@Hedgeye to be fair, most would have sold when that $25K became $50K
the idea of holding a name that long for that return through all the chaos is just not something many would do
kinda reduces your fomo when you realize you wouldn’t have been able to hold 😂
$RKLB Q1 Earnings Report is out.
Revenue of $200.3M vs. $189.4M est.
Adj. EBITDA of $(11.8M) vs. $(26M) est.
Q2 guidance:
Revenue of $225-240M vs. $205.2M est.
Adj. EBITDA of $(20-26M) vs. $(15.1M) est.
SIGNED LARGEST LAUNCH DEAL EVER, MULTIPLE NEUTRON AND ELECTRON LAUNCHES
JUST IN: $AMD announced a multi-year partnership with OpenAI that could "provide a springboard to greater adoption of its technology and take its AI GPU revenue from $6.55B this year to over $100B" in the next few years. 😳
As part of the agreement, OpenAI can acquire up to ~10% of $AMD's shares at $0.01 per share.
The partnership covers the deployment of roughly 6 GW of $AMD's upcoming MI450 chips starting in 2026, with revenue recognition beginning next year.