revenue

Attention over time

7-day rolling share of analyzed posts/comments mentioning this entity · 90 daily points ending 2026-10-11

Final complete day: 2026-10-11. Attention was 0.7% — this entity appeared in 148 of 20,452 analyzed posts/comments in the seven days ending that day (183 mentions).

Each point is a seven-day rolling window of complete UTC days; a point is comparable only when at least 100 analyzed posts or comments fall inside it. A day with no analyzed records counts as zero; missing coverage is marked and never shown as zero. The series ends at the latest complete analyzed day — it never extends into the current incomplete day. How attention is measured.

Recent mentions

1. 2026-10-11 12:06 UTCComment

   Your math is wrong. At 87% gross margin, if ASP drops 50% while COGS per unit stays constant, gross margin falls to 74%, not below 43.5%. If volume doubles, revenue stays the same and gross profit declines by only 15%. To maintain the original gross profit, you’d need just 17.6% more volume beyond that doubling, not another 100%+. And that’s assuming COGS per bit doesn’t decline, which it typically does in the memory industry. Your concern about ASP compression is valid, but you’re massively overstating its impact on profitability at these margins.

2. 2026-10-11 11:50 UTCComment

   The risk is ASP going down (not COGS going up). This means your revenue is being compressed at the same time as margins. If ASP is halved, a 100% growth in volume is required to maintain the same revenue. Now your margin is more than halved as well. You need a further 100%+ increase in volume to maintain the same profitability. Gets a whole lot worse if margins drop 75%. Edit: to clarify the drop in profitability/net margin isn't necessarily over 50% in this scenario, depends on fixed costs etc. Given a starting net margin of 65%, I suspect it would be.

3. 2026-10-11 09:50 UTCComment

   If that’s your argument then just accept it doesn’t matter. Everything is about growth and speculative future earnings in the tech sector. At least look at PEG too if you insist on keeping PE. A company growing revenue at 40% can justify a PE of 40, its trailing PEG is a totally healthy 1. But Walmart for example having a PE of 40 with a terrible 5% a year growth is overvalued to the tits. It’s PEG is a terribly high 8. Or, I’ll also put it this way, PE is somewhat more relevant if you express it in percentiles of the company’s recent 2-3 years worth of PE values. If the current value corresponds to <50th percentile the stock is most likely slightly to highly undervalued (depending on exact percentage), though not necessarily if something in its core business changed, and if it corresponds to >50th percentile it’s most likely elevated. Also PE is not a blanket term, it is sector dependent. An energy stock carries more risk due to geopolitical vulnerability, capital intensive structure, terrible logistics and much more. Its average PE is always going to be compressed. A tech stock carries way less risk because it is capital/asset light, doesn’t have to have physical representation everywhere, is not very much affected by geopolitical tensions, and most importantly, due to almost half of all people on the planet having access to the internet it can grow rapidly. A stocks current price is composed of two parts: one is the price you pay for the value that’s currently available and proven to exist (for example earnings) and the other is the price you pay for speculation on possible future value and earnings. For most stocks in tech I’ve looked at, the first part is almost always less than or equal to the second part. Yes there is a way to proxy them and get a rough idea, Google “EPV by Bruce Greenwald”. You can use his logic to derive a current “fair price” base solely on proven earnings.

4. 2026-10-11 09:46 UTCComment

   It’s not just about tangible products but mainly about lack of income. Most of AI right now is a promise, not an actual way to make money. This is very similar to the dotcom bubble, where initial enthusiasm was far higher than actual growth of income. Of course today companies like Amazon really do bring results, but they needed two decades for it to turn into established sources of revenue.

5. 2026-10-11 09:00 UTCComment

   I wonder how quickly mag 7 margins will start compressing in addition to revenues decreasing. It doesn't take much to force a rerating down at least 30% just to maintain current pe.