BZAI Blaize Holdings Inc.

$BZAI Nokia and Blaize are officially together at World AI Show Malaysia Sept. 9–10: booth C3, live demos, both teams and direct access to enterprise/government buyers. After BATIC, Nokia’s AI push also looks positive for Blaize and their shared AI infrastructure direction. Most of the promotional buildup happened while the U.S. market was closed for 3 days. This partnership looks increasingly commercial: joint demos, sales teams and real potential customers. One strong PO, customer or deployment could quickly change how the market values $BZAI. With high short interest, a breakout could accelerate through covering. Sept. 9–10 is one of the strongest catalyst windows $BZAI has had in months. With only one trading day left and the stock around $0.44, I think positioning could start before the event. Glad I bought before the weekend. $BZAI is now 81% of my portfolio, with my entry around $0.44.

$BZAI As I said before, this is only the beginning ahead of Sept. 10. With Nokia seemingly taking Blaize under its wing, a lot of the fear around $BZAI has faded for me. I went all in around $0.44, and I’m extremely happy with that entry.

$BZAI You need institutions, my friend. People on here have no where near the amount of capital to move this, and no institutions want this steaming pile of shit. Next leg down is coming soon

$BZAI Is it possible to have a $BBAI style jump like on February 12, 2025? From the crash to the jump, it was 2 years, 1 month, 20 days. The catalyst for BigBear.ai was a Vance speech about AI being built and designed in the USA. We won't have the same explosive catalyst, so it would need to be a huge contract instead, like Nokia. Perhaps a wise thing to do is average down now, and hold for about 2 years? It actually will probably be less than two years since Nokia is actively building out 6G now, and has included Blaize in the process. Like a year or two? Average down now and hold a couple years. This could be $6 — $10 by then ... and hopefully it holds afterwards.

$BZAI I’m looking back to try to make sense of the situation. The fundamentals reasons for taking the ‘long trade’ were there before any ‘dreams of grandeur’. Blaize had printed 2,386% revenue growth in 2025 w/ massive growth expected going forward, while boosting several partnership including Nokia, a very talented team w/ accredited experience, etc. Just comparing to other AI inference hardware small caps names, this was solid. So I just don’t buy this sudden ‘collapse narrative’ the bears are spewing just because of one bad report. Blaize CAN turn this around quickly by showing the market there’s strong demand, revising guidance back higher etc. God willing, a good PR or a Nokia long term contract, Momentum quickly will shift back to the positive.

$BZAI If analysts truly thought liquidation was the base case, they would drop coverage or go Neutral/Sell. Keeping Buy after a guidance implosion is better read as:“We don’t want to lose the account, and we still see optionality — not that the stock is safe.” That is why the target can sit at $1–$2 while the rating stays Buy. The rating is the relationship product. The cut target is the part that admits the story deteriorated. There is still some chance the company muddles through, raises more capital, or sells pieces of the business

$BZAI Not giving up. I started my investment back in May (though I had to dance in/out through some dilution offering sell offs) on premise their Edge low power AI inference tech would scale into large production use. Also invested in $AMBA for similar reasons. I was recommended back then by some guru’s who closely followed AI hardware inference space w/ Nokia/datacomm partnership further validating the biz model. Blaize’s mgmt team is loaded w/ experience working at Intel, NVDA, aapl, Cisco. And I don’t think Nokia would partner with/ a scam company. Most of these disruptive new tech companies go through growing pains, and while the reduce guidance was a setback, the thesis hasn’t been invalidated yet. God willing, IMO they have the ability to turn this around. Stay positive 💪 bulls!

$BZAI Essentially selling a coin-size processor for running AI in real life devices, without the need of cloud apps. What´s not to like?

$BZAI safe to assume these guys are part of the AI-RAN project announced by $NOK and $NVDA ? That would explain the pop today.

$BZAI Guys, is anyone else actually paying attention to what’s happening around $BZAI? Right after BATIC, where Nokia was actively pushing AI infrastructure, Nokia and Blaize are now both at LEAP 2026 in Saudi Arabia. And that’s not all — on Sept. 9–10, Nokia and Blaize are already confirmed to appear together at World AI Show Malaysia with live demos and meetings with potential customers. To me, this is starting to look less like an old partnership on paper and more like an active joint go-to-market effort. The big question now is when this turns into a new deployment, customer, or PO for $BZAI.

$BZAI Powerful words from Blaize Chairman Lane Bess. He believes Blaize is still in the early innings of a long-term opportunity in Agentic AI and edge inference, comparing today’s scepticism with the early public-market journeys of Nvidia and Palo Alto Networks. Building a highly valuable company takes time, talent and patience. The Chairman clearly sees enormous potential ahead. His full LinkedIn comments are attached below. 👇

$BZAI Very interesting, Blaize was named emerging vendor of the year. They were in some good company there: “The sponsors for the CRN Channel Awards Asia 2026 include Cisco, Proofpoint and CrowdStrike. Partners for the awards were Dell Technologies, Google Cloud, HPE and Lumen Technologies.”

$BZAI i think this is setting up for a move up. there is a gap that needs to be filled. lets see if we get to a buck

$BZAI 0.5s and even 0.6s are not fair values for this. 0.8s to 0.9s are fair given the current dynamics. The market is overreacting a lot these days. The same can be said to many other stocks.

$BZAI Very clear talk. Guys know what they are doing. Huge adressable market. Just a matter of time till the contracts start to print.

$BZAI Short squeeze score is over 83%👌 Short Squeeze Score The Short Squeeze Score is the result of a sophisticated, multi-factor quantitative model that identifies companies that have the highest risk of experiencing a short squeeze. The scoring model uses a combination of short interest, float, short borrow fee rates, and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher risk of a short squeeze relative to its peers, and 50 being the average. Update Frequency: Intraday See our Short Squeeze Leaderboards for US, Canada, Australia and Hong Kong 83.32 172 out of 4228

$BZAI anyone out there in need of financial advising services, i’m here to help. My speciality is tax loss harvesting. I will invest all your assets in this sht show & watch those tax losses multiply

$BZAI did some research, found out the company was founded by a bunch of nerds that worked in the same graphics dept. at Intel & created their own chip company. will be backing up the truck tomorrow

$BZAI I am quite sure they will muddle thru. They have delivered several thousand servers to Europe. I believe that order was worth 72 million dollars. Things did not materialize as quickly as they thought they would, but the demand for their tech is there. The stock is certainly worth more than .50. I expect we will get a PR shortly after Labor day. They certainly don’t want their PPS to stay under $1.00.

$BZAI while the picture is not so cut and dry to say that institutions don’t want to touch this pile of dog shit as disingenuous. We’ve seen this stock rally to six dollars plus just three months ago. Small time investors are loading up and if it does reach those highs again it’ll be a nice payday. All we need is a little reassurance on this lawsuit or some semi-positive news about another partnership. The stock is a bit like a Jack-in-the-Box . The wheels are turning, but the top hasn’t opened up yet . It’s almost the perfect scenario. The price is being suppressed by bad sentiment and uncertainty. Once the spring is released, is goes the weasel. That’s right, I combined two different nursery rhymes so shoot me.