Bakkt has destroyed shareholder value through dilution, falling from $40 to under $8. A reply the author answers adds that despite NYSE backing and $3.5 billion in revenue, management diluted retail with ATMs and burned $40 million a quarter. The same accounts that once promoted Bakkt now defend IREN's $6 billion dilution. x.com 

D-BOX Technologies should benefit from recovering cinema attendance: per Unusual Whales, AMC Entertainment saw its highest May attendance since 2019. x.com 

AMC could be developing into a turnaround as moviegoing revives. A slate of big releases this year, including Spider-Man: Brand New Day, Dune, Doomsday, Endgame Encore and Hunger Games, supports a recovery for the beaten-down, sub-$10 stock. x.com 

Rumble's management keeps chasing trends through heavy share dilution, making it hard to trust. Its Tether crypto deal diluted shareholders by 100 million shares and its Northern Data acquisition for data centers by 120 million. It is now offering a counterparty 50 million shares via warrants struck at $0.01 just for a commercial deal to buy its GPU services. x.com 

Redwire is heavily diluting its investors again, nothing new for a management team that cannot be trusted with shareholders' money. x.com 

AMC is the biggest laggard among Robinhood ecosystem plays but still has a solid narrative that can eventually move alongside the Robinhood and GameStop story. The copycat tokens that weighed on it recently have died out. x.com 

Redwire's new $500 million at-the-market offering, a large dilution for a $3.5 billion company, shows CEO Cannito can't be trusted to be financially disciplined. Redwire has good technology, and AE Industrial Partners' exit helps, but management has hurt shareholders many times. Per its filing, proceeds may fund working capital, debt repayment, acquisitions and R&D. x.com  x.com  x.com 

Applied Optoelectronics' heavy spending keeps the risk of more dilutive share sales alive. Its latest $600M raise took 5.69M shares at an average $105.36, versus 2.95M shares for $550M at $186.69 under the May program, lifting the share count from 38.9M in May 2024 to about 90.3M. Commitments keep growing: a $94.1M Houston cleanroom, more Houston leases, a $26.8M building, a Ningbo factory lease and a doubled Ningbo credit line, plus $335M of H1 capex. The next 10-Q will show what cash remains. … Show more

C3is trades far below its cash: about $48M on the books against a float of roughly 1.5-2 million shares implies $24-32 a share, yet the stock is near $1.5, and the company is now profitable. It was a dilution machine while acquiring its fleet, but the story looks to be changing. Short interest is 55%, cost to borrow 146%, few shares remain to short, and institutional ownership rose. About 450,000-500,000 warrants at $1.51 and $2.44 remain, making $2.44 the next target. x.com  x.com  x.com  x.com  … Show more

Xanadu's stock was a textbook trap that has now sprung, falling about 60% premarket as insiders exit. An S-1 registered about 294M shares for resale by existing holders, which brings the company nothing and floods the float of a startup with $4.6M in annual revenue. A multi-billion-dollar valuation was unsustainable, and as a post-SPAC name its hype premium evaporated once lockups and conversions hit. Brilliant technology doesn't make a safe stock when insiders rush for the exits. x.com