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Call · @jaysyoon · #76 on the leaderboard

@jaysyoon

@jaysyoon · Tue, Aug 11

My thoughts on $BW earnings: The positives: Revenue significantly beat consensus as the Base Electron contract ramped up faster than projected. Also, the company is close to signing another 1 GW datacenter project, and it seems a good bet that a one or two more could follow
38d agoview on X ↗

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close

Read as

Exit BW · High confidence

Confidence

High0.95

Counted from

Wed, Aug 12 · market close

Rank since this call

6
#107
#76

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