Rock

[Rock @Paper1357]

@DeepSailCapital What about potentially apple and Google stepping up device security using these frontier models? How can r&d keep up?

[Rock @Paper1357]

@WaltHudson There is nothing positive in this, am I missing something?

[Rock @Paper1357]

@JacquesLeChan @kingdomcapadv Lot more, still very fragmented space. Checkout some of the acquisitions they have made.

[Rock @Paper1357]

@kingdomcapadv ok, but does it have the same earnings growth and a high income less economic sensitive end consumer?

[Rock @Paper1357]

@ConsensusGurus No dilution, existing share sale.

[Rock @Paper1357]

@sharkbiotech Federal subsidies also run out next year due to OBB.

[Rock @Paper1357]

@atelicinvest fx impact

[Rock @Paper1357]

@ROICAHOLIC76 @PD13158196 @mario_cibelli Not recently, $COCO management is hiding the impact of Aug 1 tariffs on Brazil and Philippines. Investors are in for a rude awakening next report.

[Rock @Paper1357]

@PD13158196 @mario_cibelli @PD13158196 you have been right on this theme and $COCO also, but with all respect you are clearly wrong on $RELY.

[Rock @Paper1357]

@Pharmdca I do not get your optimism for $OSCR. They have a serious cost problem this year which they can't fix for at least 2-3 quarters, then they have potentially millions of people being priced out of their policies because of OBB next year.

[Rock @Paper1357]

@BuffaloBillCo @atlas_invst $anf is the next $anf. Hollister is going gangbusters driven by tiktok momentum.

[Rock @Paper1357]

@BuffaloBillCo @atlas_invst Sydney Sweeney tie up did nothing for Hey Dude $CROX, not sure why there is such massive optimism among the investing community for this.

[Rock @Paper1357]

@ecommerceshares As always with these pumps, they go up first then retail finds out and then everyone attributes it to retail investors pumping.

[Rock @Paper1357]

@CapitalFang @BlackSailsRsch Their TTM leverage ratio last earnings was 4.46x, the covenant limit dropped from 4.75x to 4.5x on June 28. Drops again to 4.25x sept 27.
CFO stepping down now is a red flag.
To be clear I have no horse in this race and don't plan to take any side of the trade, just discussing.

[Rock @Paper1357]

@BlackSailsRsch @CapitalFang $3.6m FCFF on that $120m EBITDA

[Rock @Paper1357]

@CapitalFang @BlackSailsRsch I get the cost savings part but look at the working capital and its trend in recent quarters.
Agree that stock could be explosive if demand returns, the issue is will they survive till that point.

[Rock @Paper1357]

@CapitalFang @BlackSailsRsch There is a serious going concern with this balance sheet.

[Rock @Paper1357]

@biopharmacaster Terrible guide down, 2025 operating earnings went from midpoint $250m to -$250m. I do not understand the why people keep pumping this stock, this was obviously coming.