Eos Energy's operating losses and debt burden threaten shareholders with further dilution. Its SEC-based reconstruction shows shares rising from roughly 200 million to 364 million, with a potential 636 million if all convertibles and warrants convert or are exercised. Operating losses run near $80 million per quarter, and financing interest is about $10 million quarterly until 2032. x.com 

Sidus Space keeps diluting shareholders. It announced a $58.5M direct offering of 13.45M shares at $4.35, with ThinkEquity as placement agent and proceeds going to working capital and general corporate purposes. x.com 

Ondas Holdings and Archer Aviation are dead money because endless dilution has outpaced their hot stories. Ondas shareholders haven't made a buck all year as dilution inflates its market cap, and a $460M backlog, even if fully realized, is thin against a roughly $6B market cap. Archer went the same way, climbing on a red-hot story until billions in dilution left enthusiasm unable to keep pace. The biggest cost is opportunity cost in one of the hottest markets of a lifetime. x.com  x.com 

Planet Labs' $1.5B at-the-market offering signals that its balance sheet needs the option, because management did not push back on the size. @spacanpanman notes the ATM equals 12.4% of Planet Labs' market cap, versus about 3.5% for Rocket Lab's $3B ATM, calling it too aggressive and an avoidable blunder. x.com 

POET Technologies will likely dilute shareholders soon because it desperately needs to raise cash. That comes after an 80% three-day rally sparked by its CTO confirming an order from Celestial AI. x.com 

Applied Optoelectronics' long-term story is still bullish, but its new $600M at-the-market offering is a very bad look for management. Filed after hours on a Friday right after bullish Rosenblatt summit comments, it is a second ATM within a couple of months, and its dilution is still to be worked out. Short interest should rise, since photonics is a widely shorted theme and AAOI the easiest optical name to short. The raise does signal very decent demand, but management needs a fresh audit. x.com  … Show more

Sidus Space's $58.5 million raise at $4.35 a share, about 27% below the $5.95 it traded at days earlier, is a classic dilutive raise into a momentum pump that destroys per-share value. It adds 13.45 million shares to a company with $3.4 million of 2025 revenue, down 28%, and a $29.5 million net loss, and the proceeds simply fund runway. The bearish signals after the pump point to FOMO buyers serving as exit liquidity. x.com  x.com 

FuelCell Energy is a trap rather than an investment because of its long history of diluting shareholders. Its split-adjusted share count rose from 2.0 million in 2019 to 67.6 million in 2026. Per @HyperTechInvest, it is now diluting shareholders by 13% to raise $200M, one month after saying it was comfortable with its balance sheet. x.com