The 3-Question Test I Use Before Putting a Dollar Into Any Company

Three questions stood between thousands of pitches and one $70,000 check that changed everything.

The 3-Question Test I Use Before Putting a Dollar Into Any Company VIEW IN BROWSER  |  FOLLOW LUKE ON 𝕏 Hundreds of business plans, which their founders worked day and night on, mostly died on a single desk in Boston. It was Georges Doriot’s desk, a Harvard Business School professor with an eye for immaculate suits and unproven companies. Decades before anyone coined the phrase “venture capital,” Doriot was already putting it in motion, one rejection at a time. His students remembered one rule above all the others, because Doriot repeated it constantly: consider backing a grade-A founder with a grade-B idea. Never back a grade-B founder with a grade-A idea. That rule earned its keep in 1957, when a 31-year-old MIT engineer named Ken Olsen came looking for capital to build computers. The idea spooked the money men of the era, as a string of expensive corporate failures made “computer" practically a curse word. So Doriot’s team advised Olsen to drop it from the pitch and lead with the products instead. The company became Digital Equipment Corporation. Doriot’s firm, American Research and Development, paid $70,000 for a 70% stake. By the time that stake was finally distributed to shareholders, it was worth more than $350 million. That’s on the order of a five-thousand-fold return, and the trade proved venture capital could work. Doriot saw thousands of proposals. Of those, he funded a sliver. But his fortune came from that filtered approach. Over the past week, I’ve shown you how this era’s biggest fortunes are forming – Spark Capital’s early stake in Anthropic, the Roth IRA built on pre-IPO shares of Roblox Corp. (RBLX), the door Genentech’s IPO opened. And I told you the velvet rope that kept ordinary investors out of these deals is finally moving. I also told you access is only the starting point. Today’s issue is not another story about a fortune someone else already made, but with the actual mechanism I use before a single dollar of my own moves into a private deal. Three questions. The same three, asked in the same order, every time. I’m going to walk you through each one in enough depth that you could run it yourself on the next deal that crosses your desk, long after this issue is closed – who’s actually running the company, whether the thing they’ve built solves a problem people can’t walk away from, and whether the clock on the specific opportunity and the clock on the broader market both happen to be pointing the same direction at once. The Number Behind Every Great Venture Story I need to give you an uncomfortable number before we go any further. Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized winner that makes the whole portfolio work. And more than half of the positions you hold will likely hand back less than you put in. That is the ordinary, expected math of investing in early-stage companies, even for professionals who do this for a living. Walk through a newly opened door and put money into the first company you see, and you’ve simply found a faster route into that “nine out of ten.” The door gets you into the room. The framework is what keeps you solvent once you’re inside. So today I want to hand you the actual framework. This is the same three-part framework I use on every company before I ever recommend one – to members, or to myself. I call it PPT: People, Product, Timing. Recommended Link Yesterday’s AI Turmoil Was a Tremor… The Big One is Almost Here Eric Fry says yesterday’s AI sell-off was only a warning shot. He’s seen this late-stage bubble setup before — and it ends brutally for investors who aren’t prepared. He recorded a free video explaining what’s coming next and what to own instead of big AI stocks. Get the “Survivors List” at no cost here. People: The Filter That Matters Most If I had to weight the three, I’d honestly call it closer to People, People, People. Or, Doriot’s grade-A rule, rebuilt for 2026. You can find the perfect product launched at the perfect moment, and it will still fail if the people running it can’t execute under pressure, adapt when their first plan doesn’t work, or hold a team together through the inevitable stretch where nothing is going right. Arthur Rock followed this framework when he backed the “traitorous eight” young engineers who fled William Shockley’s lab – a story I shared with you a few days ago. Rock had no product to evaluate and no revenue to model. He bet on the people, and the bet became Fairchild Semiconductor, the company that seeded almost everything we now call Silicon Valley. The tricky part is that the “right” founder rarely looks like what you’d expect on paper. Take Tobi Lütke, who co-founded Shopify Inc. (SHOP). He left traditional schooling in Germany after the tenth grade to enter a hands-on computer programming apprenticeship, having already taught himself to code by rewriting his own video games around age eleven. On a resume, “left school at sixteen” can look like a red flag. In reality, he’d been doing the actual work – writing software daily – for longer than most of his eventual competitors had been alive. Lütke and his co-founders set out in 2004 to open an online snowboard shop. The existing e-commerce tools frustrated him so badly that he built his own platform to run the store. That side project became Shopify. And the lesson generalizes well past dropouts: the signal you actually want – deep, obsessive competence in the specific problem the company is solving – often never shows up on a conventional resume. You have to look past the credential and evaluate the person. Doriot would have called Lütke a grade-A founder on sight. In practice, that means checking the boring stuff first: what these people actually built before, where their claims can be independently verified, and whether people who’ve worked with them – other investors, other founders, former colleagues – describe them the way the founders describe themselves. Most candidates fail that process. Product: Does It Solve a Problem People Can’t Live Without? Once the people check out, the next question is simpler than most investors make it: does this product meet demand so urgent that customers will tolerate an imperfect early version just to get access to it? Google is the textbook case. By the late 1990s, the web had exploded into more information than anyone could organize, and search became the only sane way to navigate what had just been built. That urgency is why Andy Bechtolsheim wrote his famous $100,000 check on the spot – made out to a company that hadn’t even been incorporated yet. Early investors who saw the demand clearly were rewarded on a scale that still gets cited in venture circles decades later. I bring this up now because I think we’re in the early innings of an equally large unmet-demand story: physical AI – robots that can do real work in the real world. But the true chokepoint of physical AI sits in the training data. A language model can learn from the text of the entire internet, because that text already exists. A robot has no equivalent shortcut – every single skill has to be taught through physical demonstration, recorded frame by frame, often with a human operator physically guiding the machine through the task in real time. Industry data on this has moved fast: the cost of collecting a single hour of usable, labeled training data has fallen sharply over the past two years thanks to better tooling, but it remains a meaningfully expensive, physically constrained process – and a robot that needs to handle the real world’s endless variation reliably needs enormous volumes of that data, far beyond a few hundred hours of demonstrations. Whichever companies figure out how to produce that training data cheaply, at scale, are sitting on what I think becomes the defining chokepoint of the physical AI era – the equivalent of what chip design and cloud infrastructure became for the last decade of AI. That’s the “insatiable demand” test, applied to where I think the next major AI buildout is actually headed. Timing: Two Clocks, Not One The last piece of the framework covers two separate things people often collapse into one. The first clock is your entry into a specific company. It’s early enough that you’re buying in before the bulk of the value has been captured by earlier rounds. But it’s late enough that the company has proven its basic idea works. That balance is exactly why the People and Product questions come first; allowing you to judge whether a company at an early stage is actually derisked enough to be worth the timing bet. Remember Genentech: the investors who rushed through Wall Street’s door in 1980 were buying pure possibility. The ones who understood what Swanson and Boyer had already proven in the lab were making a judgment call. The second clock is the broader environment you’re investing into. And on that front, I’d argue current conditions are about as favorable as they’ve been in a long time. I walked you through the arithmetic a few days ago: the largest technology companies are pouring roughly $700 billion into capital projects this year. About $2 billion every single day… And they’re competing with each other for capability itself. Companies with that much money and that little time tend to buy what they cannot build fast enough. That competitive pressure compresses the timeline between “promising private startup” and “life-changing exit for early investors,” whether the exit comes through an IPO or an acquisition by a giant racing to secure capability it doesn’t have time to develop from scratch. Increasingly, the buyout is becoming the finish line early investors aim for. What This Framework Actually Buys You I want to end where Doriot would have ended: nine out of ten of these bets still won’t work out, and no framework – mine or anyone else’s – changes that basic arithmetic. Even Bessemer Venture Partners, one of the oldest firms in the business, keeps a public “Anti-Portfolio” of the winners it passed on – Google, Apple, Airbnb, FedEx. Anyone who promises you a system that turns venture investing into a sure thing is lying to you. What People, Product, Timing actually does is shift your odds. It won’t turn a bad bet into a good one. But applied consistently, it filters out the startups that were never going to make it past the “nine” – the founders who don’t hold up under scrutiny, the products solving problems nobody urgently has, the companies you’re either too late or too early to matter for. What’s left is a much smaller list, and it’s the list worth staking capital against. Doriot read thousands of plans to find one Digital Equipment. However, you won’t need to read thousands. On July 30 at 1 p.m. Eastern, I’m going to walk through this exact framework live, in real time, applied to a specific AI company I’m recommending for free. You’ll see exactly how the People, Product, and Timing questions play out against a real deal, with a real opportunity to act on it the same day… plus two additional recommendations reserved exclusively for members who join that day. Reserve your spot for The 2026 AI Megadeal Event Sincerely, Luke Lango Editor, Hypergrowth Investing P.S. Questions or comments about this issue? Drop us a line at langofeedback@investorplace.com.

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7 Reasons To Look Into THIS Biotech

Millions of American adults live with a disease that has no cure and no approved medication proven to stop the damage it does to their joints. One biotech is going after it with an off-the-shelf cell therapy injected straight into the knee.‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­

*Disseminated on Behalf of Enlivex Ltd. Please see disclosures below.  Keep An Eye On Enlivex (ENLV) – Here's Why ­ Folks,   Here are some reasons to look into Enlivex Ltd. (Nasdaq: ENLV): 1. Two independent value engines: The clinical program and the treasury operate on separate mechanics — a trial delay does not touch network fees, and a quiet quarter on the protocol does not slow the science. 2. Phase IIa data already in hand: Allocetra™ has produced statistically significant Phase IIa results in age-related knee osteoarthritis, which is further than most early-stage cell therapy stories have gotten. 3. A genuine white space in the treatment landscape: No medication approved by the FDA or the EMA has been demonstrated to arrest, slow, or reverse the progression of structural damage in the joint. 4. The patient population is enormous: An estimated 51.9 million U.S. adults and 527.8 million people globally — roughly 15% of the world's adult population — live with osteoarthritis. 5. Knee osteoarthritis alone reaches 1 in 10 Americans: That is 24.7 million U.S. adults in the exact indication Allocetra™ is being studied in. 6. A clean safety record across a meaningful sample: Over 250 patients have been treated in clinical trials with no reported serious adverse events or safety signals attributed to the treatment. 7. Manufacturing built for cost: A streamlined process supports a competitive pharmacoeconomic model — the variable that has repeatedly stalled commercialization elsewhere in cell therapy. Anyways... That's all for now! Until Next Time, -ZT Team P.S. Want our text alerts? Text “ZIPTRADER” to 1-(855)-228-1598 to sign up!  (standard carrier data/text rates apply) *Disseminated on Behalf of Enlivex Ltd. Please see disclosures below.   ZIPTRADER LLC 5101 SANTA MONICA BLVD STE 8 #62, 90029, LOS ANGELES, CA This email was sent to reunisoft.cryptonews@blogger.com *SPONSORED CONTENT* ZipTrader LLC is a publishing company, we are not financial advisors. This is not financial advice. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. ZipTrader has been compensated thirty-four thousand USD by ACH Bank Transfer by TD Media LLC to distribute media via email, SMS, and YouTube on behalf of Enlivex Ltd. (ENLV) from July 27, 2026 to July 28, 2026. As a result of this advertisement and other marketing efforts, ZipTrader may receive advertising revenue from new advertisers and collect email addresses from readers that it may be able to monetize. As of the date of this advertisement, the owners of ZipTrader do not hold a position in Enlivex Ltd. (ENLV). This advertisement and other marketing efforts may increase investor and market awareness, which may result in an increased number of shareholders owning and trading the securities of Enlivex Ltd. (ENLV), increased trading volume, and possibly an increased share price of Enlivex Ltd. (ENLV), which may or may not be temporary and decrease once the marketing arrangement has ended. BY READING THIS EMAIL & ALL ZIPTRADER CONTENT YOU AGREE: This is not financial advice. You must do your own due diligence on all information. ZIPTRADER LLC is a publishing company and we provide general information, opinions, & news coverage to viewers. However – we do not provide personalized financial advice, are not financial advisors, and our opinions are not suitable for all investors. You should not treat any opinion as expressed as a specific inducement to make a particular investment or follow a particular strategy, but just as an opinion. Use at your own risk. Past Performance is not indicative of future results, and any results presented are not typical, and should not be understood as typical. Actual results vary given a variety of factors such as experience, skill, risk mitigation practices, market dynamics and the amount of capital deployed. TRADING IS RISKY: Most traders in all markets lose all of their money (and more if they use margin). Most small businesses fail. Do NOT partake in trading, investing, entrepreneurship or any other risky endeavor covered here if you are not prepared with the reality that most fail. We reserve the right to have affiliate relationships with advertisers/sponsors. See Full Terms of Service. See Our Advertisement Disclaimer. View in browser | Unsubscribe

Managing Editor’s Note: Our colleague Jason Bodner uncovered shocking details about an obscure stock market anomaly that he calls “glitch.”  When it triggers, certain stocks can shoot up as high as 825%… 2,105%… or even 4,496% or more.  Now he says the “glitch” is set to trigger again on August 14.  So if you have any kind of money in the stock market, you need to hear this important information.  Tomorrow night at 8 p.m. ET, he’ll share the whole story. RSVP with one click right here. The Emotional Patterns That Repeat in Every Market Cycle By Larry Benedict, editor, Trading With Larry Benedict People often ask me how I identify promising trades. After all, I have access to lightning-fast information, sophisticated charting packages, and powerful computers. To be fair, they’re all useful tools. But in my experience, these don’t provide my biggest edge. Markets are constantly changing, and new technologies emerge. Plus, algorithmic trading and artificial intelligence are increasingly influencing and driving trading decisions. But against that backdrop, one thing never changes... human emotions. Whether it’s good-old fear, greed, panic, pessimism, or blind overconfidence, emotions don’t change. The same emotions that drove markets when I first started trading professionally are still driving markets today. Yet surprisingly, it’s something that many traders miss or choose to ignore. Recommended Links Jason Bodner’s URGENT ONLINE EVENT Goes Live Tomorrow, Wednesday, July 29 at 8 pm ET This information is time-sensitive. Jason Bodner just uncovered shocking details about an obscure stock market anomaly... He calls it the Nasdaq “glitch.” Because when it triggers, certain stocks can shoot up as high as 825%… 2,105%… or even 4,496% or MORE. The “glitch” is set to trigger again on August 14. So if you have any kind of money in the stock market, you MUST hear this important information. Click here to confirm your spot instantly. (When you click the link, your email address will automatically be added to Jason’s guest list.) A 96% Win Rate Using This Strange Trading Approach There’s a way to profit from the AI boom that has nothing to do with picking stocks. Wall Street legend Larry Benedict calls it “AI Profit Loops.” This pattern hits the market every 90 days. Over the last five years, it has come around 23 times. In 22 of them, Larry handed his members multiple winning trades. That’s a 96% win rate, and the next “Loop” is due to hit on September 16. Watch this presentation to learn how to get positioned today. Emotional Patterns Repeat When you’ve traded through the ’87 crash, the dot-com bubble, the Global Financial Crisis, COVID – and countless corrections in between – you begin to appreciate that markets have a habit of repeating themselves. It’s not because history necessarily repeats itself. Rather, people make the same emotional mistakes time after time. I’ve watched investors become overly optimistic near market tops. They start to dream that the market might go up forever. Similarly, they become overly fearful around market bottoms, growing convinced that stocks will never recover. Other times, they chase momentum. Investors will pile into the same winning stocks long after the easy money has been made. But while momentum-driven algo strategies eventually switch directions, humans often don’t, getting attached to yesterday’s winners. Professional traders don’t try to eliminate emotions – no one can. But they learn to recognize recurring emotional patterns before they become obvious to everyone else. They’re constantly checking how markets react to events, rather than simply trading off the back of the headlines. Tune in to Trading With Larry Live Each week, Market Wizard Larry Benedict goes live to share his thoughts on what’s impacting the markets. Whether you’re a novice or expert trader, you won’t want to miss Larry’s insights and analysis. Even better, it’s free to watch. Visit us on YouTube to catch the latest! Leaving Clues in the Market The market is constantly leaving clues about investor sentiment. This can be vital for company earnings. For example, if earnings beat expectations, how did the stock react? Did the stock rally, sharply sell off… or simply do nothing at all? Each of those responses gives you a different take on where that stock sits in the sentiment cycle. For example, if a stock sells off despite a big earnings beat, perhaps all the good news has been priced in and expectations are running well ahead of reality. Or the market could be worried about something else – such as management spending too much on AI. That was one of the factors behind Tesla’s and Alphabet’s sharp falls last week. Maybe bond yields are rapidly climbing, but investors aren’t yet paying any attention. They’re too focused on how much money they’re making, ignoring a warning about a potential reversal. Or oil prices might be surging again, but investors are again ignoring warning signs about resurgent inflation – they’re too optimistic about another potential peace deal. All these various reactions often tell us far more than the news itself. They tell you which emotions are driving the market – which can give us an edge in trading. Keep in mind, I’m not trying to trade every move. I’m waiting patiently for situations that stack the odds in my favor – such as patterns that I’ve watched play out countless times before. While nothing is guaranteed, it helps build a clearer picture of how investors are thinking. Folks often think successful trading is about making bold predictions. But more often than not, it’s about recognizing familiar situations, understanding the emotions driving them, and patiently waiting until the odds move in your favor. Markets are constantly changing, but human nature doesn’t. Once you understand that and apply it to your trading, you’ll have a better chance to spot opportunities that others overlook. Happy Trading, Larry Benedict Editor, Trading With Larry Benedict Get Instant Trade Alerts on Mobile! Click the icon below from your mobile device to download The Opportunistic Trader app today for one-tap access to trade alerts, issues, and model portfolios for all of Larry’s services. Available in the app store on Android and iPhone. The Opportunistic Trader 1125 N Charles St, Baltimore, MD 21201 www.opportunistictrader.com To ensure our emails continue reaching your inbox, please add our email address to your address book. This editorial email containing advertisements was sent to reunisoft.cryptonews@blogger.com because you subscribed to this service. To stop receiving these emails, click here. The Opportunistic Trader welcomes your feedback and questions. 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(Nasdaq: VTIX) Just Landed Tesla as a Customer This Week And the Opening Bell Is 90 Minutes Away — Read This Before It Rings

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Here Is Why Paul Prescott Is Watching (Nasdaq: VTIX) First Thing This Morning — July 28, 2026 Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Get Eyes on VTIX While It’s Still Early… July 28, 2026 Dear Reader, Last night, Street Ideas said Virtuix Holdings Inc. (Nasdaq: VTIX) earned a spot at the top of the watchlist. This morning, with the opening bell less than 90 minutes away, that has not changed. Tesla, Inc. purchased its first Omni One Enterprise system for use inside the Optimus humanoid robot division this week. Management has signaled a major increase in Q1 FY2027 sales driven by the Meta launch. Virtuix received the XR industry's highest honor for a second consecutive year. Emerging Growth Research has a $9 target and Maxim Group has an $11 target on VTIX while its trending in the $2.30 range. And there's less than 18M shares listed as available to the public. Street Ideas does not put a name at the top of the watchlist lightly. VTIX earned it last night. The bell rings in less than 90 minutes. Here is everything you need before it does. One Platform. Six Products. Five Markets. And Tesla Just Bought In. Virtuix Holdings Inc. is an Austin, Texas-based developer of AI-driven, full-body virtual reality systems. The core product concept is straightforward: hardware that lets users physically walk, run, crouch, and move in 360 degrees inside virtual environments generated by AI. Founded in 2013 by Jan Goetgeluk — who remains Founder, CEO, and Chairman — the company completed its Nasdaq Global Market listing on January 27, 2026. The commercial product family spans six platforms. Omni One is the consumer flagship, designed for home gaming and fitness use. Omni One for Quest is the Meta-compatible version, priced at $2,595 and now live inside the Meta Store as a certified "Made for Meta" product. Omni One Core serves the PC-VR market. Omni One Enterprise, priced at $4,995, is the commercial and robotics-focused configuration — the platform Tesla purchased this week. Omni Arena is a four-player location-based VR attraction built for commercial entertainment venues. And “Virtual Terrain Walk” is the defense-oriented mission planning system, built on AI-driven Gaussian splatting technology that converts real-world terrain footage captured by 360-degree cameras or drones into photorealistic, fully walkable 3D environments within hours. Those six platforms now serve five distinct end markets simultaneously: consumer gaming and fitness, enterprise training and simulation, healthcare and therapeutic research, defense mission planning and warfighter training, and humanoid robotics. That fifth vertical — humanoid robotics — is no longer theoretical. Tesla made it concrete this week. On the intellectual property side, Virtuix holds 26 U.S. patents with additional applications pending. The manufacturing base is already configured to support production of up to 3,000 units per month — a capacity level the company states represents more than $100M in annualized revenue potential at full utilization. That infrastructure is already in place. Scaling is a function of demand, not additional capital expenditure. Two research firms have independently published bullish ratings on VTIX. Emerging Growth Research initiated coverage on June 10 with a $9 target, then stood behind that rating again on July 2 after reviewing the company's fiscal 2026 results. Maxim Group analyst Jack Vander Aarde initiated coverage on June 18 with a Bullish rating and an $11 target. With VTIX recently trending near $2.30, the Maxim Group $11 target suggests more than 350% potential upside from where the name sits today. The Virtuix Milestone Timeline Over The Last Month June 23, 2026 Omni One Enters the Meta Ecosystem Virtuix crossed into Meta's certified "Made for Meta" program with the launch of Omni One for Quest inside the Meta Store, priced at $2,595. The product reaches an installed base of approximately 6M active Quest users built from more than 20M headset sales worldwide, with native support for VAIL, Forefront, The Boys, and Star Trek: Infection. Management would later cite this launch as the primary driver behind its Q1 FY2027 sales surge. July 1, 2026 The U.S. Military Footprint Reaches Five Branches The Air National Guard deployed Omni One at a facility in Horsham, Pennsylvania, becoming the fifth branch of the U.S. armed forces to adopt the system — joining the Army, Air Force, Marine Corps, and Navy. Management also disclosed it is actively evaluating acquisition targets in the defense training and simulation space with annual revenues between $10M and $50M. July 7, 2026 Omni One Moves Into Commercial Healthcare A strategic partnership with Sirica Therapeutics put Omni One on a path into a planned network of approximately 100 autism therapy centers nationwide, with the first two units already shipped to a San Francisco Bay Area facility at announcement. The collaboration builds on foundational research conducted at Rutgers University's WINLAB facility, targeting a market Fortune Business Insights projects will grow from $9.2B in 2026 to more than $18B by 2034. July 15, 2026 NASA Selects Omni One for Deep-Space Simulation NASA tapped Omni One for its Moon and Mars Exploration Analog mission — a year-long deep-space simulation program at Johnson Space Center beginning next year. A four-person crew will use the Omni treadmill to physically navigate virtual planetary terrain during simulated extravehicular activities, extending Virtuix's federal footprint from five military branches into aerospace research. July 21, 2026 Back-to-Back Auggie Awards — This Time for Humanoid Robotics Omni One took home the 2026 Auggie Award for Best Interaction Product at Augmented World Expo — the XR industry's highest honor — for the second consecutive year. The win was tied to Virtuix's collaboration with the University of Central Florida's Institute for Simulation & Training on a humanoid robot teleoperation system, signaling a broader shift in how the XR and AI research community is beginning to classify Omni One. July 23, 2026 Management Signals Its Strongest Commercial Quarter Virtuix formally announced expectations for a major increase in Q1 FY2027 sales, with the Meta launch cited as the primary driver. CEO Jan Goetgeluk described it as one of the strongest commercial periods in the company's recent history. Full results and a management call are scheduled for August 13, 2026 at 8:30 a.m. ET. July 27, 2026 Tesla's Optimus Division Becomes a Customer Tesla, Inc. made its first purchase of an Omni One Enterprise system for use inside its Optimus humanoid robot division. The sale brings one of the most recognized names in global technology into the Virtuix enterprise customer column — alongside Meta, NASA, and five branches of the U.S. military — landing at exactly the moment management has signaled its strongest sales quarter to date. 7 Developments That Moved VTIX to the Top of Our Watchlist This Morning—Tuesday, July 28, 2026 1. Fewer Than 18M Shares Listed as Available to the Public: The public float on VTIX sits below 18M shares. When companies have small floats like this, the potential exists for big swings if demand begins to change. 2. Two Independent Firms. Both Bullish. One Target as High as $11: Emerging Growth Research put a $9 target on VTIX in June and held it through July. Maxim Group analyst Jack Vander Aarde followed on June 18 with a Bullish rating and an $11 target. With VTIX recently trending near $2.30, the distance between where the name sits and where Maxim's target sits represents more than 350% potential upside. 3. A Date Worth Circling: Management has already described Q1 FY2027 as one of the strongest commercial quarters in the company's recent history, with the Meta launch cited as the primary driver. The formal revenue disclosure hits on August 13 at 8:30 a.m. ET — a specific date now less than three weeks away where the numbers either confirm or complicate that signal. 4. The Customer List Takes Years to Build — VTIX Built It in Six Months: Tesla, Meta, NASA, and all five branches of the U.S. military appear on the same customer and deployment list. That roster was assembled between January 27, 2026 — the date of the Nasdaq listing — and today. The pace of that accumulation is what stops you mid-sentence. 5. Commercial Activity Across Five Separate End Markets Right Now: Six months ago, VTIX was primarily a consumer VR hardware company. Today it is generating commercial activity across consumer gaming and fitness, defense simulation and warfighter training, enterprise training and simulation, healthcare and therapeutic research, and humanoid robotics — five distinct markets, six product platforms, all active simultaneously. 6. The Infrastructure for Scale Is Already Built: The intellectual property base stands at 26 U.S. patents with additional applications pending. The manufacturing facility is already configured to support up to 3,000 units per month — a throughput level the company states corresponds to more than $100M in annualized revenue potential at full utilization. The floor is in place. What fills it is demand. 7. Tesla Walked Into the Customer Column This Week: Tesla, Inc. purchased its first Omni One Enterprise system for the Optimus humanoid robot division — adding one of the most recognized and closely watched names in global technology to a customer list that was already difficult to ignore. Get Eyes on VTIX While It’s Still Early… Six months into its Nasdaq listing, VTIX has assembled a set of credibility signals that most companies take years to build. Tesla is now a customer. The Meta channel is driving what management has called a major sales increase. Five military branches are deployed. NASA has selected Omni One for a deep-space analog mission. A healthcare partnership is targeting 100 therapy centers nationwide. Add two consecutive top XR industry awards, analyst targets as high as $11 against a recent range near $2.30, and fewer than 18M shares listed as available to the public — and the picture behind VTIX becomes one Street Ideas does not see often this early in a company's public life. We have VTIX on our screen first thing this morning. Take a close look at it while it’s still early. Sincerely, Paul Prescott Co-Founder & Managing Editor Street Ideas Newsletter Street-Ideas.com (“Street-Ideas” or “SI” ) is owned by 147 Media LLC, a single member limited liability company. Data is provided from third-party sources and SI is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SI brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between 147 Media LLC and TD Media LLC, 147 Media LLC has been hired for a period beginning on 07/27/2026 and ending on 07/28/2026 to publicly disseminate information about (VTIX:US) via digital communications. Under this agreement, TD Media LLC has paid 147 Media LLC seven thousand five hundred USD (“Funds”). To date, including under the previously described agreement, 147 Media LLC has been paid fifteen thousand USD (“Funds”). 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