John

[John @johnhal1303]

nebius almost up as much as CRWV in premarket because crwv had good earnings 😂 AI trade train keeps chugging along

[John @johnhal1303]

Triple beat + guidance raise, not enough for Mr. Market. Sold off hard and not showing signs of recovery after algos crushed it, not enough liquidity in this name imo. Undervalued atp, but chart looks broken for now.

[John @johnhal1303]

$SEZL
Expecting good earnings after market today. However, after seeing the reactions of $DAVE and $DDOG even after good earnings and guidance; selling off

sezzle has run like 200% in the past few months so im expecting similar. Growth already was slowing down in the past...

[John @johnhal1303]

Reuters reporting really nosediving, what does the first article even mean...

[John @johnhal1303]

@qusrkdto5437 Im assuming that you're talking about Drone Nerdz, which iirc was acquired by $XTIA not UMAC, and I don't have much knowledge of the former.

[John @johnhal1303]

$UMAC earnings tomorrow the bell.
What im expecting:

Revenue beat (consensus is 9m... like what) Id like to see somewhere in the area of 13m total. The metric I like to use is the Enterprise revenue / employee count of previous quarter.

[John @johnhal1303]

@BeenThereCap Most of the time I don’t stick around for Q&A, because most of the analyst questions are just along the lines of the example you gave.

Makes me wonder if they even know a single thing about the company / listened to the call at all

[John @johnhal1303]

@SamuelH199 I honestly could not tell you. My best guess is that due to the run up of payments names(and Dave obv) is making algos tweak out anything except for an absurd beat across the board.

[John @johnhal1303]

$SEZL
Expecting good earnings after market today. However, after seeing the reactions of $DAVE and $DDOG even after good earnings and guidance; selling off

sezzle has run like 200% in the past few months so im expecting similar. Growth already was slowing down in the past...

[John @johnhal1303]

Honest to god baffled… Im pretty sure ive made this year what theyve made in 1 quarter😭🙏

Gonna have to start telling people and the girls in the bars my net worth is 3 billion🤩

[Kalshi Finance @Kalshi_Finance]

BREAKING: NuScale Power $SMR reports Q2 2026 revenue of $75 thousand vs. $8.9 million expected

[Za @ZaStocks]

The first signs of weakness after a rally off a low says more about the market than the rally itself.

If the weakness isn’t bought, this rally might been nothing more than a temporary bounce.

If the weakness is bought, it’s a sign that the move might have some power.

We’re going to learn a lot about the market and where it’s headed in the coming days, good time to track relative strength and standout performance.

[John @johnhal1303]

Also, will post my earnings reactions on $UMAC tmrow along side $SEZL

[John @johnhal1303]

...quarter (in terms of new onboarding customers). I would expect algos to hit this one decently hard as well unless they somehow pull off a crazy guidance raise, which I don't foresee because they are focusing on converting their shrinking on-demand customers to subscriptions

[John @johnhal1303]

@fundmyfund At least for me, seeing a company increasing GMs while expanding at 100% QoQ is unheard of

[John @johnhal1303]

@johnscharts Wishing a speedy recovery for you mate 🙏🙏

[John @johnhal1303]

I don't forsee any equity raises coming soon, ESPECIALLY if gov funding is coming soon. Even with $75m raw material order they still have around a quarter billion in their balance sheet.

[John @johnhal1303]

Fundamentally, we are in a much different sector environment. Lots of chatter about cUASs.
As well as the elephant in the room: $UMAC may have government funding/stake coming in soon (look at PDW👀).

My guess: Red on smthing stupid like EPS miss.