If you’re investing in $NFLX what’s the upside case?
More price increases? Ad-supported growth? Using AI to optimize the recommendation engine? Crack down on your own subscribers so they don’t share accounts and make them more unhappy?
Why do you think they stopped reporting
The $LASR Q2 26 earnings call left a lot of important read-throughs on which I have taken action.
1 - $LPTH – the most obvious of all.
nLight’s China supply issues materialized only 2 weeks before the earnings call. nLight is a clear example that China is trying to slow-down
$LASR vs $AVAV
It’s very simple.
You can own a vertically integrated player that has just launched a scalable platform to go all the way from 70 kW to 1MW. The different power levels will share many components and sub systems, creating manufacturing, procurement and
