EC

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

HanjobSolo69

I think Im going to pussy out and keep buying shares but staying away from options for now. I feel like even if they do have a good EC, there wont be a huge jump.

Funny-Conclusion-678

Yup. We won’t know till Monday at 5, and the action the following days. Have you considered that the spectrum rights they have been scooping up, the endless patents they have been filing, and the other surprises EC may hold, mayyy just outweigh the delay of a singular sat? This is our first major delay I believe, and as far as we know, it’s on ISRO’s part and not ours. This one sat also doesn’t impede launch of other sats slated to launch with SpaceX.

HolographicHeart

Buying ASTS puts, genuinely think they are about to get kicked in the balls next Monday after their EC.

Aerion_CA

This will dump after EC, new suckers needed to buy in

PowingRoar

Nope usually up before EC. Then it will crash some more. Enjoy 😉

tmtyl_101

\>who else can be satisfied with this agreement? As a European, I'm beginning to understand and appreciate the "deal" that was struck. Sure, at face value, Europe gives Trump everything he wants, and gets basically nothing in return. Unilateral 15% tariffs, with further tariffs on steel, aluminum. A 'pledge' to purchase $750bn worth of energy products (lol, as if that's gonna happen..) and $600bn worth of Foreign Direct Investment into the US (free lunch, as this was happening already). Agreement to increase European strategic spending in the US on defense and AI chips, etc... And a President of the EC who literally had to pay a tribute visit to Trump's personal golf course, where she had to smile and shake hands, while he rambled about "windmills!". Frankly, a humiliation of the EU. But "at face value" does a lot of heavy lifting here. Because Trump hasn't really got anything, yet. The 'deal' was just an agreement in principle on the broad lines - there's lots and lots of detail which have to be fleshed out over the coming months (potentially years), with excemptions, quotas, etc, etc... However, this will be done in technical and bureaucratic committees, now that Trump can put a big and public check mark on an EU trade deal. In other words; the EU has succeeded in defusing the political tension, taking it off Trumps desk, allowing them to do, what Brussels Eurocrats do best; negotiate in detail. I'd be surprised if we don't end up with a trade deal, that favors EU on a lot of counts. Furthermore; many have highlighted how, for cars, 15% can actually be beneficial, seeing how US based automotive manufacturers are still largely subject to 25% tariffs when importing from Canada or Mexico. All in all, I believe there's more to the image than just EU being humiliated. Or maybe it's hopium.

shantired

A former MSFT employee... I bought my first west coast house 2 decades ago with RSU's that I sold at $30. At that time, it was for down payment. Now, with the leftover RSUs, I'm contemplating buying an East Coast house this year. The difference: all cash. And still, with whatever's leftover after buying the EC house, my mental target is to sell at $1K in a few years. What else do you want to know about holding MSFT?

PM_YOUR_ECON_HOMEWRK

I was about to do the final loop for an EC6 DS role when the hiring freeze hit… what could’ve been man. Though honestly, who knows if I would’ve taken it if I’d gotten it.

Parking_Specialist87

Tomorrow's Rolls-Royce PLC EC will make GB great again!

aDonkeyWithACarrot

META EC will tell us how well the ad business is going. Expect RDDT to pump/dump just on META's EC alone.

Foman1231

I’m very familiar with that dawn raid. Not only did the regulator state that the raid was part of a larger investigation into the cloud computing industry (and followed a report of that industry from about few months prior), with no presupposition of any competition law violation, but these “raids” happen all the time and don’t really mean anything other than to make a statement; as case in point, how much information do you think Nvidia keeps in its France satellite offices that can be picked up by a dawn raid? The answer is none. These raids happen so often that we include dawn raid info as a standard part of competition law training. Also, that raid happened 2 years ago. Also, with the way competition law investigations work in the EU, if the France competition authority actually thought they had anything, they would have pulled in the EC, which has far more power as a regulator. You can make this out to be whatever you like, but I wouldn’t exactly be holding my breath for some imminent abuse of dominance case against NVDA out of France, lol

GodMyShield777

USAS , new SEC filing . and it's a Goody https://preview.redd.it/28zp4royxsff1.png?width=2939&format=png&auto=webp&s=7133b8e8293419c457f8c60772be7d6d1f5b1aaa **AMERICAS GOLD AND SILVER CORPORATION ANNOUNCES STRONG 54% QUARTERLY INCREASE IN Q2 2025 PRODUCTION RESULTS**   **TORONTO, ONTARIO** – July 29, 2025 – Americas Gold and Silver Corporation (the “Company” or “Americas”) (TSX:USA; NYSE American: USAS) is pleased to announce strong consolidated silver production of 689,000 ounces for the second quarter of 2025, an increase of 54% compared to 446,000 ounces produced in the first quarter of 2025.   Americas’ unaudited consolidated cash balance as at June 30, 2025 was US$61.7 million, an increase of US$52.9 million compared to March 31, 2025. The increased cash balance benefited from the receipt of the first tranche (US$50 million) of the previously announced US$100 million senior secured debt facility (“Term Loan Facility”) and the receipt of US$11.5 million from a non-brokered private placement which was a pre-condition to the Term Loan Facility (see Americas news releases dated June 3, 2025, and June 25, 2025). During the second quarter, the Company continued to deploy capital into its revitalization and growth plan in line with its budget.   Paul Andre Huet, Chairman and CEO Commented: “I am extremely pleased with our very strong second quarter results which were a 54% improvement on the first quarter of this year. After spending significant effort underground at Galena conducting numerous time studies, engineering work, productivity-focused projects and implementing both new equipment and adjusting the mining method, our operation in Idaho delivered a 34% quarter-over-quarter increase – a tremendous result by the team. At Cosalá, outstanding efforts by our operating team delivered a 103% improvement on the first quarter as the operation progresses on schedule towards the transition into EC120 later this year. Overall, we are delighted with the results across our operations after just two quarters at the helm with the new combined team working very well together.   The strong second quarter production and our significantly bolstered balance sheet have set us up with the resources we need to continue executing on the initial phases of our operational strategy focused on unlocking the massive potential of our asset base for our shareholders.   Overall, our operational performance in the first half of 2025 puts us in a very favourable position with respect to achieving our goals for 2025 as we build our growth momentum. We look forward to providing further updates as we continue our 2025 development and drill programs.   **About Americas Gold and Silver Corporation**   [Americas Gold & Silver is a growing precious metals mining company with multiple assets in North America. In December 2024, Americas increased its ownership in the Galena Complex (Idaho, USA) from 60% to 100% in a transaction with Eric Sprott, solidifying its position as a silver-focused producer. Americas also owns and operates the Cosalá Operations in Sinaloa, Mexico. Eric Sprott is the Company’s largest shareholder, holding an approximate 20% interest. Americas has a proven and experienced management team led by Paul Huet, is fully funded to execute its growth plans, and focused on becoming one of the top North American silver plays, with an objective of over 80% of its revenue to be generated from silver by the end of 2025.]()

2bers1fuk

EC will determine the price movement of UNH you retards, this current action is irrelevant

fotostach

DO is much easier to get started on but that value prop has been largely diminished with modern AI coding tools. 5 years ago when i needed to deploy an app and the only option was to sort through pages or crappy AWS docs DO was the move. Now it’s just “hey Cursor deploy this to my EC2” and away it goes.

TL-Legit

Yes they need $2-3B, but they have $1.6B cash right now. Yes there will be new rounds of dilution but every dollar today will be multiples when revenues comes from sates. They are generating som real rev from what they have 75m guided for EOY and ofc it’s gonna ramp. They’ll most likely be getting golden dome plus EXIM (low cost) financing. This most recent dilution has a capped call structure which means less than 2% share dilution. In terms of business opportunities, globalstar is proving SOS emergency connection. Not with end goal of 5G broadband as the offering. So that’s not half of TAM. They said on EC ~60 sates for continuous coverage (2026) for main markets (US, Japan, Europe). Starlink not miles ahead, they can barely do text correctly (need to see trees out in open) can’t do call. Much less 5G broadband and the new V3 are not designed to address that. 3B subs from MNO but 10s of millions is impossible? They are credible research indicating the market is massive. ASTS goal for now is supplemental coverage and charging for that. When more sates get launched they offer other services like home wifi (starlinks business) Not to mention DoD use case (golden dome)

TeutobergForest

Did you listen to the same EC I did? Tesla is fucked.

redpillsbluepills

Dogshit INTC pumping AH while GOOG was fucking flat after a stellar EC WE’RE AT THE TOP

Aerion_CA

Bought GOOGL before EC yesterday and feel like a blue chip investor now

redpillsbluepills

Why is GOOG pumping? Had to leave EC to FT my gf

YolkToker

Life expectancy and health in the US are largely strata by race and location. Cancer rates of whites in the US largely match their European subpopulations, FYI. Here's a modern one for you: more people in Europe die in heatwaves than all the gun crime in the US. Though that is more cultural/lack of prosperity. Or we could mention that horsemeat scandal, or the listeria outbreak. Poor enforcement, generally. If you want to mention infant mortality next, aside from the strata above, the reality is the US has much broader criteria for live birth than many EU countries, counting emergency births and other severely premature babies. I've worked with the EFSA/EC and FDA regarding food additives and labeling for a decade. They have essentially worked in tandem for about two decades now. They do stuff first usually, but their enforcement is very poor. The US then matches, but responds much stricter. The foods/supplements are, in practice, largely similar when compared product-to-product. The differences come to culture and choice: for example, EBT users, a large portion of the US population, generally buy the worst possible foods to live off of.

No_Leek_1398

Seriously, every time I’ve gotten impatient and gone in on other things I’ve missed a solid opportunity to trade $CTM.  I’m just holding what I’ve got, $EC & $CTM, and looking to reload $CTM at some point.

Affectionate_Arm_512

prolly not but theyre gonna up their guidance from previous EC and that's all that will matter

Man_76

Fuck you and congrats!! 

Man_76

Fuck you and congrats!! 

_hiddenscout

TER is a cool company, but I would be a little careful with it being a full robotics play. They are still primarly a testing company more than anything else. This is from their last earnings report: [https://ir-api.eqs.com/media/document/ff9f1477-2310-462d-a227-407e97983474/assets/EC\_Q125\_Slides\_FINAL.pdf?disposition=inline](https://ir-api.eqs.com/media/document/ff9f1477-2310-462d-a227-407e97983474/assets/EC_Q125_Slides_FINAL.pdf?disposition=inline) On Page 8, they did 534M in test, 69M in robotics, and 74M in product test. Even the Robotics line of business was down. >Sales down 30% QoQ and down 21% from Q1’24 I still think they are a solid company and their valuation is pretty solid here, but they are still more in testing than robotics. I post more in the daily, but my favorite play for the sector is still APH. They do more connectors, but still used the field. Plus you get exposure to other industries. ABB is about to spin out robotics sector, which can be really interesting. [https://new.abb.com/news/detail/125281/abb-plans-to-spin-off-its-robotics-division-as-a-separately-listed-company](https://new.abb.com/news/detail/125281/abb-plans-to-spin-off-its-robotics-division-as-a-separately-listed-company)

ExpectedEggs

He was a landslide because he beat Romney by 5 million votes and 126 EC votes. McCain was a landslide because that was 10 million votes 192 EC votes. **That's what a landslide, when you win by a big margin. Moron.**

Consistent-Duck8062

My point is, they don't win over 50% because that's how Electoral college works. But it would be a mistake to think that if EC is cancelled, dems would rule forever. Party strategists just focus on battleground states now, but if they stop and focus on total national numbers, there would be a rebalancing but I'm sure the split would be again close to 50-50.

Diligent_Fox_9072

WSB chat is awful & awesome @ the same time. Just after close yesterday, while solar still open for trades, someone here pitched industry. INSIDER DELUXE! <1hr later, tax subsidies end announced. RUN down like 50% This AM, before open, someone asked for cheap oil producers to play 0DTE calls. I answered, with EC or PBR. (not the brewery 🍺) If person did that, at open, they did really well. I don't hold any of above. So, while didn't lose, I also didn't gain. Down $22k on options, (but have great IRAs) I truly belong here. < Wendy's Pepe >

Diligent_Fox_9072

EC or PBR (not the brewery) 🍺

smzabow

Agreed. I have been in for years with 500k shares. Only vyvanese producer with ample supply Primed to a huge run. With buyout rumours all but confirmed by CEO last EC.

Kerbonauts

"I guess one earnings call is enough for your entire knowledge base." No, but that's were you have updated information. These things have a tendency to change overtime. Thank you for the articles it does prove what you said. From the top of your mind, do you remember last time they reiterated their contracts with SpaceX? Because in 7 months a lot can happen (article is 7 months old). Like SpaceX sending letter to the FCC saying ASTS BB2 is a sat that shouldn't be in orbit. And then they are supposed to take said satellite in orbit, yeah.. The thing is, last EC they were explicitly asked either (can't remember which) " who " or even " is SpaceX " amongst their Launch provider to which they answered that they have contract with companies able to provide : 1-4-8 BB per rocket, we know who is 1 and 8 for the 4 it would be SpaceX, great.. then why not say that explicitly.. just very odd way of answering, that makes me wonder if something happened since the last time SpaceX did a launch with ASTS 8months ago\~

GoZukkYourself

Amazon announced that it is cutting prices on Nvidia GPU-based EC2 instances by up to 45%, including A100, H100 and H200 instances, with discounts varying by length and usage.

TurdLipstickington

Just got a reserved EC2 instance. t3.large so I'm working with moderate horsepower. What should I put on it

Sweaty_Ad4296

Yes, but on sensitive issues the EC still aims for consensus, or as close to it as possible. Also, QMV means 15 out of the 27 have to agree. The population threshold (and the internal processes of the EU) mean that France, Germany and Italy almost always have to be among those 15. It allows the EU to (partially) ignore countries like Hungary, but not much more.

RememberTooSmile

i need whiskey and Creed rn to listen to this EC

Patient-Honeydew-743

If I’m being honest I think it runs up to EC and then they try and dump it, but that’s rainbow bear talk and I don’t like it

FortyYearOldVirgin

With all respect - and I do not support the EC - how do you propose we get rid of the Electoral College? It’s a law and process that is in place that needs to be legislated out of existence, we cannot simply wish it away. Simply saying, “I don’t like that rule” doesn’t make the rule disappear. What we lack is the will to work within the system, an often corrupt system, that will push back. We all have to keep voting for representatives who will then vote in Congress to remove the EC and that’s a slow ass process. But we must persevere. There’s no instant gratification

Safety-International

If you like petrobras you should checkout EC, and oil royalties

PE_crafter

Their previous earnings meaning Q1 2024? Checked the 1 year chart and it's been flat since august 2024. I checked Q4 2024 earnings and it's overwhelmingly positive but the stock stayed flat. Is it because it's a pre-revenue company? Why would this EC have a different effect than Q2,3&4 earning calls?

holdthehill

Did they mention anything about DOE loan on EC?

Far-Fennel-3032

I suspect the reason Dems throw so much energy into it is that they have good evidence that suggests if they can flip it once and show it is competitive, it will stay a swing state as Democratic voters will turn out in much higher numbers, as they actually believe their vote matters. But to cross that threshold they likely need a very popular candidate and an unpopular one on the other side, to make the jump. But before that, they need to show a long term closing of the gap, hence the noise. Demographic shifts and trends do suggest that Texas will likely flip at some point, but I suspect it will take decades for us to see it and all this noise is to build up towards Texas flipping and a longer plan by the party as I suspect if they can flip Texas the EC for POTUS becomes very different. As the Democrats have fairly recently turned California into a safe Blue state, I can see the long-term plan of the party is to focus on flipping one big state at a time over decades. Having shifted their attention from California to Texas with this project very much running independently of any single election.

TalesFromATime

RKLB How can a stock have Q1 EC and not move at all?

Salt_Macaron_6582

I feel like Microsoft Azure is gonna eat up market share from AWS, nobody likes AWS, it looks terrible, naming conventions are confusing and it's very annoying to work with although my experience is limited. Azure at least doesn't wage war on my eyes and names things after what they are. WTF do you mean by redshift, EC2, sagemaker and route53?

trio1000

Lol, are you baiting or legit trying to use the EC to gauge the culture war. Bruh the popular vote is right there...

Icommandyou

Yeah he will win the popular vote and the EC

ozz3121

Just you wait, we're about to see some insane valuation after this EC on Monday.

Glittering_Onion_211

Depends where you're looking, 1 hour after the EC? 1 year?, 5 year? I'll start off with my credentials. None. I only started 2 weeks ago. Here's what i've been looking at, Founded in 2003, business model for many years placed a core focus on government contracts, analytics & data driven software for agencies like the CIA/FBI. They've gained strong reputation exceedingly fast after their breakthroughs with AI integration into their technology and are widening their horizons very quickly, also serving UK's NHS, NATO, and more seemingly to come as they continue to release news about upcoming contracts and further integrations on an almost weekly/monthly basis. Many people are saying OMG P/e Its gunna crash but from what i've learnt so far, P/e is a wild indicator to go by, people seem to place focus on the "thats $590 for every $1 the company makes" - Yes. yes it is. But its also an indicator for demand, which is soaring as we can all see. I've learnt that at one point Amazon was at 900 P/e and have become a very successful company. P/e can also be understood as investors expect substantial future growth, but it also implies increased risk if the company fails to meet these expectations. Palantirs business model took a shift, as their model now splits goverment obligations and private commerical sector 50/50, and that's really done wonders for them, posting signifcant growth in 9/12 Quarters. If you do that math, that places next weeks ECQ1 at aprox 50-65% chance of further growth (you have to allow for the recent drop of general market / GDP and consider they can be affected by that too) Probability of failing to meet expectations when they have been so deeprooted in goverment contracts for so long and now open up to the commerical sector with their breakthrough technology? - i have to say, i think its low. I think we have a very successful company in the making, and come 5-10 years, the ones who held will be laughing and i really hope i am right. (because thats my game plan) Absolutely its going to drop at some point, even me with my puny brain can tell its inflated and this small profit ive made is temporary for now, there is a lot of panic about, especially for those who like to play the short games. However, i genuinely cannot see why this cannot make some serious profit in years to come. but in general, i think we're looking at some consistency (albeit much slower than recently seen) in the next 4-5 years at least. I'll come back to this in a few years and see if i came off alright or ended up looking like the end of a bell. Good luck to all however you decide to manage it. 🤞🏻

hashtag_wills

Tesla dropped 50% wouldn’t bet against at these low levels. Even a subpar EC sent it higher. The worst is all prices in. Unless market puked soon, which is also entirely possible.

Effective_Pea_7244

It's "PRICED IN" it was and is already priced in,  so telsa will mostly go up from now!! Remind me why so many people want to see TESLA fail? Especially when almost all the country is using it in retirement funds and 401k funds and etf's etc etc etc.....

Festering-Fecal

I mean I will sound anti American and I'm not unlike the idea of freedom but Americas version of democracy is flawed. 2 party system isn't really democracy and allowing businesses to basically buy politicians is the same way rome fell. On paper how it's supposed to work is majority vote wins but we don't have that because of how rigged it is with the EC and gerrymandering. We also don't have a fair system because of dynasty methods like kenadys Clinton's bushes etc... Explain out of 300 million how those familys magically are front runners. Stalin said it best we will sell the rope they will hang themselves with Lastly the game of monopoly was actually invented to show on a long enough scale one or a few people will own everything aka a majority rule. The only thing that keeps us floating is the massive amount of money that goes into security ( military) because nobody will call us out out of fear and that's not a good way to run anything because eventually people stop being scared and work together to tackle a bully and in this situation we are the bully

Track_Boss_302

Honestly, I think it’s because people saw Trump release favorable tariff news at the exact same time Tesla was shitting the bed during their EC. That, and the fucking car commercial held at the White House. Tesla’s earnings don’t matter when national policy is twisted to benefit Elon, and Tesla’s stock is Elon

moorhound

Blowout earnings + realistic guidance < eat absolute shit on earnings + lie your ass off in the EC Invisible hand of the market everybody

abscando

Maybe at a higher P/E, I think these gains will hold pending EC

abscando

Here's hoping someone gives Sundar an adrenaline shot before the EC

djklmnop

I'm expecting MRK to tank. Their last EC beat estimates and they still went red. Now that we are truly deep in flip flop territory, this EC will be no better. Plus, Tariff war is putting most EC guidance to a halt. Ohh yeah, pharma tariffs are next on his list.

hettygreentypebeat

this is my first time ever listening to a TSLA EC and it is unbearable 

RollTheDiceFollowYou

Because everyone already knew earnings and sales were going to be shit, a lot will now depend on the positive (or negative) vibes Elon can project on the EC. If he sells a vision that people can buy, it'll go back up. If he flubs it, well then it'll probably sink.

Routine_Slice_4194

More people voted for Trump than for Harris. Even without the EC Trump would have won.

sportsbunny33

Mathematically as long as the Electoral College decides the president (it's in the US Constitution so almost impossible to be rid of), if there are more than 2 major parties, none will get to the necessary 270 Electoral College votes. (Total nmbr of EC votes is 538, half plus one of 538 is 270 hence the 270 needed to win the presidency. If there are 3 parties, 538 divided by three is 179.3 (174) EC votes. EC votes are usually quite close, there would have to be a true landslide for one party of three (or more) to get 270. That's why third/ fourth party candidates are only spoilers, siphoning votes off one of the other parties. The worst part is, if no candidate gets 270 EC votes, the decision goes to the House of Representatives, with one vote per state. There are more "red" states than "blue" states (even though there are way more people living in the blue states), so that scenario would all but ensure a GOP president anyway, even if a party with AOC/Bernie plus Dems have more EC votes added together, if no one gets 270 it goes to the House which is red-dominated for the foreseeable future.

Right_Traffic_4821

I full ported EC. “In a world full of trash, be a garbage man”