oc ulus

[oc ulus @oc_ulus]

@MinotaurStocks @AggieCapitalist Apple’s already made it much harder to crack. Clbt won’t disclose which versions they’re caught up with, due to nature of zero-day exploits. Point is, if clbt falls behind, police has no options except wait. Also criminals tend to not carry newest up to date iPhones.

[oc ulus @oc_ulus]

@MinotaurStocks @AggieCapitalist By that logic, AI can disrupt as well as help in cracking defense capabilities no?

Fall behind on iOS compared to which other vendors? If they can’t crack, no one can. Police will simply hold the devices until they can catch up.

[oc ulus @oc_ulus]

@MinotaurStocks @AggieCapitalist They’re in the data extraction and digital forensics market. First, there’s an explosion of data due to AI, win on data extraction and storage. Second, there will never be a human investigator that can analyze and connect dots better than an AI agent.

[oc ulus @oc_ulus]

@DiSaaStrr @OrlandoBravoTB They already own Magnet. Makes no sense to buy Cellebrite.

Vista is the better bet due to management ties.

[oc ulus @oc_ulus]

@StoryTrading “Senior Vice President, Strategy & Corporate Development at Axon. In this role, Kühl drives strategic growth and innovation, oversees mergers and acquisitions, facilitates minority investments, forms strategic partnerships, and optimizes capital allocation and structure”

I like

[oc ulus @oc_ulus]

@Tarbay14 I think so too. But I just can’t come around to $XTRAF, it’s still much too illiquid.

[oc ulus @oc_ulus]

@Tarbay14 Nicely done! I thought the reasoning for your exit was weak in the first place. Glad you came around. Good to have your seal of approval.

[oc ulus @oc_ulus]

@HedgeyeTech Can I access the short report without going through the paywall?

[oc ulus @oc_ulus]

@KairosPraxis The only reason CLBT hasn't been sold is because SUN keeps blocking it, hanging on to those shares for dear life. Getting rid of SUN means an acquisition is almost 100% coming.

[oc ulus @oc_ulus]

It was SUN buying this whole month. They rushed to use up the entire year’s buyback plan (JPY 7B). I think the activists get rid of SUN from $CLBT by year end. Sets Cellebrite up to be acquired in 2026.

[oc ulus @oc_ulus]

$CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels? Is ValueAct still buying? Something about to happen real soon? Not sure it’s still worth buying here as gap has closed. So who’s buying with such volume?

[oc ulus @oc_ulus]

@KairosPraxis Activists control SUN currently. More shares SUN buys back, more shares/voting power the activists have. Buyback being rushed implies they want it done quickly (The shares they bought were not cheap), maybe to have enough control to enact a distribution of CLBT shares?

[oc ulus @oc_ulus]

@valuedrift Terrible comparison. $SE is not richly valued at all. It’s an add here, while $AXON still needs to be humbled further.

[oc ulus @oc_ulus]

@orel2589 Same thoughts https://t.co/JM6hF8Ut6B

Doesn't make sense for a big buyer to step in at these levels, as there is no longer a discount gap. But past few days have been relentless buying. Unless these buyers know for sure something will happen at SUN soon...

[oc ulus @oc_ulus]

$CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels? Is ValueAct still buying? Something about to happen real soon? Not sure it’s still worth buying here as gap has closed. So who’s buying with such volume?

[oc ulus @oc_ulus]

$CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels? Is ValueAct still buying? Something about to happen real soon? Not sure it’s still worth buying here as gap has closed. So who’s buying with such volume?

[oc ulus @oc_ulus]

@Tarbay14 They hold a really big position. At one point also participated in a PIPE if i remember correctly. I don’t see anything wrong with trimming a massive winning position.

[oc ulus @oc_ulus]

@KevinLMak Any chance of a portfolio update? Would love to see the rest of your current weighings.

[oc ulus @oc_ulus]

@valuedrift @KairosPraxis Axon has one of the most rock solid shareholder bases I've ever seen. But I'm only comfortable watching from a distance hahah.

[oc ulus @oc_ulus]

@KairosPraxis @valuedrift Yes, dystopian is in, $CLBT and $EVLV 🔼

It's overvalued, but anything worth owning in this bull market is overvalued. 🤷‍♂️

[oc ulus @oc_ulus]

@valuedrift @KairosPraxis I've been looking into it for a few weeks. Probably has potential to run more than Evolv at this point. But it's too small/illiquid, riskier investment; I've learned my lesson on small illiquid names, don't get a lot of institutional support. I stick with category leaders.