TAO Synergies (TAOX)
Market Price (6/21/2026): $3.695 | Market Cap: $27.6 MilSector: Information Technology | Industry: Systems Software
TAO Synergies (TAOX)
Market Price (6/21/2026): $3.695Market Cap: $27.6 MilSector: Information TechnologyIndustry: Systems Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -13% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -56% | Weak multi-year price returns2Y Excs Rtn is -54%, 3Y Excs Rtn is -156% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1351% Expensive valuation multiplesP/SPrice/Sales ratio is 40x Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 213% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -884%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -884% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -95% High stock price volatilityVol 12M is 135% Key risksTAOX key risks include [1] its almost total financial dependence on the highly volatile price of the single TAO token and [2] a lack of meaningful revenue, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -13% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -56% |
| Weak multi-year price returns2Y Excs Rtn is -54%, 3Y Excs Rtn is -156% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1351% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 40x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 213% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -884%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -884% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -95% |
| High stock price volatilityVol 12M is 135% |
| Key risksTAOX key risks include [1] its almost total financial dependence on the highly volatile price of the single TAO token and [2] a lack of meaningful revenue, Show more. |
Qualitative Assessment
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TAO Synergies (TAOX) stock has lost about 5% since 2/28/2026 because of the following key factors:
1. TAO Synergies' profitability is heavily reliant on volatile digital asset gains, masking underlying operating losses.
In fiscal Q1 2026, which ended March 31, 2026, TAO Synergies reported a net income of $4.25 million, primarily driven by a $6.84 million unrealized gain on its TAO cryptocurrency holdings. However, during the same period, the company's core operations resulted in an operating loss of $1.3 million. This structure concentrates the company's balance sheet risk in a single crypto asset, making its financial performance highly susceptible to cryptocurrency market fluctuations.
2. The stock has been subject to negative analyst sentiment and bearish technical indicators.
Over the past three months, a consensus of 28 analysts has issued an overall "Sell" rating for TAOX. Multiple technical indicators, including the Aroon Indicator, Momentum Indicator, and Moving Average Convergence Divergence (MACD), entered downward trends in May and June 2026, suggesting a potential for continued decline. Furthermore, the stock moved below its 50-day moving average on May 15, 2026, indicating a shift from an upward to a downward trend.
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TAO Synergies (TAOX) stock has lost about 5% since 2/28/2026 because of the following key factors:
1. TAO Synergies' profitability is heavily reliant on volatile digital asset gains, masking underlying operating losses.
In fiscal Q1 2026, which ended March 31, 2026, TAO Synergies reported a net income of $4.25 million, primarily driven by a $6.84 million unrealized gain on its TAO cryptocurrency holdings. However, during the same period, the company's core operations resulted in an operating loss of $1.3 million. This structure concentrates the company's balance sheet risk in a single crypto asset, making its financial performance highly susceptible to cryptocurrency market fluctuations.
2. The stock has been subject to negative analyst sentiment and bearish technical indicators.
Over the past three months, a consensus of 28 analysts has issued an overall "Sell" rating for TAOX. Multiple technical indicators, including the Aroon Indicator, Momentum Indicator, and Moving Average Convergence Divergence (MACD), entered downward trends in May and June 2026, suggesting a potential for continued decline. Furthermore, the stock moved below its 50-day moving average on May 15, 2026, indicating a shift from an upward to a downward trend.
3. The company faces financial instability due to a limited cash runway and historical earnings decline.
TAO Synergies has been identified with a major risk of having less than one year of cash runway, based on its current free cash flow trend of -US$6.4 million. The company has also demonstrated a pattern of declining earnings, with an average annual rate of -15.7% over the past five years, making it unprofitable.
4. Shareholders have experienced significant dilution.
Over the past year, shareholders have undergone substantial dilution, evidenced by a 413% increase in shares outstanding. This factor is considered a major risk to the company's stock performance.
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Stock Movement Drivers
Fundamental Drivers
The -6.1% change in TAOX stock from 2/28/2026 to 6/20/2026 was primarily driven by a -65.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282026 | 6202026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.91 | 3.67 | -6.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 1 | 231.8% |
| P/S Multiple | 48.1 | 39.9 | -17.0% |
| Shares Outstanding (Mil) | 3 | 7 | -65.9% |
| Cumulative Contribution | -6.1% |
Market Drivers
2/28/2026 to 6/20/2026| Return | Correlation | |
|---|---|---|
| TAOX | -6.1% | |
| Market (SPY) | 9.2% | 41.3% |
| Sector (XLK) | 38.1% | 37.0% |
Fundamental Drivers
The -51.6% change in TAOX stock from 11/30/2025 to 6/20/2026 was primarily driven by a -65.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 11302025 | 6202026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.58 | 3.67 | -51.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 1 | 231.8% |
| P/S Multiple | 93.2 | 39.9 | -57.2% |
| Shares Outstanding (Mil) | 3 | 7 | -65.9% |
| Cumulative Contribution | -51.6% |
Market Drivers
11/30/2025 to 6/20/2026| Return | Correlation | |
|---|---|---|
| TAOX | -51.6% | |
| Market (SPY) | 9.9% | 42.9% |
| Sector (XLK) | 34.1% | 40.5% |
Fundamental Drivers
The 45.9% change in TAOX stock from 5/31/2025 to 6/20/2026 was primarily driven by a 9.2233720368547763E17% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 5312025 | 6202026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.52 | 3.67 | 45.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 1 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 39.9 | |
| Shares Outstanding (Mil) | 1 | 7 | -81.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
5/31/2025 to 6/20/2026| Return | Correlation | |
|---|---|---|
| TAOX | 45.9% | |
| Market (SPY) | 28.1% | 35.4% |
| Sector (XLK) | 66.8% | 30.0% |
Fundamental Drivers
The -82.5% change in TAOX stock from 5/31/2023 to 6/20/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 5312023 | 6202026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.00 | 3.67 | -82.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 1 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 39.9 | |
| Shares Outstanding (Mil) | 0 | 7 | -96.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
5/31/2023 to 6/20/2026| Return | Correlation | |
|---|---|---|
| TAOX | -82.5% | |
| Market (SPY) | 85.7% | 19.0% |
| Sector (XLK) | 137.9% | 16.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| TAOX Return | 42% | -86% | -77% | -49% | 6% | 4% | -97% |
| Peers Return | 37% | -85% | 318% | 58% | -26% | 22% | 25% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 98% |
Monthly Win Rates [3] | |||||||
| TAOX Win Rate | 42% | 42% | 25% | 25% | 42% | 33% | |
| Peers Win Rate | 40% | 28% | 63% | 45% | 50% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| TAOX Max Drawdown | -60% | -90% | -83% | -67% | -65% | -45% | |
| Peers Max Drawdown | -71% | -86% | -59% | -58% | -60% | -47% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TWAV, MSTR, MARA, RIOT, COIN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/18/2026 (YTD)
How Low Can It Go
| Event | TAOX | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.9% | -18.8% |
| % Gain to Breakeven | 44.6% | 23.1% |
| Time to Breakeven | 63 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -18.6% | -7.8% |
| % Gain to Breakeven | 22.9% | 8.5% |
| Time to Breakeven | 308 days | 18 days |
In The Past
TAO Synergies's stock fell -30.9% during the 2025 US Tariff Shock. Such a loss loss requires a 44.6% gain to breakeven.
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| Event | TAOX | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.9% | -18.8% |
| % Gain to Breakeven | 44.6% | 23.1% |
| Time to Breakeven | 63 days | 79 days |
In The Past
TAO Synergies's stock fell -30.9% during the 2025 US Tariff Shock. Such a loss loss requires a 44.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About TAO Synergies (TAOX)
TAO Synergies (TAOX) is a biopharmaceutical company dedicated to the development of novel drug candidates for the treatment of neurodegenerative and cognitive diseases. The company's core focus centers on a unique drug candidate known as Bryostatin-1, which is the basis for its primary product platform. Bryostatin-1 is specifically being developed with a significant emphasis on addressing Alzheimer's disease.
The company's main offering is this Bryostatin-1 product platform, which is currently progressing through both pre-clinical and clinical stages of development. While Alzheimer's disease is the lead indication, TAO Synergies is also actively evaluating Bryostatin-1's therapeutic potential for a range of other serious neurological conditions. These include fragile X syndrome, multiple sclerosis, and Niemann-pick type C disease. The company supports its research and development efforts through strategic licensing agreements with prominent institutions such as Stanford University and the Icahn School of Medicine at Mount Sinai.
TAO Synergies primarily targets the extensive market of patients afflicted with neurodegenerative or cognitive diseases and dysfunctions. The company aims to provide innovative therapeutic solutions for individuals suffering from conditions like Alzheimer's, fragile X syndrome, multiple sclerosis, and Niemann-pick type C disease, thereby serving healthcare providers and the broader medical community seeking advanced treatments for these challenging illnesses.
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An early-stage Biogen or Eli Lilly, hyper-focused on developing a single promising drug for Alzheimer's and other neurodegenerative diseases.
A specialized Vertex Pharmaceuticals, aiming to unlock the full therapeutic potential of one key drug (Bryostatin-1) across multiple complex neurological conditions.
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- Bryostatin-1 for Alzheimer's disease: A drug candidate in pre-clinical and clinical development for the treatment of Alzheimer's disease.
- Bryostatin-1 for other neurodegenerative or cognitive diseases: Therapeutic applications of bryostatin being evaluated for conditions such as fragile X syndrome, multiple sclerosis, and Niemann-pick type C disease.
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TAO Synergies (TAOX), operating as Synaptogenix, Inc., is a biopharmaceutical company with product candidates currently in pre-clinical and clinical development. At this stage, the company is primarily focused on research and development of its drug candidate, Bryostatin-1, for various neurodegenerative and cognitive diseases. As such, it does not currently have major customers for commercial product sales.
In the future, if its drug candidates successfully complete clinical trials and receive regulatory approval, its customers would primarily be healthcare providers, pharmacies, or potentially other pharmaceutical companies that license or acquire the commercial rights to distribute the drug to patients.
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Key Risks to TAO Synergies (TAOX)
The key risks to TAO Synergies (TAOX) primarily stem from its strategic pivot to an AI-focused cryptocurrency treasury strategy, centered exclusively on the Bittensor (TAO) token.
- Concentration Risk and High Volatility of TAO Token: The company's financial health, asset value, and staking income are almost entirely dependent on the price of the TAO token. TAOX's stock price is heavily correlated with the TAO token, which is known for extreme price swings, exhibiting high volatility with a beta of 2.04 and realized volatility at 209%. This singular focus on a highly volatile digital asset exposes TAO Synergies to substantial and unpredictable financial fluctuations.
- Regulatory Uncertainty in Cryptocurrency and AI Sectors: The evolving and often uncertain regulatory landscape for cryptocurrencies and digital assets, particularly in the US, poses a significant risk. Adverse regulatory actions against staking or digital assets could severely impact TAO Synergies, potentially freezing its primary source of revenue and affecting its business operations and financial condition.
- Lack of Meaningful Revenue and Persistent Losses: TAO Synergies currently reports zero revenue growth, indicating a focus on strategic asset accumulation rather than immediate sales. The company has incurred significant losses, with a negative EPS, operating margin, and net margin, and has experienced substantial cash burn. An Altman Z-Score of -0.27 suggests financial distress and a potential bankruptcy risk within the next two years. This lack of sustainable revenue and profitability underlines the speculative nature of the company's current business model.
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The emergence of superior or more advanced drug treatments for Alzheimer's disease and other neurodegenerative or cognitive diseases from competing pharmaceutical companies, potentially setting a higher standard of care or capturing significant market share before Bryostatin-1 can reach the market.
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The addressable markets for TAO Synergies' (trading as Synaptogenix, Inc.) main product candidates, Bryostatin-1, in various neurodegenerative and cognitive diseases are substantial globally and in key regions.
Alzheimer's Disease
The global Alzheimer's therapeutics market was estimated at USD 4.05 billion in 2022 and is anticipated to reach USD 15.19 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 19.99% from 2023 to 2030. Other estimates place the global Alzheimer's disease market size at USD 6.49 billion in 2025, with a projection to increase to USD 33.62 billion by 2034, expanding at a CAGR of 20.06% from 2025 to 2034. The market for Alzheimer's disease in the 7 Major Markets (7MM), which includes the US, EU4 (Germany, France, Italy, and Spain), the UK, and Japan, is valued at approximately USD 5,048 million in 2025 and is projected to grow to USD 34,335 million in 2034 with a CAGR of 23.7%. North America held the largest share of the global Alzheimer's therapeutics market, exceeding 40.79% in 2022. In 2023, the United States alone accounted for approximately 54% of the total Alzheimer's disease market size in the 7MM.
Fragile X Syndrome (FXS)
The global fragile X syndrome (FXS) treatment market size was USD 1.92 billion in 2024, grew to USD 2.08 billion in 2025, and is expected to reach USD 2.81 billion in 2029 at a CAGR of 7.9%. Another report indicates the global FXS treatment market size was valued at USD 2.64 billion in 2024 and is expected to reach USD 3.99 billion by 2032, at a CAGR of 5.30%. North America dominated the fragile X syndrome (FXS) treatment market with the largest revenue share of 44.7% in 2024. The FXS market across the US and Germany is projected to experience significant growth, quadrupling from USD 28.7 million in 2025 to USD 111.9 million by 2030, at a CAGR of 31.3%. The US FXS market alone is projected to reach USD 108.3 million by 2030.
Multiple Sclerosis (MS)
The global multiple sclerosis therapeutic market size was estimated at USD 27.39 billion in 2024 and is projected to reach USD 38.62 billion by 2030, growing at a CAGR of 5.93% from 2025 to 2030. The global multiple sclerosis drugs market size accounted for USD 21.26 billion in 2024 and is predicted to increase to approximately USD 45.90 billion by 2034, expanding at a CAGR of 8.00% from 2025 to 2034. North America leads the global multiple sclerosis therapeutic market with a share of 38.28% in 2024. The U.S. multiple sclerosis drugs market size was USD 7.81 billion in 2024 and is projected to be worth around USD 17.15 billion by 2034, growing at a CAGR of 8.18% from 2025 to 2034.
Niemann-Pick Type C Disease (NPC)
The global Niemann-Pick Disease Type C treatment market size was approximately USD 2.92 billion in 2025, expected to grow to USD 3.19 billion in 2026, and to USD 4.46 billion in 2030 at a CAGR of 8.8%. Another report indicates the global Niemann-Pick Disease Type C Market size was worth around USD 485.58 million in 2024 and is predicted to grow to around USD 1285.77 million by 2035 with a CAGR of 9.26% from 2025 to 2035. North America was the largest region in the Niemann-Pick Disease Type C treatment market in 2025. The Niemann-Pick Disease Type C Market Size in the 7MM was approximately USD 60 million in 2024.
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Here are 3-5 expected drivers of future revenue growth for TAO Synergies (TAOX) over the next 2-3 years:
- Revenue Generation from Staking TAO Tokens: TAO Synergies plans to generate revenue by staking its acquired TAO tokens. This strategy directly leverages the company's digital asset holdings to produce yield.
- Capital Appreciation of TAO Token Holdings: The company aims to capitalize on the potential increase in the market value of the TAO token. As the value of TAO appreciates, the value of TAO Synergies' holdings will increase, contributing to its overall revenue and asset base.
- Expansion of TAO Token Acquisitions: TAO Synergies has outlined a strategy to acquire a significant amount of TAO tokens, with a target of $100 million. Increasing its holdings of TAO tokens will directly amplify the revenue generated from both staking yields and potential token appreciation.
- Growth in the Broader Artificial Intelligence (AI) and Decentralized AI Markets: As TAO is the native cryptocurrency of Bittensor, a decentralized blockchain network for machine learning and AI, and is recognized as a leading AI token, the overall expansion and adoption of the AI and decentralized AI industries are expected to drive demand and value for TAOX's core digital asset.
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Share Issuance
- TAO Synergies Inc. announced it received $11 million in funding in October 2025.
- In June 2025, Synaptogenix secured $5.5 million in financing through Series D convertible preferred stock as it launched its cryptocurrency treasury strategy.
- Synaptogenix raised approximately $15 million in a private placement financing of convertible redeemable preferred stock and warrants from existing investors in November 2022.
Inbound Investments
- TAO Synergies Inc. announced $11 million in funding in October 2025.
- In June 2025, Synaptogenix received $5.5 million in financing from investors, including James Altucher, as it launched its cryptocurrency treasury strategy.
- Synaptogenix secured approximately $15 million in a private placement from existing investors in November 2022 to strengthen its balance sheet.
Outbound Investments
- In June 2025, Synaptogenix (soon to be TAO Synergies) initiated its cryptocurrency treasury strategy with an initial purchase of TAO tokens, planning an initial acquisition of $10 million and a total target of $100 million in TAO tokens for staking and capital appreciation.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is TAO Synergies Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 21.16 |
| Mkt Cap | 7.6 |
| Rev LTM | 572 |
| Op Inc LTM | -25 |
| FCF LTM | -641 |
| FCF 3Y Avg | -453 |
| CFO LTM | -28 |
| CFO 3Y Avg | -25 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.8% |
| Rev Chg 3Y Avg | 37.1% |
| Rev Chg Q | 3.6% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Inc Chg LTM | -30.0% |
| Op Inc Chg 3Y Avg | -16.2% |
| Op Mgn LTM | -82.0% |
| Op Mgn 3Y Avg | -73.0% |
| QoQ Delta Op Mgn LTM | -3.1% |
| CFO/Rev LTM | -96.6% |
| CFO/Rev 3Y Avg | -62.2% |
| FCF/Rev LTM | -297.1% |
| FCF/Rev 3Y Avg | -208.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 |
|---|---|
| Research and development activities related to developing therapeutics for neurodegenerative | 0 |
| Total | 0 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Research and development activities related to developing therapeutics for neurodegenerative | 18 | 31 | 39 | 36 | 7 |
| Total | 18 | 31 | 39 | 36 | 7 |
Price Behavior
| Market Price | $3.67 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/08/2020 | |
| Distance from 52W High | -64.6% | |
| 50 Days | 200 Days | |
| DMA Price | $4.75 | $5.58 |
| DMA Trend | down | down |
| Distance from DMA | -22.7% | -34.2% |
| 3M | 1YR | |
| Volatility | 88.3% | 135.6% |
| Downside Capture | 506.11 | 555.01 |
| Upside Capture | 110.49 | 392.81 |
| Correlation (SPY) | 43.9% | 39.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 6.52 | 3.70 | 2.74 | 3.67 | 4.56 | 1.39 |
| Up Beta | 9.06 | 2.66 | 2.57 | 3.29 | 4.27 | 0.38 |
| Down Beta | 3.95 | 0.33 | 1.80 | 2.72 | 3.83 | 1.33 |
| Up Capture | 213% | 137% | 327% | 454% | 3019% | 386% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 9 | 19 | 30 | 54 | 115 | 339 |
| Down Capture | 1102% | 959% | 299% | 305% | 217% | 113% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 11 | 22 | 33 | 69 | 134 | 396 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TAOX | |
|---|---|---|---|---|
| TAOX | -6.4% | 135.3% | 0.57 | - |
| Sector ETF (XLK) | 59.9% | 23.1% | 1.96 | 32.7% |
| Equity (SPY) | 26.5% | 12.4% | 1.61 | 39.5% |
| Gold (GLD) | 24.2% | 27.5% | 0.77 | 18.3% |
| Commodities (DBC) | 19.8% | 18.8% | 0.83 | 7.3% |
| Real Estate (VNQ) | 11.0% | 13.7% | 0.52 | 18.2% |
| Bitcoin (BTCUSD) | -40.0% | 42.5% | -1.08 | 51.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TAOX | |
|---|---|---|---|---|
| TAOX | -53.9% | 107.7% | -0.17 | - |
| Sector ETF (XLK) | 22.9% | 25.3% | 0.80 | 18.7% |
| Equity (SPY) | 13.5% | 17.1% | 0.62 | 20.6% |
| Gold (GLD) | 17.1% | 18.3% | 0.76 | 7.2% |
| Commodities (DBC) | 7.5% | 19.4% | 0.29 | 5.4% |
| Real Estate (VNQ) | 1.9% | 18.9% | 0.00 | 15.0% |
| Bitcoin (BTCUSD) | 11.0% | 54.2% | 0.40 | 18.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TAOX | |
|---|---|---|---|---|
| TAOX | -26.1% | 111.8% | 0.07 | - |
| Sector ETF (XLK) | 25.4% | 24.7% | 0.93 | 18.1% |
| Equity (SPY) | 15.3% | 18.0% | 0.73 | 19.8% |
| Gold (GLD) | 12.3% | 16.1% | 0.63 | 6.3% |
| Commodities (DBC) | 5.9% | 18.0% | 0.26 | 6.0% |
| Real Estate (VNQ) | 5.3% | 20.7% | 0.22 | 14.1% |
| Bitcoin (BTCUSD) | 60.0% | 66.8% | 1.00 | 18.2% |
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Returns Analyses
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/13/2026 | 10-Q |
| 12/31/2025 | 03/31/2026 | 10-K |
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/27/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/21/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/13/2026 | 10-Q |
| 12/31/2025 | 03/31/2026 | 10-K |
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/27/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/21/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/13/2022 | 10-Q |
| 12/31/2021 | 03/29/2022 | 10-K |
| 09/30/2021 | 11/12/2021 | 10-Q |
| 06/30/2021 | 08/13/2021 | 10-Q |
| 03/31/2021 | 05/14/2021 | 10-Q |
| 12/31/2020 | 03/30/2021 | 10-K |
| 09/30/2020 | 12/23/2020 | 10-Q |
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Systems Software Resources |
| CNET |
| ZDNet |
| Gartner |
| Software Development Times |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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