BZAI Blaize Holdings Inc.

$BZAI Despite the substantial decline in my investment, I remain committed to giving the company time to deliver. Rebuilding confidence requires consistent execution, and I am hopeful that the coming quarters will mark the beginning of a meaningful recovery.

$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 In all my 30 yrs in markets i have never and i mean never have seen projections missed so many times and by such huge numbers. So either thwse guys are vompletely green and incompetant or the are criminals

$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 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 bisogna aspettare i dati del NASDAQ sulle vendite allo scoperto oggi è stato un buon inizio se le vendite allo scoperto superano i 20 milioni di pezzi e i volumi si attestano non più di 2 milioni i giorni da coprire potrebbe essere oltre 10 GG ... Questo potrebbe portare dopo il 30 ottobre anche squeeze short .... Vi avevo detto di aspettare il 15 ottobre adesso vediamo il 30 ottobre se arriva 0,40 o 0,60...

$BZAI Gonna take more than a 3-cent rally for a short squeeze these Italians are calling for. Shakira is not coming out for this.

$BZAI Blaize has been actively giving presentations about its products and services capabilities lately. I enjoyed watching their last presentation on YouTube that was given at the World AI Show in Malaysia in early September. It's definitely worth checking out. Just search "Blaize World AI Show Malaysia September 2026"... They have an upcoming presentation scheduled for October 28th to cover Blaize's Smart City AI solutions. Blaize's products and services are ideal for smart city build-outs offering vast worldwide growth possibilities, and that's just one avenue of huge growth potential for Blaize amongst many. I know they're having major hiccups lately, but there's no denying the growth potential and demand for their most necessary products and services.

$BZAI Btw, I had tried Blaize IR earlier and finally heard back from them later on Friday. They said they'll be announcing some very exciting products within a few weeks, as well as be giving a presentation about their Smart City applications in a few weeks. Owning this stock has been a very perplexing and painful experience. At least my average cost is around $0.70 cents, which i plan to lower when I double down and buy more on Tuesday. I believe in their product and services, and I think that the BZAI sell off is way over done. The poor decisions and bad luck that caused their plunge is something they can recover from and soon get back on track. Since they have high demand products, I think they'll find ways to "right the ship" rather quickly. Regardless, the risk vs reward calculation now per share is at most losing thirty cents with the longterm possibility of gaining a hundred dollars or more per share. I like that scenario, especially with owning lots of shares.

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

$BZAI Blaize HQ at 2890 Zanker Rd #200, San Jose, CA is co-located in the same building as ACL Digital. You can research on Google Maps. ACL Digital is masquerading as a job recruiting service who really is a scam data harvester based in India. There's one review with 11 likes on Google Maps that explains that Blaize's neighbor, ACL Digital is a scam based in India not in California. Why is Blaize located right next to this scammy company with a link to India? Is it a coincidence that both Blaize and ACL Digital are run by Indians? Both are "software companies". Doesn't it make you feel uneasy to know that Blaize's neighbor is this scammy ACL Digital? Same Building. Research on Google Maps Blaize San Jose location, ACL Digital, look at lowest reviews. Find the one with \~12 likes. And remember this is Blaize's next door neighbor. It's ACL Digital and some no-name credit union in the same building in the San Jose HQ. ACL Digital has a bunch of fake reviews with LinkedIn references.

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

$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 The one thing BZAI has going for it is Lane Bess, of Palo Alto Networks and Zscaler fame. He owns 9% of the company, 13+ million shares. He could afford to bail them out, but certainly not saying he will. I just don’t think he would tie himself to a scam.