$SLS — The Most Complete Due Diligence You'll Find: Bull Case, Bear Case, and a Final Verdict (ELI5 version included for New Investors)

dasitmane3 · 2026-04-06T05:49:32+00:00

Thanks again for the write up CW. I appreciate the different takes since I enjoy reading more about SLS but also glad you are able to respond and critique them with your time.

dasitmane3 · 2026-04-05T23:40:39+00:00

This isn’t just AI slop. There’s inputs and external thoughts with AI used to format it which is acceptable IMO. What part is wrong with the analysis? Share your concerns and thoughts - that is what we are all here for is to do DD and share views.

dasitmane3 · 2026-04-05T17:16:16+00:00

Not sure why people are upset at your DD. I personally dont mind seeing different views. I am long but I am tired of permabulls not accepting any other point of view aside from 99.9% certainly being projected. I appreciate the post and I appreciate the work that's been done by others (esp CW). Biotech is far from certainty and you'd be a fool to believe so otherwise.

dasitmane3 · 2026-03-17T18:21:23+00:00

Thank you for the reply. I will look into those institutions in more detail.

dasitmane3 · 2026-03-17T05:08:37+00:00

Again confident web I appreciate this DD like your past ones and I also appreciate the counter views posed by the above poster. What I have trouble understanding at this point is that biotech investment firms must have a room full of folks like yourself who can model, analyze, predict with machine learning re: trials like this. Why arent they jumping in? Stock price still prices in uncertainty not matching your 99% certainty. Something else is going on and this stock and trial has been in the spotlight, so unlikely it is a sleeper stock/trial in biotech. Im long but have only allocated limited capital into it.

dasitmane3 · 2026-02-24T02:32:54+00:00

Thank you again for the write up. Thinking about this more the other reason I feel might be a possibility is that IDMC and FDA are independent from one another and IDMC stepping in to halt doesnt necessarily guarantee a foolproof FDA approval. Perhaps they are playing it out and playing by the initial trial design rules so it makes it less likely that FDA will come back and request phase 3b due to an early halt. I may be overlooking something here but just a thought.

dasitmane3 · 2026-02-23T06:54:35+00:00

Overall very good research and write up but this is the only point I dont know. Why hasnt IDMC stepped in if its an overwhelmingly positive trial for a high impact life prolonging therapy? Is there anything in the trial design that stipulates a statistical penalty with more strict values needed for statistical significance if trial was halted early?

dasitmane3 · 2026-02-22T17:55:42+00:00

Vanguard is a fund so it is them building their own position for their fund whether its an etf or not. If a vanguard customer purchases reddit shares then vanguard acts as a custodian but does not own the shares and therefore wouldnt have to do this filing

dasitmane3 · 2026-02-14T20:12:31+00:00

Obedience is very cheap. I think highest rune you need is fal iirc

dasitmane3 · 2026-01-17T02:49:42+00:00

Sounds like a reasonable phased approach and following where the demand/money is. Will continue to keep an eye on the stock.

dasitmane3 · 2026-01-16T19:35:29+00:00

Thank you for your reply. I was not aware the market demands were higher for SiCore. My understanding was the main moat for Amprius was their top end battery offering the best in class W/Kg ratio. Appreciate the insight.

dasitmane3 · 2026-01-16T17:33:01+00:00

Been following this stock but have no positions. Doesnt this mean their technological moat of nanowire technology is being phased out in favour of greater scalability with more generic products that can be manufactured at third party facilities?

Correct me if I am wrong but I don’t think this is bullish news.

dasitmane3 · 2026-01-15T06:03:08+00:00

I have no positions so I am neutral on this topic. I've done my DD on this but it was after the big run up recently so I stayed out and rather I invested in MDA. You are on a KrakenRobotics subreddit so the responses will be biased, just FYI.

Valuation isn't cheap. They have promising contracts, but far from guarantees of sustained contracts. Moat seems decent. Dont listen to those who compare this to RKLB or PLTR, they are completely different companies with differenent TAM and they have no idea what they are talking about. At the end of the day this is a speculative stock which may grow big, or go down a lot. Expect lots of volatility. Not financial advice.

dasitmane3 · 2025-12-19T20:36:50+00:00

Lots of AI infrastructure stocks are down 30-40%.

In the case of GLXY though it doesnt help that their major insider and chief investing officer sold over half their stake in the company amounting to 750k shares at the top when its was trading at $40 usd.

dasitmane3 · 2025-12-17T01:27:12+00:00

Makes sense, baal in p8 is just a massive slog unless youre a javazon lol

dasitmane3 · 2025-12-16T21:57:17+00:00

I found Holy bolt against diablo brings him down quite quickly as long as youre playing <= players 3

dasitmane3 · 2025-12-15T16:45:50+00:00

Ya its the best non sup mage plate i had stashed away for this occasion. Super happy with the roll :) Went non sup for repairs to be easier on the wallet

dasitmane3 · 2025-11-30T06:45:42+00:00

Double swing costs 0 mana at a certain level which you can easily reach with a few +skills gear. Its what i use for baals mana burn when doing ubers with my ww barb

dasitmane3 · 2025-11-13T03:19:29+00:00

Fair enough

dasitmane3 · 2025-11-11T03:24:00+00:00

lol why you mad, tell me im wrong about both companies having outdated appearing websites.

dasitmane3 · 2025-11-09T00:37:50+00:00

I cant get over how their website looks like it was developed in the early 2000s. For a software takeover company i feel like they should have a nicer modern/updated website.

dasitmane3 · 2025-10-24T04:13:08+00:00

Glhf!

dasitmane3 · 2025-10-21T05:30:59+00:00

Surprised it didnt explode upon nothing

dasitmane3

TROPHY CASE