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re: call your shot(s); winners for 2026
Posted on 5/22/26 at 10:25 pm to bayoubengals88
Posted on 5/22/26 at 10:25 pm to bayoubengals88
1
Posted on 5/22/26 at 10:27 pm to bayoubengals88
Posted on 5/23/26 at 9:42 am to cgrand
quote:
PATH still sucks, -35% YTD
PATH is giving me PLTR 2022-early 2023 vibes. Almost 2 years at the low, then takeoff. Earnings this Thursday after hours.
Posted on 5/23/26 at 9:44 am to Crescent Connection
Is RR going to do anything? They spiked a few months ago then nothing. Do you consider them a potential future leader in robotics realm?
Posted on 5/23/26 at 9:52 am to LChama
Please excuse my jumping in here…
It’s simply a dilution story and will continue to be that way.
You may get the occasional pop, but that’s not a thesis in my book.
FINANCIAL OVERVIEW
RECENT PERFORMANCE (2024–2026)
Richtech Robotics has experienced persistent cash burn, with operating losses far exceeding its revenue base. In fiscal year 2025, the company reported $5.04 million in revenue but a net loss of $15.75 million. This reflects an operational model where costs, particularly selling, general, and administrative expenses, have scaled significantly faster than sales. Liquidity has been maintained primarily through capital raises rather than self-sustaining product margins.
DILUTION AND CAPITAL
The company has relied heavily on equity financing to fund its operations. Shareholders have faced substantial dilution, with shares outstanding increasing significantly over the last year. With substantial capacity remaining under its current at-the-market offering, continued dilution remains a high probability for existing investors.
OUTLOOK TO 2030
Looking forward, the company targets expansion into industrial and data service sectors to drive growth. Analysts project annual revenue growth potential, with some estimates suggesting a path toward $100 million in long-term revenue. However, profitability remains a significant hurdle. Unless the company achieves efficient scaling and reduces its heavy reliance on equity-funded operations, the path toward 2030 will likely continue to be defined by high cash consumption and further share dilution.
It’s simply a dilution story and will continue to be that way.
You may get the occasional pop, but that’s not a thesis in my book.
FINANCIAL OVERVIEW
RECENT PERFORMANCE (2024–2026)
Richtech Robotics has experienced persistent cash burn, with operating losses far exceeding its revenue base. In fiscal year 2025, the company reported $5.04 million in revenue but a net loss of $15.75 million. This reflects an operational model where costs, particularly selling, general, and administrative expenses, have scaled significantly faster than sales. Liquidity has been maintained primarily through capital raises rather than self-sustaining product margins.
DILUTION AND CAPITAL
The company has relied heavily on equity financing to fund its operations. Shareholders have faced substantial dilution, with shares outstanding increasing significantly over the last year. With substantial capacity remaining under its current at-the-market offering, continued dilution remains a high probability for existing investors.
OUTLOOK TO 2030
Looking forward, the company targets expansion into industrial and data service sectors to drive growth. Analysts project annual revenue growth potential, with some estimates suggesting a path toward $100 million in long-term revenue. However, profitability remains a significant hurdle. Unless the company achieves efficient scaling and reduces its heavy reliance on equity-funded operations, the path toward 2030 will likely continue to be defined by high cash consumption and further share dilution.
Posted on 5/23/26 at 9:56 am to bayoubengals88
Additionally, both SERV and RR are about 11x more expensive than OUST on a P/S basis.
That comment is for me as much as it is for anyone else.
SERV pays for OUST equipment.
I like pure play picks and shovels.
That comment is for me as much as it is for anyone else.
SERV pays for OUST equipment.
I like pure play picks and shovels.
Posted on 5/23/26 at 10:10 am to bayoubengals88
Thanks for the insight
Posted on 5/25/26 at 6:31 am to Boomer Rick
quote:
I’m trying to figure out what the next wave of AI infrastructure bottlenecks looks like —
It’s CPOs, co-packaged optics. Data centers are moving from copper to optical fiber due to signal degradation and energy consumption.
Recent Goldman report estimated that the total addressable market could increase nine times to 154 billion by 2028.
Granted there’s been a lot of run up already with many names like LITE, AXTI, AAOI, but the super cycle is just starting.
Posted on 5/25/26 at 8:15 am to gatorsimz
That’s a great one but it appears investor recognition has largely taken place.
Posted on 5/26/26 at 11:48 am to Boomer Rick
I’m back in the green on ZETA, up to 2500 shares. Fingers crossed, people are thinking it’s getting close to go time
those same people were wrong on PATH so we will see
those same people were wrong on PATH so we will see
Posted on 5/27/26 at 9:34 am to cgrand
briefly above 20 this morning, 6 mo daily shows resistance pretty clearly. 24 seems likely at some point, 50% revenue growth forecasted for next year
Posted on 5/27/26 at 10:14 am to cgrand
PATH earnings tomorrow AH. Watching closely.
Posted on 5/28/26 at 7:44 pm to Crescent Connection
quote:a dud after hours thus far. Earnings were decent and they raised guidance but the exponential growth that the market seems to want just isn’t there. Either that or the street just doesn’t like this stock
PATH earnings tomorrow AH. Watching closely.
oh well, I took my lumps.
made back the money I lost on it elsewhere today
Posted on 5/28/26 at 7:51 pm to cgrand
Have you heard the rumblings on CLF?
Could be an opportunity?
Could be an opportunity?
Posted on 5/28/26 at 7:55 pm to bayoubengals88
steel sheet goods?
I have not
I’m down to DOCN, SHOP, ZETA and OSCR
all are doing very well. OSCR might be worth a look for you
I have not
I’m down to DOCN, SHOP, ZETA and OSCR
all are doing very well. OSCR might be worth a look for you
Posted on 5/28/26 at 8:04 pm to cgrand
No healthcare for me my friend!
Check out CLF bullish call volume. It’s nuts. Looks like someone knows that the US government is about to buy 10% of the company.
Check out CLF bullish call volume. It’s nuts. Looks like someone knows that the US government is about to buy 10% of the company.
Posted on 5/28/26 at 8:08 pm to bayoubengals88
I have a huge bag on CLF that I have been waiting for a move to make a profit. If it jumps a lot I have to decide whether to let it run or sell and buy more OUST.
Posted on 5/28/26 at 8:51 pm to bayoubengals88
quote:
US government is about to buy 10% of the company.
Where did you see this? Couldn't find anything on it
Posted on 5/29/26 at 6:59 am to Suntiger
quote:
UMAC
+132% YTD
Posted on 5/29/26 at 8:05 am to Sabans straw hat
quote:PURE speculation.
Where did you see this? Couldn't find anything on it
I probably won't touch it, but evidently they are the only US company that produces GOES steel, which is what has to be used for transformers and other electrical grid infra (data center bottleneck).
That's why it's up from 9 to 13.
The options activity though is truly something to behold.
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