@SPACMAN17 The amended S-1 filed yesterday notes that they're having a shareholder meeting on June 10 to propose extending the combination deadline from 6/13/26 to 6/13/27, but it still says they expect it to close in Q2. Will it still close by 6/30?
@BATMongoose I mean at a certain point you have to concede there is a sizeable opportunity cost right now to investing in ideas that take a long time to play out, no?
@CloisterRes No more egregious that $COST ¯\_(ツ)_/¯. Not saying I'd ever buy it at that multiple, but the most important stocks in the world right now are giga cyclical and will inevitably have a violent drawdown at some point People will pay up for something that won't crash with them
@ContrarianCurse Do you think they become longs once the compute futures start trading? At least they can hedge + they could probably trade it fairly decently with their knowledge
@DeepSailCapital Idk man — it's a bogus company for sure, but if they can successfully convince the street that they have an actual photonics product, it'll get bid on AI hype alone.
@tierrapartners@LongVollllll T2D was like 40% of starts last quarter — sure there's still a T1 runway but you're heavily dependent on the T2 market now for growth. GLP-1 data is a known risk for T2D but $SABS data could be a bomb for T1
@GRoditiD@bennpeifert It's a cRPG — it's mostly making decisions and seeing how the dice roll, I don't think there're any hand-eye coordination skill components at all