@ENVXPACBWOLF Your math is missing $17.8M gross ATM sales from April 1 through May 11, 2026. Not to mention forgetting Indigo and Obsidian convertible notes. The dollar cap is the constraint, not the share cap.
@dubidubabap “The higher margins this quarter were due to substantial service revenue, which is not expected to be as significant in the future. As product sales grow, margins will stabilize in the high 30s to low 40s range.” 2026 q1 earnings
@GlobalSenate You think it’s new support? The forward looking statements definitely stayed positive but I don’t think it meaningful changed anything. Still waiting to see revenue and profitability ramp on volume
I asked Demarcus Lawrence about the 4th an 4 stop against the Rams in the NFC Championship
Sean McVay called it lucky
But it was intentional
He explains why