Tuesday, October 6, 2026

@majgeoinvesting Oct 6

Maj Soueidan on X

My new hunting multibaggers warpath “call”… 🇲🇽 .. we’re coming for you! You can’t hide forever… $PPIH $SIF $RFIL https://t.co/YqWrMmzpd9

@calvinblissett Oct 6 2 clicks

Calvin Blissett on X

@paulcerro And $CCLD

@StableBread Oct 6

Fajasy on X

I tracked the production targets Nubeva Technologies $NBVAF (TSXV: $NBVA) has set for its AI decryptor builder since 2023, and it missed all four! Nubeva’s agent copies the encryption keys ransomware generates during an attack, but a victim can’t use the keys until someone writes a decryptor (a program that reverses the encryption) for the strain behind the attack. Building every decryptor by hand is the capacity issue behind the 2023 exit of Kroll, Nubeva’s biggest customer. Nubeva’s FY2025 and FY2026 MD&As frame the same issue as cost, saying the company’s “current support structure carries costs that are not sustainable at scale.” Nubeva’s fix is to have AI write the decryptors instead. It announced a patent application for an AI decryptor builder in August 2023 and has pitched the builder ever since. Per the FY2026 MD&A, “a private, cryptographically trained AI engine” uses the captured keys to analyze encrypted samples, identifies the decryption method, and writes “the decryptor software, test kits, and documentation.” The goal is “a custom decryptor within an hour” of a customer getting hit by a new strain. Both MD&As also lay out two outcomes: → If automation works: Nubeva “will be positioned to re-expand its commercial footprint” through end users, managed security providers, incident-response firms, security integrations, and cyber insurers. → If automation falls short: Nubeva “will continue to advance and complete its IP portfolio, positioning the Company for strategic partnerships or potential M&A transactions.” Three years on, the AI decryptor builder still isn’t in production. The August 2023 release expected production “later this year,” the FY2024 and FY2025 MD&As said “later this year” again, and the December 2025 interim MD&A said “later this fiscal year.” Then the FY2026 MD&A, filed August 28, 2026, quietly dropped the date altogether. After four missed targets, dropping the date suggests Nubeva’s own builder isn’t close. CEO Randy Chou hinted at the delay in October 2025, saying Nubeva was “still waiting for an automated way to scale support,” which he said was true of “everybody else in the industry.” But the wait may finally be ending. On September 3, 2026 (six days after dropping the date), Nubeva said it had been approved for access to “a frontier artificial intelligence model made available to vetted organizations for authorized defensive cybersecurity work.” Nubeva doesn’t name the model’s provider, but the release came out the same day OpenAI committed $1B of subsidized access to its Daybreak cyber models. If the model is Daybreak, the access isn’t particularly rare. OpenAI said on September 3 that “thousands of defenders across 2,000 approved organizations and workspaces already use Daybreak.” Either way, decryption is where a frontier model could matter most, since writing a decryptor for an unfamiliar strain is the step Nubeva’s engineers still do by hand.

@StableBread Oct 6

Fajasy on X

And the global half is already moving. $ELMT bought 4.99% of Masan High-Tech Materials for $124.75M on Oct 1, and expects the Vietnamese supplier to stay its key refiner even after Springer comes online. The ~$100M Refining & Trading bucket covers Australia and Spain on top of that. https://t.co/lTme3cYw9M

@StableBread Oct 6

Fajasy on X

@Million_Sancet Works out to ~$105M a year, and it runs five years vs the ~3-year take-or-pay term on most of the backlog. That narrows the gap against their 7-year colocation rent. Tho with go-live in early Q2 2027, none of it counts toward $BRUN's $400M ARR exit for 2026.

@KEDM_COM Oct 6

KEDM.com on X

ProQR Therapeutics $PRQR CEO Daniel de Boer bought $513K across two separate purchases on July 7 and July 9, and a company director bought another $229.5K in late June (real money for a Dutch CEO). PRQR is a small-cap RNA-editing biotech backed by a major pharma partner: Eli Lilly. Their collaboration, running since 2021 and expanded in 2022, could pay ProQR up to $3.75 billion in milestones plus royalties, real validation for a company this size. The balance sheet just got stronger too: ProQR raised roughly $59 million in late June 2026, with Lilly buying in alongside the public offering to keep its stake intact, a vote of confidence from the partner who knows their science best.

@TimyanBankAlert Oct 6

Timyan Bank Alert on X

Here’s 1 Q3 that is most excellent. Ted has $PBNC humming. Former $CABT holders continue to rejoice. https://t.co/emtthmBu7M

@majgeoinvesting Oct 6

Maj Soueidan on X

Continuing to tweak my AI process (Peter Lynch 60 Second Drill) to quickly go through my research pipeline. It's a work in progress, but I'm happy to see it caught dilution risk... totally negating some positive insights I had jotted down. I still need to fact check - $MCDIF https://t.co/29TEZFONQH