---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39921195.md"
description: "What do you all think of this kind of earnings report? Many Q2 data points fell short of expectations, and yet they still revised up the full-year data. To desperately maintain the narrative, as the only lithography machine company, if they are just barely holding up the story, other companies will also be gradually proven. With high interest rates, and such a high percentage of delays and cancellations in infrastructure computing centers, everyone on this industry chain will be affected; it can't keep rising forever. Moreover, cash flow has dropped so much, with an expectation gap of over four billion, meaning everyone is placing orders and owing each other money. Once construction is delayed, financial problems will continuously emerge. NVIDIA has always had this issue too, but it hasn't been taken seriously. However, gradually, due to problems with computing center construction, physical limitations, and social contradictions, it will all erupt at once."
datetime: "2026-04-15T05:40:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39921195.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39921195.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39921195.md)
author: "[(Shaunnny)](https://longbridge.com/en/profiles/12833899.md)"
---

# What do you all think of this kind of earnings rep…


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