EC

ViciousSemicircle

Just can’t get past PE guys owning space companies. It’s how we got Cannito publicly hyping the shit out of RDW the day before a shitshow EC, plus he’s an operating partner at AEI. Then RDW ‘acquires’ Edge Autonomy when they’re both AEI companies to begin with. Just shady enough, you know? I get that ROSA’s a great moat and the stock is heading up, and I should probably get past my bias, but give me RKLB’s Peter Beck or ASTS’s Abel Avellan or the ex-NASA nerds running LUNR any day.

RenaissanceWmn1

Real companies with great ER: amazing growth and earnings, stock down 15% Complicated Ponzi schemes ER: 122m in revenue, 10+Billion in losses, word salad EC, stock up 15% So dumb

092Casey

What happened? I know their EC went well, but then theyre straight back down.  Then again PLTR did something similar after crushing EC.

heytree27

Bruh the strategy EC is still going…

Initial_Somewhere_67

Saylor on EC looks like he just stopped crying lol

Tintinnabulator

Taylor is spouting lie after lie on this EC right now its actually ridiculous

ZioRob2410

no so LEAPS ... 90d (bu i bought before EC)

ZioRob2410

GOOG is sinking after EC, SNAP is rising after EC... is this the end of the world ?

Honest-Handle-7282

anytime i held calls that were up big past open after EC i regretted it.

Glittering-Fail-8056

“Bears really thought” pltr EC live

daniel-sousa-me

> So I guess there won't be a "day of reckoning" or a "systemic failure". Nothing drastic. There will USD will bleed little by little making everything more and more expensive for citizens and the debt more and more expensive for the state But there will be a point at which it will become untenable and that's when everything will suddenly crash I'm Portuguese and I remember 2008-2011. Everything was bleeding out around us and our government kept pumping and pumping more air inside, so everything looked good. Until suddenly it wasn't In 2011 everything feel apart. We stopped being able to service our public debt. The interest rate in practice went to ∞% The difference? The Troika (IMF, EU and EC) came to our rescue and loaned us the money the market wouldn't and they babysat us until we got out shit together. But there's no Troika that can save the US. When the reckoning comes, everyone will be on the same boat

redpillsbluepills

Why do you regards buy short-dated calls and puts ahead of big tech EC’s not knowing IV will crush you? You’d make more money full porting into ASTS shares over the next year 👄🦶🏼

Heelincal

They aren't fucking wrong either until we abolish the Electoral College. Blue states are going to lose a bunch more EC votes in 2030 as well, if the Dems don't act quickly we might never have a democratic president ever again.

GeoLogic23

[Whirlwined](https://www.prnewswire.com/news-releases/whirlwined-introduces-the-worlds-first-non-alcoholic-hemp-derived-delta-9-thc-infused-wine-302665657.html) announced they were launching the first true non-alcoholic wine infused with hemp THC the other day. This was in Chicago, where we have seen beverages get a carve-out. >Whirlwined is real wine—fully fermented, then gently de-alcoholized.... I have mentioned before that I think non-alcoholic beer and wine haven't hit the market yet because even though they don't have alcohol in them, non-alcoholic wine/beers start out as alcoholic products. So they are still regulated by the TTB. Whirlwined was the only wine product listed at Binny's Beverage Depot. However they did have one non-alc beer product listed. So I was looking into that to see if it was really a beer. It isn't. But the company that makes the "beer" product does explicitly [describe the issue with the TTB and cannabis drinks](https://gobrewing.com/blogs/insights-and-misadventures/can-beer-have-thc?srsltid=AfmBOopz7OEx0Cs1EC4fCZ1-d2nDnEs3Pkq4iPVAP6zPH54rYfYq8Gh-). >**Why Beer Can’t Contain THC** >In the U.S., beer is regulated by the Alcohol and Tobacco Tax and Trade Bureau (TTB)......The TTB will not approve any formulas or labels for alcohol beverage products that contain a controlled substance under federal law. Since cannabis is still a controlled substance under federal law, the TTB prohibits mixing THC with any beverage classified as beer.  >Even non-alcoholic (NA) beers fall under [TTB jurisdiction](https://gobrewing.com/blogs/insights-and-misadventures/why-some-na-beers-have-alcohol) because they are brewed like traditional beer before alcohol is removed. That means they also cannot legally contain THC. If a beverage is marketed as NA beer, it’s subject to the same restrictions. >So, while you might see THC seltzers or cannabis-infused tonics on the market, **you won’t find a true “THC beer.” The moment a drink is legally considered beer, THC is off the table.** >But wait... >For a drink to be considered beer under TTB regulations, it has to be made with traditional brewing grains—like barley or wheat. >But at Go Brewing, **we offer a gluten-free beer that is brewed with alternative ingredients, which makes this brew outside of the scope of regulation of the TTB**. So while their beer brand isn't actually a real beer, we did just get a company marketing what they say is a true non-alcoholic wine with THC? Does this signal the TTB has eased this stance regarding non-alcoholic beer and wine?

Cowclone

if you listed to the EC you wouldn't touch the contracts with a 10 ft pole

Twist_of_Fate_44

You should enjoy this one then .. [https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/ABF60CD8EC97BBB585258C150032DCB2/$FILE/Bondi%2C%20Pam%20%20final278.pdf](https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/ABF60CD8EC97BBB585258C150032DCB2/$FILE/Bondi%2C%20Pam%20%20final278.pdf)

Zippier92

Brazil is doing well , Latin America in fact. There are many like you. Gimme some good European stocks. BBD, VALE, NU, RIO, EC working well .

DarkR124

Still have PTSD from buying a bunch for a EC and it fucking tanked. Took me almost a year and sold for -6%. Never again.

A_Credo

I am just basing my statement of their released earnings. I will adjust accordingly after the EC.

wee_dram

Been holding since the shit hit the fan day. If it doesn't pump at the next EC, I will peace out.

cookiejarxy

Yes I have seen this risk, they will need to bring their Q1 EC forward by at least a week probably if the SP is still in trouble around May

cookiejarxy

I bought more @ 0.27 ps. In Q4 and Q1 EC I'm looking for camera count going up. Under their new business model they only need 20,000 to 30,000 cameras to hit a $1B MC on SaaS revenue alone.

Dobagoh

Yea, but this exact necklace is now retailing for [$975 brand new](https://www.tiffany.com/jewelry/necklaces-pendants/return-to-tiffany-18k-yellow-gold-necklaces-pendants-72975146.html?omcid=ppc_google_TIFFANY_WJ_USA_NOBRID_FJW_LOW_OGOING_EC_PEMA_GPMA_CRD_ENG_USD_N&mkwid=%7Cpcrid%7C%7Cpkw%7C%7Cpmt%7C%7Cpdv%7Cm%7Cmtid%7C744dpc50313%7Cslid%7C%7Cproductid%7C%7Ctargetids%7C%7Cgroupid%7C%7C&gclsrc=aw.ds&gad_source=1&gad_campaignid=20502676451&gbraid=0AAAAAD-_9SDPnJFHBs2nHtH71w06AyGBi&gclid=Cj0KCQiA6sjKBhCSARIsAJvYcpMr6VW9QYqyGje81nzPuQkhGzJng0k-0NvedSKXVPTPU3XN0mqYG4oaAp5wEALw_wcB)from Tiffany’s. Gold up 50%, this necklace up 11%.

Spinal_Soup

It’s literally the Tiffany’s receipt in the post, that’s what he spent on it. Here’s the listing: https://www.tiffany.com/jewelry/necklaces-pendants/return-to-tiffany-18k-yellow-gold-necklaces-pendants-72975146.html?omcid=ppc_google_TIFFANY_WJ_USA_NOBRID_FJW_LOW_OGOING_EC_PEMA_GPMA_CRD_ENG_USD_N&mkwid=%7Cpcrid%7C%7Cpkw%7C%7Cpmt%7C%7Cpdv%7Cm%7Cmtid%7C744dpc50313%7Cslid%7C%7Cproductid%7C%7Ctargetids%7C%7Cgroupid%7C%7C&gclsrc=aw.ds&gad_source=1&gad_campaignid=20502676451&gbraid=0AAAAAD-_9SDPnJFHBs2nHtH71w06AyGBi

ChloroVstheWorld

Robinhood didn't buy enough EC2 instances

slipnslider

\> effectively the whole idea of the cloud as a service. No it was that dude from South Africa. He wrote the 6 pager, Bezos approved it but he had already moved back to South Africa so early EC2 teams were based out of South Africa

092Casey

When are ppl going to learn that tacos market is a scam? How many bulltraps will it take?  Everyone has already forgotten all the EC beats that only crashed anyway last month. But here's the good news: taco needs the Santa rally for polling so you'll get it. This predictable pullback AH after a rally is to ensure that so taco can open his big mouth and brag in tweets.

Many_Easy

Yes, the perception of it, but not the RS itself. Overreaction and a buying opportunity via DCA in my opinion. Financials and operations are improving, low debt, current in taxes, large cash position, international, diversified, etc. Patience. Let’s face it, nothing will really change until another good EC, catalysts, reforms, and an occasional rumour. Can be said for vast majority of cannabis companies.

barrybadhoer

Defencath has a very strong growth profile right now with revenue of 31-39-40 up to 85m last Quarter. Uptake is dependent on medical centers adopting defencath which takes a few month to get running but still plenty of room to grow. They see opportunities to certify defencath for other use cases. Last EC they mentioned a possible expanded TPN indication which is an additional TAM of 750m and they have other "shots on goal" to expand revenue with their recently acquired portfolio of products from their melinta acquisition. But barring all that I'd they just continued flat from this quarter on and you give them a p/e of 10-12 that would still be a tripple.

092Casey

Many are talking 700-720 SPY by a few months...but do we really have any catalysts besides the possible Santa rally? ECs were all above expectations, and all the EC crushers tanked afterwards.

MassiveBeard

EC2 is precious.

Zippier92

Colombia oil company will surge. EC.

dkrich

CME sysadmin here. We have one dude who is out today who knows the password to our EC2 instance so this isn’t going to be resolved until Monday

Spazers

Thanks a lot NVDA. I had my entire family over from Europe sitting around the dinner table as I flaunted my portfolio just to watch it crash and burn because you couldn’t get 14 hours of beauty sleep this morning so you decided to pop a melatonin right before your EC. My 2 year old child is bawling and hitting his head on the wall repeatedly, and my wife has locked herself in the bathroom with a bottle of moscato. My financial advisor has tried to open every door and window on the first floor of my house to break my computer and prevent me from trading stocks. You have truly ruined this evening and my family will likely ignore my future invites.

092Casey

There are no catalysts other than Santa Rally. Even a pump is a bull trap imo. EC beats did nothing.

092Casey

You think? Why has it slumped so bad after a good EC? 

DisciplineNo4223

Reflective foil. https://www.amazon.com/dp/B08Q7VDWBN?ref=cm_sw_r_cso_cp_apin_dp_M31EC80V6TN7PPHQ1D1K_1&ref_=cm_sw_r_cso_cp_apin_dp_M31EC80V6TN7PPHQ1D1K_1&social_share=cm_sw_r_cso_cp_apin_dp_M31EC80V6TN7PPHQ1D1K_1&titleSource=true

gorgcsubsdownvoters

Earnings calls were great, too bad the initial reaction on EPS before EC ruined the momentum. Let's see tomorrow, we're still on a meme week.

dimethylhyperspace

Actually, one of the companies reporting tommorrow night will moon 20-30% on the EC. The trick is picking the correct one. One will probably also tank that much lol

Legitimate-Space8847

This guy wrote the comment with so much confidence that I started questioning the EC I read about. Lol

chainer3000

Asking the same question about Reddit lol, post EC it was 230. Today it’s 180s? A lot of big pullback across multiple sectors, even for out performers. Looks to be a market correction

chainer3000

ASTS has an upcoming EC and it’s likely to be ass That said I’ve had ASTS leaps for like 2 years so I’m not exactly betting against them

Same_Bag711

Dems sweep, Bulls first in EC, port saved today, not a bad day

chainer3000

Yeah it’s brutal. I’m down 30% on leaps. Lots of time but still ridiculous given the EC, but whole market is a blood bath right now

chainer3000

Alright Reddit do what you did last EC and spend the next month going to 300

Dirtygeebag

My guess is they missed earnings, hence the layoffs. That said EC2 demand skyrocketed, I’m guessing they will lower AI investment in favour of EC2, but the market won’t like it because of the AI bubble.

chainer3000

Ugh wtf Reddit. Not even a good EC will save this now

chainer3000

Not sure a good reddit EC will even save my calls at this point

Vlisa

People panican over MSFT AI capex, but Google EC is hyping it. I'll have to listen to MSFT after, interesting to see such a difference.

fredditf

$GOOGL | Alphabet Q3’25 Earnings Highlights 🔹 EPS: $2.87 (Est. $2.26) 🟢; UP +35% YoY 🔹 Revenue ex-TAC: $87.47B (Est. $85.11B) 🟢; UP +17% YoY 🔹 Revenue: $102.35B (Est. $99.85B) 🟢; UP +16% YoY Segment Highlights 🔹 Google Services Revenue: $87.05B (Est. $84.67B) 🟢; UP +14% YoY 🔹 Google Advertising Revenue: $74.18B (Est. $72.46B) 🟢; UP +13% YoY 🔹 Google Search & Other Revenue: $56.57B (Est. $54.99B) 🟢; UP +15% YoY 🔹 YouTube Ads Revenue: $10.26B (Est. $10.03B) 🟢; UP +15% YoY 🔹 Google Network Revenue: $7.35B (Est. $7.39B) 🟡; DOWN -2.6% YoY 🔹 Google Subscriptions, Platforms & Devices Revenue: $12.87B (Est. $12.35B) 🟢; UP +21% YoY 🔹 Google Cloud Revenue: $15.16B (Est. $14.75B) 🟢; UP +34% YoY 🔹 Other Bets Revenue: $344M (Est. $429M) 🔴; DOWN -11% YoY Operating Results 🔹 Total TAC: $14.88B (Est. $14.84B) 🟡; UP +8% YoY 🔹 Operating Income: $31.23B (Est. $32.11B) 🟡; UP +9.5% YoY 🔹 Operating Margin: 31% (Est. 32.2%) 🟡; DOWN -100bps YoY 🔹 Google Services Operating Income: $33.53B (Est. $33.59B) 🟡; UP +8.7% YoY 🔹 Google Cloud Operating Income: $3.59B (Est. $3.01B) 🟢; UP +85% YoY 🔹 Other Bets Operating Loss: -$1.43B (Est. -$1.21B) 🔴 🔹 Alphabet-Level Operating Loss: -$4.47B (Est. -$3.53B) 🔴 Other Metrics 🔹 Capital Expenditures: $23.95B (Est. $22.38B) 🟢; UP +83% YoY 🔹 Employees: 190,167 (Est. 189,112) 🟡; UP +4.9% YoY 🔹 EC Fine: $3.5B charge impacting Services segment; adjusted operating margin would be 33.9% ex-fine 🔹 Other Income: $12.8B, driven by gains on non-marketable equity securities Guidance 🔹 FY25 CapEx: $91B–$93B (Prior: ~$85B) 🟢 CEO Commentary – Sundar Pichai 🔸 “Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100B quarter.” 🔸 “Our full-stack AI approach is delivering strong momentum — Gemini now processes 7B tokens per minute, and the Gemini App has over 650M MAUs.” 🔸 “Google Cloud accelerated, ending the quarter with $155B in backlog.” 🔸 “We continue to invest to meet customer demand and capture growing opportunities across the company.” Dividend 🔹 Quarterly dividend declared: $0.21/share, payable Dec 15, 2025

chainer3000

Just read Reddit has had a large uptick in major brand spend for advertising. Really hoping for a big EC from Reddit, have some leaps that are barely green

hermeskino715

Didn't even realize UNH lost all its EC gains lol

CategoryAbject8977

Just check this every day, it even shows expected values and previous values: https://www.marketwatch.com/economy-politics/calendar?gaa_at=eafs&gaa_n=AWEtsqfladDTKtEERG5Zw_0abtUYQ_568qPeNSsiSDGefc6QkAoe5o1rn8Po&gaa_ts=68f96d00&gaa_sig=quVCrxbYG9ZN8Hp7emBoaSfcQQ_-f9loE7hcz9QSNIv_NTOZOnlZ8EC7nD4B_ReyNSNFRqSQ_Tesdtx0s5Xj4A%3D%3D

elmotusk080088833

Was there mentioned in EC about the current and future cash flow from FSD/robotaxi ?

anubus72

the outage lasted more like 15 hours. Dynamodb was back up in 3 hours but major things like EC2 instance startup was down for more than 12 hours

Friendlyvoices

AWS restored most of it's EC2s. Bots are back.

SirIsaacBacon

Oct 20 9:13 AM PDT We have taken additional mitigation steps to aid the recovery of the underlying internal subsystem responsible for monitoring the health of our network load balancers and are now seeing connectivity and API recovery for AWS services. We have also identified and are applying next steps to mitigate throttling of new EC2 instance launches. We will provide an update by 10:00 AM PDT.

RalphTheIntrepid

I hope. I'm literally trying to get EC2 logs on Fargate into DD. They do not appear. The product is so opaque and poorly documented that I have no idea how to do it. 

chatrep

This one seems pretty severe. I’m monitoring AWS services. DynamoDB is disrupted. But the list of impacted services keeps growing 14, 17, now 20. Including main EC services and log in. [AWS service status](https://health.aws.amazon.com/health/status)

Helpful_Paramedic_64

Maybe the EC will save you on Tuesday

codespyder

Or buy after the EC

Wiscoguy1982

Sell the $4s and roll some profits into a butt load of 6.5s at .03$ and then sell half of everything right before EC

EveryPen260

good luck! it may go well... but girocard is getting into irrelevance (VISA and Mastercard killed the current girocard deals and replace them, so people are not getting new EC cards, and do care less and less about it). iPhones do accept Tap to pay, any iPhone can became a terminal. similar to android, no need to big custom software. Seems a very german solution of overengineering for a problem that is in decline and a simple phone with proper software can solve. They may survive with their niche approach but there are a lot of players in the market with more simple and global solutions

InOmniaPericula

Look at Micron last EC, how it went before and after. Everybody expecting Oracle EC effect, and if it's not the case, little dump after and progressive pump later

WallStreet_Zorro_21

It did not but tomorrow is EC so i expect it to go up quite a bit. Banks are up a lot but i feel like they are undervalued bc how the economy is booming, yes if the bubble pops some will fall 2008 style but until then its fairplay i guess

nino3227

Next EC could be big with significant revenue for the first time (from gov work)

WallStreet_Zorro_21

TSM prediction?? EC will be great im just worried about taco

BobWileey

Their last EC had a pretty grim outlook and with the HHS drama that grim outlook was likely an underestimate. This is definitely a gamble, and the options writers are the house that always wins.

Many_Easy

For what it’s worth, there’s some buzz around Irwin Simon going on TDR @ 5:00 p.m. tomorrow after they report earnings. I fully expect Tilray’s EC will set tone for tomorrow whether positive or negative.

OddAdhesiveness6435

EDUC - Earnings coming Thursday me thing, Friday is EC. Up 16%. This one would be an easy push above $2 if reddit volume gets behind it.

Many_Success_1632

You were right LOL. They said fully funded in the near term last EC too. wtf lmao.

Inner_Isopod2369

Great analysis and thx for sharing your thoughts. Yes I agree GRRR grossly undervalued. They also need mainstream analyst coverage which they are lacking and the need to update guidance and backlog to reflect current signed contracts. They can't constantly throw out these large contract announcements and not move the guidance needle because then are only words. And shouldn't wait to EC to do it since I would think these are material additions. As far as guidance goes I am modeling for 2025 as follows: 110 mil already guided for 75 mil Freyr contract 65 mil for OA and misc. That totals 250 mil for 2025. 2026 as follows: 85 mil already guided for 625 mil for Freyr 2 to 3 data centers buildout 75 mil PEA 100 mil for OA 115 mil misc That totals 1 bil I know sounds aggressive but I also think it is realistic and doable. Doesn't include any new contracts which there are many in the pipeline or in POC stage or in MOU stage or any acquisition revenue which they are pursuing at least 3 that was disclosed.  Also are profitable today with little debt and low outstanding share count. Once updated guidance is announce the SP should fly and quickly.

MentalAdversity


unclefire

Tesler purchased likely will be up but will go to shit later this year and next year. EC tax credits expired at end of September.

MentalAdversity


LittleBoy1954

"...whoever owns TT ... That would be IG Group Holdings PLC. 1330 W Fulton, Suite 610 Chicago, IL 60607 -or- Cannon Bridge House 25 Dowgate Hill London EC4R 2YA United Kingdom

Trick_Procedure8541

agree on TAM being nebulous but disagree it’s shors and that narrow selection indicates some deeper flaws in reasoning and no pulse on the rapid progress with QC algorithms for machine learning and dna analysis say what you will about business on Wall Street right now, but the U.S. dollar is in free fall. and speculative growth companies are one way to hedge against inflation. holding the broad market index means tracking uncensored inflation right now which causes people to roll into riskier portfolios to attempt to capture any chance at innovation the key deficit in reasoning in the comment is that it’s backwards looking, people aren’t investing in quantum because of their past results or what they will do before the end of the year for customers. it’s because technology is at the end of Moore’s law, AI is scaling with logn compute and logn energy. and it’s because the engineering for quantum computing is on a linear if not exponential path of progress by measure of two qubit gate fidelity and coherence time. only a finite amount of work before they take off. companies like Oxford ionics are at 99.99 right now on Fidelity with quartet, that’s enough for fault tolerance with EC. to support all the qubits they add, they don’t need to go any further on gate fidelity and can work on faster gates as they scale size up. QC hardware doesn’t have infinite improvement left to get useful results, what was measured in decades is now years. IBM also switched to a new error correction strategy which sees them hitting fault tolerant compute in 2029. If someone has to short something QUBT is the best bet. otherwise going against Canadian and American innovation does not have a great track record. if going by balance sheet fundamentals day in and day out the European exchanges are waiting for you, they have also had a good year

RandomRocketScience

Just another note: It's actually impossible to rent QBTS machines. They have a website that makes it look like you can simply rent their machines like AWS EC2 instances, but no one that I've spoken to, who has tried to gain access got any. I tried myself. They are the only cloud company that actively tries to stop you from buying their services.

Twenty1k_

https://preview.redd.it/ryw08gh292qf1.jpeg?width=1125&format=pjpg&auto=webp&s=77187a75b71c5b723568f169c3d60d4195dde315 And go look through all 183 EC Companies, and research WHY DATAVAULT A.I. is in this sector and not software/cloud sectors.

LowKey-Revolution36

Well if he doesn't even read and thinks all analysis is bshit than CFA/RIA no chance realistically. I have quite a few stubborn(self-harmingly stupid yet with strong will) family members too so I can relate to your situation. Your motivation to convince your dad is 100% right to look after them and imho it doesn't matter if you also think about inheritance as it is absolutely normal to think about that as well. Many people hate and are envious of someone who has a more beautiful family or financially better family, ignore this noise. What is your dad's return compared to nasdaq or s&p 500? If he is not even willing to compare his performance to the index then this is an extremely difficult nut to crack. Maybe I would try showing him high paying dividend stocks( make sure the companies are safe) from US small caps and Latam ( so in like more extreme countries or small caps so they sound more exotic to him like penny stocks) With few million dollars invested he can make good living off dividends: PBRA EC Petrotal to name a few exotic yet stable high dividend paying companies and in my opinion these companies are exotic yet reputable.

CompetitiveBee808

Under the **EU Transparency Directive** (2004/109/EC, amended by Directive 2013/50/EU): * **Half-yearly (semi-annual) financial reports** are **mandatory** for companies whose securities are admitted to trading on a regulated market (e.g., stock exchanges like Euronext). * **Quarterly reports are not mandatory** under EU law anymore. #

Wild_Space

I start with roic.ai to get a sense of the financials a little bit. If revenue is sluggish or there’s a lot of debt, I’ll probably lose interest. Next Id read their latest Earnings Release. (Google the ticker symbol and “ir”) Then I’ll read their latest 10K or 10Q plus anything else on their Investors Relations page, like their Presentations or Earnings Call transcripts. (Many IR pages wont have the EC transcripts. Roic.ai has them) And recently I started taking all of those documents and uploading them to ChatGPT and Gemini and asking for a deep research report. Gemini even makes you a 5-6 min podcast.

Safety-International

PBR, Oxy, Devon, SJT, EC, PBT

Safety-International

Just bought Oxy, EC, SJT, PBT, PBR, DVN, oil is going places we’re already in recession prices

TornadoFS

The power argument makes no sense, the cloud providers all have datacenters in the EU and most EU companies host their EU server-loads inside the EU already. If you mean specifically AI training/inference that is a different thing, but for now it is a \_tiny\_ market compared to general compute, server hosting and cloud services. The thing the EU companies are losing on is on the services side, setting up data centers is not enough, you need BigQuery, you need S3, you need EC2, you need Okta. This is also why Azure and Oracle cloud are second-tier hosting as well, their services are not as good and not as popular (making it harder to hire for). Most of these services are not standards, so the work experience in one of them doesn't help in another that much. This is doable, but requires massive investments in software and people. It is much harder to pull off by governments because a data-center in the middle of nowhere brings in votes, but a bunch of offices for rich software engineers in the capital do not.

SuspiciousStress1

They beat expectations & fell on horrid guidance, tbh. The call to buy will be next EC when they have to eat those words. Sorry man, hope you make it back on something else!!

FeelingBlue69

This. I immediately looked up their EC date and bought Calls.

5mx19mm

We’re ducked in the EU not only due to our demographics, but also because of EC disastrous policy regarding energy and green washing. So far they managed to increase energy costs, move industry abroad and place a bunch of bullshit eco taxes on us and green certificates on companies. From 2030 they’re also set to destroy the construction industry and aggravate the housing shortage when new buildings will need to have 0 emissions. It will be so expensive to build that most won’t even bother with it.

ccs77

It's not as simple as average sale price though. Byd has a huge range of vehicles from under 20k all the way up to 200k supercars. Tesla is generally more expensive vehicles targeting the more affluent or at least upper middle class. Also, byd is probably the most vertically integrated EC company where they make their own batteries. Don't think any company can compete on cost.

LiberalAspergers

Believe AWS does their own GPU designs in house. They DO buy NVIDIA chips for customers who specificlly want nvidia GOUs for EC2 instances, but for most outer circumstances, AWS is using their own chip designs. I doubt they are cracking the top 2 customers for Nvidia. Probably Meta and Microsoft, as Google also uses in house designs.

DOKTANO

Hasn’t every Nvidia EC for the last three years been “break or make it”?

yawn44yawn

People on this sub are pussies. Aspi is going to blow up. The recent sell off is just a normal EC dump. R/stocks is filled with a bunch of cowards. An Edward jones advisor has more balls then these clowns. I stay here just to watch.

StateFalse5218

I’ve made a lot of money on RCAT calls. It’s very volatile and swings from 8-10 pretty dependably. On Friday a short report came out, so it may dip into the 7s. It’s an excellent time to buy calls because they have a catalyst this week. The ceo on the Townhall EC last week said to look out for a video premiere of their new drone boat this week. Should be a nice pump up to at least 9/10, but I imagine it won’t last because of the short position. Jeff, the ceo, has often made promises however that either come much later than what he said or not at all.

Relative_Baseball180

[New Amazon EC2 P6-B200 instances powered by NVIDIA Blackwell GPUs to accelerate AI innovations | AWS News Blog](https://aws.amazon.com/blogs/aws/new-amazon-ec2-p6-b200-instances-powered-by-nvidia-blackwell-gpus-to-accelerate-ai-innovations/). And. [What's New at AWS - Cloud Innovation & News](https://aws.amazon.com/about-aws/whats-new/2025/07/amazon-ec2-p6-b200-instances-now-available-us-east-n-virginia/)

Many_Easy

Did they actually use it for other reasons than what they stated in the EC and proxy call? I hope they didn’t. Even if they did, using dilution for working capital is a good thing and nothing close to nefarious.

Top_Cranberry_3254

Why Thurs? EC is on the 26th?

MudHot8257

>Protest. I have. >Disrupt the system. In what sense, join ICE and drag my feet? >Call your local politician and ask questions about what is happening. My local politicians in California are just as neutered as the rest of us constituents. You wouldn’t know that since you’re speaking from the sidelines, you jackass. >Rauwe questions about your political system where money can buy politicians. No idea what you meant by this but presumably you’re saying be a vocal advocate against political lobbyism. I’ve had dozens of talks about citizens united and the dangers of allowing super PACs to curry political favor in exchange for money. >Don’t buy from people like Bezos and Musk. Do you understand how deeply entwined these multi multi billionaires are in our economy? It’s not as simple as: “Cancel your prime subscription and Bezos will go broke”. Here’s an AI slop list of a whole slew of companies that are Amazon subsidiaries. Bookpages Telebook IMDb Junglee PlanetAll LiveBid.com Accept.com Alexa Internet e‑Niche Incorporated Convergence Corporation Tool Crib of the North Back to Basics Toys Leep Technology Inc. MindCorps Incorporated Egghead Software OurHouse.com Joyo.com BookSurge (now CreateSpace) Mobipocket CustomFlix smallparts.com Shopbop TextPayMe Digital Photography Review (DPReview) Brilliance Audio Withoutabox Audible Fabric.com AbeBooks Shelfari Reflexive Entertainment Box Office Mojo Lexcycle SnapTell Zappos Touchco Woot Amie Street (Songza) BuyVIP Quidsi (Diapers.com & Soap.com) Toby Press LoveFilm The Book Depository Pushbutton Yap (speech recognition) Double Helix Games Teachstreet Kiva Systems (now Amazon Robotics) Evi Avalon Books UpNext IVONA Software Liquavista TenMarks Education, Inc. ComiXology Amiato Twitch Interactive Rooftop Media GoodGame Annapurna Labs 2lemetry Shoefitr ClusterK AppThwack Elemental Technologies Safaba Translation Systems Biba Systems Orbeus Colis Privé NICE Emvantage Payments Cloud9 IDE Curse, Inc. Westland Partpic harvest.ai Thinkbox Software Do.com Whole Foods Market Souq.com Graphiq GameSparks Wing.ae Body Labs Goo Technologies (Sumerian) Dispatch (Amazon Scout) Blink Home Sqrrl Ring PillPack Tapzo CloudEndure TSO Logic Eero Canvas Technology Sizmek Ad Server & Dynamic Creative Optimization Bebo E8 Storage IGDB INLT Zoox Wondery Umbra 3D Metro‑Goldwyn‑Mayer (MGM Holdings) Art19 Wickr Veeqo Spirit.ai Fig MX Player One Medical Additional Amazon-Owned Brands, Divisions & Services A9.com Shopbop Prime Prime Now Amazon Appstore Amazon Cash Amazon Digital Software & Video Games Amazon Marketplace Amazon Pay Kindle Store 1‑Click Amazon Fresh Amazon Go Treasure Truck Alexa Amazon Fire Fire TV Kindle Amazon Halo Amazon Luna Astro Kuiper Systems (Project Kuiper) Whole Foods Market (duplicate of 79) PillPack (duplicate of 90) Amazon Home Services Neighbors App Amazon Web Services (AWS) Mechanical Turk AWS Services (Aurora, Glacier, SageMaker, Lambda, S3, EC2, etc.) Amazon Drive Body Labs (duplicate of 84) Maybe by some miracle you haven’t used a single one of these companies’ products, go ahead and look up your top 10 favorite websites and see how many are hosted through AWS. Why don’t you come over here and fight on the front lines with the people you’re disparaging, rather than kicking people that are currently experiencing it? If you lived here you’d be doing the same exact thing, if not even less advocacy. It’s easy to critique when you’re watching from the sidelines, it’s harder when you have to actually face consequences for your actions.

PablosCocaineHippo

Its a pre revenue company.. Who cares about these metrics? Its all about guidance with a company like this, and that was great in Q2 EC. They will go very big in 2026, hence the rally, IF they deliver.

chainer3000

Got scared of asts EC yesterday, sold my leaps and rolled them into ethu calls. Sold the calls today at ath, rolled them back into asts leaps so now I’ve got more than before. Insane that worked out lol

PablosCocaineHippo

Damn dude you dumb. No one cares about these metrics on a pre-revenue company. its all about future prospects and this was an amazing EC