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StockAnalystPro

@StockAnalystPro
Sr Director Data & AI @Microsoft! Nothing I post or share constitutes financial advice! No Subscriptions /Discord groups /TG Groups/ Plans .
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Joined May 2021
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    StockAnalystPro
    @StockAnalystPro
    6h
    $SHAZ SharonAI Q2 2026 Earnings — the current revenue is tiny, but the contracted AI infrastructure ramp is massive. Trades at 2x 2027 Revenue. 👀 📊 Q2 Financials • Revenue: $1.9M, +412% YoY • Gross margin: 61% • Adjusted EBITDA: +$0.6M vs. -$1.7M YoY • Cash: ~$1.9B at
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    StockAnalystPro
    @StockAnalystPro
    Aug 15
    $WYFI Q2’26 AI Infra retrofit Scaling Up 🚀 WhiteFiber continues its transition from building infrastructure → actually turning MW + GPUs into revenue. 🔹 Revenue: $28.8M, +54.6% YoY 🔹 Cloud Services: $23.8M, +43.5% YoY 🔹 Colocation: $4.7M, +173% YoY 🔹 Adj. EBITDA: $5.5M,
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    StockAnalystPro
    @StockAnalystPro
    Aug 14
    $DGXX Q2 2026 — AI infrastructure transition continues. Zero long term debt. Q2 Revenue: $6.6M Adj. EBITDA: $3.3M vs. $0.1M YoY Net Loss: $14.4M GPU bare-metal revenue: $1.1M in ~5 weeks of operation AI/HPC contracts: • $1.1B 10-year colocation agreement with Cerebras
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    StockAnalystPro
    @StockAnalystPro
    Aug 14
    $COHR Q4 FY26 — AI Datacenter Demand is Driving a Major Growth Acceleration 🔥 Coherent delivered a very strong finish to FY26: 🔹 Q4 Revenue: $2.05B, +42% YoY 🔹 Non-GAAP EPS: $1.74, +74% YoY 🔹 Non-GAAP Gross Margin: 40.2%, +215 bps YoY The biggest story is Datacenter &
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    StockAnalystPro
    @StockAnalystPro
    Aug 14
    $BRUN Q2’26 — Explosive AI Infrastructure Growth 🚀 Boost Run is scaling FAST. 🔹 Q2 Revenue: $31.1M, +270% YoY 🔹 H1 Revenue: $42.1M, +235% YoY 🔹 ARR: $145M, up from just $30M at YE’25 🔹 2026 ARR Target: $400M+ 🔹 Total Contracted Revenue: $1.9B 🔹 New contracts signed in Q2
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