BZAI Blaize Holdings Inc.

$BZAI Blaize’s restructuring is a cost cut approved by the board on September 24, 2026, and announced on September 30. It is mostly a layoff, not a sale of businesses or a change in strategy. What they are doing Cutting about 26% of employees, plus other efficiency measures. Target annualized savings of about $7.5–$8.4 million. One-time cost of about $1.1–$1.3 million, almost all severance and benefits. Most of that charge is expected in the third quarter of 2026. The plan is supposed to be largely finished by December 31, 2026. CEO Dinakar Munagala tied it to comments on the Q2 call that operating expenses would come down. He said the cuts are meant to keep the teams needed to execute, and that savings will be steered toward higher-growth, more profitable work.

$BZAI to be expected, they’ll have 180 days to cure, then they should qualify for another 180 days. So no worries at this time, but they need to start announcing some contracts, etc..

$BZAI Have to admit..some jail time for management is warranted here. I don’t want to see a slap on the wrist. They gotta start making examples out of public traded management. I’m going to take a lotto ticket on this one but still…this is kinda BS what they did to investors. When they put this guy in jail, how about they put someone worth a shit in their place that can turn this around.

$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 Interesting that this is slightly up in overnight trading now after this evening's Q3 preliminary guidance. It seems that the market is already looking ahead to Q4, which even with revised full year guidance should be the biggest revenue quarter of the year with Q4 totalling about $20 million in revenue. Hopefully, 2027 will be their breakout year, since they said in August that about $50 million of contracted revenue was deferred until 2027, which by itself tops 2026 revenue, plus whatever other revenue they'll earn in 2027. Once again, I find myself thinking and hoping that things can only go up from here

$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 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 federal authorities are actively investigating the company's business practices. On October 5, 2026, Blaize Holdings disclosed in a Form 8-K filing that the U.S. Department of Justice has issued subpoenas to specific employees and board members seeking information regarding its internal agreements and business dealings with certain counterparties

$BZAI A potential acquisition by Nokia or Winmate could offer an alternative route to shareholder value, although this remains speculative.

$BZAI Its been quite some times since I owned this but this. $BZAI "restructuring" is a joke. Cutting 26% of staff to save $8M/yr doesn't fix a company still guiding to a $62-65M EBITDA loss after slashing full year rev guidance from $130M to $40-43M in one quarter. That's a forecasting and execution failure, not a cost problem. Gross margin cratered from 58% to 8% because they got caught flat footed on memory costs. A headcount cut doesn't rebuild trust in guidance that just got cut 68%. Watching to see if the $50M "backlog" is any more real than the pipeline that evaporated last quarter.

$BZAI and here my bear case: ~$500K in preliminary Q3 revenue, another guidance cut and enormous pressure on Q4. Can management deliver $32–36m for the year? Repeated misses raise serious credibility concerns. Fraud would require evidence—but investors deserve clear answers. 🐻

$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 jail time. They faked numbers, and cut them like mad after trapping retail investors. Even their customer refuse to pay.

$BZAI just sold out. I think there’s a good chance this goes to zero or pink sheet OTC - which is even less shareholder visibility. I’m not mad, but I’m disappointed in myself for jumping into this fully knowing the red flags. Original investment $32K but trimmed at break even to $14.4k cost basis. Not in my top 10 holdings by investment by any means, but you always look back in disappointment bc your greed to get rich fast got the best of you. Will take $12K tax loss harvesting off my positive capital gains. It simply amazes me how nothing ever happens to these companies or officers who are bound by law and fiduciary duty yet defiantly break that code. It’s organized crime, or ultimate incompetence at best I wish y’all the best except the delusional few here who are still grasping at straws - knowingly directing green investors to light their money on fire. I’m sure I’ll take another lotto ticket flyer next year, scratch the degen itch 😂

$BZAI It's a good sign that the highest volume spike of the trading day happened with big buys during the last 5 minutes of the trading day. That means some party is taking big advantage of this dip and believes the stock is going up.

$BZAI $NOK $GOOG During the past couple months, Blaize leadership members have attended multiple conferences sharing the stage with key representatives from both Nokia and Google. We know that Blaize's partnership with Nokia has been ramping up bigtime lately, which should bear fruit in the coming months. However, it was very surprising in a great way seeing one of Blaize's top guys sharing the stage with a key figure from Google at the AI INFRA SUMMIT last week. So this $0.63 cent stock company is rubbing shoulders on a regular basis with key members of Google and Nokia, and is deeply intertwined with Nokia now in an extensive partnership as Nokia pursues its aggressive growth. I recognize that Blaize has had some mishaps, but considering their current high revenue growth, their huge total addressable market of over $110 Billion, and how they're partnering with some of the world's biggest and best tech companies, BZAI stock should be trading at over $10 per share.