EC

bj418451

I deal with Microsoft on a regular basis through work. They are executing on the AI vision and strategy really well. Copilot has come a long way and it is evolving in all the right ways. Their product positioning and roadmap is starting to make sense for the long run. I don’t care much about what happens in tomorrow’s EC but I believe in them for the long run. I have 400 shares at \~$390 average cost.

Curious-Run-510

I also possesses significant % of AMZN, considering the certainty of its future are the most robust among mag7 while it's aiming for the dominant position of physic world backed by its massive and solid demand from its EC business. Speaking of noox/ DC-automation/last-mile delivery, they dont have to find new customers/facing competitions to share the cost while developing these new techs, but simply applying them to on-hand EC business in massive scale. The only thing is that it's evaluation is no longer as a bargain at 32x/PE. And when it comes to AI models, I dont think AI model itself will make too much difference since they would almostly be the same in coming 2 yrs. So I‘d not buy BABA especially its EC growth are not as good as expected whild CN economy are declining meanwhile facing the firece competition from PDD. Once again I'd say that AI model in China is super competitve which may not be profitable enough to model owners. On the other hand, company like PDD avoiding such an model competition is a smart move, and it possesses huge cash for future M&A is even smarter too.

No_Construction495

Dead meat. Technically as bad as it gets. Worse negative momo than htz. Still assume a leak occurs prior to the EC. If so and positive, most of the time you can see a technical flip that most miss. Share price and 10 day SMA crossing the 20 day SMA . Not full proof , however increases the odds. 

heikici

I don't think Elon can say anything in their 1st EC to save the stocks 😭

visionarymind

[***🔗 Raw 🥛 anyone❓***](https://www.reddit.com/r/Unexpected/s/EC3dzzXMio) 🔗

SanDisk_Made_Me_Rich

Dave Brown — an SVP at Amazon AWS with nearly 19–20 years there and was on the original EC2 team for those on WSB that actually work with AWS. This isn't a mid-level manager. He was on Andy Jassy's "S-team," the ~28-person top executive group. If Meta genuinely believed AI capex was a bubble and demand was fake, you would not hire the EC2 architect and stand up a cloud business you'd quietly slow your build and let the overcapacity bleed off. Hiring the single most qualified person on earth to monetize compute is what you do when you believe demand is so strong that even your spare capacity can be sold at a premium. Recall from Mark Zuckerberg companies were approaching Meta "almost every week" to pay a premium for spare compute. You don't get inbound premium demand for a glut.

Fwellimort

You do know you get EC2 to run Docker right?

TheFamousHesham

What? Those are two fundamentally different products. What are you even saying? One of the reasons people get EC2s is to run Docker on these EC2s.

HolographicHeart

ASTS management showing up in lambos to the their next EC wondering why everyone is so mad at them.

PM_ME_ROMAN_NUDES

What even is a "strong computer", I'm an eletrical engineer, I studied QC 10 years ago. It has no practical application, we don't even know if we can achieve a quantum error correction good enough to make it usable. If it does achieve a good enough EC, scalability, cost. It is never coming out of the lab, it's not going to be used all over the world by companies to run their algorithms. It's going to produce a few dozen QC server and that's it.

heikici

Wait until EC when TSLA net income will be even lower than forecasted and stock moon +10%

icydragon_12

I'm a professional analyst. I don't cover the sector, but am heavily invested/attentive to these names in my PA. In theory, the ADRs should trade pretty much on par with the ADR/share ratio, adjusted for FX. In practice, we can look to TSMC's premium chart [here](https://www.acadian-asset.com/-/media/images/articles/data-visualization/owenomics/figure-1-tsmc-adr-premium-versus-local-v2.png?h=535&w=1290&hash=9C8570ECA2239EC54C5F0D88E52A4FFF), and see that ADRs typically trade at a premium. Though this violates many parity laws and the premium is almost entirely irrational. There are some real world inefficiencies that make a modest premium persistent. eg, these are not perfectly fungible. ADRs can be cancelled and converted into Korean shares, but Korean shares cannot be converted into ADRs. You should not, under any circumstances, be willing to pay an 20-80% premium for an ADR, because it can evaporate to 0 as hedge funds figure out a way to arbitrage it.

beerion

Idk, municipalities build neighborhoods within that distance of busy highways. The fact is, once in the air, S4's are virtually silent. In contrast, helicopters are a nuisance through their entire mission. [Source](https://www.aopa.org/-/media/Images/AOPA-Main/News-and-Media/2025/09-Sept/Joby/250904_joby_additional.jpg?h=760&w=1350&la=en&hash=E08942FC6B1EC2C0F47CB8A3FC31396E) I could share tons of reference material and videos, but most of the links that I've compiled are prohibited in this sub, I think, so don't want to risk it. But, to your point, yes they are relatively loud during takeoff and landing. But if they're operating from parking garage top levels, roof tops, or purpose built vertiports, you won't hear them at ground level. And of course, they're still much quieter than helicopters from a similar vantage point. We'll see. I'm not a raging bull. I do own a position, but I'm also well aware of the risks. I still think this could be a segway type technology - very novel, but too complex for it's own good. And I think that without rooftop landings, it's going to be hard to compete against a simple Uber ride - a Joby is a 3-legged trip (drive, fly, drive), whereas Uber is just 'shut your brain off and show up at your destination'. And in this scenario, a 3-legged trip really won't save that much time. But it's an interesting technology that does have some legs. And Joby has other irons in the fire. They have autonomous Cessna Caravan flights going with the military. That could be it's own massive market. And the S4 is also going to have a special missions variant for the military (higher payload drones). They're working on hybrid and hydrogen powertrains. So there's some optionality, too. I'm definitely not recommending anyone buy the stock, necessarily - these types of technologies take way longer to play out than most would expect - but I'd say it's definitely one to keep an eye on.

shlimeyboy

When’s EC

heikici

Let me guess, Tesla goes to 420 and stay there until EC where it will drop 10% just like P&D numbers

SanDisk_Made_Me_Rich

Citi analysts said that any concerns about “excess compute supply” related to Meta potentially getting into the cloud business are “an overreaction.” “Fundamentally, AI compute demand remains undersupplied as reflected by recent AWS EC2 GPU instances price hike of 20%,” the analysts said. “DRAM shortages are the biggest constraint on compute supply, in our view.”

EmpathyFabrication

Although the purchase was made alongside many other stocks, Trump bought shares of Kenvue (KVUE) valued between $1,001 - $15,000 on Sep 23, 2025, the day after the announcement was made linking autism to Tylenol, “President Trump Makes an Announcement on Medical and Scientific Findings for America's Children.” https://www.oge.gov/web/oge.nsf/News+Releases/B8B9EA45F5EB86EC85258E2600701B77?opendocument

InOmniaPericula

MU stellar EC kills semi as usual

hillionman

Buy EC

ChloroVstheWorld

Cause they're running everything on like one EC2 instance in fucking Indonesia

chainer3000

The numbers are fucking fantastic so I really wouldn’t doubt it. We’ll see what the EC in a few minutes brings. Market is just risk adverse but I wouldn’t be surprised to see 220 if macro allows. Maybe by next week

Bionic_craig

[https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump,%20Donald%20J.-05.08.2026-278T(2).pdf](https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump,%20Donald%20J.-05.08.2026-278T(2).pdf) it was from this 278T filed by Trump

goldcakes

Multilingualism is not a bad thing. It’s not like EU co-operation or the EC, etc is hampered because of a lack of official language.

waltyyoo

This market makes me think i am a genius. Sold my AVGO Calls, CRWD Puts after PANW EC, AI Calls... (But well a funny 180$ bet on VEEV went wrong.) I guess market baits me into a deadly YOLO like ADBE Calls

the__storm

You are an idiot. Companies will not push their AI inference to edge devices. It's doubly inefficient - low utilization (waste of money when the employee is sleeping) and no speedup from batching (running inference for ten requests at once is less than ten times more computationally expensive than running one request). A small number of researchers/AI engineers might receive these devices, but even those people are mostly remoteing into servers/EC2 instances to do their work and wouldn't benefit much.

Leveraged_Lots

I looked at it last year but went with GeoPark as the direct risk of domestic politics were unnecessary high in EC vs GPRK.

MaleCowShitDetector

One bad quarter sent it tanking, due to fears of not being able to sustain / reaquire / aquire new subscribers. The turnaround here is being able to sustain the transition period, which they are managing to do so far. This doesnt mean that it's over for them. These things take time, next Q EC will draw a better picture.

Intelligent_Title_90

Everyone focusing on Dell, HPE going crazy too. They have EC next week

Intelligent_Title_90

Was predictable, Lenovo had a giant green Dildo after their EC, now its Dells time. Next week HPE (important difference to HP, HPE does solely Enterprise Solutions).

SHUT_DOWN_EVERYTHING

Would I get rich if I announce I'm spending money on Amazon cloud? I can afford maybe one light EC2 instance.

WalkIntoSunshine

Long day for me so forgive the hasty response. I believe they will be taking a stake for approx 18.75%, and soon. Just my opinion after my own dd. Aptiv has stated they need a LiDAR partner and are in process of selecting one. They also mentioned bolt on acquisitions in their last EC, as well as wanting the right LiDAR partner. Multiple quotes about heavy equip/mining/ag, industrial, drones, and defense. Mvis issued a pr almost every week in April about each of those. Current CEO of mvis Glen DeVos was former Aptiv CTO, and senior VP. The gentlemen who took his role was at mvis prior in a specialist position. He has stated Mvis is the best LiDAR company (granted during his tenure there) Many, many more connections, including engineers and hr. Mvis has also rolled up Scantinel and Luminar in the last 6 months. They have the most robust LiDAR portfolio now and are able to offer 905, 940, 1550c ToF, FMCW. Mvis is also EU sovereign (they filed for a German subsidiary after Scantinel acquisition). They are one of the only LiDAR companies that are approved for EUD when hundreds of billions are being pumped into defense globally. Research IntelicBASE, Brave1 (awards coming next week and some starter announcements about plans have been dropping today) There’s a lot more. It’s a steal right now. I believe they will be the dominant LiDAR player in the market. (There will be room for a few) Short interest continues to be ridiculous. There’s the whole LBS for AR conversation happening as well. High risk/high reward. Some feel a reverse split is coming soon. I believe it will be a strategic investment. One of us will likely be wrong. Personally not worried if it does an r/s. The tech is too important and the future finally caught up to it. LiDAR will be everywhere soon Apologies again for the sloppiness of this. Limited time and gotta run.

Bryguy3k

TBF there is an entire process for the NSA to patent their work without ever disclosing it until someone tries to patent an independent development. There is a large motivation for the NSA to break the root keys of all the major CAs (that would allow them to insert man-in-the-middle hardwhere anywhere in the world, not to mention deploy signed software) - it’ll take less qbits to break EC than it will RSA.

waltyyoo

Look at last earnings call, nice ramp up at the day of EC, then fkn dump

InitialPsychology731

robinhood EC was much more entertaining than this sht even though they only spoke about tokenizing the entire world

jnas_19

RIP all Nvidia option contracts. Flat till EC it looks like

slytythesneakyguy

Well, let’s keep a tally on how EC’s have been working out for us this year. TSLA beat earnings: cliffed. Netflix beat earnings: cliffed. MSFT beat earnings: cliffed. HOOD beat earnings: cliffed. Last Q when NVDA beat earnings: cliffed. So… I think your safe bruh

slytythesneakyguy

All you regards excited about NVDA EC today, remember. TSLA beat earnings: cliffed. Netflix beat earnings: cliffed. MSFT beat earnings: cliffed. HOOD beat earnings: cliffed. Last Q when NVDA beat earnings: cliffed. So… puts?

tocinoman

Best drinking games for NVDA EC? I'm leaving here with something

MaleCowShitDetector

I'm fine, their EC proved what I was saying.

MaleCowShitDetector

I'm fine, their EC proved what I was saying.

Funny-Conclusion-678

NVDA puts. Gonna tank on EC

DiversificationNoob

It took SpaceX around $390 million to develop Falcon 1 and Falcon 9 according to NASA.\* NASA has a budget of >$20 billion per year. So NASA easily had a proper budget to develop the SpaceX workhorse Falcon9. They would have had to reallocate less than 5% of ONE yearly budget \*"NASA independently verified SpaceX’s total development costs of both the Falcon 1 and Falcon 9 at approximately $390 million in the aggregate ($300 million for Falcon 9; $90 million for Falcon 1). NASA, *Falcon 9 Launch Vehicle NAFCOM Cost Estimates*, August 2011." [https://science.house.gov/\_cache/files/2/6/26810a9d-c6d7-4a7f-8be8-d0355d6c3903/E4FDDF4C21E1C120F8997C76D5EE89CCDFDB3EC7F5F2CE86E6A36C810A9615DA.102611-musk.pdf?utm\_source=chatgpt.com](https://science.house.gov/_cache/files/2/6/26810a9d-c6d7-4a7f-8be8-d0355d6c3903/E4FDDF4C21E1C120F8997C76D5EE89CCDFDB3EC7F5F2CE86E6A36C810A9615DA.102611-musk.pdf?utm_source=chatgpt.com)

tocinoman

Is this gonna be the third time time in six years that NVDA doesn't vol crush after earnings? Debating CCs, and it feels silly to bet against something that happens literally over 90% of the time, but NVDA has never had so much money dumped into it at one time ever. And if anything positive gets announced about China (someone is definitely going to ask about it at the EC), it's going to stay high.

Funny-Conclusion-678

NVDA will drill 10% on EC

InitialRadish

https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump%2C%20Donald%20J.-05.08.2026-278T%282%29.pdf

InitialRadish

https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump%2C%20Donald%20J.-05.08.2026-278T%282%29.pdf this has his most recent buys and gives a value range though not a specific number

zbern

There was a report that came out in Yahoo finance that listed the president's investments and NOW and MSFT were on the buy list. At least that's my conclusion. [Link 1](https://www.yahoo.com/news/articles/stocks-did-trump-recently-buy-161539170.html) [Link 2](https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump%2C%20Donald%20J.-05.08.2026-278T(2).pdf)

ChromakeyDreamcoat82

The US still has tech and export controls as non-military bazooka. Europe is not just in a deficit of military spending that requires an economic restructure, the European economy gets into big trouble with IBM, Oracle, Microsoft, nevermind a whole swathe of US cybersecurity offerings and (implicitly) Israeli. How this works in practice: A country that's sufficiently unfriendly to the US can go on a plain embargo (a la Iran) or on restricted export lists. So the US could decide the the EU is unfriendly, and put cyber export controls, or any other category of technology. Any company that sells cyber services to the EU then faces a loss of export privileges. Any company/partner that tries to resell it, goes on a restricted list themselves, can you cannot sell to them. I've worked for a major US tech company in the past, and we had mandatory annual export training for all employees, so this was drilled into us, that we have to audit not just customers, but *their* customers. There is immense power in these export controls which could e.g. leave half of the European banking system extremely vulnerable to hacking by blocking security updates for a few months. It's an unlikely power to be wielded, especially now with tech bros having so much influence, but the main point is that there's a significant dependence on US services by Europe, but a counterbalancing dependence on the revenues by tech bros. That's why the fight is always waged over commodities - services are now too intertwined. What I think will happen, is an extension of what's called the EEA today (European Economic Area) which covers friendly non-EU countries, former EC countries that opted out of the EU, and that sort of thing. Ultimately a trading bloc may re-occur that allows a 'rest of the west' trading partner for the US on goods, plus some limited services. The biggest blocker to this right now is probably the UK sitting in their own isolationist bunker.

aDonkeyWithACarrot

Kioxia EC helps MU?

Agile_Bullfrog_8648

That's what we say about every EC

Boring_Praline_3586

Source link: https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump,%20Donald%20J.-05.08.2026-278T(2).pdf

bubbasnub

The NU earnings call won't be until 6PM EST Weird time for an EC compared to most companies range between go at 4:30PM to 5:30PM

Chlo-Motion

[https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump%2C%20Donald%20J.-05.08.2026-278T(2).pdf](https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump%2C%20Donald%20J.-05.08.2026-278T(2).pdf) New filing from Orange Man, who is now trading a bunch of individual stocks. It turns out he's as regarded as we are

BosonCollider

The american hyperscalers are especially bad here. Compare the price of an EC2 VM on amazon web services with the price of the same VM on OVH. The european clouds are much more efficient than the american ones and OVH has had a higher uptime than aws over the past five years, they just haven't built their entire business model on charging ten times more for their services. If cloud becomes perceived as a commodity instead of a branded good I have no idea how the big 3 will remain profitable since they are far from competitive

Shoganai_Hito

ASTS should’ve announced partnership with Anduril during EC and stock would’ve soared on hype. Note: they actually may but likely cannot disclose

ride_the_tasty_waves

NOK just had a good EC, their market pivot is clearly working; DoD, AI Ran with NVDA and Optical sales for data center buildouts...

Shoganai_Hito

Any good EC to call into after market close?

Shoganai_Hito

ASTS management mentioned AI more times yesterday during EC than Jensen Huang did in all of 2025

chainer3000

I was just looking it up. 200k earnings. Company looks like it could be in survival mode. Can’t see how much they’ve tapped the ATM, wonder where that’s at. The millions and millions of shares they’ve issued makes a short squeeze very unlikely. That said, I imagine the bar is so low for this company that any decent earnings would be a blowout. I’m struggling to see how they could pull that off, though. Seems like they’ve front run this MOU announcement to soften the blow of a bad EC, instead choosing the ‘look at the back half of the year tho’ defense. The MOU, obviously, won’t have any impact on last quarters numbers.

CHE-B5

MVST just dropped a terrible EC

Ok_Wealth_3433

Not if you listened to that EC

conoremc

Hahaha u right bro. Fixed 2x exposure so more leverage with no theta / vega exposure but double the bags on the down. They fumbled this EC so not worth investing until they actually get sats in the air in June. I'm a longterm investor now

wickedbeats

Algos and idiots are freaking out because ASTS "mIsSeD rEvENue"... even though they are pre rev. then on the EC they basically confirm they are working on AI compute in space, to be integrated this year.... the fact that META visited ASTS last month makes me believe ASTS and META will partner to deploy AI datacenters in space.

Jesus-Musk

Why does the ASTS EC sound like a mexican guy explaining how avocadoes work

Acceptable-Prune3943

Guys ASTS is a pre revenue company. Rev literally means nothing at this stage. Wait for EC and you’ll be surprised

teh_herper

The real test is what they say during EC and whether they gonna cut their satellite goals

Intelligent_Title_90

What u guys think about ASTS EC today?

Shoganai_Hito

ASTS will invite surprise guest speaker to tomorrow’s EC, Rocket Lab CEO-Sir Peter Beck, to discuss rockets and AI leaving ASTS shareholders in euphoria to pump stock price

Shoganai_Hito

Calls on ASTS mentioning AI 15 times during tomorrow EC

Shoganai_Hito

2% bump in share price each time ASTS management says AI during next Monday EC

Historical_Stage2622

whats EC SP

Ok-Historian-1033

Buy ASTS now before its too late! Next monday after EC SP will skyrocket back to 100s

Shoganai_Hito

META still talking about their AI glasses during EC lmao- that shit is DOA when it was announced 7 yrs ago

Shoganai_Hito

Gonna call into RKLB EC as a non-investor just because I enjoy hearing Beck’s cool accent

InitialPsychology731

Mic cuts correlate positively with stock price in this EC

InitialPsychology731

HOODs EC was more entertaining than PLTRs

S0Anon

people really pay for EC2 U7i and you still dont have amazon leaps

joeyeats

market doesn’t seem to like it, hope EC can heal this drop

InOmniaPericula

Like last MU EC

Shoganai_Hito

Gonna short ASTS before next EC… reaction gonna be bad when management states they meant 4-5 satellites this year and not 45 satellites

AngronTheDestroyer

It is normal for it to peak in AH after EC and then drop / go red at market open.

InitialPsychology731

Damn, another hour until msft EC

Shoganai_Hito

CAR EC call is live y’all. Buckle up

Shoganai_Hito

Puts on ASTS EC once management announces they meant 4-5 satellites instead of 45 satellites this year

AngronTheDestroyer

Need some input. I have 750 google shares that I planned on selling before market close tomorrow, considering earnings almost always result in a dip. But now I am thinkin of selling covered calls. CC at 350-555 strike price is $7-10. If I planned on rebuying google after the supposed dip, is it better to sell CC or rebuy a few days after EC.

Shoganai_Hito

MU hitting $550 this week to after riding the Mag7 EC hype train?

Shoganai_Hito

Buying ASTS in the 60s on my radar over the next few weeks. Feel like after the EC could sink even lower- am not expecting a bullish one.

Shoganai_Hito

Where CAR gonna finish at next week after EC on Wed

iMakeGOODinvestmemts

$AMZN NEWS Amazon says that the run rate for its chips business, or Graviton, Trainium, and Nitro on EC2, is now $20 billion and growing triple-digits YoY.

EnoughWithTheKimbop

Which is exactly the same thing in effect. I like how you can always tell someone is 14 and just figured out what the EC is lol.

EmbarrassedPart1256

$EC isn’t. Penny stock oil companies are

IndenturedServantUSA

This is also true, unfortunately, their construction guidance is close held for some reason. Hoping we’ll hear something in the next EC but until then the silence is more than a bit frustrating.

EmbarrassedPart1256

Im already itching to make another trade but I’m just going to watch for now. I’ve got my eyes on $EC (hope it dips down to the $13s) & $DX (hope it stays around these prices).

usa_reddit

Based on the fact that the US just lost an AWACS EC-3 Radar plane, I would say that this could potentially become a black swan event. The US is going down the same road Russia did in the war with Ukraine. Two different wars are being fought and the US leadership doesn't seem like they have a workable war strategy. When you take a DUI Hire from Fox News entertainment and give him a job for which they aren't qualified, one can expect very bad things to happen. I feel really bad for the 35,000 Marines getting activation letters. Are they prepared to fight drones? Is there a plan at all?

Tephros83

The capex really wasn't that crazy last earnings. The real concern seems to be that it will just keep increasing in an arms race that ends without the investment being monetizable due to competition or, less likely, commoditization. The worst part of the earnings report was the rate of increase of capex. On the EC they said they expect it to decelerate. That should help if there is any evidence of it in the next report, but you never know with sentiment.

EmbarrassedPart1256

What part of *they capped their profits at $60-70/barrel* is so hard to understand? Stability? Yes. Explosive growth? No. Look at $EC in contrast.

EmbarrassedPart1256

If I’d only held the $EC position I bought @ $13.10 I’d be up 20k holding a dividend paying stock. What I wouldn’t do to get in at $13.20… 🥲 please crash. $EONR will take some time. I’m saying it bleeds from here until they do an offering & once that settles it may be off to the races. Meanwhile $CAPS is just doing its thing. The time to load is when no one’s watching or cares 🤙

Ok-End-3213

OMG FUTES!!! shhh, I am trying to scare the EC fools when they wake up

jmils26

BYND delayed their EC to 3/31. $1 P 8/21

EmbarrassedPart1256

Made the wrong play with $DX, was thinking it’d bounce 🥲 going to rotate into $EC ASAP tomorrow & hold that bad boy long & strong. Not penny stocks, just figured I’d share 🤙 $CAPS & chill