indus-capital

Learning

[indus-capital @induscapital77]

$MSTR $BTC

What is the book value for Common equity shareholders of Strategy Inc. after taking into account preferred, bitcoin assets and other assets/liabilities ?

[indus-capital @induscapital77]

$IOT $NVDA

IOT is a physical AI backbone infrastructure company . Not many have discovered that while Jensen Huang is telling every one that physical AI is next frontier

[indus-capital @induscapital77]

@Mishi_2210 49

[indus-capital @induscapital77]

@Wisdom_HQ 2 people, Only couple went for picnic

[indus-capital @induscapital77]

@stockpickerspb Americas is almost flat QoQ and YOY growth decelerated from Aug reported quarter to recent one across all territories

[indus-capital @induscapital77]

$onon

Deceleration in YoY terms across all three territories

Last August Qtr nos are
net sales in Europe, Middle East and Africa (“EMEA”), Americas and Asia-Pacific increased by 42.9% to CHF 197.8 million, 16.8% to CHF 432.3 million and 101.3% to CHF 119.2 million,

[indus-capital @induscapital77]

@ConsensusGurus Negative working Capital of $150 Mn as of last quarter $Gety

[indus-capital @induscapital77]

$gety

Negative working Capital may be reason behind the fade today

[indus-capital @induscapital77]

@ConsensusGurus They cut Q4 EPS guidance bs expectations by 48-50%. God knows what else is there in their books $fi

[indus-capital @induscapital77]

$kdp

Announces capital-efficient $7 billion strategic investment co-led by Apollo and KKR to reduce projected net leverage at acquisition close; sets targeted capital structure for each company at separation

[indus-capital @induscapital77]

$deck

Q1 YoY growth=16.9% YoY
Q2 YoY growth = 9.2% YoY
Q3 & Q4 YoY guidance= 2.95/2.85=3.51% YoY

Are the Hoka and Uggs brand preferences intact or it’s a legacy now?

[indus-capital @induscapital77]

$LEVI Wall St was much ahead of forward EPS estimates than Company shared
Increased SG&A and Tariffs headwinds does not help the cause either

Company is doing brilliant but stock needs to be readjusted down

[indus-capital @induscapital77]

$AEHR

This is a hopeless report.

They are working with a Hyperscaler and not Chip designer /manufacturer.
They are part of a dev/design/test experimentation of a hyper scaler.
Booking back log is only $15 Mn for this $1 Bn market cap company and revenues down YoY

[indus-capital @induscapital77]

$aehr

Excluding cash it’s trading at 10-12 multiple, if they confirm becoming part of AI processor wave this thing can easily double from here

Stock is up 100% since last ER for a reason known to accumulators

ER call will tell.

[indus-capital @induscapital77]

$ango

Gross margin for Q1 2026 was 55.3%, which was 90 basis points higher compared to the Q1 2025, and 260 basis points higher sequentially from 52.7% in the Q4 of fiscal 2025, primarily due to increased Med Tech revenue, Gross margin included $1.7 million of tariff expense.

[indus-capital @induscapital77]

@CoderUday It is by design and choice . If Indian companies develop products than Indian IT will be competing with US Tech on Intellectual Property front and hence U.S. will restrict and regulate outsourcing services spend to India in order to safeguard their U.S. IP leadership

[indus-capital @induscapital77]

$slqt

Earnings were great and deserve rerating of the stock

[indus-capital @induscapital77]

@Fierce__beast $Lz

Morgan Stanley sell @8.5
William Blair Hold

Mizuho and BAC to $12

I think another couple of quarters before sky is clear for their long term growth

[indus-capital @induscapital77]

@Fierce__beast $lz

‘Yes. Pat, this is Noel. Thanks for the question. So our aggregated retention rate for the quarter was 59%. That's down from prior quarter of 60%’

$12 Mn of revenue came from Formation Nation

[indus-capital @induscapital77]

@DOGE @DOGE_USDA @DOGE_SSA Public library system still relies on Paper books and lot of full time staff members. A program to go for digital libraries and to be staffed by students looking for volunteer and internships can help general public and save lot of cost on full time headcounts.