Quand tu viens d’en bas et que tu tombes d’en haut tu sauras toujours t’en remettre... Quand tu es né en haut et que tu finis bas tu t’en remet jamais 😉
@StephenZeiner If the results show spending above expectations, delays, or no deal announcements, it could hurt badly… The same goes if the cash raised through dilution starts to be depleted.
@McnallieM@amazon In the end, all this panic was for nothing… Between Aschenbrenner getting played like a rookie by insiders, and the AI giants saying everything is on track, if AI really is a transformative technology that’s going to change the world, investors should trust the AI market more
@aleabitoreddit Now let’s laugh at Zuckerberg, who sank the neo-cloud stocks with his Bloomberg insider leak, only to get hit by karma after posting mediocre earnings.
@noface_trdr When the stock was trading around $6–7, announcing a major deal could have sent it to $10. Now, with sentiment this weak, the exact same catalyst might only lift it to about $4.
@noface_trdr What concerns me with companies like this that are still waiting for commercial deals is that the market is already selling off the stock despite results coming in well above expectations. If operating expenses rise, there’s still no clear visibility on contract timing,or another
@noface_trdr delay is announced, I could easily see this trading down to $2. Conversely, even if they announce a deal today, the upside may be limited. In the current market, it might only gain around 5%, whereas the exact same news could have driven a 25% rally in a bull market.