Gaxos.ai Inc.
Communication Services · Interactive Media & Services
Structural: ~$12M float-cap shell-class name straddling three retail-hot narratives - gen-AI tooling, GLP-1 e-com, and US drone/counter-UAS - with no single business at scale (consensus FY26 revenue ~$7M). 99% America First Defense stake are the two catalysts that pulled the tape off sub-$1.
- Optionality stack: any one of the three legs (Gaxos Labs, RNK Health, AFD drone exposure) catching a real contract re-rates the whole sub-$15M cap
- AWS pilot is a real logo on a real platform - rare for a name this size
- Counter-UAS exposure via AFD rides the same policy tailwind as $KTOS / $AVAV without the valuation
- Microcap float means asymmetric upside on any genuine revenue print vs $0.7-1.50 base
- Pivot from NFT shell to dual-segment operator shows management willingness to chase live demand
- ~10.2M shares + 4.5M warrants + 239k options = persistent overhang; ATM dilution is the funding model
- ~$7M FY26 revenue is split across two unrelated businesses - neither at break-even scale
- 19.99% stake in AFD is a minority financial interest, not operational control of any drone tech
- AWS "pilot funding" is preliminary development, not a signed enterprise contract
- Identity churn (NFT → AI → health → drone) is a tell for narrative-chasing vs durable franchise
- No defensible moat vs $NVDA-native gen-AI tooling or any GLP-1 telehealth incumbent
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