To The Moon

‌$NVIDIA(NVDA)$  ‌‌$Qualcomm(QCOM)$  ‌ Two giants of the chipmaking world, NVIDIA (NVDA) and Qualcomm (QCOM), have recently experienced a downturn in their stock prices. However, there are growing indications that their momentum might be shifting towards a recovery, presenting investors with a compelling dilemma: which of these tech powerhouses deserves their investment? NVIDIA, despite trading at $114 – nearly 30% below its January peak – shows signs of forming a bullish "double bottom" pattern, suggesting that buyers may be stepping in after sellers failed to push the price lower. This positive sentiment aligns with NVIDIA's impressive recent earnings report, which revealed record-breaking rev

‌$Tesla Motors(TSLA)$  ‌‌$NVIDIA(NVDA)$  ‌‌$SoFi Technologies Inc.(SOFI)$  ‌‌$Advanced Micro Devices(AMD)$  ‌ As of April 1, 2025, President Donald Trump's tariff policies have thrust the U.S. stock market into a whirlwind of uncertainty. With steep levies imposed on major trading partners like Canada, Mexico, and China—25% on most imports from the former two and an additional 10% on Chinese goods—the question looms: will these tariffs stabilize markets or ignite further risks? Proponents argue that Trump’s tariffs could settle market jitters in the long run by bolstering domestic industries. The aim i

‌$Tesla Motors(TSLA)$  ‌ Tesla's Resilience Amid Auto Tariffs: A Market Winner or Global Challenger? On Wednesday, President Trump announced a 25% tariff on auto imports to the United States. The tariffs apply to: All cars and light trucks manufactured outside the U.S. Certain auto parts This announcement triggered a negative reaction across the global automaker industry, with analysts raising concerns about: A major slowdown in U.S. car production Significant price increases for new cars, adding thousands of dollars to costs Earnings losses for automakers, especially those reliant on foreign manufacturing. Tesla as a Likely Winner Amid Auto Tariff Disruptions: Tesla is positioned as a beneficiary of the tariff policy due to its domestic man

‌$APPLIED DIGITAL CORP(APLD)$  ‌ APLD: Capitalizing on the Future of Digital Infrastructure - A Significant Growth Opportunity: Applied Digital is a company that develops and operates next-generation digital infrastructure, focusing on three core business segments: Blockchain data center hosting. Cloud services: High-performance computing (HPC) data center hosting With exposure to high-growth sectors such as AI, cryptocurrency, and cloud computing, the company is experiencing strong revenue growth and expanding its operations. Financial Performance & Growth Drivers: In Q2 FY25, the company’s revenue grew 51% year-over-year, demonstrating strong demand for its services: Cloud services segment: Added $27.7 million in revenue, driven by the

‌$Rocket Lab USA, Inc.(RKLB)$  ‌ Rocket Lab ($RKLB) is raising $500 million in capital by selling more shares, confirming earlier expectations that they needed more funding and would dilute existing shareholder value. This move is likely to finance a potential $200 million purchase of Mynaric AG, which would strengthen Rocket Lab's satellite technology and expand their European presence. However, this acquisition won't address Rocket Lab's ongoing problem of spending more money than they make (cash burn) and their low profit margins. While analysts don't recommend buying the stock, they also hesitate to strongly recommend selling it. ‌@TigerWire  ‌‌

‌$Coinbase Global, Inc.(COIN)$  ‌$GraniteShares 2x Long COIN Daily ETF(CONL)$  ‌ Revenue & Profitability: Total Revenue: $6.6 billion (More than double YoY). Adjusted EBITDA: $3.3 billion (Second consecutive year of profitability). Net Income: $1.3 billion (Includes a $476 million pretax unrealized gain on crypto assets, equating to $357 million after tax). Trading & Transaction Volume Total Trading Volume (Q4): $439 billion, up 137% QoQ. Consumer Trading Volume: $94 billion, up 176% QoQ. Institutional Trading Volume: $345 billion, up 128% QoQ. Consumer Transaction Revenue: $1.3 billion, up 179% QoQ. Institutional Transaction Revenue: $141 million, up 156% QoQ. Subscription & Service

‌$Coinbase Global, Inc.(COIN)$  ‌‌$GraniteShares 2x Long COIN Daily ETF(CONL)$  ‌ Strengths (Internal Advantages) 1. Strong Financial Performance Revenue Growth: Coinbase reported over $6.6 billion in revenue for 2024, more than doubling year-over-year. Profitability: Achieved $3.3 billion in Adjusted EBITDA, marking two consecutive years of profitability. Diversified Revenue Streams: Strong contributions from trading, subscription & services, and staking income. 2. Market Leadership & Brand Trust Most Trusted Crypto Exchange: Coinbase's regulatory compliance-first approach has strengthened its reputation, making it the preferred platform for retail and institutional investors. High Mark

‌$NVIDIA(NVDA)$  ‌ Despite Nvidia's stock suffering its largest one-day drop ever due to China's DeepSeek launching a new AI model, short-term traders are heavily betting on a rapid recovery. They're pouring money into leveraged ETFs that double Nvidia's daily returns. While these ETFs experienced significant losses on Monday (around 33-34%), they also saw substantial inflows, indicating strong bullish sentiment and speculative trading activity. ‌@TigerCommunity  ‌‌@Tiger_comments  ‌‌@TigerWire  ‌‌@TigerEvents  

‌$SoFi Technologies Inc.(SOFI)$  ‌ Financial Performance, Market Reaction, and Current Valuation Financial Performance: In Q4 2024, SoFi reported record adjusted net revenue of $739.1 million, significantly surpassing analysts' expectations. The company also recorded substantial growth in fee-based revenue, financial services revenue, and loan originations, demonstrating strong operational momentum. Market Reaction and Analyst Sentiment: Despite robust revenue growth, SoFi's stock experienced a 10.3% decline following the earnings announcement. This decline was primarily driven by a downbeat profitability outlook for the upcoming quarter, with projected adjusted EBITDA of $175 million to $185 million, falling short of the FactSet consensus of

‌$SoFi Technologies Inc.(SOFI)$  ‌ SWOT Analysis of SoFi Technologies (Q4 2024) Strengths Consistent Revenue and Profit Growth Record net revenue of $734M in Q4 2024 (+19% YoY) and $2.7B for FY 2024 (+26% YoY)​ ​ Achieved GAAP profitability for the first full year with net income of $499M for FY 2024 and $332M for Q4 2024​ Sustained growth in adjusted EBITDA with a margin of 26% in FY 2024, signaling operational efficiency​ Diversified Revenue Streams Financial Services and Tech Platform segments accounted for 49% of total adjusted net revenue in Q4 2024, growing 52% YoY​ ​ Strong fee-based revenue growth (+63% YoY) supports a capital-light business model​ Expanding Membership and Products Membership grew 34% YoY, reaching 10.1M members, with

‌$SoFi Technologies Inc.(SOFI)$  ‌ Q4 2024 Earnings Release (Key Highlights) Financial Performance: Record net revenue of $734 million for Q4 (19% YoY growth), and $2.7 billion for FY 2024 (26% YoY growth). Achieved GAAP profitability for the first full year, with a net income of $499 million for FY 2024 and $332 million for Q4. Adjusted EBITDA of $198 million for Q4 and $666 million for FY 2024, with an adjusted EBITDA margin of 26%. Segment Performance: Significant revenue growth in Financial Services (84% YoY) and Tech Platform (6% YoY) segments. Lending remained a strong contributor, with net interest income driving 82% of the segment’s revenue. Operational Metrics: Member growth of 34% YoY, reaching over 10.1 million members. Total produ

‌$e.l.f. Beauty Inc.(ELF)$  ‌ Recent Performance: ELF stock has dropped -10.2% over the past month, underperforming both the Zacks S&P 500 composite (+2.1%) and the Zacks Cosmetics industry (+3.1%). Earnings Estimates: Current quarter EPS is projected at $0.76, up +2.7% year-over-year, with a +2.6% revision in the last 30 days. FY23 EPS is expected at $3.61, a +13.5% increase, with a +0.1% revision over 30 days. FY24 EPS estimate is $4.35, reflecting a +20.6% year-over-year growth, but revised down -0.7% recently. Revenue Growth: Current quarter sales estimate: $329.49 million, up +21.6% YoY. FY23 sales estimate: $1.34 billion, a +30.7% increase. FY24 sales estimate: $1.57 billion, up +17.4%. Recent Earnings: Last quarter revenue: $301.08

‌$Tempus AI(TEM)$  ‌ Tempus AI: Balancing Innovation and Profitability – Is It Time to Buy, Hold, or Sell? Here's the approach: Evaluate Financial Position: Analyze Tempus AI’s revenue growth, profitability, cash reserves, and spending patterns (e.g., R&D, stock-based compensation). Consider Strategic Developments: Assess recent news, including the Ambry Genetics acquisition and product launches, to understand how they enhance Tempus’ competitive edge. Compare Market Price to Valuation: Use the company’s performance metrics and the stock’s current price ($47.64) to judge whether it’s undervalued, fairly priced, or overvalued. Risk Analysis: Identify key risks (e.g., declining genomics margins, operational losses) to gauge long-term sustain

‌$Tempus AI(TEM)$  ‌ Key Fundamental Facts and Figures Revenue Q2 2024 Revenue: Total Revenue: $166.0 million (25% year-over-year growth)​ . Genomics Revenue: $112.3 million (22.2% growth year-over-year)​ . Data and Services Revenue: $53.6 million (32.5% growth year-over-year)​ . Q3 2024 Revenue: Total Revenue: $180.9 million (33.0% year-over-year growth)​ . Genomics Revenue: $116.4 million (20.3% growth year-over-year, driven by 23.9% unit growth)​ . Data and Services Revenue: $64.5 million (64.4% growth year-over-year, led by Insights with 86.6% growth)​ . Full-Year Revenue Projection: Expected to reach ~$700 million, representing approximately 32% annual growth​ ​ . Net Profit / Loss Q2 2024: Net Loss: $(552.2) million. Major contributor: $

‌$Tempus AI(TEM)$  ‌ SWOT Analysis of Tempus AI Based on Q2 and Q3 2024 Reports Strengths Strong Revenue Growth: Revenue growth of 25% in Q2 and 33% in Q3 showcases robust demand for Tempus AI’s services and products​ ​ . Data and services revenue grew by 64% in Q3, driven by the success of the Insights (data licensing) business, which grew 86.6% year-over-year. Innovative Product Portfolio: Expansion into the minimal residual disease (MRD) market with tumor-informed and tumor-naïve assays broadens its diagnostic capabilities​ . FDA clearance of the ECG-AF device demonstrates the company’s ability to commercialize AI-driven solutions​ . Strategic Partnerships: Joint ventures with SoftBank and collaborations with BioNTech and Merck EMD highligh

‌$Tempus AI(TEM)$  ‌ ‌ ‌ Tempus AI Shares Soar Following Launch of AI-Powered Health App 'Olivia' Tempus AI (TEM) shares surged over 32% in recent trading after the company unveiled "Olivia," a cutting-edge AI-powered app designed to deliver actionable health insights. The app integrates personal health data from over 1,000 health systems using electronic health record connectivity. Additionally, users can sync data from Google (GOOG, GOOGL) and Apple (AAPL) health devices or upload records manually. Available on both iOS and Android platforms, Olivia promises to enhance patient access and health management. ‌@Daily_Discussion  ‌‌

‌$Asana, Inc.(ASAN)$  ‌ Summary of Asana’s FY25 Performance (Q1–Q3) Asana exhibited stable revenue growth through the first three quarters of FY25, driven by strategic shifts towards enterprise markets and a strong focus on AI integration. Revenue rose consistently: Q1: $172.4 million, up 13% YoY​ . Q2: Slightly ahead of guidance with 9%-10% YoY growth​ . Q3: $183.9 million, up 10% YoY​ . Key developments included the launch of AI Studio, which aligns with Asana’s focus on embedding AI into workflows. The introduction of usage-based pricing via AI Studio marks a significant pivot from traditional seat-based revenue models. While enterprise penetration showed promise, challenges included slower sales cycles and macroeconomic headwinds, particu

‌$Asana, Inc.(ASAN)$  ‌ Key Facts and Figures from Asana’s FY25 Earnings Calls Revenue and Growth Q1 FY25 Revenue: $172.4 million, up 13% YoY​ . Q2 FY25 Revenue: $177 million–$178 million (guidance), representing 9%-10% YoY growth​ . Reported revenue was slightly ahead of guidance​ . Q3 FY25 Revenue: $183.9 million, up 10% YoY​ . Non-tech verticals grew 15% YoY, faster than overall growth​ . Customer Metrics Core Customers: Q1: 22,162 customers spending $5,000+ annually, contributing 74% of revenue, up from 73%​ . Q3: 23,609 core customers, representing 75% of revenue, up from 74% YoY​ . Enterprise Customers: Q1: 607 customers spending $100,000+ annually, up 19% YoY​ . Q3: 683 customers in this cohort, up 18% YoY​ . Retention Rates: Q1 DBNR:

‌$Asana, Inc.(ASAN)$  ‌ SWOT Analysis of Asana, Inc. Strengths Innovative Product Offering: Asana's Work Graph and AI Studio provide a competitive advantage by enabling seamless collaboration between humans and AI. These features are positioned to disrupt traditional work management models by automating workflows and delivering high efficiency​ ​ . Strong Enterprise Adoption: Significant customer wins across key verticals (e.g., manufacturing, healthcare, energy, and government) highlight Asana’s penetration into large-scale enterprises. Customers like CrowdStrike, NTT East Japan, and a major U.S. government department illustrate trust and scalability​ ​ . AI Leadership and Customization: The AI Studio with its consumption-based pricing model

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Customer Concentration Risk: Current Status: Nearly 49% of the company’s revenue in the first half of FY25 was derived from a single customer (Customer A). This high dependency exposes the company to significant financial and operational risks if the customer reduces or discontinues its business relationship. Mitigation Strategy: Applied Digital should diversify its customer base by targeting a broader range of clients, particularly in non-crypto sectors like AI and machine learning. Expanding the Cloud Services and HPC segments will be pivotal in reducing dependency on any single customer. Evaluation: The success of diversification will depend on the company’s ability to attract and retain enterprise clients

‌$NVIDIA(NVDA)$  ‌‌$Qualcomm(QCOM)$  ‌ Two giants of the chipmaking world, NVIDIA (NVDA) and Qualcomm (QCOM), have recently experienced a downturn in their stock prices. However, there are growing indications that their momentum might be shifting towards a recovery, presenting investors with a compelling dilemma: which of these tech powerhouses deserves their investment? NVIDIA, despite trading at $114 – nearly 30% below its January peak – shows signs of forming a bullish "double bottom" pattern, suggesting that buyers may be stepping in after sellers failed to push the price lower. This positive sentiment aligns with NVIDIA's impressive recent earnings report, which revealed record-breaking rev

‌$Tesla Motors(TSLA)$  ‌ Tesla's Resilience Amid Auto Tariffs: A Market Winner or Global Challenger? On Wednesday, President Trump announced a 25% tariff on auto imports to the United States. The tariffs apply to: All cars and light trucks manufactured outside the U.S. Certain auto parts This announcement triggered a negative reaction across the global automaker industry, with analysts raising concerns about: A major slowdown in U.S. car production Significant price increases for new cars, adding thousands of dollars to costs Earnings losses for automakers, especially those reliant on foreign manufacturing. Tesla as a Likely Winner Amid Auto Tariff Disruptions: Tesla is positioned as a beneficiary of the tariff policy due to its domestic man

‌$APPLIED DIGITAL CORP(APLD)$  ‌ APLD: Capitalizing on the Future of Digital Infrastructure - A Significant Growth Opportunity: Applied Digital is a company that develops and operates next-generation digital infrastructure, focusing on three core business segments: Blockchain data center hosting. Cloud services: High-performance computing (HPC) data center hosting With exposure to high-growth sectors such as AI, cryptocurrency, and cloud computing, the company is experiencing strong revenue growth and expanding its operations. Financial Performance & Growth Drivers: In Q2 FY25, the company’s revenue grew 51% year-over-year, demonstrating strong demand for its services: Cloud services segment: Added $27.7 million in revenue, driven by the

‌$Tesla Motors(TSLA)$  ‌‌$NVIDIA(NVDA)$  ‌‌$SoFi Technologies Inc.(SOFI)$  ‌‌$Advanced Micro Devices(AMD)$  ‌ As of April 1, 2025, President Donald Trump's tariff policies have thrust the U.S. stock market into a whirlwind of uncertainty. With steep levies imposed on major trading partners like Canada, Mexico, and China—25% on most imports from the former two and an additional 10% on Chinese goods—the question looms: will these tariffs stabilize markets or ignite further risks? Proponents argue that Trump’s tariffs could settle market jitters in the long run by bolstering domestic industries. The aim i

‌$Coinbase Global, Inc.(COIN)$  ‌$GraniteShares 2x Long COIN Daily ETF(CONL)$  ‌ Revenue & Profitability: Total Revenue: $6.6 billion (More than double YoY). Adjusted EBITDA: $3.3 billion (Second consecutive year of profitability). Net Income: $1.3 billion (Includes a $476 million pretax unrealized gain on crypto assets, equating to $357 million after tax). Trading & Transaction Volume Total Trading Volume (Q4): $439 billion, up 137% QoQ. Consumer Trading Volume: $94 billion, up 176% QoQ. Institutional Trading Volume: $345 billion, up 128% QoQ. Consumer Transaction Revenue: $1.3 billion, up 179% QoQ. Institutional Transaction Revenue: $141 million, up 156% QoQ. Subscription & Service

‌$Coinbase Global, Inc.(COIN)$  ‌‌$GraniteShares 2x Long COIN Daily ETF(CONL)$  ‌ Strengths (Internal Advantages) 1. Strong Financial Performance Revenue Growth: Coinbase reported over $6.6 billion in revenue for 2024, more than doubling year-over-year. Profitability: Achieved $3.3 billion in Adjusted EBITDA, marking two consecutive years of profitability. Diversified Revenue Streams: Strong contributions from trading, subscription & services, and staking income. 2. Market Leadership & Brand Trust Most Trusted Crypto Exchange: Coinbase's regulatory compliance-first approach has strengthened its reputation, making it the preferred platform for retail and institutional investors. High Mark

‌$SoFi Technologies Inc.(SOFI)$  ‌ SWOT Analysis of SoFi Technologies (Q4 2024) Strengths Consistent Revenue and Profit Growth Record net revenue of $734M in Q4 2024 (+19% YoY) and $2.7B for FY 2024 (+26% YoY)​ ​ Achieved GAAP profitability for the first full year with net income of $499M for FY 2024 and $332M for Q4 2024​ Sustained growth in adjusted EBITDA with a margin of 26% in FY 2024, signaling operational efficiency​ Diversified Revenue Streams Financial Services and Tech Platform segments accounted for 49% of total adjusted net revenue in Q4 2024, growing 52% YoY​ ​ Strong fee-based revenue growth (+63% YoY) supports a capital-light business model​ Expanding Membership and Products Membership grew 34% YoY, reaching 10.1M members, with

‌$Rocket Lab USA, Inc.(RKLB)$  ‌ Rocket Lab ($RKLB) is raising $500 million in capital by selling more shares, confirming earlier expectations that they needed more funding and would dilute existing shareholder value. This move is likely to finance a potential $200 million purchase of Mynaric AG, which would strengthen Rocket Lab's satellite technology and expand their European presence. However, this acquisition won't address Rocket Lab's ongoing problem of spending more money than they make (cash burn) and their low profit margins. While analysts don't recommend buying the stock, they also hesitate to strongly recommend selling it. ‌@TigerWire  ‌‌

‌$Tempus AI(TEM)$  ‌ Tempus AI: Balancing Innovation and Profitability – Is It Time to Buy, Hold, or Sell? Here's the approach: Evaluate Financial Position: Analyze Tempus AI’s revenue growth, profitability, cash reserves, and spending patterns (e.g., R&D, stock-based compensation). Consider Strategic Developments: Assess recent news, including the Ambry Genetics acquisition and product launches, to understand how they enhance Tempus’ competitive edge. Compare Market Price to Valuation: Use the company’s performance metrics and the stock’s current price ($47.64) to judge whether it’s undervalued, fairly priced, or overvalued. Risk Analysis: Identify key risks (e.g., declining genomics margins, operational losses) to gauge long-term sustain

‌$Tempus AI(TEM)$  ‌ SWOT Analysis of Tempus AI Based on Q2 and Q3 2024 Reports Strengths Strong Revenue Growth: Revenue growth of 25% in Q2 and 33% in Q3 showcases robust demand for Tempus AI’s services and products​ ​ . Data and services revenue grew by 64% in Q3, driven by the success of the Insights (data licensing) business, which grew 86.6% year-over-year. Innovative Product Portfolio: Expansion into the minimal residual disease (MRD) market with tumor-informed and tumor-naïve assays broadens its diagnostic capabilities​ . FDA clearance of the ECG-AF device demonstrates the company’s ability to commercialize AI-driven solutions​ . Strategic Partnerships: Joint ventures with SoftBank and collaborations with BioNTech and Merck EMD highligh

‌$Asana, Inc.(ASAN)$  ‌ SWOT Analysis of Asana, Inc. Strengths Innovative Product Offering: Asana's Work Graph and AI Studio provide a competitive advantage by enabling seamless collaboration between humans and AI. These features are positioned to disrupt traditional work management models by automating workflows and delivering high efficiency​ ​ . Strong Enterprise Adoption: Significant customer wins across key verticals (e.g., manufacturing, healthcare, energy, and government) highlight Asana’s penetration into large-scale enterprises. Customers like CrowdStrike, NTT East Japan, and a major U.S. government department illustrate trust and scalability​ ​ . AI Leadership and Customization: The AI Studio with its consumption-based pricing model

‌$Asana, Inc.(ASAN)$  ‌ Summary of Asana’s FY25 Performance (Q1–Q3) Asana exhibited stable revenue growth through the first three quarters of FY25, driven by strategic shifts towards enterprise markets and a strong focus on AI integration. Revenue rose consistently: Q1: $172.4 million, up 13% YoY​ . Q2: Slightly ahead of guidance with 9%-10% YoY growth​ . Q3: $183.9 million, up 10% YoY​ . Key developments included the launch of AI Studio, which aligns with Asana’s focus on embedding AI into workflows. The introduction of usage-based pricing via AI Studio marks a significant pivot from traditional seat-based revenue models. While enterprise penetration showed promise, challenges included slower sales cycles and macroeconomic headwinds, particu

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT Analysis of Applied Digital Corporation (Fiscal Second Quarter 2025) Strengths Revenue Growth: The company's total revenue for the quarter increased significantly to $63.9 million compared to $42.2 million in the same period last year, highlighting robust demand for its services. Diverse Business Segments: Applied Digital operates across three key segments: Data Center Hosting, Cloud Services, and High-Performance Compute Hosting (HPC). This diversification spreads risk and caters to multiple markets. Strategic Financing: Successful issuance of $450 million in Senior Unsecured Convertible Notes demonstrates strong access to capital markets and investor confidence. Additional funding through equity raises

‌$Tempus AI(TEM)$  ‌ Key Fundamental Facts and Figures Revenue Q2 2024 Revenue: Total Revenue: $166.0 million (25% year-over-year growth)​ . Genomics Revenue: $112.3 million (22.2% growth year-over-year)​ . Data and Services Revenue: $53.6 million (32.5% growth year-over-year)​ . Q3 2024 Revenue: Total Revenue: $180.9 million (33.0% year-over-year growth)​ . Genomics Revenue: $116.4 million (20.3% growth year-over-year, driven by 23.9% unit growth)​ . Data and Services Revenue: $64.5 million (64.4% growth year-over-year, led by Insights with 86.6% growth)​ . Full-Year Revenue Projection: Expected to reach ~$700 million, representing approximately 32% annual growth​ ​ . Net Profit / Loss Q2 2024: Net Loss: $(552.2) million. Major contributor: $

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Key Fundamental Facts and Figures from Applied Digital’s Fiscal Second Quarter 2025 Report Revenue Total Revenue (Q2 FY25): $63.9 million, up from $42.2 million in Q2 FY24 (51% year-over-year growth). Six-Month Revenue (H1 FY25): $124.6 million, compared to $78.5 million for H1 FY24 (58.7% growth). Revenue Concentration: Customer A accounted for 49% of revenue in the six months ended November 30, 2024. Profitability Net Loss (Q2 FY25): $(138.7) million, significantly higher than $(10.5) million in Q2 FY24. Six-Month Net Loss (H1 FY25): $(143.0) million, compared to $(22.4) million in H1 FY24. Operating Loss (Q2 FY25): $(18.6) million, compared to $(7.9) million in Q2 FY24. Costs and Expenses Cost of Revenue (Q

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Customer Concentration Risk: Current Status: Nearly 49% of the company’s revenue in the first half of FY25 was derived from a single customer (Customer A). This high dependency exposes the company to significant financial and operational risks if the customer reduces or discontinues its business relationship. Mitigation Strategy: Applied Digital should diversify its customer base by targeting a broader range of clients, particularly in non-crypto sectors like AI and machine learning. Expanding the Cloud Services and HPC segments will be pivotal in reducing dependency on any single customer. Evaluation: The success of diversification will depend on the company’s ability to attract and retain enterprise clients

‌$Asana, Inc.(ASAN)$  ‌ Key Facts and Figures from Asana’s FY25 Earnings Calls Revenue and Growth Q1 FY25 Revenue: $172.4 million, up 13% YoY​ . Q2 FY25 Revenue: $177 million–$178 million (guidance), representing 9%-10% YoY growth​ . Reported revenue was slightly ahead of guidance​ . Q3 FY25 Revenue: $183.9 million, up 10% YoY​ . Non-tech verticals grew 15% YoY, faster than overall growth​ . Customer Metrics Core Customers: Q1: 22,162 customers spending $5,000+ annually, contributing 74% of revenue, up from 73%​ . Q3: 23,609 core customers, representing 75% of revenue, up from 74% YoY​ . Enterprise Customers: Q1: 607 customers spending $100,000+ annually, up 19% YoY​ . Q3: 683 customers in this cohort, up 18% YoY​ . Retention Rates: Q1 DBNR:

‌$ON Semiconductor(ON)$  ‌ SWOT Analysis of onsemi (Q1-Q3 2024) Strengths Robust Revenue Streams: Consistent revenue generation, averaging around $1.75 billion per quarter in 2024, highlights stable demand for its products​ ​ ​ . Strong performance in critical business segments such as Power Solutions Group (PSG) and Intelligent Sensing Group (ISG). Gross Margin Resilience: Maintained high gross margins of approximately 45%, showcasing operational efficiency despite challenging market conditions​ ​ ​ . Focus on Strategic Markets: Leadership in power and sensing technologies positions onsemi as a key player in automotive, industrial, and AI data center sectors, catering to rising power efficiency demands​ . Strategic supply agreements, such as t

‌$SoFi Technologies Inc.(SOFI)$  ‌ Q4 2024 Earnings Release (Key Highlights) Financial Performance: Record net revenue of $734 million for Q4 (19% YoY growth), and $2.7 billion for FY 2024 (26% YoY growth). Achieved GAAP profitability for the first full year, with a net income of $499 million for FY 2024 and $332 million for Q4. Adjusted EBITDA of $198 million for Q4 and $666 million for FY 2024, with an adjusted EBITDA margin of 26%. Segment Performance: Significant revenue growth in Financial Services (84% YoY) and Tech Platform (6% YoY) segments. Lending remained a strong contributor, with net interest income driving 82% of the segment’s revenue. Operational Metrics: Member growth of 34% YoY, reaching over 10.1 million members. Total produ

‌$Archer Aviation Inc.(ACHR)$  ‌ Strengths Strong Liquidity Position Over $500M in cash and cash equivalents, providing financial stability to sustain operational expansion and R&D efforts. Consistent funding inflows, including $400M potential investment from Stellantis and $171.7M equity financing in Q3, highlight investor confidence. Scalable Manufacturing Capabilities Completion of the ARC facility in Georgia, a ~350,000 sq. ft. site capable of producing 650 aircraft annually by 2030, positions Archer to meet future demand. Efficient construction completed within 18 months for $65M, showcasing strong project execution capabilities. Global Partnerships and Order Book Agreements with Japan Airlines, Sumitomo Corporation (Japan), and a UA