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صباح الخير أكثر شركة عليها لغط وكلام واقاويل هي شركة $CRWV البعض يقول في ازمة كبيرة وممكن تفلس وعندها اهداف سحيقة تصل لـ 20$ والبعض يقول انتهى تصحيحها وكونت قاع تتوقعون تلقى حل للأزمة وتنجح والا فعلا ممكن تتدهور الشركة وتكون معرضة للإفلاس؟! وش رايكم اعلانها 16 نوفمبر

UBS maintains its S&P 500 Year-end targets: 2027 YE: 8,900 2028 YE: 9,600 Sees the selloff as a buying opportunity, with fwd P/E down 20% this year despite ~33% earnings growth. Expects 18% EPS growth in 2027 & favors semis, software, hyperscalers, healthcare & financials.

WHITEFIBER $WYFI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $24.0M (Est. $29.8M) 🔴; +19% YoY 🔹 Adj. EBITDA: approximately breakeven (Est. $9.6M) 🔴 🔹 Net Loss: -$101.4M Other Q3 Metrics: 🔹 Non-GAAP Gross Margin: 56.9% 🔹 Cloud Services: $18.1M; +0.4% YoY 🔹 Colocation: $5.6M; +232% YoY Announcements: 🔹 NC-1: 40MW contracted IT capacity online; $300M secured facility 🔹 Cloud Services: $700M+ new contract value; ~$365M annualized revenue at full deployment 🔹 NC-2 & NC-3: $60M acquisition; 60MW initial capacity, ~200MW potential Key Updates: 🔹 Induced conversion expense: $80.8M included in net loss 🔹 Remaining performance obligations: ~$729.0M; excludes ~$421.5M in lease payments 🔹 Cash & restricted cash: $147.6M as of September 30, 2026 Comments: 🔸 “Our focus now is converting those contracts into recurring revenue and cash flow.”

🚨 $AAON | AAON Q3 2026 Earnings Q3 Results • EPS: $0.83 vs. $0.57 est. | Beat by $0.26 (+45.6%) • Revenue: $707.4M vs. $601.2M est. | Beat by 17.7% • Revenue Growth: +84.1% YoY Future Consensus Estimates • Q4 2026: EPS $0.64 | Revenue $581.9M • FY2026: EPS $2.37 | Revenue $2.31B • FY2027: EPS $3.60 | Revenue $2.71B Surprise History (Last 4 Quarters) • Average EPS surprise: +25.8% • Average revenue surprise: +20.8% $AAON up +14%

$ONTO INNOVATION Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $409.7M (Est. $392M) 🟢; +88% YoY 🔹 Adj. EPS: $2.44 (Est. $2.30) 🟢; +165% YoY 🔹 Non-GAAP Oper Income: $133.5M (Est. $126M) 🟢; +190% YoY 🔹 Non-GAAP Gross Margin: 57.6%; +360 bps YoY Q4 Guide: 🔹 Revenue: $430M-$450M (Est. $413M) 🟢 🔹 Adj. EPS: $2.59-$2.79 (Est. $2.48) 🟢 🔹 Gross Margin: 57.7%-58.3% 🔹 GAAP Operating Margin: 24.4%-24.8% 🔹 Non-GAAP Operating Margin: 33.5%-34.5% 🔹 GAAP EPS: $1.95-$2.07 Announcements: 🔹 Record Quarterly Revenue: $410M; +88% YoY 🔹 Backlog: More than $1.3B, with visibility extending multiple years 🔹 Rigaku: 27% ownership interest purchased in August Key Updates: 🔹 Rigaku Fair-Value Loss: $40.8M unrealized loss included in GAAP results Comments: 🔸 “Demand remains robust as increasingly complex device architectures for next-generation AI and high-performance computing drive greater process control requirements.” 🔸 “We expect to finish 2026 with revenue growth exceeding 45% year over year and believe we are well-positioned for a strong 2027.”

SPACEX PLANS A $24 BILLION DATA CENTER IN TEXAS $SPCX plans to build, own and run a gas-fired power plant and a supercomputing facility at Starbase, its company town in Texas. The estimated cost of the first phase alone is $24B Starbase's city commission will consider a tax break and development agreement for the project on Dec. 9. Last month, Elon Musk said on SpaceX's earnings call that the company can bring power online 12 to 18 months faster than anyone else. Source: Bloomberg

$10,400,000 of $NVDA $120 puts were just purchased at $1.04 per contract. Expiring Dec 18, 2026.