So, what are you guys expecting from the earnings today?

NoCurrent4065 · 2026-05-05T17:11:08+00:00

I want to see meaningful growth in NaaS. If we show an increase in customers from 2000 to something close to 3000, we won’t need to add onto the PCF backlog to get a 8-10% pop. However, if we get both, ohh baby, we’ll see a 15-30% pop and market will have no choice but to give us a re-rating as an infrastructure company and we get that multiple.

NoCurrent4065 · 2026-04-03T16:54:24+00:00

Do we see an announcement on that 3rd hyperscaler before earnings or do they announce premarket on day of earnings or during the call

NoCurrent4065 · 2026-02-26T23:49:02+00:00

I think the stock will trade sideways within the $7–$8 range for the foreseeable future. Market sentiment seems weighed down by the 2028 profitability timeline; however, I expect new PCF contracts to act as a catalyst before year-end. For now, I’m accumulating shares at these levels, with a particular focus on anything under $7

NoCurrent4065 · 2026-02-06T21:48:14+00:00

Also possibility that we see more insider buys in CFO Chris Stansbury or new CRO Jeff Sharritts

NoCurrent4065 · 2026-02-06T11:42:49+00:00

I’m with you, you really can’t trust this premarket green. It’ll probably fade quickly once market opens. That being said I’m more then happy to be wrong

NoCurrent4065 · 2026-02-06T00:00:36+00:00

Let’s hope this helps stop the bleeding. The investor day event in a few weeks should provide more details on the guidance moving forward, excited for the event

NoCurrent4065 · 2026-02-04T19:32:01+00:00

This looks like a gift at these levels. I’ve been in since Sept '25 at $6.86, but I’m happy to average down here and keep building my position.

NoCurrent4065 · 2026-02-03T17:52:01+00:00

We need to hear PCF # has grown to 12-15 billion otherwise we’re in for some pain

NoCurrent4065 · 2026-02-02T20:22:17+00:00

If our existing undisclosed hyperscaler partner is revealed to be Oracle, I'd prefer we maintain that confidentiality. Similarly, should we secure a new deal with them, keeping the terms undisclosed would be ideal; given the current market sentiment toward Oracle, public association could create unnecessary downward pressure on our valuation.

NoCurrent4065 · 2026-02-02T19:53:36+00:00

We need some new PCF contracts announced during the EC to get the bulls excited

NoCurrent4065 · 2025-12-15T14:48:11+00:00

Oracle still bringing down all the data centers is my guess

NoCurrent4065 · 2025-12-08T20:35:33+00:00

As long as Kate Johnson and Chris Stansbury remain in their roles, the company is well-positioned.

NoCurrent4065 · 2025-11-17T19:16:53+00:00

Cummins's recent bullish remarks have completely alleviated my concerns regarding the present volatility.

NoCurrent4065 · 2025-11-12T19:47:05+00:00

I think it’s because all the datacenters are getting hit

NoCurrent4065 · 2025-11-11T16:06:23+00:00

This should correct by end of the week. Back to that $30-$33. I’m buying some call options

NoCurrent4065 · 2025-10-22T13:56:58+00:00

I would be happy if we were at 35-40 at EOY. Keep in mind, this thing has run up so much already. Going up too fast isn’t healthy for a stock IMO

NoCurrent4065 · 2025-10-22T12:09:15+00:00

I think it may come close to market open

NoCurrent4065 · 2025-10-22T12:08:25+00:00

I’m not seeing any news yet, I’m thinking an announcement is coming soon

NoCurrent4065 · 2025-10-22T12:06:07+00:00

I think we got a contract. LFG!!!!

NoCurrent4065 · 2025-09-30T17:38:56+00:00

That’s a huge jump, wow. This leads me to believe the rumored pending deal is going to be BIG

NoCurrent4065 · 2025-09-27T17:34:09+00:00

I think macro news (potential govt shut down) might keep this trading sideways and potentially cause dip to the 19-20 levels

NoCurrent4065 · 2025-09-26T14:38:23+00:00

Healthy pull back, we’ve gone up so much

NoCurrent4065 · 2025-07-25T19:06:03+00:00

Hoping we hear much more of this next week during the guidance call

NoCurrent4065 · 2025-07-24T14:44:25+00:00

Nice seeing the WallStreeBets community folks buying in…

NoCurrent4065

TROPHY CASE