$inv Great work Accelsius

$Nvda where are the numbers!!!!!!

$Nvda is Jensen napping?!?

Nice

Wowwwwww

$NVDA assumes 0 China revenue Yet they still guided for 80% growth Holy F***

$inv I’ll be listening to $Nvda earnings call, any mention of cooling I will post.

$inv $nvda Jensen was asked a question about datacenters in space and that’s the only time he mentioned cooling unfortunately. Gemini kills the Accelsious space bear case. The primary issue with cooling in space is the lack of convection; without air to carry heat away,

$inv Nvidia GTC was mentioned several times throughout the call. I think it is a great sign that Accelsius will be there.

$eose Nervous excitement for tomorrow!!

$eose So what credibility does eose have at this point, how can we believe anything they say. 4 weeks into Q4 they reaffirmed guidance and then they miss by 35 million!! Are we serious!!! How do I know the 2026 guide isn’t a complete lie as well. I truly do not understand 🤦‍♂️

$eose To me the margins almost concern me more than revenue. The slides point out the issue and why we missed revenue but the gross margins are just awful. Does anyone have any thoughts on why margins are still -94%??

$eose 300 million comes straight from backlog, anything more is growth to guide. 2H gross margin profitability. Should I believe them?

I sold some $eose to go into $oust and $hrow who report earnings on Monday. Eose will be fine long term I think but short term not much will happen. I’m getting even or getting even worse on Monday!!

$EOSE Leadership team coming up with guidance before earnings calls every quarter.

$inv Wen orders? Wen earnings release?

$inv $eose By far my worst day in my young investing career. Only higher from here… hopefully😂

$inv When do we get our next Accelsious order announcement?

$oust I’m confident they will deliver Monday. Down 50% since highs in October, a good earnings report and guidance can boost us back to 30s, let’s ride!

$nbis will be worth more the $crwv in the near future.