Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
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The stock is down sharply while subscription revenue grows at 22%. Something has to give.
A $2 billion optical market and a Q2 beat streak enter the same week.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in...
480,000 deliveries, a Miami robotaxi launch, and a P/E above 350 all collide at Q2 earnings.
Three catalysts hit at once. Now the foundry story needs proof.
The liquidity math behind the world's biggest AI bet is getting uncomfortable.
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
A five-year reset in the world's second-largest economy has second-order trades nobody is modeling.
The most predictable demographic wave in history just arrived. The market is not ready.
