To The Moon

$SoundHound AI Inc(SOUN)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ I’m laser-focused on $SOUN as it lines up one of the most powerful pattern trading setups in the AI sector right now. In a market where M&A activity is accelerating, this long saucer base formation with surging ADR% is exactly the kind of structure that precedes parabolic expansions. Institutions love this shape because it often marks the hand-off from quiet accumulation to high-velocity price discovery.

As of 03Oct25 NZT 🇳🇿, price action is coiling tightly beneath the $18–$20 breakout band, supported by rising momentum across multiple timeframes. This timing aligns with intensifying deal flow in the AI ecosystem, where large-cap tech is racing to lock in strategic capabilities.

🧠 Macro & M&A Tailwinds

“We believe that the M&A floodgates are ready to open as large-scale tech players look to add more AI capabilities and applications to capitalize on the massive spending wave taking place.”: Dan Ives

Options flow is already heating up with $1.4M piling into the $19 strike calls expiring November 2025, showing conviction positioning right into the breakout zone. Analysts are amplifying the narrative too; Motley Fool predicted a major surge in the second half of 2025, and Forbes outlined a potential move toward $45 by 2026, calling it a “symphony of success.”

The surge in AI-related deal activity is creating fertile ground for companies with differentiated capabilities. SoundHound’s position in conversational AI and embedded systems makes it a natural strategic target, amplifying the impact of its technical breakout structure.

🧭 Themes, Drivers, and Concerns

🟢 Acquisition Synergy Is Realizing: Cross-selling is no longer just a narrative; it’s delivering results. The company highlighted a major upsell of its Amelia enterprise AI platform to a marquee restaurant client, validating its acquisition strategy and expanding revenue per customer.

🟢 Blistering Top-Line Growth & Diversification: Revenue accelerated 217% YoY with broad-based momentum across restaurants, automotive, healthcare, retail, and financial services. This confirms successful diversification away from its historical automotive concentration.

🟢 Path to Profitability Becomes Clearer: Adjusted EBITDA loss narrowed to ($14.3)M from ($22.2)M in Q1, a step-change that adds credibility to management’s goal of reaching adjusted EBITDA profitability by year-end.

🧮 Acquisition Integration & Performance Metrics

• Amelia Turnaround Quantified: NRR jumped from <90% pre-acquisition to >120% in Q2. Sales attainment for the Amelia team reversed from ~40% to over 100% in the same period.

• Cost Synergies: SoundHound fully displaced third-party ASR with its Polaris model across all acquired SYNQ3 restaurant customers, unlocking millions in savings, while migrating legacy cloud infrastructure to its own platform.

• Operational Integration: Three ERP systems have been consolidated into a single platform.

📊 Business & Operational Metrics

• Restaurant Footprint: Active locations now exceed 14,000.

• Query Volume: Nearly 3 billion queries processed per quarter, up over 100% YoY.

• Automotive ASPs: Double-digit increase driven by generative AI adoption.

📅 Outlook, Guidance & Seasonality

Management issued a modest guidance raise, noting that Q2 strength reflected favorable timing on large enterprise deals. H2 revenue is expected to ramp, with Q4 surpassing Q3 due to European seasonality and budget cycles. They expressed high confidence in future growth, stating that 2025 revenue will “pale in comparison” to 2026 and beyond.

🧠 Product, Technology & Partnerships

• Vision AI: A new addition to the tech stack, enabling real-time visual understanding within conversational AI systems.

• Voice Commerce: Launch described as “imminent,” with platform giant partnerships expected later this year.

• Chinese OEM Win: A key victory over both local and global competitors, driven by superior technology and extensive language coverage.

💰 Voice Commerce Monetization Strategy

Management clarified that Voice Commerce is already driving indirect revenue by making the core offerings more attractive to automakers and restaurants. These clients are choosing SoundHound for its unique future revenue-sharing and lead-generation opportunities. Direct revenue from Voice Commerce will be reported once it scales, which is expected very soon.

📊 Pattern Trading Structure

On the weekly, the setup is textbook: an extended base, clean handle, and thrust higher. A decisive breakout above $20 sets up a measured move into the mid-30s to 40+ range, echoing historical saucer breakouts seen in names like $PLTR during its early momentum phase.

The daily timeframe shows a smooth rounded base with tightening Keltner/Bollinger bands and expanding volume, signalling pressure build-up beneath resistance. With 89.9% of the 364.86M float already circulating, any liquidity flush can magnify upside velocity.

The 4H trend confirms band expansion following compression; a classic trigger for sustainable rallies when supported by volume.

Market cap sits at $6.56B, ADR% is 7.87, and LoD distribution is 39%; all consistent with momentum ignition conditions.

🟩 Key Line in the Sand

The critical support zone sits between $14.70–$15.40. This level aligns with the 0.5–0.618 Fibonacci retracement cluster, a multi-month ascending trendline, and the 50-week EMA. Holding above roughly $14.70 keeps the structure intact and opens the door to a sustained rally toward the breakout band. A clean break below would undermine the base and likely trigger a deeper retest.

🚀 Why This Setup Matters

This is exactly the kind of high-conviction breakout setup that momentum funds, active traders, and technical specialists monitor before major runs. It blends AI macro tailwinds, M&A catalysts, structural price compression, options flow, and analyst conviction in a way that can move fast once ignition starts.

👉❓Do you think $SOUN can ride the AI M&A supercycle and complete this saucer breakout into new price discovery zones, or will resistance hold it back?

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

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