Up from previous $50-55m guidance issued during fiscal first Q, granted that was excluding gov contracts at that time. Back of envelope calc, military contract this Q slated at $26-30m. They likely had other contracts/ fresh injection of orders at $17m or so. To be fair this company has mostly missed earnings. Youre buying into its growth potential, and ability to secure more lucrative defence contracts. Especially if you believe the new wars are fought by drones
RCAT 2025Q2
RCAT 2025Q2
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$CleanSpark (CLSK.US)$ whats going on with CLSK? price action disengaged with $Bitcoin (BTC.CC)$ ….. despite company coming out to repurchase $125m worth of shares. Anyone can share your thesis please? Crypto greenhorn, long position
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I have no position but like for like, Sentinel is 3.5X smaller than its industry comparable ZS and appears to be trading at a discount. Gross margins are pretty good for industry standards, I’d say its playing catch up if not nibbling at ankles of the big boys. Although a bit disappointed, some analysts have said CRWD earlier fluke could see clients move to S. Hope that plays out in numbers in later quarters.
$CrowdStrike (CRWD.US)$ $Zscaler (ZS.US)$ $SentinelOne (S.US)$
$CrowdStrike (CRWD.US)$ $Zscaler (ZS.US)$ $SentinelOne (S.US)$
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Given its stellar results, $CleanSpark (CLSK.US)$ shouldnt be behaving any differently. BTC was down today but saw solid recovery. Hope to see green today. Technicals showed 68% higher outflow than inflows, this has narrowed to 3%… $IREN Ltd (IREN.US)$ $Bitcoin (BTC.CC)$
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$NVIDIA (NVDA.US)$
Sellers still not exhausted. Check “Trade Overview” under chart, within app. I also believe that those already in the profit are currently dumping, to profit take (and I don’t blame them) It takes a certain pair of diamond hands to not shake when the market slumps. Though the speed and velocity of the sudden drops today, probably contributed by large block sale make me wary to keep length
Sellers still not exhausted. Check “Trade Overview” under chart, within app. I also believe that those already in the profit are currently dumping, to profit take (and I don’t blame them) It takes a certain pair of diamond hands to not shake when the market slumps. Though the speed and velocity of the sudden drops today, probably contributed by large block sale make me wary to keep length
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$Rocket Lab (RKLB.US)$ Not a serious indicator of strength by any means but RKLB is all over WSB forums (but this could add to volatility, ie. retail investors fomo-ing into the stock/ scalping/ realising ST gains vs LT profits. We’ve seen inflow of funds in recent days being smaller orders, chasing higher highs, something I dont like but can make $ off with an options play).. BUT lending it credence is Blac...
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Probably more dumping to come from retail investors after this article since Motley Fool has similar weight and following of Investorplace, professionals also count as following.
Check out the article on news section in SMCI on this app.. Do you want to be one in a million rushing to get out of one exit.
Guy even rehashed “Ernst & Young resigned from its position as Supermicro's auditor last month, saying they were "unwi...
Check out the article on news section in SMCI on this app.. Do you want to be one in a million rushing to get out of one exit.
Guy even rehashed “Ernst & Young resigned from its position as Supermicro's auditor last month, saying they were "unwi...
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June onwards of 2024, funds that sold millions of their holdings (you can find on “company” tab within SMCI page here) + Wellington Asset (1.6mil) and State Street (2.7mil)
Charles Liang and Co did recently add to their positions, to be fair. Charles as recent as Oct 30.. Do with this info what you will
$Super Micro Computer (SMCI.US)$
Charles Liang and Co did recently add to their positions, to be fair. Charles as recent as Oct 30.. Do with this info what you will
$Super Micro Computer (SMCI.US)$
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