Post
Alvianskyy
Kenapa No?
Threshold GAAP > -$0,61
Konsensus GAAP -$0,69 sampai -$0,72
Q2 beat GAAP cuma +$0,04 — kalau Q3 beat-nya sama, hasilnya -$0,65 sampai -$0,68, itu No
Kenapa cuma 55%, bukan yakin banget?
CoreWeave beat + saham NBIS naik 15% bikin peluang revenue beat naik
Range analis lebar banget (-$0,96 sampai -$0,30)
Wild card ClickHouse bisa tiba-tiba bikin GAAP positif
Market OKX bilang Yes 66% market lebih yakin Yes daripada gue. Gue tetap pilih No karena data GAAP-nya
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
