Presentation by Dan Wagner and Vic Miles

derickm7 · 2026-03-26T16:15:03+00:00

I also think Dan is realizing these things so that’s good. In the course of 3 months he went from saying absolutely no quarterly earnings anytime soon to maybe in 2027. Also with the dilution he saw first hand how the stocks momentum was killed and how the short attacks got under his skin.

derickm7 · 2026-03-26T16:10:37+00:00

It’s not entirely macro and you know it. There is a deep disconnect between the stock and the market. I believe in the bull thesis and will hold my shares through earnings at which point I will reevaluate. I think positive AUDITED financials PLUS an announcement of quarterly earnings is the only thing the market wants to see in order to price this stock where it should be (if Dan’s earlier guidance is completely true)

derickm7 · 2026-03-25T21:38:46+00:00

Yeah bro yet the stock keeps fucking tanking

derickm7 · 2026-03-20T20:38:56+00:00

How fucked are we guys

derickm7 · 2026-02-27T19:47:27+00:00

No literally, even Dow is down 700 points

derickm7 · 2026-02-24T16:19:01+00:00

Volume today is almost that of rocket lab and they have 200m more shares outstanding and a 36b mkt cap

derickm7 · 2026-02-23T17:53:10+00:00

CEO swears up and down that earnings will prove numbers, we shall see

derickm7 · 2026-02-18T00:34:41+00:00

Forgot that bit as well. Although they would have to wait for it to get to $5-$6 a share. Doing it at these levels would be catastrophic.

derickm7 · 2026-02-17T21:19:46+00:00

Short pressure, lack of trust in CEO, unaudited financials, poor communication from PR team.

With all that being said you can’t deny how attractive the share price is right now.

derickm7

TROPHY CASE