Member Info for Rocket79

Reasons a significant rebound could occur

1. Hydrogen becomes more economically attractive when oil & gas prices surge.

The spike in energy prices highlights the vulnerability of fossil‑fuel supply chains and increases demand for resilient clean‑energy alternatives like green hydrogen.

2. ITM is expanding its electrolyser production capacity.

ITM is building major new manufacturing capability in Sheffield aimed at multi‑gigawatt output, reinforcing its long‑term strategic position in the hydrogen economy.

3. Market sentiment often rotates back into renewables when geopolitical energy shocks hit.

Periods of high oil prices historically lead to renewed enthusiasm for alternative‑energy stocks (e.g., 2007–2008, 2021).

I think now is a great time to buy.

The UK’s most recent official policy statements repeatedly emphasise:

“Clean, homegrown energy” as a way to escape volatile fossil‑fuel markets

The UK’s mission to become a “clean energy superpower”

Securing energy supplies through renewables, nuclear, and Great British Energy

Reducing exposure to global instability (exactly the kind of geopolitical events dominating the news)

Berenberg said: "Despite a difficult macro environment, the company delivered a strong performance in 2025.

"Despite ongoing macro uncertainty, Oxford Nanopore still expects to reach EBITDA and cash breakeven. However, it has adjusted the assumptions in its medium-term guidance, now expecting lower revenue growth, leading us to lower our revenue forecasts, but higher gross margins and lower operating cost growth.

"Regardless of these changes, we continue to see substantial upside on the share price."

Berenberg trimmed its price target to 230p from 250p but reiterated its 'buy' rating.

I get the frustration, but the “zombie horde” take really misses what’s actually driving the RPI story right now.

First — the fundamentals have improved, not deteriorated.

Raspberry Pi isn’t some empty meme ticker. It’s a real company that just delivered 3.6 million boards in H1 2025, maintained flat YoY volumes during a tough component market, and posted $19.4m adjusted EBITDA while scaling its semiconductor franchise. Their microcontroller shipments even rose 69% sequentially, marking the first time RPi sold more chips than boards. That’s not hype — that’s execution. [tikr.com]

Second — RPI isn’t just “hype about OpenClaw.”

Yes, OpenClaw virality lit the match, but the share price rally over the past week wasn’t just noise. CEO Eben Upton bought shares four separate times, signalling confidence that sparked institutions and retail to re-evaluate the company. Those insider buys helped drive an 83% five‑day surge and a further 29% rise in the next session. That’s not AI tourists piling in — that’s meaningful insider sentiment. [invezz.com]

Third — the AI angle is real (and bigger than people think).

You’re right that most inferencing isn’t happening on‑device — but that’s missing the point. The real opportunity is that Raspberry Pi hardware is becoming the default low‑cost infrastructure for always‑on agentic computing. OpenClaw runs persistently, needs a dedicated machine that’s cheap, power‑efficient, silent, and isolated — and that perfectly matches the Pi’s profile. Even Proactive highlighted that OpenClaw “turned niche consumer hardware into AI infrastructure,” helping trigger RPI’s extraordinary rebound. [proactivei...estors.com]

This is why you see Mac Minis selling out and why Pi boards suddenly face demand spikes: consumers want local, private, always‑on automation nodes. RPI is the only global, scaled supplier of devices in that category at sub‑£100 price points.

Fourth — industrial and OEM demand dwarfs the hobbyist market anyway.

Even without the AI agent trend, RPI is executing a dual‑strategy expansion into enterprise compute modules, industrial OEM relationships, and semiconductor licensing. Analysts already see fair‑value targets implying ~35% upside into 2027, with strong annualized returns. [tikr.com]

Finally — the “OpenClaw runs amok” stories don’t change the thesis.

Every major AI agent platform has had similar reports — it’s early‑stage software. The key is demand: people want these tools, and they want to run them safely, locally, and cheaply. That’s a market Raspberry Pi is uniquely placed to serve, because the alternative is expensive Macs, noisy gaming rigs, or unreliable second‑hand PCs. And clearly, the market is reacting accordingly

I love stories like this, pico claw running on miniature clusters, someone - somewhere...

htTps://www.datacenterdynamics.com/en/news/everyone-can-have-a-cray-1-supercomputer-with-this-raspberry-pi-diy-guide/

Investing in Raspberry Pi is a play on the backbone of the modern digital revolution. Beyond its cult status in the maker community, the company has successfully pivoted into a high-margin industrial powerhouse, with over 70% of sales now fueling IoT, automation, and OEM sectors.

​The recent explosion of OpenClaw, the viral AI agent, has created a massive new "agentic" hardware market. By using Raspberry Pi as a secure, isolated sandbox for OpenClaw swarms, the company has transformed from a hobbyist brand into a critical AI orchestration platform. With vertical integration and high demand, Raspberry Pi is perfectly positioned to define the local AI future.

RPI excellent tech now on the radar of more investors..

$MacMini just hit new Ath, raspberry Pi much and much better lol seems like an easy bid. This is a PvP that is worth it ngl🤷‍♂️😏

Investors have not realised the significance of this. Great news for Raspberry.

htTps://www.proactiveinvestors.co.uk/companies/news/1087822/raspberry-pi-shares-surge-as-super-small-openclaw-rival-goes-viral-on-social-media-1087822.html

Exciting times for RPI. Expect 600p by end of week...

Company analysis: Raspberry Pi ($RPI)

hTtps://billiebillion.substack.com/p/company-analysis-raspberry-pi-rpi

2. The High-Performance Pivot: AI HAT+ 2

While the Pi 5 is a perfect entry point, the recently released AI HAT+ 2 (launched January 15, 2026) allows it to compete in the high-end market as well.

This $130 add-on provides a Hailo-10H accelerator with 40 Tera Operations Per Second (TOPS). At 40 TOPS, this setup actually edges out the 38 TOPS performance of the Neural Engine in Apple’s flagship M4 Mac Mini. This enables the Raspberry Pi to rival Apple’s performance for a fraction of the cost, giving users the ability to scale to advanced AI tasks just by adding a module.

Good sign for results.

I would like to see more products that focus on generative AI.

hTtps://www.raspberrypi.com/products/ai-hat-plus-2/

Every place selling this product is SOLD out.

"Open claw" momentum will continue.This still has a long way to go.

Startups in Silicon Valley are reportedly buying these boards in bulk (hundreds at a time) to build "agentic swarms"—essentially using 20 Pis to do the work of one expensive server.

​Scarcity Hype: Rumors of "hoarding" on social media platforms like X are creating a sense of urgency. If traders expect a supply shortage due to AI demand, they tend to bid the stock up in anticipation of higher hardware margins.

Agree taken down on low volume. This will swiftly move higher.

Danaher, Thermo Fisher, Roche Diagnostics and Illumina will be looking to acquire Oxford Nanopore. All companies would benefit.

Great buying opportunity. Bottom now in. Expect this to rise steadily from here as results are 2nd March.

Would not be suprised if we get a takeover offer. This is looking a very attractive target for the likes of Thermo Fisher

Agree this has provided an oppourtunity to buy as im sure the shares will be higher come results day on 2nd March. My confidence comes after excellent trading update in Jan.

This is now my largest holding. Drop totally overdone and now in oversold territory. After the excellent trading update only a few weeks ago and results 2nd March this will rise from here.

Trustpilot should not be getting hit. AI is a benefit

From Gemini

The Disintermediation Trap (The Victims)

​The reason Relx (-14%), London Stock Exchange (-13%), and Sage (-10%) crashed is that their primary value is processing and organizing information—tasks that "Claude Cowork" agents are purpose-built to do.

​The Threat: If a Claude agent can draft a legal brief, check compliance, or reconcile accounts directly within a company’s own database, the expensive subscription to a third-party software platform becomes redundant.

​The Result: Revenue per seat collapses because the "software" is replaced by the "agent."

​2. Why Trustpilot is "Agent-Proof"

​Trustpilot is not a "workflow" tool; it is a Proprietary Data Moat. Anthropic's agents can do the work, but they cannot manufacture human experience or reputation.

​Human Authenticity as the Product: Claude Cowork can automate a legal briefing, but it cannot "automate" 300 million humans giving their opinions. In a world where AI-generated content is everywhere, verified human intent becomes the rarest and most valuable commodity.

​The "Source of Truth" for Agents: When a Claude agent is tasked with "buying the most reliable fleet of vans for a business," it doesn't just guess. It has to pull data from a trusted source. Trustpilot is becoming the "Truth Layer" that these AI agents rely on to make decisions.

​Data Scarcity: Relx and LSE deal with public or semi-public records (laws, stock prices) that AI can easily ingest. Trustpilot deals with closed-loop human feedback that it owns and protects.

​3. The "Contagion" Mispricing

​The drop in Trustpilot’s share price is likely a result of sector-level selling rather than a flaw in its business model:

​Passive Outflows: Many investors hold "Global Software" or "FTSE 250 Tech" ETFs. When they sell those funds due to the Anthropic news, Trustpilot gets sold automatically.

​The "Lump of AI" Fallacy: Markets often treat all AI developments as a "winner-take-all" for the big AI labs (Anthropic, OpenAI). They forget that these models are "data-hungry" and will eventually have to pay for (or partner with) high-quality data providers like Trustpilot.

​BofA’s Counter-Narrative

​This is exactly why BofA raised their target to 272p right as this fear was peaking. Their report essentially says:

​"Don't fear the agent; the agent is Trustpilot's new best customer."

​They view Trustpilot as a beneficiary of the "SaaSpocalypse" because as businesses lose their ability to rank on traditional Google search (which is being replaced by AI answers), they will become even more desperate for the "Trustpilot Star" to appear in the AI's final recommendation.

BofA raises Trustpilot price target to 272 (230) pence - 'buy'