BDE

Holding 490 shares at a $8.93 avg. Ready to offload.

Correct, they have 8-10 years left on their core patents (but also have 10+ new patents filed pending approval) so as long as they’re truly progressing in the buildout phase, I think we’re fine. The CEO’s lack of experience has always been my biggest concern. Learning on the job for a company with this much potential is not ideal, but it is what it is. I hope (and believe) she has some good council in her ear.

I’ll continue to say, I believe we’ll know a lot more in the next few months. If they haven’t announced the gas partner by July/August, I will be very anxious and worried. As of now, I think we just have to roll with it and hope the NDA’s are the reason for the lack of contract news. And that would make sense. Ex: if you’re the Top-10 automaker they’ve been working with and know “the sauce” you need, you want complete silence until Hydrograf is capable of actually producing the ingredients needed. Otherwise, your competitive advantage would be compromised. I’m continuing to add to my position but also watching it like a hawk.

Earnings come out pre-market on May 13.

They also just announced the acquisition of Eigen AI for $643mm. It’ll be interesting to see how the market reacts. LINK

Sparc just halted trading ahead of a major update. LINK

Cheap and easy flight from Nashville - I’m in.

They officially closed the $30mm life offering so I think this allows news/announcements to start flowing again. LINK

Revised to say, there seems to be a lot of negative sentiment around everything AI related and I may just pull out completely at PM open. Take my $15k loss and either catch the next leg up or not. Probably the typical retail move but it comes with the aforementioned timing. Alarm set early for a morning review and action plan.

I know it’s impossible to say but do you guys see this rebounding if we hit $110 tomorrow? That would just be unbelievable this close to earnings without negative news. I’m leaning towards exiting around that level and either paying my “stupid tax” or reentering and riding the wave back up if it shows life. Thoughts?

ETA: I don’t need the money right now so even if we ride a nasty wave down and bounce back sometime in December or January, I’m willing to do it. I know the projections suggest otherwise but just want to avoid an extended long lull in the $70-90 range.

What a day to jump in. Ah well, I’m still confident in brighter days ahead and hopefully ya’ll are too. Get us going at the bar, IT_Dawg. We need a little afternoon rally to calm things down.

Haha, yeah at this point I’m buying the dip and feel confident it’ll bounce back. Too much positive momentum long term with this horse.

There he is… good stuff. I jumped in with 600 shares at PM open and bought a few options. Just want to get my feet wet and see how those options act before wading deeper in the water. Instincts are everything, and I just need to spend more time watching them closer. Meanwhile, I’ll continue adding to my shares position today when more volume starts flowing and we see how the market reacts. Here’s to the slow and steady creep to $140 before the breakout next week! Cheers.