izheng

$Intuitive Surgical(ISRG.US) earnings beat expectations. Don't understand why it's dumping again.

$Cerebras(CBRS.US)

From the initial pump and dump all the way to 180, at this price, if the market maker sells again, they won't make a profit. I think it's about right, so I bought in at 188.

$Nokia Oyj(NOK.US)

NOK's full-year guidance for net profit is $2.3 billion to $2.875 billion.

The net profit currently being tracked is above expectations.)

If NOK's net profit meets the guidance, based on a minimum PE ratio of 50 for optical modules, NOK's market cap by year-end would reach $115-143.75 billion, and the lowest price by next March would be $21.

Everyone is welcome to share their views.

$York Space(YSS.US)

Defense orders + industrial-scale satellite production: The company's core business is to provide end-to-end mission-critical solutions for national security, government, and commercial clients, including spacecraft platform design, manufacturing, integration, launch, ground support, and on-orbit operations. It emphasizes an "industrial production" model, disrupting the traditional aerospace industry's customized approach by achieving high volume, low cost, and rapid delivery through standardized platforms.

Summary of the model's advantages and disadvantages: Advantages: Against the backdrop of U.S. defense procurement priorities, strong demand from projects like PWSA has made the company one of the largest suppliers to the SDA.

Standardization + end-to-end capabilities form a moat, with significant advantages in cost and speed.

A clear recurring revenue transformation path, similar to a hybrid model of "SpaceX + service provider," offers substantial long-term gross margin potential.

Risks/Challenges: Revenue is highly concentrated in government contracts (policy, budget, procurement reform risks).

Currently still in the scaling investment phase with high fixed costs; sustained execution of the backlog is needed to reach the profitability inflection point.

Commercial client expansion still requires time to validate.