CVC.ai (@cvcresearch) 's Twitter Profile
CVC.ai

@cvcresearch

Value guy. CFA. Debunked Bloomberg's $SMCI spy chip story. $GME OG. Ran a $100M+ L/S solar book. Semicap & China tech enthusiast. Princeton. 1st amendment fan.

ID: 3029204524

calendar_today11-02-2015 01:05:10

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$SOUN “beat” Q2 Revenue by $10M Unbilled receivables up by $12M in the quarter (increase almost entirely in Long Term unbilled) 🤔 Annual guidance only raised by $2M 🤔 Deferred revenue down by $5M (-13%) sequentially 😳 Cash burn ($25M) up from ($19M) y/y 🤮

Adam Taub (@taubamush) 's Twitter Profile Photo

$SOUN SoundHound presented a rosy picture of itself as a high growth "AI" company when they reported. But the 10-Q again reveals a cash burning roll-up in decline, propped up by accounting games and poor acquisitions of unprofitable & declining last generation companies. 🧵 1/

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BREAKING: TRUMP ADMINISTRATION TO TAKE 5% STAKES IN MICROSOFT, SALESFORCE -FT TRUMP: "These are our big beautiful software companies and the market's not being very nice to them"

BREAKING: TRUMP ADMINISTRATION TO TAKE 5% STAKES IN MICROSOFT, SALESFORCE -FT

TRUMP: "These are our big beautiful software companies and the market's not being very nice to them"