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Hi mooers!
$Arm Holdings (ARM.US)$ is releasing its Q2 FY2025 earnings on November 6 after the bell. Unlock insights with ARM Earnings Hub>>
With AI and semiconductor sector heating up, ARM has seen its share price rise over 80% in 2024. The chip designer's EPS is expected to grow 180.53%, by analysts' consensus. What outlook would the company's management provide? Subscribe to @Moo Live and book the conference call!
For the deta...
$Arm Holdings (ARM.US)$ is releasing its Q2 FY2025 earnings on November 6 after the bell. Unlock insights with ARM Earnings Hub>>
With AI and semiconductor sector heating up, ARM has seen its share price rise over 80% in 2024. The chip designer's EPS is expected to grow 180.53%, by analysts' consensus. What outlook would the company's management provide? Subscribe to @Moo Live and book the conference call!
For the deta...
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$Super Micro Computer (SMCI.US)$ Earnings call live stream is coming up! Based on the recent performance of SMCI, I have made predictions for 3 scenarios:
Best-case scenario forecast
Probability: 30%
In the best-case scenario, SMCI can successfully turn the situation around by:
1. Quickly finding and cooperating with a new auditing firm, and rebuilding market confidence through improved financial transparency.
2. Strengthening governance structure to ensure the independence and compliance of management and the board, and improving internal controls.
3. Maintaining technological innovation in AI servers and liquid cooling technology, seizing current market demand, and continuing to expand market share.
As these measures rely on internal efforts, the cooperation of external audit institutions, and the stability of market demands, the likelihood is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantage in the AI and high-performance server fields may still bring the company a turnaround opportunity.
Worst-case scenario prediction
Probability: 50%
In the worst case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, potentially triggering in-depth investigations by regulatory authorities and more severe financial reviews.
2. Loss of confidence from customers and investors, potentially resulting in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline may lead to financing difficulties, affecting future business expansion and technology...
Best-case scenario forecast
Probability: 30%
In the best-case scenario, SMCI can successfully turn the situation around by:
1. Quickly finding and cooperating with a new auditing firm, and rebuilding market confidence through improved financial transparency.
2. Strengthening governance structure to ensure the independence and compliance of management and the board, and improving internal controls.
3. Maintaining technological innovation in AI servers and liquid cooling technology, seizing current market demand, and continuing to expand market share.
As these measures rely on internal efforts, the cooperation of external audit institutions, and the stability of market demands, the likelihood is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantage in the AI and high-performance server fields may still bring the company a turnaround opportunity.
Worst-case scenario prediction
Probability: 50%
In the worst case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, potentially triggering in-depth investigations by regulatory authorities and more severe financial reviews.
2. Loss of confidence from customers and investors, potentially resulting in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline may lead to financing difficulties, affecting future business expansion and technology...
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$Luminar Technologies (LAZR.US)$
selling all my .80 positions. thanks for the profits, see ya next dip
selling all my .80 positions. thanks for the profits, see ya next dip
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$Super Micro Computer (SMCI.US)$ News leaking? Expect a good run today....
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$Super Micro Computer (SMCI.US)$ how to stop a rocket if it blast!
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$Super Micro Computer (SMCI.US)$ Ready for big announcement... TP65 this week...
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$UiPath (PATH.US)$ Can I buy it?
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$Netflix (NFLX.US)$ is releasing its Q3 earnings on October 18 after the bell. Netflix's stock price went up over 45% this year, fueled by robust subscription growth.
Need more details of their earning release? >> Unlock insights with NFLX Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Netflix (NFLX.US)$ have seen an increase of 8.62%.How wil...
Need more details of their earning release? >> Unlock insights with NFLX Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Netflix (NFLX.US)$ have seen an increase of 8.62%.How wil...
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