u/_Woahh

Fortune 500:
The company has confirmed that it serves several Fortune 500 customers across industries such as consumer goods, technology, financial services, healthcare, and media.
During 2025, the company also renewed contracts with three major Fortune 500 clients, showing continued demand from large enterprises.

A major financial customer expanded the platform globally to more than 25 offices. As a result, the customer’s annual recurring revenue (ARR) grew by 112‰

$5M USD Deal
They recently secured three new enterprise agreements with a combined contract value of about $5 million. These customers operate in more than 100 countries

Market Cap only $10M

Recent earnings looked strong

No risk of dilution, they have enough cash to run the rest of the year

No risk of delisting until 7 September.

Price Targets from various analysts have it between $1 and $3

With the new CXAI 2.0 Platform rolling out in June, they said in Q1 earnings report that they are aiming to get the stoçk price back to $1 organically
The validations they are getting from bigger companies shows the need for their services

This could turn out to be really good

Fortune 500:
The company has confirmed that it serves several Fortune 500 customers across industries such as consumer goods, technology, financial services, healthcare, and media.
During 2025, the company also renewed contracts with three major Fortune 500 clients, showing continued demand from large enterprises.

A major financial customer expanded the platform globally to more than 25 offices. As a result, the customer’s annual recurring revenue (ARR) grew by 112‰

$5M USD Deal
They recently secured three new enterprise agreements with a combined contract value of about $5 million. These customers operate in more than 100 countries

Market Cap only $10M

Recent earnings looked strong

No risk of dilution, they have enough cash to run the rest of the year

No risk of delisting until 7 September.

Price Targets from various analysts have it between $1 and $3

Risk/Reward at 0.16-.17 as of now looking really good

Had a bit longer dd on CXAI IN pennystocks but got removed by moderators. I will try again tomorrow.

Short summary

Fortune 500 companies uses their platform

Renewed Contracts of Three Fortune 500 companies recently

Major Financial Company has adopted their platform over 25 different offices

$5M in signed agreements with 3 enterprises recently with customers over 100 countries

Market Cap only $10M

Recent Earnings looked strong
No risk of dilution - Cash is good throughout the year

No risk of Delisting until 7 September

Analysts have it between $1 and $3

At 0.16 now - Great Risk/Reward

Short summary of the Case.

The technology uses Radium-224 seeds that release radioactive particles capable of diffusing through tumors, solving the traditional range limitation of alpha radiation.
Alpha radiation causes severe double-strand DNA damage in cancer cells and may be more effective against radiation-resistant tumors like glioblastoma.

Early 2026 REGAIN trial data in recurrent glioblastoma showed:

/* 100% local disease control

/* 67% complete response rate and Tumor disappearance in MRI scans for two patients

Glioblastoma is one of the deadliest brain cancers with limited effective treatment options and poor survival rates after recurrence.

Valuation:
The global brain tumor and brain metastasis market is expected to exceed $10 billion annually by 2030.
Alpha Tau’s business model is based on recurring sales of radioactive treatment seeds rather than expensive radiation machines, supporting potentially high margins.
In a standard-of-care scenario:

/* 180,000 patients treated annually
Average revenue per patient estimated around $55,000
Potential annual revenue near $10 billion
Using valuation multiples common in high-margin medtech companies, Alpha Tau could theoretically reach a market value near $80 billion.

Alpha DaRT may also enhance immunotherapy by triggering immune responses against untreated tumor cells, increasing its strategic value in oncology.
If broadly adopted, Alpha Tau could transition from a clinical-stage biotech company into a major global oncology platform company.

Full Data On May 21

Feel free to add any news/updates or information to help better understand the case

1M Order – Satellite Licensing (High Margin)
The recently signed agreement with a leading satellite operator (expected to cover 1 million units annually) is based on a licensing model. This means recurring royalty revenue with much higher margins than pure chip sales, which is important for achieving a higher valuation.

Samsung / Saudi (Aramco)
The collaboration with Samsung and Aramco Digital in Saudi Arabia is not a one-time event. It represents the world’s first national rollout of a private 450 MHz 5G network for industrial use.

Tier-1 European Supplier – FWA and IoT
The 5G Fixed Wireless Access (FWA) market is expected to grow from 30 million to 280 million connections by 2029. GCT Semiconductor’s partnership with a European Tier-1 supplier positions the company to capture a meaningful share of this growth.

GCT Semiconductor has a strong position in the power and utility market, mainly due to its focus on the 450 MHz spectrum, which provides long range and strong penetration into buildings and underground areas. The company developed a highly integrated LTE chipset (GDM7243SL) for this band, combining multiple functions into a single SoC to reduce power consumption and device size. It also has over 20 years of experience in this field and is a member of the 450 MHz Alliance.

The chipsets are mainly used in smart grids, especially for smart metering (AMI) and grid monitoring. Together with partners such as Unitac Technology, they enable real-time data transmission even in low-coverage areas, as well as monitoring of the power grid to detect faults, tampering, and technical issues.

Long holder here, looking at 5x-16x by 2028, based on the upcoming revenues, deals and partnerships mentioned above

We will know more on May 12