SoFi's egregious dilution means business growth may fail to benefit existing shareholders. Its share count rose 61% over five years, reducing an original 1% stake to about 0.6%; even 61% earnings growth could leave earnings per share flat. As a bank, SoFi is already practically uninvestable by these standards, though dilution need not destroy value if the capital raised creates more value than the ownership surrendered. x.com 

ReTo Eco-Solutions' 27% jump looks like a dead-cat bounce after its $15M offering on September 17, and worth fading. It is a serial diluter with multiple reverse splits and a market cap of only $7.3M, and its 35.9M-share float with 0.05% short interest makes it easy to borrow with no squeeze risk. 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 

Rubrik belongs in the too-hard pile until it proves it can make money and stop diluting shareholders. @InvestingVisual notes that net losses, dilution and stock compensation as a share of revenue are shrinking each quarter, but trending in the right direction is not good enough for a large investment; continued proof over time could prompt a rethink. x.com  x.com 

Bakkt's history of pivots, reverse splits and dilution makes it far likelier to go to zero than to become a legendary multibagger. Through each iteration, investors are assured this time is different and it is a whole new company. Occasionally such companies pull it off, but usually they do not. x.com 

Momentus' $25M raise reads better than the dilution headline, because it gives the microcap real runway and fresh institutional backing. It leaves about $76M in cash after years of living raise to raise, came from existing fundamental investors adding to positions, and was priced around $8.50, above the $3.75 and $5.40 deals earlier this year. The caution is real: it is close to 30% dilution in a thin-revenue, high-beta name. The stance is cautiously bullish for those who can handle the swings. … Show more

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 

POET has lost its anchor customer, and the way it happened signals a company that is a mess from the top down. Marvell canceled all its Celestial orders, including initial production units POET had touted since around 2023, after POET's CFO disclosed confidential information in an interview. Years of heavy dilution add to the damage. $430 million of cash plus a $400 million May raise covers years of burn at about $9 million a quarter, so dilution could ease, but with this management, who knows. … Show more

AEVEX's management and private-equity owners diluted IPO buyers right after the roadshow, and holders are still heading for the exits even on a big up day for drones. A quoted post says management either badly misjudged its cash needs six weeks ago or got poor advice from its bankers, or both, to return for a dilutive offering so soon after the IPO. x.com