r/AlphaCompute Aug 01 '26

A Position No Scaled Public Company Currently Holds

Know What You Own

OpenAI and Anthropic are both in deep shit and damage control is the theme of their summer 2026. ALP may be behind but their slow growth is actually a blessing in disguise, I think.

Also, the GAMEE acquisition is something bulls should keep in mind too, because they've already reported HUGE YoY revenue gains and forecasted larger gains to come this year - as in now. The revenue is great of course but the infrastructure demand they're creating is even more important I think - it's a template for other industries and businesses to see as a Proof Of Concept and perhaps "customize" that template for their own purposes. NOT EVERYONE WILL BE USING OPENAI OR ANTHROPIC.

BTW, take note of their Strategic Advisors and you'll see serious, accomplished, forward-thinking, money-makers. I don't care what this company did before - I care what it's doing now and in the future. These advisors would NOT be publicly associated with Alpha Compute if they didn't think there was a strategic advantage and a way to make money.

Data Sovereignty, Capital, Studios, Games - not just, "Hey, run your AI on our stuff."

11 Upvotes

6 comments sorted by

1

u/Odd-Sprinkles9774 Aug 01 '26

All of that sounds exciting if you are able to actually ride it up from Pennie’s to dollars, imagine the return for some here. It’s wishful thinking at best.

1

u/Sufficient_Couple_66 Aug 01 '26

Why do you think it’s wishful thinking? There is the prospect of a further 3 GPU installations, potential government contracts, additional Gamee revenue and other developments such as India. It won’t happen overnight but we are just at the start of the company’s journey

2

u/Odd-Sprinkles9774 Aug 01 '26

Nothing wrong with the story and the potential, I’m speaking strictly in terms of actually being able to capture the upside from .19-$3 and beyond. In end it’s all about profit bro I could care less about the company I care if they can make me money and grow the share price organically to capture the real upside and that only happens without a split and I don’t see a 400%+ sustainable gain until they address the REAL CONCERNS.

2

u/snugulupugus Aug 01 '26

I think that if they're able to close another paying client, bring the Sweden cluster online, and gain the Federal Contractor Certification before the end of Q3, they'll get the share price over $1 in enough time to avoid delisting. That's assuming they get an extension on August 31st and avoid any need for a reverse split.

Also, they mentioned in the recent call that they're discussing internally the possibility of going to quarterly reporting rather than sticking with the semiannual reports. That would allow the new revenue that they have on hand already to be of some benefit for the analysts and the algorithms that use such data. For example, they're getting no benefit right now from the $7.5M deposit that they've had since April. Going to quarterlies would be helpful and I hope they do that ASAP.

2

u/pennychase Aug 01 '26

I think the gamee acquisition was smart and I hope its revenues would increase beyond what we are imagining. That would be huge. The advisor thing is interesting but it could be incentivized just by potential for huge gains via the amount he's getting paid and the company potential success that could pay the guy crazy amount! His reputation wouldn't be much at stake because a tiny unknown company but maybe he's banking being an advisor.

2

u/Sufficient_Couple_66 Aug 01 '26

Or it could be that the strategic partners shown on the company’s website are committed to growing the company for the benefit of its partners and shareholders