The Scoop | Selling Calls. Selling Puts. Scoopin' Premiums. Repeating.
Los Angeles, CA
Joined April 2009
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THERES NOT ENOIGH MEMORY TO GO AROUND
$SKHY: "Demand remains so strong that customers' volume requirement is more than double that of what we can supply today."
But the memory trade is over 😂😂😂
South Korean chipmaker SK Hynix on Wednesday released its third-quarter earnings results, reporting revenue and operating profit for the July-to-September period.
Revenue rose 327.9% from a year earlier, while operating profit climbed 632.1% year on year.
Compared with the previous quarter, revenue climbed 31.9%, while operating profit surged 37.6%.
Click here for the full numbers: cnb.cx/4sr0Wzr
ScooP💛 retweeted
The entire AI complex over the last month has sold off into bear market territory…
> Bloom Energy: -34%
> Micron: -23%
> SanDisk: -35%
> CoreWeave: -68%
> Nebius: -48%
> IREN: -66%
> Intel: -34%
> GE Vernova: -23%
Bubbles pop when there is a lack of demand & excessive supply.
AI is currently experiencing exactly opposite, with heavy demand & major supply bottlenecks.
This is literally a generational buying opportunity…
ScooP💛 retweeted
BLOOM ENERGY $BE Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.24B (Est. $1.05B) 🟢; +138.1% YoY
🔹 Adj. EPS: $0.94 (Est. $0.68) 🟢
🔹 GAAP EPS: $0.78
🔹 Adj. Gross Margin: 34.5%; +412 bps YoY
Raises FY26 Guide:
🔹 Revenue: $4.40B-$4.60B (Est. $4.1B) 🟢
🔹 Adj. EPS: $3.10-$3.40 (Est. $2.73) 🟢
🔹 Adj. Gross Margin: ~34%
🔹 Adj. Oper Income: $960M-$1.03B
Announcements:
🔹 Added to the S&P 500
Other Q3 Metrics:
🔹 Adj. Oper Income: $285.7M (Est. $214M) 🟢
🔹 GAAP Oper Income: $225.4M
🔹 Operating Cash Flow: -$27.1M
🔹 GAAP Gross Margin: 33.8%; +453 bps YoY
Comments:
🔸 “Bloom is leading that transformation.”
ScooP💛 retweeted
NOKIA $NOK Q3’26 EARNINGS HIGHLIGHTS
🔹 Net Sales: €5,154M (Est. €5.04B) 🟢; +10% YoY
🔹 Adj. EPS: €0.09 (Est. €0.06) 🟢; +50% YoY
🔹 Comparable Gross Margin: 44.6%; -20 bps YoY
🔹 Comparable Oper Profit: €605M (Est. €442M) 🟢
FY26 Guide:
🔹 Comparable Oper Profit: €2.1B-€2.6B
🔹 Network Infrastructure Growth: 12% to 14%
🔹 FCF Conversion: 35% to 55%
🔹 CapEx: €750M-€850M
Segment Net Sales:
🔹 Network Infrastructure: €2,158M; +17% YoY
🔹 Mobile Infrastructure: €2,902M; +5% YoY
🔹 Portfolio Businesses: €96M; -1% YoY
Other Q3 Metrics:
🔹 Comparable Oper Margin: 11.7%; +220 bps YoY
🔹 AI & Cloud Net Sales: +123% YoY; cc
🔹 Optical Networks: +18% YoY; cc
🔹 IP Networks: +43% YoY; cc
🔹 AI & Cloud Order Intake: €1.5B
🔹 Reported EPS: €0.03
🔹 Net Cash: €2,584M; -14% YoY
Key Updates:
🔹 Dividend per Share: €0.03
🔹 Infinera Integration: On track for completion by the end of 2026, one year ahead of plan
🔹 AI-RAN Call: Completed with T-Mobile and NVIDIA in a live operator network
Comments:
🔸 “In Q3, we grew net sales by 9% and improved comparable operating margin by 220 basis points.”
hopefully this pumps my $RGTI bags
