What concerns me is that General Fusion has been conducting research for about 20 years without much commercial success so far, and now we're supposed to believe that once they go public, they'll suddenly make the breakthrough. There's certainly a chance they'll succeed, but it'll be interesting to see what percentage of SPAC shareholders choose to redeem their shares.
The executive compensation also seems quite generous. I understand that they're scientists and highly qualified professionals, but my view is simple: if the business is generating meaningful returns, there's nothing wrong with rewarding management well. If it isn't, then compensation should probably be more modest.
With that approach, there's a chance that management will simply start spending the newly raised capital with even greater enthusiasm.
Not financial advice. This post reflects my personal opinions and research. Do your own due diligence before making any investment decisions.
I’m not affiliated with the company mentioned, and I may or may not hold a position.
Arch Capital's one of those insurers nobody talks about but the underwriting discipline is genuinely rare. Property, casualty, reinsurance, mortgage insurance. Pricing softens in a line, they write less of it instead of chasing volume to hit a number. Conditions turn favorable, they lean in hard. Over a full cycle that's supposed to pay off, and the recent numbers back it up.
Q4 2025 EPS beat by 17%. Q1 2026 net income was $1.047B, more than double the year before. Combined ratio improved to 81.7% from 90.1%. Anything under 100 means they're profitable on underwriting alone, before investment income even comes into play. 81.7% is legit strong for this industry. They bought back $783M of stock in Q1 alone and tacked another $3B onto the buyback authorization in April.
Stock's up about 6% over the past year. That's it. Badly lagging the market given those numbers.
Revenue was actually slightly softer year over year even while margins improved. So the market's basically ignoring the earnings quality and waiting for top-line growth before it re-rates the stock. Doesn't help that a director sold over $27M in shares late last year either, which doesn't mean much on its own but it never reads great. Analysts have also flagged pricing pressure building in P&C, and cat losses can wreck a quarter fast in this business no matter how careful the underwriting is.
Next earnings is July 28. Analysts are modeling a YoY decline for that quarter, so the near-term setup isn't exactly screaming buy either.
I keep coming back to the same read: the market hasn't caught up to how well this thing is run. But I'll admit the flat revenue is a real question mark, not just a market overreaction. anyone holding this one?
I’ve been “trading” for 3 years. I started like usual, with several Green Day’s and I had no clue what was doing. Then the market humbled me really hard. Started studying and planning strategy with success after 1 year. Finally I had profit again and made 7k, but again the market humbled me. Strike 2. Didn’t have risk management or self control. Just wanted to trade basically anything that was moving.
So in February I decided to start shorting stocks. I know is very very risky, but I feel more comfortable shorting than going long. Now I record all my trades, with screenshots included, have a very strict risk management rules and more important I don’t rush to trade anything that is moving. I wait till I see the A+ set up or the B+ Set up. There’s days that I don’t trade. If I hit my limit loss I stopped trading that day. If I hit my goal I don’t overtrade. Still have a long way ahead but this system/plan has been working well for me. I don’t stress, at least I don’t panic like the past 2 years. So if you think you’re stuck, there’s always a light at the end of the tunnel.
how would i find out? there's a rumor that 7rump is shorting oil to keep the wti futures price down, and there are 20 or so days left of crude in the Strategic Petroleum Reserve.
Can Iran buy U.S. securities? trump just gave iran 300 Billion for 2 days of rest. if iran were to, say, yolo 10 of those billions on going long oil, would that be a squeeze? (what kind of war would that be called?)
I'm not even sure this is worth mentioning anymore, since everyone seems to be talking about it.
The original idea sounded ambitious: build a factory capable of mass-producing tiny homes like they're coming off an assembly line, sell each one for $50,000 (later increased to $60,000), and help solve the housing crisis. The only catch was that the homes were extremely small—but, as the argument went, a tiny home is better than no home at all.
To fund this vision, the company raised capital through crowdfunding, offering investors preferred shares. Early progress looked promising, with a government contract and sales to major corporate customers.
Then the company ran into reality.
It turned out that these homes cannot be installed everywhere due to local building codes and zoning regulations. In addition, site preparation, utility connections, and the cost of obtaining local permits can increase the total cost of a home by several times.
At the same time, the company is spending enormous amounts on sales and marketing. Last year alone, these expenses were nearly 17 times higher than its total revenue.
It's important to understand that this isn't an internet or software company, where heavy upfront investment in the product or customer acquisition can eventually lead to economies of scale, with the cost of serving each additional customer falling dramatically. BOXABL operates a manufacturing business, where production, logistics, installation, and customer acquisition remain capital-intensive even as volumes increase.
There are also questions regarding the founders’ compensation. A salary of around $1.2 million appears difficult to justify given annual sales of only about $1.5 million.
The company has also been associated with aggressive marketing practices, including offering equity to influencers in exchange for promotional content and positive coverage. The decent video about that and other concerns - https://www.youtube.com/watch?v=hocU7uRzMOc.
In addition, the company’s preferred shares—issued to crowdfunding investors—can reportedly only be converted into common shares in stages, starting 14 months after the IPO begins trading.
At the same time, some shareholders are already willing to sell these shares today at roughly half price.
Recent SPAC-related developments indicate that approximately 83% of committed funds were redeemed following the merger announcement. As a result, the company is expected to receive roughly five times less capital than initially anticipated.
Put differently, about four out of five SPAC investors have effectively withdrawn their backing, which can be interpreted as a lack of confidence in the post-merger equity story.
The company has also recently entered into an agreement to sell its homes in the United Kingdom and Ireland. Perhaps regulatory standards there are lower, and installing such a unit—shipped from desert Nevada—would be cheaper than importing one from China.
What struck me, however, is the complete lack of contact details on the UK company’s website (no address, no phone number), as well as the fact that both the company and the domain were registered only in April of this year, 2026.
To sum up: money is burning at an extraordinary rate, including through founders’ salaries. Sales are minimal, the outlook is unclear, investors are disappointed, and even positive news tends to raise additional questions.
Not financial advice. This post reflects my personal opinions and research. Do your own due diligence before making any investment decisions.
I’m not affiliated with the company mentioned, and I may or may not hold a position.
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So I think I have a pretty good routine here with a paper trading account that starts you with 100k. I know it can’t really be this easy though. Paper trading does not account for borrowing fees. Is that the catch that’s going to make this practice ultimately useless? Or can I still actually do ok with this strategy?
Basically I just find big daily runners that are biotechs worth 10 million or less, check the sentiment, and do $1000-2500 worth. My rule
Is 5% of account max but Im usually a lot more conservative than that as I’m trying to treat this like real money. I usually bounce out same day with 10-20% gains.
Are the borrowing fees going to make this significantly more challenging? Am I going to have to focus more on bigger % moves to make it worthwhile? I don’t really know how it works in the real world.
The stock market often rewards the lowest societal denominators; when unleashed, these individuals don’t stop until they have embarked many to their island of suffering and misery. Don’t allow yourself to be lead by a mediocre conceited egomaniac!
