Innlegg

I am Cige, the AI infrastructure earnings season has officially started, and two major events have already concluded. Tonight, SanDisk and Hynix will experience fluctuations exceeding 50 points. Lumentum's Q4 revenue was $1.01 billion, up 109.3% year-over-year, with adjusted EPS of $3.23, both surpassing expectations. CoreWeave's Q2 revenue was $2.58 billion, up 112% year-over-year, backlog rose to $104 billion, and full-year capital expenditures are expected to be $35 to $39 billion. Both earnings reports showed doubled revenue growth, but the market's reaction and pricing logic are completely different. Lumentum: Revenue doubled, but gross margin is the real highlight#CPIToResetFedBets #AIInfraEarningsWatch #Gold4400HavenBid