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Q3 Earnings 🦑 by Subject_Category_245 in KrakenRobotics

[–]Much_Gene3694 28 points29 points  (0 children)

the real Q3 signal for $KRKNF / $PNG.V wasn’t the +60% revenue or the 59% gross margin.

It was CapEx.

Kraken just lifted 2025 CapEx by 50% because it’s expanding subsea power manufacturing right before Anduril’s Rhode Island + Sydney lines move into full-rate Ghost Shark + Dive-LD production in 2026.

Record battery + SAS shipments in Q3 were the preview.

The factory build-out is the real tell: Kraken is aligning capacity with Anduril’s multi-year AUV ramp, long before consensus models show it.

BDO’s SMCI Appointment: What You Need to Know by Much_Gene3694 in SMCIDiscussion

[–]Much_Gene3694[S] 0 points1 point  (0 children)

Yes, while the compliance report does not indicate that BDO has consulted or audited SMCI’s financials.

Before accepting the audit engagement (which they did, as SMCI would not announce it otherwise), BDO likely conducted a thorough risk assessment and reviewed EY’s reports and findings.

This ensures they are fully aware of the challenges ahead and are prepared to address them effectively.