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QMQMLS

QumulusAI, Inc. Common Stock

$QMLS·$173M·Software - Infrastructure·Technology
$3.81-6.6%1Y-81.0%
Price updated 9m ago·X counts updated 5d ago
QMQMLS
$QMLSQumulusAI, Inc. Common Stock
$3.81-6.62%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $QMLS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-08-04

QumulusAI posters are running an aggressive rerating pitch. The company signed a $71.9M three-year Nvidia Blackwell agreement with an AI inference platform provider, took the stock +20% on the day, and cumulatively has $122M in multi-year GPU contracts ($49M ARR) signed in the last week against a $214M market cap (~1.2x ARR). The lone skeptical note is a 40M-share pending dilution 'using Nvidia to actively dilute.' Bulls dominate.

Read what X is saying about $QMLS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $QMLS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

QumulusAI signed $240.9M in new Blackwell B300 contracts on top of $122M prior — the neocloud deal pipeline is doing the work.

QumulusAI has done the thing every neocloud needs to do — convert the AI-infrastructure narrative into real multi-year GPU-as-a-service contracts, with the September 29 announcement of $240.9M in new AI-inference customer contracts for NVIDIA Blackwell B300 capacity.

  • The company has been signing deals at an accelerating pace — $71.9M three-year Nvidia Blackwell contract disclosed in Q3, $18M take-or-pay B300 agreement activated September 10, and now $240.9M of new inference contracts in one disclosure.
  • Q3 revenue of $6.7M (up from $3.4M in Q2) confirms sequential acceleration, though EPS of -$0.72 missed by 106% as deployment costs scale into the contract activations — this is the shape of a GPU-cloud scaling, not a dying business.
  • At $6.53 and $215M market cap with no 52-week range data captured, the stock is trading on narrative plus the deal pipeline; sell-side has not yet modeled revenue, but the $240.9M + $122M of signed contracts at current ARR run-rate implies material revenue by 2027.

The deal cadence is the whole story — if QumulusAI continues to sign $100M+ contracts every month and the Blackwell deployment schedule holds, the equity is undervalued; if any deployment stumbles or customer concentration becomes visible, the current forward valuation is reset.

Agrees with X sentimentX is bullish framing QumulusAI as the neocloud that went public without raising a dime and is now stacking multi-year GPU contracts; the TickerTalks read agrees — the deal cadence is the structural catalyst.

What to watch: Next earnings and sequential revenue trajectory versus the signed-contract base; Blackwell B300 deployment execution milestones; new AI-inference customer or hyperscaler-adjacent contract wins.

On the calendar: Earnings date not yet announced

Read the AI verdict on $QMLS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud infrastructure company deploying on-demand GPU clusters for AI and machine learning workloads.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $QMLS.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $QMLS

Partial — Cloud infrastructure company deploying on-demand GPU clusters for AI and machine learning workloads.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 25, 2026$-0.72$-0.35-105.7%
Q1 2026Jun 10, 2026$-0.19——

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-39.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 12.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 21 other (19 awards · 2 gifts) in window

See when $QMLS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 228-K — Item 7.01: Press release / Reg FD
AI summary

QumulusAI, Inc. filed an 8-K under Item 7.01 (Regulation FD Disclosure) to furnish an updated investor presentation, made available at the company's investor relations website. The updated presentation was released to ensure simultaneous broad access to material non-public information being shared with institutional investors or at investor events. Specific content — including business updates, financial metrics, or strategic milestones — is contained in the attached exhibit. This is a routine investor communications filing.

8-KPress release / Reg FDAug 178-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeJul 168-K — Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment
AI summary

QumulusAI, Inc. (QMLS) filed a multi-item 8-K concurrent with its direct listing on Nasdaq Global Market effective July 14, 2026. The company adopted the QumulusAI 2026 Equity Incentive Plan (replacing the prior Global Digital Holdings plan), approved by shareholders on June 16, 2026 (Items 5.02/5.03); the plan's adoption simultaneously modified security holder rights (Item 3.03) and updated the corporate charter. These filings collectively mark QumulusAI's transition from a private Georgia-chartered AI company to a publicly listed entity on Nasdaq.

424B4Prospectus supplement (offering)Jul 15424B4
AI summary

QumulusAI, Inc. (QMLS) filed a 424B4 final prospectus registering the resale of up to 39,472,531 shares of common stock by existing shareholders in connection with its direct listing on Nasdaq Global Market. At listing, the company had 32,867,931 shares outstanding; prior private placements ranged from $3.00 to $23.15 per share. Directors, officers, greater-than-10% holders, and ATW AI Opportunities LLC's 6,604,600 shares are subject to a 6-month lock-up. The company receives no proceeds from the resale — this listing creates liquidity for existing holders without a traditional IPO capital raise.

3New insider — initial holdingsJul 143
AI summary

Michael C. Mulica, a director of QumulusAI, Inc. (QMLS), filed his initial Form 3 on July 14, 2026, the date of the company's Nasdaq direct listing on Nasdaq Global Market. Mulica directly owns 4,630 shares of QMLS common stock and holds no derivative securities. This is a routine Section 16(a) insider ownership disclosure required upon the company becoming publicly traded.

3New insider — initial holdingsJul 143
AI summary

Dr. Homaira Akbari, a director of QumulusAI, Inc. (QMLS), filed her initial Form 3 on July 14, 2026, the date of the company's Nasdaq direct listing. Dr. Akbari beneficially owns no securities of QMLS — neither direct shares nor derivative securities are reported. Routine Section 16(a) insider disclosure at listing.

3New insider — initial holdingsJul 143
AI summary

Michael Houston Aderhold, a 10%+ owner of QumulusAI, Inc. (QMLS), filed his initial Form 3 on July 14, 2026, the date of the company's Nasdaq direct listing. Aderhold owns 5,581,219 shares directly and 96,293 shares indirectly through MHA Technologies LLC, totaling approximately 5,677,512 shares — the largest disclosed insider stake among the listing filings. No derivative securities are reported. This is a routine Section 16(a) disclosure confirming Aderhold as the dominant insider holder at listing.

3New insider — initial holdingsJul 143
AI summary

Ryan Anthony DiRocco, CTO of QumulusAI, Inc. (QMLS), filed his initial Form 3 on July 14, 2026, the date of the company's Nasdaq direct listing. DiRocco holds 46,033 shares directly, 33,334 shares indirectly through RAD Corporate Holdings Inc., stock options for 7,568 shares at $0.69 (expiring September 2034), and warrants for 14,199 shares at $23.15 (expiring July 2036). Routine Section 16(a) officer disclosure at listing.

+ 30 other (11 3s · 5 S-1/As · 3 13Gs · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

QumulusAI Puts $71.9 Million Blackwell Agreement into Production; Signed Customer Contracts Surpass $500 Millionbusinesswire.com·2d agoQumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacitybusinesswire.com·18d agoAgentic AI Can Raise Token Use per Task Up to 100 Times, Accelerating the Shift Away From Per-Token Pricing, Futurum Research Findsbusinesswire.com·22d agoQumulusAI Completes B200 Deployment Under Its $71.9 Million Contracted Blackwell Agreementbusinesswire.com·32d agoQumulusAI Completes NVIDIA Blackwell B300 Deployment, Activating $18 Million Take-or-Pay Agreementbusinesswire.com·37d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Neocloud & GPU Cloud

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Voices on X · last 7 days

No standout posts about $QMLS on X in the last 7 days.

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