73372627 再世孔明 : You forgot that they buyback 11B

73372627 : Relax. The Wales this wait the sell-off because now they know that 11 Bill was buyback, so if them aquire the panic shareholders, the bags will be for them.

73372627 : I agree. The nubers outpace all the estimations without any new product with blackwell. I do not understand those who dreamed an 1T revenues??!!??.
In fact when I saw the numbers (over my dreams) I had to look 3 time to come at the reality that I do not dream.
The network and data was over expectations but very low and is due to lack of new technology employeed by the clients.

73372627 Coach Donnie OP : After those numbers I have to take a good relax. Are far better then I dreamed.
One regret: The data centers and the networking far behind, except the clear vision companies.

73372627 : Take time to be pacient, take time to learn what it is ER, take time to be wise, take time to swap the milk around the mouth.

73372627 Too : The AI just start

73372627 : Why??? Explain your view.

73372627 : The 0.81 adjusted EPS it is good tooking in consideration the 11 Billions buyback used during the Quarter and also poor performance of the Network due to the fact the customers (data centers and Nework) are not modernisated to the 800G and Dual 400G fiber. The adjusted EPS used in conjunction with the GAAP-compiliant earnings, provide a much better view of the company financial performance.
I do not have all the data in front of me, just what I listening. But 0.81 it is a good adjusted EPS.

73372627 : They was right. The old data centers and the networks are now will be soon a big mass of disposable. Very few datacenter now are prepared for 800G and dual 400G. For this reason they get Axios and build a new manufacture in Mexico.
Very nice report, over my expectations. Now we will see how the reaction will be.

73372627 : 140 will not be. 145 do not seem to be brooke in the next 30 min. The shorters rush to close the positions the demand numbers show this.
If i look to the days prices of shorters vs now and put the 0.25% on short, those ppls want to save the face and make pennys.
PS: Let see if keep till 5PM, funny.