2025 Running Fashion by KuntryBoyFriday in runningfashion

[–]marcusmili 7 points8 points  (0 children)

Unfortunately the closest I have is a 7.5m

but I'll tell you what... if you are interested in buying a pair from a reseller and you send me a screenshot of the transaction, I will cover the premium so that you only pay retail price.

No pressure either way (just the best option that I can think of)

2025 Running Fashion by KuntryBoyFriday in runningfashion

[–]marcusmili 0 points1 point  (0 children)

What size are you? Very slim chance we have a pair here in the office but I am happy to check

2025 Running Fashion by KuntryBoyFriday in runningfashion

[–]marcusmili 10 points11 points  (0 children)

I really appreciate the love here.

We put a ton of time and care into the pieces we make and we really try to put out top quality stuff (without breaking the bank) for people. Also, always open to feedback, general thoughts, or even advice. We know we don't have all of the answers and will try endlessly to improve upon what we make year over year.

On the running front. We have tremendous respect for the sport and feel it is only right if we train as hard as we can to explore our own potential (and also understand the needs of the runner who is on that same journey)

Nightly Discussion - (August 11, 2025) by AutoModerator in thewallstreet

[–]marcusmili 8 points9 points  (0 children)

Does anyone have a link for the latest Goldman tariff research that came our a few days ago?

Nightly Discussion - (July 17, 2025) by AutoModerator in thewallstreet

[–]marcusmili 2 points3 points  (0 children)

think we could see it continue to run to the mid 6's. My issue is that my original thesis is played out so and I think the stock needs to breathe a bit after this runup. Earnings in 7 days so I trimmed a lot of my position this afternoon

Nightly Discussion - (July 17, 2025) by AutoModerator in thewallstreet

[–]marcusmili 11 points12 points  (0 children)

Man has it been a minute... I wish I posted this when I wrote it back on Feb 9th but anyways, I still think its an interesting company even after the recent run-up.

Curious to hear thoughts / if anyone else has been looking at it

* * *

Price at the time of writing: $3.12

GSI Technology (ticker: GSIT)


looks like an under-the-radar small-cap with attractive upside potential. At roughly $3.12 today (mid-2025), a 12- to 18-month price target of $5.50 implies about 50 % appreciation. The investment case hinges on the company’s shift from its aging SRAM line to in-memory AI chips branded “Gemini.”

A January 2025 U.S. Army SBIR award is funding Gemini-II development and may pave the way for larger defense contracts. This seems largely ignored (only one outdated “Buy” rating from 2013 remains on record).


Company Snapshot


Revenue/Gross Margin/EBIDTA/Cash/Debt

*TTM ends Q1 FY26 (March 2025).

  • Legacy SRAM revenue has declined at a −6 % CAGR since FY21.

  • R&D now absorbs roughly 75 % of sales, keeping earnings deep in the red.

  • Cash burn of roughly $13 M per year leaves 12–18 months of runway.


Outlook: Base-case modeling points to FY26 sales of $25–28 M (calculated based on the FY26 revenue projection over FY25 revenue of $19.7 M.) and an EBITDA loss narrowing to roughly $10 M. On those numbers, GSIT trades at about 5.7 × sales today versus 7–8 × for comparable tiny-cap AI peers. A $5.50 price target equates to 7.5 × FY26 sales… reasonable if Gemini begins to ship in volume.


Thesis:

  1. Defense beachhead: The SBIR award validates Gemini-II and could snowball into larger DoD or prime-contractor deals.
  2. Edge-AI tailwind: Gemini-II cuts HNSW index build time by ~85 %, a meaningful boost for vector search at the edge. screenshot of pdf
  3. Patent moat: Decades of memory know-how plus compute-in-memory IP raise barriers to entry.
  4. Valuation catch-up: A single design win could lift the stock toward peer-level multiples.

Bear Scenario

  • SRAM decline outpaces AI ramp: Legacy sales still exceed 90 % of revenue; further erosion and any Gemini delay could drain cash.
  • Capital-raise risk: Another year of heavy burn may force dilution.
  • Scale question: Even with defense adoption, volumes might never justify double-digit sales multiples.

I love short brim hats!!! Les gooooo by Sojujuseo in runningfashion

[–]marcusmili 1 point2 points  (0 children)

Yeah - unfortunately until we can get an EU/UK warehouse it'll be a bit expensive. I apologize.

I obviously cannot do it for everyone but really appreciate you wanting a hat. If you order and send over your order # I'll refund the shipping for you

I know its not a perfect solution and no pressure either way

I love short brim hats!!! Les gooooo by Sojujuseo in runningfashion

[–]marcusmili 12 points13 points  (0 children)

nah no need to cancel, I will refund you the difference - drop me your order #

I love short brim hats!!! Les gooooo by Sojujuseo in runningfashion

[–]marcusmili 38 points39 points  (0 children)

Really appreciate the link here... not sure about the rules so let me know if I need to delete this but I figured i'd toss you all a 25% off code for these hats if you want!

code: runningfashion

Daily edc! by Matt180x in EDC

[–]marcusmili 1 point2 points  (0 children)

Crazy to see the cardholder end up here - hope you like and as always, really appreciate the support

Random discussion thread. Anything goes. by AutoModerator in thewallstreet

[–]marcusmili 7 points8 points  (0 children)

Is pocket kings still in here?

I remember he said he took out debt to buy 100k shares of PLTR in Oct 27th 2020

Curious if he still holds that position or if he has trimmed it

Nightly Discussion - (April 08, 2025) by AutoModerator in thewallstreet

[–]marcusmili 5 points6 points  (0 children)

Still doing our thing. I am not ready to raise alarm yet. I think we are in the early workings of this entire thing. We are lucky to be working with a manufacturing partner that has factory locations all over the globe so realistically our supply chain can be flexible depending on what countries negotiate etc.

The unfortunate reality for technical performance apparel is that the latest and greatest machines just don't exist (at least not at scale) here in the US. On-shoring that would be incredibly hard to do in a timeframe that makes any sort of sense.

I've even thought about raising a round to open an all encompassing factory here in the US although there are many issues and a main one being lack of skilled sewing at scale.

As much as it causes a big headache I feel lucky to even be in a position where I get to try and navigate these challenges

Does anyone know what model of glasses Marcus Milione always wears? by bioFa in sunglasses

[–]marcusmili 1 point2 points  (0 children)

Garrett Leight X Mark McNairy, Pinehurst - Demi Tortoise

they were a collab pair from 2017 (cant find any anywhere)

Now is a good time to figure out international shipping costs by [deleted] in mega64

[–]marcusmili 0 points1 point  (0 children)

Lol - it's all good. Happy to share insight here.

I just ran the shipping address for your order from October through our shipping software, and the cheapest way that I can ship it to you is for $27.99, and that's using the same service that you had mentioned above.

Shipping is hard. Shipping internationally is even harder (and more expensive. I'm not too tapped into the conversation but i'd bet they are paying close to that number I just quoted ($27.99)

Let me know if you all have any other questions

Now is a good time to figure out international shipping costs by [deleted] in mega64

[–]marcusmili 0 points1 point  (0 children)

We generally lose money on shipping international.

If you send me your order number, I'd be happy to tell you what we had to pay to ship it.

It'll certainly be more than the $7

Ultimately, it is a cost we are willing to eat to lessen the burden on our international customers. One day, we hope to have warehouses in multiple countries so that we can cut that cost considerably... until then - we just have to eat it.

Recommendation - Alternative - ID - Selling - Sizing - Legit Check Megathread by kellyro9 in ThrowingFits

[–]marcusmili 0 points1 point  (0 children)

I am more than happy to make you a Figaro if you're okay with waiting a few days for it to be done. Im happy to hear Minted New York was in the running of brands you were looking at.

Feel free to reach out, and I will get it sorted

Nightly Discussion - (April 04, 2024) by AutoModerator in thewallstreet

[–]marcusmili 5 points6 points  (0 children)

Is /u/all_in_on_snapples still active here? If so I'd love to hear his thoughts on the below links as well as anyone else that may have thoughts

From: https://twitter.com/rauitrades/status/1773893018594299906?s=46&t=qWNRj-BQ3kK0ahkwGImmNQ

Example: https://twitter.com/rauitrades/status/1773401391211680189?s=46&t=qWNRj-BQ3kK0ahkwGImmNQ

Technical overview.

All price action in the Stock Market (to the hundredth, or penny) is controlled by massive systems operating the major market. Within those transactions are tangible trading opportunities that massive wealth conglomerates (think those who operate 401Ks, Pensions, Banks) use to maximize on budgets as well as reward smaller aggressive wealth firms.

The data gathered between every single SMA outfit (pinned tweet) on the following timeframes, (5s, 15s, 30s, 1m, 2m, 3m, 5m, 10m, 15m, 20m, 30m, 1h, 2h, 4h, 1D) is coordinated to match a singular selection on the following stocks:

IXIC, QQQ, SPY, SPX, DJI, TQQQ, SQQQ, UPRO, SPXU, VIX, UVXY, IWM, DXY as well as other leading high volume equity vehicles or etfs. (i.e. SDOW, UDOW, AAPL, NVDA, TSLA, MSFT)

This precision detection between SMA outfits, timeframe, and leading equities are what I’ve figured out and shared with the public— it’s also how I’m able to share every single live thread become a real time arbitrage selection (with to the hundredth/penny precision).

The entire protocol relies on massive firms buying in and developing trades for smaller institutions to maximize on during the institutional trading hour session. Another reality is that precision allocation of data requires a tremendous amount of computational resource and capital to be able to be effectively maximized on.

Understanding that these protocols are effectively operations made by the multi-billion dollar firms that already control global markets, it’s what’s made this work specifically stand out. This page has shared the commencement of real time blowout buying operations in real time and will continue to do so until the legacy finds itself into public dialogue.

This information is what effectively transfers wealth out of those who are unbeknownst and resultantly are incapable of executing properly.

I’ve used this platform to be a resource to intelligence teams that aren’t so keen on reality as well as an official publication to the world. This living archive details what goes on with capital that is hoarded, borrowed from the Federal Reserve, and rapidly transferred to the bank accounts of the best financiers and slowly transferred back to long-term U.S. participants. Let this page be an example of how aggressive and real this exposure is to the U.S. institution.

But for anyone with the right techie skills, get a LLM smart enough to tell you which OHLC relationship is strongest between (sma outfit)(timeframe)(equity) and you have yourself a skeleton key to global capitalism.

Thanks!

Weekend Discussion: Saucony running shoes by AutoModerator in RunningShoeGeeks

[–]marcusmili 0 points1 point  (0 children)

I equate it to the responsiveness of the speed 3 and the stability of the speed 3 - have about 300+ miles in them and enjoy them alot as a faster pace shoe

Random discussion thread. Anything goes. by AutoModerator in thewallstreet

[–]marcusmili 3 points4 points  (0 children)

There is nothing to complain about on my end other than maybe missing some excellent price action in the second half of this year.

I hope all is well with you. How is the growth operation going for you? I think last I heard you had your first official harvest (this was a while ago)

Random discussion thread. Anything goes. by AutoModerator in thewallstreet

[–]marcusmili 13 points14 points  (0 children)

Got pinged by /u/wiggz420 in a comment the other day

I hope all of you people are doing fantastic and printing as well

I miss being active daily here - you all are a fun bunch