$MELI Prioritizing long-term value creation above short-term profit margins is how you build a great and durable business.

Report today. $FTEK. Potential for an update on these RFPs

Arista ~ $ANET with a double Beat! Revenue: $2,2B vs $2,11B ✅ EPS: $0.71 vs $0.65 ✅ Revenue is up 30.43% YoY Net Income is up 33.57% YoY

$ANET 30% revenue growth, 33% Net Income growth. Spectacular quarter. Only scaling up more into Ultra Ethernet rollout from here too.

Its just a helicopter company folks, always has been always will be. $JOBY.

$SNWV - 51% Revenue growth for 1H and they are just getting started. Full national sales coverage and entering “Max Construction” period. Expects 47-53% revenue growth for FY. Oh and 78% gross margins too.

Oftentimes significant alpha lies where there’s a clear line of sight such that today’s qualitative insight will translate into tomorrow’s quantitative outcome. I was reminded of this prescient notion at the $SNWV Q2 earnings call on Friday. Link below.

$SOUN The stock is up ~50% in three days on the heels of what looks like strong numbers. Beneath the surface, the numbers were shockingly weak as usual. $SOUN is playing fast and loose with its revenue recognition. The 10-Q dropped yesterday. Here’s what’s going on 1/

Fast casual restaurants go through cycles way more as an industry than you would expect them too. Just remember that next time you’re thinking about paying 60x NTM EBITDA or 100x sales for “the next Chipotle”.

$CRWV - Earnings behind us. Lockup in sight.

$PRPO - Revenue slightly above my expectations, cashflow in line. FY revenue of $24m still in sight. Product revenues ramping well at 23% y-o-y, and almost break even cashflow (likely to happen in Q3).

Trump right now.

Man $CLBT new CEO almost had me at tears when he got into beating cancer and why he wants to be CEO of Cellebrite.

$CRWV bankers test market for potential block sales after today's close - CNBC

Happy $CRWV lockup expiration day to all that celebrate.