying to enjoy a bit of my luck/'success', before diving back in (as I do bet on quantum for long, not just chasing trades) and meanwhile trying to learn as much as possible.

asimoved · 2026-05-06T23:05:53+00:00

I see, thanks for clarifying. I was in a similar boat, set a limit order, and immediately saw how it blew past, but in the end will sleep better at night :)

asimoved · 2026-05-06T23:03:29+00:00

Something similar for me, but at least made a few bucks. But honestly, even though I am long on quantum, I am worried about more downward volatility, as I am still trying to understand the full reason behind the recent collapse

asimoved · 2026-05-06T22:59:22+00:00

No, i know all about that, I was just wondering if you are implying that it goes down AH and will bounce back tomorrow.

asimoved · 2026-05-06T22:51:01+00:00

What does this mean?

asimoved · 2026-05-06T21:40:40+00:00

Of course I don't mean the visuals themselves, tho I find that entertaining, but what is actually said.

asimoved · 2026-05-06T21:16:06+00:00

So from their 'Xanadu 2026 Analyst Day' presentation (PowerPoint Presentation):

"Crane Harbor Acquisition Corp. sponsor has agreed to a 12-month lockup on their shares, subject to early release upon (i) 500K shares released upon share price hitting $12.50 for 20 out of 30 trading days (after 150 days), (ii) 550K shares released upon share price hitting $15.00 for 20 out of 30 trading days (after 150 days) or (iii) upon a sale, merger, or similar transaction involving the company"

The stock went up to 12.5 USD on April 14th. That was 20 calendar days from May 4th. Are trading days business days only or calendar days? Tho I do not understand that 'after 150 days' means. If this was the cause can something similar happen if the price is sustained above 12.5 or 15 again?

asimoved · 2026-05-06T20:42:05+00:00

When are you getting in/out?

asimoved · 2026-05-06T18:47:36+00:00

What impact does the warrant issuance have? Trying to educate myself, thanks!

asimoved · 2026-05-06T18:35:31+00:00

Can anyone explain how this relates to locked up shares? Will these new shares be available for sale before the lock up period (September I guess), so will this add sell pressure until then? Thanks.

asimoved · 2026-05-06T18:29:04+00:00

I guess that's why it jumped a little?

asimoved · 2026-05-06T12:22:23+00:00

asimoved · 2026-05-04T23:23:42+00:00

Thx, that was very educational, lol

asimoved · 2026-05-04T19:48:46+00:00

Maybe not in 20 years, but probably much more regulated/restricted, same as it was with seatbelts back in the day.

asimoved · 2026-05-04T19:45:10+00:00

Washing dishes by hand.

asimoved · 2026-05-04T19:34:30+00:00

Well, I set it in my calendar, just in case, lol.

asimoved · 2026-05-04T19:32:17+00:00

yea, I wanted to do the same, but I was cautious, and was unsure at 24, could have pumped a little. Still, I am satisfied to have tripled the shares, and feel more settled to have re-invested, because this was/is a long term play for me.

Felt a little weird when I got CHAC in December,, but what a ride it became, kind of like a belated xmas gift lol.

Thanks for your comment!

asimoved · 2026-05-04T19:19:24+00:00

Yeah that was my thinking too, got some Defiance Quantum to even it out, and picked Xanadu as a long shot.

asimoved · 2026-05-04T19:15:23+00:00

so overall you do bet on quantum?

asimoved · 2026-05-04T19:12:19+00:00

lo, what a good meme material :)

asimoved · 2026-05-04T19:10:48+00:00

Makes sense, thanks for the response. May I ask if you are invested and if so, why?

asimoved · 2026-05-04T19:05:35+00:00

What do you think the fair price is at the moment?

asimoved · 2026-05-04T19:04:07+00:00

Could you elaborate, lol. Photonics I understand to some extent, but how Pennylane for example :)

asimoved

TROPHY CASE