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 

Energy Fuels faces big dilution risk from a potential common-share offering. Benzinga reports it filed a prospectus to offer up to $500M in shares. 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 

Atomera's Synopsys collaboration is big news but a no-revenue R&D partnership, and massive dilution makes the stock unattractive. A vote in two to three weeks would raise the share count from 45M to 95M. People may still buy into the FOMO around the news anyway. x.com 

Applied Optoelectronics is a compelling inflection opportunity at just 4x sales with 170%+ revenue growth expected in 2027. Its need to raise capital for capex is a big overhang, and it will likely dilute shareholders as soon as the stock moves higher, so the shares should be very choppy for now. x.com  x.com 

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 

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

Soluna Holdings is a terrible long because it is diluting shareholders massively, with about $1 billion of dilution, including an active $500M ATM, against a market cap of roughly $200M. That ATM sells into the open market whenever retail buys, likely diluting buyers toward zero while management touts the bigger balance sheet and awards itself stock compensation. x.com  x.com  x.com  x.com 

IREN's management behavior is a reason to avoid the stock. A post the author replies to says it keeps diluting, issuing more shares on every rally, a pattern that leaves no telling what else it will spring on investors. x.com