$Meta Platforms (META.US)$ After the earnings report, it's been dropping every day, really hit a sore spot
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老实投资者
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$Super Micro Computer (SMCI.US)$ no eye see
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$Netflix (NFLX.US)$ fundamentals are really strong
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$Super Micro Computer (SMCI.US)$ The market outside is going crazy, and you're still here; you're just 5% away from breaking even
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老实投资者
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$Strategy (MSTR.US)$ It's gone, and now it's back
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$Strategy (MSTR.US)$ Too many put options, who will bear the cost
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$Strategy (MSTR.US)$ Is anyone holding on firmly
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Key Takeaways (AI-Generated)
Financial Performance:
- Q2 FY '26 record revenue of $12.7 billion, up 123% year-over-year and up 153% quarter-over-quarter.
- Non-GAAP gross margin of 6.4%, impacted by customer and product mix as well as higher freight, production, and expedite costs.
- Non-GAAP operating expenses were $241 million, up 6% YOY, with total non-GAAP operating expenses representing 1.9% of revenue.
Business Progress:
- DCBBS product line expan...
Financial Performance:
- Q2 FY '26 record revenue of $12.7 billion, up 123% year-over-year and up 153% quarter-over-quarter.
- Non-GAAP gross margin of 6.4%, impacted by customer and product mix as well as higher freight, production, and expedite costs.
- Non-GAAP operating expenses were $241 million, up 6% YOY, with total non-GAAP operating expenses representing 1.9% of revenue.
Business Progress:
- DCBBS product line expan...
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