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[andrbea] 15/5/2024 11:47

I liked how James Penney, when giving details of how KS-AI works at great scale corrected himself 2 or 3 times (and in the Q&A) for not going too far with his explanations, as that is the technical edge that KS has, in so many areas.
What the competitors don't have (policy-led pattern recognition) for verification and authorization. To revoke devices and certificates and alert administrators of anomalous devices..
At scale, automated, agnostic...

[washingmachine] 15/5/2024 11:43

The Chinese never pay
So forget that route

[still waiting] 15/5/2024 11:41

andrbea, the Chinese could disrupt MS by taking DA themselves, I would be up for that.

[washingmachine] 15/5/2024 11:41

The warrants found a home last week
No matter what they tell you
This is a few traders exiting
Buyers will be back later

[wardy333] 15/5/2024 11:35

Not stressed just pointing out what I think is happening with the warrants.

[andrbea] 15/5/2024 11:30

So Wyld turned us red this morning.
But anyone listening to the Q&A after the Microsoft webinar yesterday, well.... thay can only see tremendous upside from here
I have added today (Tern).

Wait till the Microsoft announcement ('more to come soon'), and then DA can add a quote to that press release, and then the big players can fight over who will acquire DA.
Keyscaler has long had connectors ready that go to Goggle or Amazon (AWS)
Microsoft has to act IMO, or risk losing DA to one of the other two. Or some other entity (Th Bravo, Venafi, Entrust, PTC,..)

[ohsod1t] 15/5/2024 11:30

Yes stop stressing! Most of us hold more than the total volume today.

[washingmachine] 15/5/2024 11:28

Stop stressing
It’s following the chart perfectly
Next move is up !

[wardy333] 15/5/2024 11:25

The late trade Friday of 750k was a forward sell from the warrants.

[jonc] 15/5/2024 11:18

Good move.

We don't that sort of negativity on this thread.

[stentorian] 15/5/2024 11:11

1choip filtered

[1choip] 15/5/2024 11:09

Touched 3.91 the lowest for the morning

[still waiting] 15/5/2024 11:07

that was the 5m the other day wasn't it.

[wardy333] 15/5/2024 10:57

Don't think its traders its forward selling of the warrants 5 million have to go , could of sold some already there has been some large sell trades lately.
One step forward two steps back here, like you say the glorified bookeeper, is still in play here and must be doing the final accounts right now, that is the next RNS I reckon, will show a loss as usual but the update on Nav should be interesting.

[stentorian] 15/5/2024 10:54

Tully,

I was trying to do the same until the PTC presentation. From memory the Fujifilm was a joint DA/PTC client. Hoping for a reveal on others.

[homtanks] 15/5/2024 10:45

Traders selling after DA event.