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Posted by
Two Blokes May 19, 2025 -
Filed in
Stock
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5 views
Blaize Holdings, Inc. remains a Strong Buy for me, driven by its niche Edge AI focus and strong forward guidance for 2025-2026. Despite a 60% stock drop since my last coverage, my thesis is unchanged as key revenue is expected later in 2025 and 2026. I see Q1 as a transitory quarter. Significant risks include heavy dilution (25-45% by 2026), reliance on management's guidance, and high volatility typical of SPAC microcaps.
