I had left but I am back. Why? An idiot ? Perhaps time will tell.
Bradley has been relentless. GPU sites live in New York and Philadelphia, $750M in tokenization contracts, $120M Scilex term sheet, keynotes in London and Zurich, Tokyo. That’s not a man managing a dying stock — that’s a man who knows what’s coming on May 12.
He’s not spending political capital on press releases if Q1 numbers don’t back it up. CEOs who are about to miss go quiet. This one is louder than ever.
First profitable quarter in Q4. If Q1 continues that and guidance confirms the $200M trajectory, the compliance conversation flips overnight. $1 isn’t a ceiling — it becomes the floor.
The float is real, the dilution is real. I’ve watched this thing all year. But at $0.71 with the clock at August 24, the only catalyst left is facts — and I think he’s got them.