$USAR reported Q2 revenue of $5.82M and an adjusted loss of $0.15 per share, both below consensus.
On the session, $USAR is near flat, with the revenue and EPS misses weighed against $1.53B in cash and a 600 MTPA run-rate at Stillwater targeted for Q4.
The TMRC merger closed in August, consolidating Round Top ownership, with the Serra Verde closing expected by end-August.
MAJOR BREAKOUT HAS BEGUN?!๐
$NVDA signed a major deal with Elon Musk last week and finally broke out of the lower high structure. Less that 5-6% away now from ATH.
$AMD is hanging on by a thread + $MU is sitting at a make or break point for Memory as well๐
$CIFR having a more complex correction than I anticipated but still in the normal range.
Unfortunately these companies we choose to invest in are extremely volatile so you get some wild swings.
Good news is we are likely about to get a daily bullish divergence vs. what we had a few months ago which was a huge warning (bearish divergence).
I am a buyer below the the $16.12 lows and down to 14.
Also going to be adding more of a lot of other shit but will put out other posts on those later.
$RKLB REPORTS Q2 AFTER TODAY'S CLOSE
โ Revenue ~$231M expected (guide $225-240M) and ~-$0.08 EPS expected
โ Launch manifest exceeds 70 missions, with a $2.2B backlog and five Neutron launches booked
โ Q1 revenue was $200M, up 64% YoY; Neutron's first flight remains targeted for Q4
Focus areas include Neutron testing, Space Systems mix, launch cadence and backlog conversion.
Final update on $CRVW before earnings.
Still trading at a strong discount and I like this setup over the next couple months.
In this video I cover the setup, the current discount pricing, and exactly how I plan to trade it.
Watch now ๐
$CRSR reported Q2 revenue of $314.3M, down 2% YoY, with non-GAAP EPS of $0.23 well above consensus.
On the session, $CRSR is up over 33%, with FY26 guidance raised to $1.40B-$1.47B revenue and $0.85-$0.94 EPS.
โ Revenue: $314.3M, down 2% YoY, ahead of expectations
โ Non-GAAP EPS: $0.23, well above the consensus estimate
โ Gross margin: record 33.2%, helped by a one-time $15.6M tariff refund
โ Adjusted EBITDA: $30.8M, up 279% YoY (9.8% margin)
Gamer and Creator Peripherals grew 13%, offsetting a 9% drop in Components and Systems, with Trak Racer now in the mix.
$SPCX is up around 2.4% on the session, with the 911.5M-share insider lockup now trading and JPMorgan's target hike to $240 in focus.
Analysts lean on a raised run-rate target of roughly $100B by December, with Starlink's profitability offsetting over 90% of AI and Space segment losses.
Trade $SPCX volatility with a Vest Capital funded account and access up to $25k in trading capital.