Nice earnings $PL and gapping up pre market.
Not to bothered about near term share price but think it does trade back towards $30 soon enough, earnings proves drop has been completely overblown.
$PL bought back some of the shares I sold for earnings today.
Gets overlooked they announced a large ATM near the highs into a double beat in June which accounted for some of the drop.
Little bit of gamble but down 65% from highs seems crazy.
$CWR#CWR +9% up and down like a yoyo, still holding my free carry shares which is quite a large position.
I dont think UK market quite understands where they sit in the AI build out, listen to $BE and SOFC and you will.
Long term hold assuming no suprises.
Just a quick side note on $IREN as it has almost fully reversed the earnings call puke, I did say once algos and X FUD dissipated it would reverse.
Was a great buying op.
$IQE news out and some very bullish statements.
“pleased to announce a purchase agreement with Quintessent Inc. an innovator in resilient and low-cost connectivity solutions for AI data centres, for the supply of Quantum Dot Laser (QDL) epitaxy.”
“IQE's proven expertise in