EDIT: @HelloBeautifulz just linked their Android dev page & Apple App store page. Looks like there's some big names who've contracted their system. Warner Bros, EA, Adobe and more! https://play.google.com/store/apps/developer?id=CXApp&hl=en_US
https://apps.apple.com/us/developer/cxapp-us-inc/id692960350

CXAI: Gartner-recognised enterprise AI platform trading at cash value. The dilution that killed the stock may already be over.

Been digging into CXApp (NASDAQ: CXAI) for a while and I think this is genuinely one of the more interesting setups in the micro-cap space right now. Here's the quick version.

What they do

CXApp builds AI-powered workplace management software for Fortune 500 companies (think intelligent desk booking, campus navigation, meeting room automation, and agentic AI that autonomously handles multi-step workplace workflows). Used by major enterprises across tech, finance, healthcare, and manufacturing in 100+ countries.

Why it's at $0.17

Not because the business is failing. Because of a specific financing arrangement called a pre-paid purchase facility with a company called Avondale Capital. Avondale paid CXApp cash upfront in 2025 (at stock prices between $0.40 and $1.06), and CXApp has been delivering shares (scaled to dollar value at time of delivery) as repayment ever since. Those deliveries flooded the market with new supply and crushed the stock. CXApp probably didn't intend such heavy dilution, the prepaid agreements were signed when the price of the stock was much higher.

Here's the thing, the last Avondale share delivery was filed with the SEC on April 17. Today is May 21. That's 34 consecutive days with no new filing. Prior deliveries happened every 1-2 weeks without exception across 15 delivery dates in 4 months. The 5-week silence suggests those prior contractual obligations may already be fulfilled.

The business quality is real

• Gartner Magic Quadrant Visionary - named in April 2026. Gartner independently validates this, it's not a paid recognition. Puts CXApp on global enterprise procurement shortlists automatically.
• Google Cloud featured them as a case study at Google Cloud Next 2026. Google's Director of Product endorsed their architecture.
• Fortune 500 customers renewing at 130%+ ARR expansion - customers paying significantly more on renewal isn't an accident.
• 87% gross margins - higher than Salesforce (74%) and ServiceNow (78%).
• 41 institutional holders including Vanguard and Renaissance Technologies. Vanguard increased its position by 93.4% last quarter.
• CEO holds 6.65 million ordinary shares with zero anti-dilution protection. His personal wealth moves in lockstep with yours.

The valuation math

At $0.18 per share with ~70M shares, market cap is ~$12M. They have $12.3M in verified cash (confirmed in SEC 10-Q filed May 13, 2026). The market is literally pricing the entire operating business at zero.

A double to $0.34 only requires the market to assign 2-3x price-to-sales: the minimum floor any SaaS business should trade at. At 2027 projected revenue of $11M and a conservative 6x multiple the stock would be approximately $0.94 per share. At 8x it's $1.26. Analyst consensus projects 57% annual revenue growth.

The revenue decline (it's not what it looks like)

Revenue fell 36% in 2025 but gross margins simultaneously expanded from 82% to 87%. That only happens if you deliberately shed lower-margin revenue. The company exited low-quality professional services contracts to build a pure subscription base. Subscription revenue is now 98% of total. The revenue base is smaller but significantly higher quality.

Q1 2026 bookings exceeded recognised revenue, a leading indicator that Q2 will inflect upward. Three new enterprise wins with $5M total contract value are converting now. CXAI 2.0 platform launches June 2026.

The self-reinforcing recovery

Here's the elegant part: because Avondale shares are delivered at prevailing market prices, the dilution threat dissolves automatically as the stock rises. Drawing $1M at $0.17 costs 6M new shares. At $1.00 it costs only 1M. At $3.00 just 350K. The same recovery that generates returns simultaneously destroys the primary risk.

The risks - because you should know them

The $38.95M remaining Avondale facility could be drawn again, that's the primary risk. A reverse split is likely needed for Nasdaq compliance, which typically causes an initial price drop. The revenue recovery is signalled but not yet proven in reported numbers. And Microsoft and ServiceNow are larger, better-resourced competitors.

This isn't a recommendation, do your own research and talk to a financial advisor before investing. But if you're looking for a genuinely interesting asymmetric setup with a real business behind it, CXAI deserves a close look right now.

Not financial advice. DYOR.

A lot of junior mining companies are tied to one story.

NovaRed Mining (NRED / NREDF) is starting to intersect several at once.

The company’s Wilmac Copper-Gold Project spans 16,078 hectares in BC’s Quesnel porphyry belt, located approximately 10 km west of Copper Mountain Mine in an established copper-producing region. That alone already gives it exposure to the long-term copper demand story tied to AI infrastructure, EV adoption, electrical-grid expansion, and electrification.

But the broader setup around the company is becoming more layered than a normal exploration narrative.

Recent North Lamont exploration identified copper soil values up to 379 ppm, while a western cluster reportedly averaged around 209 ppm copper across multiple elevated samples. Upcoming IP/AMT geophysics could potentially refine larger porphyry-related targets moving forward.

At the same time, NovaRed is also discussing AI-assisted exploration initiatives and technology development tied to mineral targeting workflows. The company referenced non-provisional patent applications and possible future third-party applications for its technology platform.

That creates exposure not only to copper itself but also to the broader trend of AI integration inside the mining sector.

Then there’s the ESG and governance side.

NovaRed recently added Jacob Amsterdam to the advisory board to support responsible critical-minerals strategy, governance positioning, stakeholder engagement, and ESG development. As governments increasingly focus on domestic supply chains and responsible sourcing standards, those factors may become more important across the mining sector.

Meanwhile, copper itself keeps getting stronger structurally.

UBS recently raised long-term copper forecasts.

Critical-mineral M&A activity globally has surged.

Governments increasingly treat mining as strategic infrastructure.

AI infrastructure demand continues accelerating.

That combination creates a very different environment for junior copper explorers than existed several years ago.

Obviously NREDF remains speculative and high-risk. The company’s own filings highlight financing risk, permitting risk, exploration uncertainty, and technology commercialization uncertainty. No mine, no resource estimate, no production revenue.

But thematically, NovaRed is aligning itself with several of the strongest narratives currently developing across mining and critical minerals.

A few things I learned the hard way:

Use ES puts, not SPY puts Weekly ES options are European style — the buyer can't exercise early. SPY is American style, early assignment is a real risk. ES also gets Section 1256 tax treatment (60/40 split). SPY options don't. Same trade, meaningfully different tax bill.

One main advantage to selling /es put options is that they open on Sunday exactly at 5pm CST or 6pm est. You're able to sell at a time when the normal market is closed. This provides about 15 hours worth of premium as opposed to selling on Monday. I

Only sell in uptrends I check EMAs before every trade. If ES is below them I don't sell that week. Full stop. Insurance companies don't write policies into hurricanes — same logic applies here.

No stop losses — take assignment if struck I let every trade run to expiration. If assigned I hold the long ES futures position until recovery. In 5 years max drawdown from assignment has been 3.73%, average recovery about 7 days.

The numbers since 2020:

• 99% of puts expired worthless
• ~$312 average weekly premium per contract

app link: https://putyield.com/

Feature	ES Puts (What We Trade)	SPX / XSP Puts	SPY Puts
Exercise Style	European — no early assignment risk	European — no early assignment risk	American — early assignment at any time
Tax Treatment	Section 1256 — 60% long / 40% short term	Section 1256 — 60% long / 40% short term	Equity option — 100% short-term rates
Dividend Risk	None — futures pay no dividends	None — cash settled index	Quarterly dividend triggers early exercise risk
Trading Hours	23 hrs/day — enter Sunday night at Globex open	Regular market hours only	Regular market hours only
Capital Efficiency	Futures margin — most efficient	Moderate	Similar to SPX but smaller
On Assignment	Long ES futures — hold and sell next Sunday's put	Cash settled — no position to hold	Assigned ETF shares — additional management

I own
NVDA - 130k
GOOGL 120k
AMD 70k
MU 20k
ASTS 10k
BMNR 10k
40k cash

Made most of my money from the top three.
Any ideas how I can reach 1M or more? I only want to buy stocks. 40M, single, can handle volatility.

Hello all,

Just joined Reddit a few days ago. Looking to get started on the race to 1 million as well as FIRE.

I (27M) make around $95K/year and wife makes a lower income ($45k/year). I pay for almost all expenses and she generally takes care of groceries and power bill and other excess things around the house.

Right now, beyond my 401K, I am able to contribute around $650/month into investments and she has built up our emergency fund and then continues to stack away each paycheck. The excess I will be moving to a joint Robinhood account.

We have a baby coming later this year as well. I plan on opening a 529 account.

Any tips and tricks for boosting savings? Eating out has been a bad habit as my wife has had food aversions but that is getting better. Thanks!

https://preview.redd.it/nqx838t8ta2h1.png?width=1095&format=png&auto=webp&s=64cfa7af71599be0ed9e9e549ca3e81f21254639

I have to move things to next week early because I'm not around the next couple of days. Also this isn't a great week to do that as a lot of things are down significantly. But I'm going to try and maintain the 1%

Week 7: $573 on $53,800 invested
Week 8: $811 on $70,400 invested.
Week 9: $1093 on $103,450 invested
Week 10: $1040 on $97,400 invested
Week 11: $1077 on $102,800 invested.

I'll post this week's in the comments

last week's post:

https://www.reddit.com/r/TheRaceTo10Million/comments/1td415o/1_weekly_returns_from_options_week_11/?utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button

Hindustan Copper announcing plans to raise production by nearly 30% because of demand from AI data centers, EV infrastructure, and grid modernization might be one of the clearest macro signals the copper market has seen so far.

For years people talked about AI mostly in terms of chips and software. Now producers themselves are openly acknowledging that AI infrastructure requires huge amounts of physical metals.

That changes the conversation completely.

Global copper demand is estimated around 28 million metric tons this year and some forecasts suggest demand could climb toward 42 million metric tons by 2040. Meanwhile, projected supply gaps later next decade could reportedly exceed 10 million metric tons if new projects are not developed fast enough.

One of the fastest-growing segments may actually be data centers. Copper demand tied specifically to data-center infrastructure could reportedly increase from around 1.1 million tonnes in 2025 to approximately 2.5 million tonnes by 2040.

Existing producers trying to increase output is only one part of the equation. The bigger question becomes where future discoveries come from.

That’s where names like NovaRed Mining (NRED / NREDF) become relevant.

NovaRed controls the 16,078-hectare Wilmac Copper-Gold Project in British Columbia’s Quesnel porphyry belt, around 10 km west of Hudbay’s producing Copper Mountain Mine. The Copper Mountain district itself has historically supported substantial copper-gold mineralization, with reported Proven and Probable reserves around 345 million tonnes grading 0.26% copper and 0.12 g/t gold.

NovaRed’s own exploration work has already identified copper anomalies including soil values up to 379 ppm copper at North Lamont and western-cluster averages around 209 ppm copper. The planned IP/AMT program could become especially important because geophysics often plays a major role in identifying large porphyry systems at depth.

The company is also trying to differentiate itself technologically through the MetalCore platform and AI-assisted exploration strategy. That combination of copper exposure plus AI integration gives the story a different profile than many standard junior explorers.

Other copper names worth watching in the broader supply narrative include Hercules Metals (BIG / BADEF) and Kodiak Copper (KDK), both tied to future North American copper exploration potential.

The biggest takeaway from the Hindustan Copper story is simple: producers are already reacting to future demand pressure. If supply concerns intensify further, the market may increasingly shift focus toward exploration-stage copper names before actual shortages fully materialize.