@gaetano2026 · Long LSCC

Gaetano@Gaetano2026

Why is $LSCC in my Physical AI port? Let's start with some numbers Q2: - Revenue: $201M, +62% YoY and +18% QoQ - Adjusted operating profit: $77M, +126% YoY and +31% QoQ - Adjusted gross margin: 71.7%, up 240 bps YoY - Adjusted operating margin: 38.3%, up from 27.5% a year

Gaetano@Gaetano2026

It has been posted! My Physical AI portfolio I am building from scratch. With weightings, entry levels, theses, financial modeling etc. I wish that when I was building my optics port at the end of last Summer, I could have built it real time with my audience. This is another

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