Anyone investing heavily this year??
- Thread starter rph2005
- Start date
Studying this, might be my next IPO investment
www.emeraldai.co
www.prnewswire.com
Emerald AI
Intelligence to control the interface between the world's two most valuable infrastructure networks: power grids and data centers
www.emeraldai.co
Emerald AI Launches with $24.5M Seed Round to Transform AI Data Centers into Grid Allies
/PRNewswire/ -- Emerald AI announced its official launch, unveiling the results of its first commercial demonstration and $24.5 million in seed funding led by...
www.prnewswire.com
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www.axios.com
Studying this, might be my next IPO investment
Emerald AI
Intelligence to control the interface between the world's two most valuable infrastructure networks: power grids and data centers
Emerald AI Launches with $24.5M Seed Round to Transform AI Data Centers into Grid Allies
/PRNewswire/ -- Emerald AI announced its official launch, unveiling the results of its first commercial demonstration and $24.5 million in seed funding led by...
Loading…
www.axios.com
I used ChatGPT.
Emerald AI is a private startup—just launching with a $24.5 million seed round on July 1, 2025, led by Radical Ventures with backing from NVIDIA’s venture arm, Google, Fei‑Fei Li, John Kerry, John Doerr, and others . Their flagship product, Conductor, orchestrates AI workloads in real time to reduce data center power demands by up to 25% during peak stress events, as shown in a recent Phoenix pilot .
IPO Status & Timeline
- No IPO announced. As a newly funded, early-stage company, Emerald AI has not filed with the SEC and has no publicly disclosed IPO roadmap .
- Likely timeline: If they follow a typical enterprise SaaS track, expect 2–5 years before exploring a potential IPO—assuming successful traction, revenue milestones, and favorable market conditions.
Investment Outlook
- Market potential is compelling.
With AI data center growth outpacing grid capacity, Emerald AI tackles a structural bottleneck. Their solution addresses a pressing industry need . - Strong backing & management.
A high-profile constellation of investors and a leadership team spanning energy, policy, and AI (e.g. Dr. Varun Sivaram, Fei‑Fei Li, Jeff Dean) lend credibility . - Early success in pilots.
Real-world results (25% power reduction in Phoenix) with major partners like Oracle, Nvidia, EPRI, and Salt River Project show practical viability . - Risks to note.
- Many well-funded startups never IPO or exit via M&A.
- Achieving scale in data centers requires integration with utilities, hyperscalers, and complex systems.
- Market and energy regulation shifts could affect adoption.
So, is it a “good investment”?
- As a private investment:
If you can access early-stage rounds (e.g., seed, Series A, B), the upside could be high—but so is the risk: early startups often fail or get acquired rather than going public. - For typical investors (retail/public):
Not currently investable privately, and with no IPO plan on the horizon, shares are inaccessible unless you’re an accredited investor in later rounds.
️ What to watch next
- Funding rounds: A Series A could signal traction—often a few hundred million valuation.
- Pilot deployments: Broader rollouts beyond Phoenix (announced for 2026) will validate product-market fit.
- Partnerships & contracts: Deals with hyperscalers (AWS, Google Cloud), utilities, or data center operators would be key signs.
Summary
- IPO status: No filing announced; earliest potential in ~2027 or later.
- Investment viability: High potential but high-risk; only accessible to accredited/private investors for now.
- Outlook: Strong fundamentals and vision make it a promising startup, but longevity, scale, and actual market adoption remain to be proven.
I mean Broken Clock...i actually agree with him (can't believe i'm saying this)
BTW, no one is "forced" to own a Tesla. It also didn't help that you stood on the white house lawn telling your base to go out and buy one. Like can you imagine someone showing up to one of these "red meat" rallies in a Tesla...lol
Tesla stock could double in a few years because he’s gonna have millions of robotaxis, car sales, and robots for warehouse work, etc. $700 in 5 years. I don’t own it, but if it tanks enough I will.
I like this thread a lot, one of the guaranteed knowledge enriched threads on here so I lurk quite often... Figured I'd crack the shell a bit and drop some information...
I think robotics is going to be a great investment avenue that has yet to take off, but is steadily growing momentum... With that being said, I'm looking down the line, looking at current companies and how they may align with the future of robotics... Now that you have a lil foundation of my pov here's a read I'd like to share
Quick insight - Cyngn (CYN) - they make software and hardware focused on autonomous industrial equipment for warehouses and factories... Down 90% YTD - recently had a spike after the Nvidia partnership was announced - only $14/share currently - not profitable, but carries no debt - recent $17m stock purchase... The article below sealed the deal of my curiosity
I think robotics is going to be a great investment avenue that has yet to take off, but is steadily growing momentum... With that being said, I'm looking down the line, looking at current companies and how they may align with the future of robotics... Now that you have a lil foundation of my pov here's a read I'd like to share
Quick insight - Cyngn (CYN) - they make software and hardware focused on autonomous industrial equipment for warehouses and factories... Down 90% YTD - recently had a spike after the Nvidia partnership was announced - only $14/share currently - not profitable, but carries no debt - recent $17m stock purchase... The article below sealed the deal of my curiosity
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Billionaire Mark Cuban Says AI Gives Workers 'Superpowers,' but Crypto Is 'Not Even Close' to Its iPhone Moment
In a Q&A with Gizmodo, the billionaire investor explains why AI is about to change your job and why crypto still hasn’t delivered on its promise.
gizmodo.com
This was a pretty good interview. At the 7:06 mark, he discussed Steve Jobs and his treatment of people, delving into what made him tick.
Starting at the 36:49 mark, I found this analogy quite interesting that he shared. I would love to hear some feedback from the board members.
Starting at the 36:49 mark, I found this analogy quite interesting that he shared. I would love to hear some feedback from the board members.
Ruoming Pang, the AI model lead at Apple Inc. (NASDAQ:AAPL), is reportedly leaving to join Mark Zuckerberg's Meta Platforms Inc. (NASDAQ:META).
What Happened: Pang, who was leading Apple's AI model team responsible for training Cupertino's foundational models, is the latest hire to escalate Meta's suprintelligence efforts, reported Bloomberg on Monday, citing people with knowledge of the matter.
Meta proposed a compensation package valued at tens of millions of dollars annually to ensure Pang joins the Facebook parent. At Apple, Zhifeng Chen will take over his responsibilities.
What Happened: Pang, who was leading Apple's AI model team responsible for training Cupertino's foundational models, is the latest hire to escalate Meta's suprintelligence efforts, reported Bloomberg on Monday, citing people with knowledge of the matter.
Meta proposed a compensation package valued at tens of millions of dollars annually to ensure Pang joins the Facebook parent. At Apple, Zhifeng Chen will take over his responsibilities.
Why Is Palantir Buying Penny Stock in a Flying Car Startup? Surf Air Mobility Inc. (SRFM)
The company now owns millions of shares in this $4.50 stock
- Palantir has slowly and quietly acquired more than 4.4 million shares of SRFM over the last two years.
- Stock in the flying car company trades at around $4.50 per share, up almost 150% in the last eight trading days.
- Palantir and analysts alike believe SRFM could go much higher.
If you’re an investor, you’ve heard of Palantir (PLTR). It’s the darling of the market, growing 450% in 2024 and following it up with gains of almost 100% so far in 2025, even with the Liberation Day sell-off setting it back a month.
But recently, Palantir disclosed it has a darling of its own — an electric aviation startup based in California called Surf Air Mobility (SRFM). (Aerotyne International, anyone?). It bought 4.4 million shares, enough for an equity stake of nearly 20%.
Let’s unpack this position and see if SRFM really has enough runway to take off, or if Palantir is just doing its best impression of Jordan Belfort.
A penny stock with big ambitions
Surf Air Mobility develops electric and hybrid-electric propulsion systems for regional aircraft, aiming to stay fully electric for flights of 500 miles or less and using fuel for flights beyond that distance. It also operates its own regional airline under the Surf Air brand.The company is vertically integrated, combining technology development with flight operations. An advantage they have over their electric aviation contemporaries is the ability to retrofit existing aircraft, primarily Cessna Caravans, for lower-cost, lower-emission travel.
It blends clean-energy innovation with regional mobility and aviation disruption. Its many competitors include other electric vertical take-off and landing (eVTOL) aircraft startups like Joby Aviation (JOBY) and Archer Aviation (ACHR) , as well as traditional commuter airlines and ground transportation options.
They are about to implement a proprietary technology suite using AI to enhance fleet management, logistics and predictive management. It’s called SurfOS — with subsidiaries BrokerOS, OperatorOS and OwnerOS. This suite was developed in partnership with — you guessed it — Palantir. Commercial deployment is planned for early 2026.
Why Palantir wants a stake in this micro-cap
Palantir first worked with Surf Air in 2023, initially just to develop the SurfOS suite. In February of 2024, the attitude of the partnership shifted, and Palantir took a stake in the company via equity-for-services. The initial stake was just over 2 million shares, good for 10% equity in the company.In the 15 months since, Palantir has gradually added just over 2 million more shares, through a mix of buying with its own funds and being given further equity for its software contributions. The Schedule 13G/A filing from June 23 of this year shows that Palantir now owns just over 4.4 million shares of the company, for a 19.9% stake.
Palantir has firmly asserted that this is a passive position and that it has no intention of controlling Surf Air. This mirror’s the playbook Palantir has used in previous partnerships with aerospace and defense clients; provide their foundry (or, in this case, foundry-enabled SurfOS) in return for equity, aligning the success of its partners with its own upside.
This strategy means that as long as Palantir does good work and helps partners grow, it will grow alongside them. With Palantir’s tools deployed to optimize Surf Air’s flight operations, maintenance, and demand and scheduling algorithms, both firms are positioned to leverage this data-driven efficiency into growth.
Data, disruption and the long game
Surf Air has already exploded since PLTR disclosed its equity in the stock, moving from $1.80 per share at the end of June to almost $4.50 per share today, a gain of nearly 150% in just eight trading days. SRFM is valued at around $150 million, rapidly moving from penny stock to micro-cap status.For SRFM, Q1 of FY2025 saw revenue of $23.5 million, albeit with a net loss of $18.5 million and an adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of -$14.4 million. It did a good job of cutting costs throughout FY2024, but cash burn still remains high.
Analyst coverage of Surf Air is sparse at best but of the few firms covering this stock, the average 12-month price target is $6.33. This average likely has a bullish bias because most firms covering this company are doing so because they’re bullish. All firms with published price targets note they are conditional on the company’s execution and regulatory progress.
SRFM still has numerous hurdles to clear before it could make this kind of leap. Most notably, the Federal Aviation Administration (FAA) has yet to certify hybrid-electric powertrains and retrofits, which are a major part of the company’s core business. Additionally, there are capital needs for scaling infrastructure and its fleet of aircraft, as well as execution risks in a low-revenue, high-capex context.
Palantir’s thesis boils down to three core ideas. The first is that a data-powered efficiency advantage should help SRFM overcome thin margins. It also believes SurfOS could prove to be transformative and that its equity stake could appreciate dramatically. Lastly, it thinks this strategic alignment grants optionality in the emerging regional electric air-mobility sector, without needing full control and the risk that comes with it.
Penny with promise or pink sheet peon?
Like any penny stock, Surf Air comes with a number of risks and hurdles to overcome before it can establish itself as a legitimate small to mid-cap player. However, unlike many penny stocks, the path for SRFM is clear and the next few years are mapped out.Unlike almost all penny stocks, SRFM has the backing of a legitimate market giant in PLTR — and that giant has decisively tethered some of its own success directly to SRFM’s. This is a huge leg up over the traditional penny or micro-cap because Palantir is both partnered with and invested in Surf Air, not just one or the other.
No stock this cheap comes without an abundance of risk, but if you’re the type to take a shot on pennies or micro-caps, this one certainly seems like the cream of the crop right now. Perhaps it will take off and fly to 30,000 feet; perhaps it will crash into the barriers at the end of the runway.
Why Is Palantir Buying Penny Stock in a Flying Car Startup?
Stock in the flying car company SRFM trades at around $4.50 per share, up almost 150% in the last eight trading days. Palantir has slowly acquired 4 million shares of of the stock over the last two years.
www.tastylive.com
Surf Air Mobility Stock Soars as Palantir Stakes Shine
Surf Air Mobility Inc. stock surged 9.02% amid rising investor confidence following key developments in the mobility sector. Key Takeaways Palantir’s recent investment, adding over a million shares, lifted shares by over 105%. This demonstrates strong investor confidence in the potential growth...
@HellBoy @Madrox @DC_Dude
Might be a good spec stockWhy Is Palantir Buying Penny Stock in a Flying Car Startup? Surf Air Mobility Inc. (SRFM)
The company now owns millions of shares in this $4.50 stock
- Palantir has slowly and quietly acquired more than 4.4 million shares of SRFM over the last two years.
- Stock in the flying car company trades at around $4.50 per share, up almost 150% in the last eight trading days.
- Palantir and analysts alike believe SRFM could go much higher.
If you’re an investor, you’ve heard of Palantir (PLTR). It’s the darling of the market, growing 450% in 2024 and following it up with gains of almost 100% so far in 2025, even with the Liberation Day sell-off setting it back a month.
But recently, Palantir disclosed it has a darling of its own — an electric aviation startup based in California called Surf Air Mobility (SRFM). (Aerotyne International, anyone?). It bought 4.4 million shares, enough for an equity stake of nearly 20%.
Let’s unpack this position and see if SRFM really has enough runway to take off, or if Palantir is just doing its best impression of Jordan Belfort.
A penny stock with big ambitions
Surf Air Mobility develops electric and hybrid-electric propulsion systems for regional aircraft, aiming to stay fully electric for flights of 500 miles or less and using fuel for flights beyond that distance. It also operates its own regional airline under the Surf Air brand.
The company is vertically integrated, combining technology development with flight operations. An advantage they have over their electric aviation contemporaries is the ability to retrofit existing aircraft, primarily Cessna Caravans, for lower-cost, lower-emission travel.
It blends clean-energy innovation with regional mobility and aviation disruption. Its many competitors include other electric vertical take-off and landing (eVTOL) aircraft startups like Joby Aviation (JOBY) and Archer Aviation (ACHR) , as well as traditional commuter airlines and ground transportation options.
They are about to implement a proprietary technology suite using AI to enhance fleet management, logistics and predictive management. It’s called SurfOS — with subsidiaries BrokerOS, OperatorOS and OwnerOS. This suite was developed in partnership with — you guessed it — Palantir. Commercial deployment is planned for early 2026.
Why Palantir wants a stake in this micro-cap
Palantir first worked with Surf Air in 2023, initially just to develop the SurfOS suite. In February of 2024, the attitude of the partnership shifted, and Palantir took a stake in the company via equity-for-services. The initial stake was just over 2 million shares, good for 10% equity in the company.
In the 15 months since, Palantir has gradually added just over 2 million more shares, through a mix of buying with its own funds and being given further equity for its software contributions. The Schedule 13G/A filing from June 23 of this year shows that Palantir now owns just over 4.4 million shares of the company, for a 19.9% stake.
Palantir has firmly asserted that this is a passive position and that it has no intention of controlling Surf Air. This mirror’s the playbook Palantir has used in previous partnerships with aerospace and defense clients; provide their foundry (or, in this case, foundry-enabled SurfOS) in return for equity, aligning the success of its partners with its own upside.
This strategy means that as long as Palantir does good work and helps partners grow, it will grow alongside them. With Palantir’s tools deployed to optimize Surf Air’s flight operations, maintenance, and demand and scheduling algorithms, both firms are positioned to leverage this data-driven efficiency into growth.
Data, disruption and the long game
Surf Air has already exploded since PLTR disclosed its equity in the stock, moving from $1.80 per share at the end of June to almost $4.50 per share today, a gain of nearly 150% in just eight trading days. SRFM is valued at around $150 million, rapidly moving from penny stock to micro-cap status.
For SRFM, Q1 of FY2025 saw revenue of $23.5 million, albeit with a net loss of $18.5 million and an adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of -$14.4 million. It did a good job of cutting costs throughout FY2024, but cash burn still remains high.
Analyst coverage of Surf Air is sparse at best but of the few firms covering this stock, the average 12-month price target is $6.33. This average likely has a bullish bias because most firms covering this company are doing so because they’re bullish. All firms with published price targets note they are conditional on the company’s execution and regulatory progress.
SRFM still has numerous hurdles to clear before it could make this kind of leap. Most notably, the Federal Aviation Administration (FAA) has yet to certify hybrid-electric powertrains and retrofits, which are a major part of the company’s core business. Additionally, there are capital needs for scaling infrastructure and its fleet of aircraft, as well as execution risks in a low-revenue, high-capex context.
Palantir’s thesis boils down to three core ideas. The first is that a data-powered efficiency advantage should help SRFM overcome thin margins. It also believes SurfOS could prove to be transformative and that its equity stake could appreciate dramatically. Lastly, it thinks this strategic alignment grants optionality in the emerging regional electric air-mobility sector, without needing full control and the risk that comes with it.
Penny with promise or pink sheet peon?
Like any penny stock, Surf Air comes with a number of risks and hurdles to overcome before it can establish itself as a legitimate small to mid-cap player. However, unlike many penny stocks, the path for SRFM is clear and the next few years are mapped out.
Unlike almost all penny stocks, SRFM has the backing of a legitimate market giant in PLTR — and that giant has decisively tethered some of its own success directly to SRFM’s. This is a huge leg up over the traditional penny or micro-cap because Palantir is both partnered with and invested in Surf Air, not just one or the other.
No stock this cheap comes without an abundance of risk, but if you’re the type to take a shot on pennies or micro-caps, this one certainly seems like the cream of the crop right now. Perhaps it will take off and fly to 30,000 feet; perhaps it will crash into the barriers at the end of the runway.
Why Is Palantir Buying Penny Stock in a Flying Car Startup?
Stock in the flying car company SRFM trades at around $4.50 per share, up almost 150% in the last eight trading days. Palantir has slowly acquired 4 million shares of of the stock over the last two years.www.tastylive.com
Surf Air Mobility Stock Soars as Palantir Stakes Shine
Surf Air Mobility Inc. stock surged 9.02% amid rising investor confidence following key developments in the mobility sector. Key Takeaways Palantir’s recent investment, adding over a million shares, lifted shares by over 105%. This demonstrates strong investor confidence in the potential growth...stockstotrade.com
@HellBoy @Madrox @DC_Dude
Seems like Plantir is trying to get into the transportation sector
MF way smarter than me on the topic, but he seems to be speculating these outcomes based on the notion that he believes the tariffs are already factored into the market and there are no current or future adverse impacts for consumers... However, that's a drastic difference of opinion from articles I've read over Q2 that mention a lot of market analyst think the tariff impact has yet to be felt...
His point of view on the financial policies of this current administration, in my opinion, are based on the hope/dream this administration is selling rather than the current reality...
Very happy how this one has ran.
I wouldnt fault anyone who decided to cash out, BUT - This one is a lottery ticket for me, so Im holding it as long as the mission stays on track. SpaceX was valued this week at $400 billion for their next round of funding. My hope is that RKLB gets at least a fraction of that evaluation.
Microsoft on track to do the same.
And this is why my strategy is to identify and study the ancillary partnerships they create... Company alignment with Nvidia provides valid optimism
Tom is the sleepy eyed optimistic bull. he's never bearish. i just laugh whenever i see him on with sleepy eyes
i am sitting on about 1000 shares of them. been sitting for about 2 years now waiting for it to explode
Senior living home files for bankruptcy wiping out residents' funds
A New York retirement community has filed for bankruptcy wiping out millions of its elderly residents' savings.
Crypto news, but still relevant to the thread - ETH & BTC
finbold.com
BlackRock just bought $217 million of these two cryptocurrencies
BlackRock, the world’s largest asset manager, continues to deepen its exposure to crypto assets, purchasing over $217 million on July 7.
finbold.com
What made you pick them over Joby? I've been doing a little research on both & still trying to decide who to go with.
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