EXCLUSIVE INTERVIEW INCOMING We will be doing a live stream with @infleqtion tomorrow Thursday, August 13th at 2PM ET following their earnings release today We will be having Infleqtion CEO Matt Kinsella and CTO/ Co-Founder Pranav Gokhale on the stream with @StockSavvyShay You will be able to watch the stream right here on the Wolf Financial X page SAVE THE TIME IN YOUR CALENDAR

COREWEAVE $CRWV JUST REPORTED Q2 EARNINGS - Revenue of $2.58B beating expectations of $2.56B 🟢 (up from $1.212B in the same period last year) - Adjusted operating income of $128M beating expectations of $66.6M 🟢 - Adjusted EBITDA margin of 59%, above expectations of 55.4% 🟢 Net loss of $626M, widening from a $290M net loss in the same period last year Revenue backlog of approximately $104 billion, not including more than $25 billion in new customer commitments added in early Q3

SUPER MICRO COMPUTER $SMCI JUST REPORTED FISCAL Q4 EARNINGS - Revenue of $11.12B missing expectations of $11.45B 🔴 (up 93.2% YoY) - EPS of $1.62 beating expectations of $0.88 🟢 (up from $0.31 in the same period last year) - Gross margin of 17.5%, up from 9.9% last quarter and 9.5% in the same period last year - Net income of $1.18B, up from $195M in the same period last year Full fiscal year 2026: revenue of $39.1B, up from $22.0B in fiscal 2025. Full-year EPS of $3.26, up from $1.68. FY27 guidance: revenue of $65.0B-$72.0B, well above expectations of $53.111B

LUMENTUM $LITE JUST REPORTED FISCAL Q4 EARNINGS - Revenue of $1.006B beating expectations of $987M 🟢 (up 109.3% YoY) - Non-GAAP EPS of $3.23 beating expectations of $2.97 🟢 (up from $0.88 in the same period last year) - Non-GAAP gross margin of 50.4%, up from 37.8% in the same period last year - Non-GAAP operating margin of 36.6%, up from 15.0% in the same period last year Q1 FY27 guidance: revenue of $1.225B-$1.275B, non-GAAP EPS of $4.05-$4.35 CEO Michael Hurlston says the guide puts the company at its target operating model more than a quarter ahead of schedule, driven by AI data center demand for optical connectivity, including 1.6T cloud modules, high-power CPO lasers, and early orders for ELS modules. GAAP results showed a net loss of $7.2 billion, or $84.65 per diluted share, driven entirely by a one-time, non-cash $7.8 billion loss on debt extinguishment tied to converting outstanding notes into equity. The company held $2.7 billion in cash, cash equivalents, and short-term investments at quarter end.

HIMS & HERS HEALTH $HIMS JUST REPORTED Q2 EARNINGS - EPS loss of $0.37 missing expectations of a $0.03 loss 🔴 (compared with a profit of $0.17 in the same period last year) - Revenue of $753.214M beating expectations of $699.889M 🟢 (up 38.25% YoY) - Gross margin of 64%, down from 76% in the same period last year - Net loss of $86.3M, compared with net income of $42.5M in the same period last year - Subscribers grew to nearly 2.9 million, up 19% YoY International revenue grew more than 17-fold following the close of the Eucalyptus acquisition in June. Domestic revenue growth accelerated to 16% YoY. Company raised full-year 2026 guidance: revenue of $3.1B-$3.3B, Adjusted EBITDA of $275M-$325M

ROCKET LAB $RKLB JUST REPORTED Q2 EARNINGS - Revenue of $234M beating expectations of $231M 🟢 (up 62% YoY) - EPS of -$0.08 missing expectations of -$0.07 🔴 Backlog of $2.36B, up 137% YoY Q3 guidance: - Revenue of $250M-$265M, above expectations of $239M - Adjusted EBITDA loss of $17M-$23M, wider than expectations of an $11.8M loss - GAAP gross margin of 29%-31%, non-GAAP gross margin of 35%-37% - GAAP operating expenses of $143M-$149M, non-GAAP operating expenses of $121M-$127M

THIS IS WHAT THE STOCK MARKET IS MISSING ABOUT AMAZON $AMZN The Weekly WOLF Pick deep dive Every Monday we send out a new deep dive on a different stock ... get subscribed to get this sent directly to your inbox every week, New pick out tomorrow 👀

SpaceX $SPCX stock has been moving higher since its earnings and the first share unlock SpaceX stock is up another 10%+ so far today 😲 Here is a video of our partner Joel Shulman from ERShares talking about the SpaceX move on CNBC 👀

CLOUDFLARE $NET JUST REPORTED Q2 EARNINGS - Revenue of $696.1M, up 36% YoY - Non-GAAP income from operations of $96.1M, up from $72.3M in the same period last year - Non-GAAP net income of $107.8M, up from $75.1M in the same period last year - GAAP net loss of $170.0M, compared with a GAAP net loss of $50.4M in the same period last year Q3 outlook: revenue of $736.0M-$737.0M, non-GAAP EPS of $0.34

THE TRADE DESK $TTD JUST REPORTED Q2 EARNINGS - EPS of $0.34 missing expectations of $0.40 🔴 (down 17.07% YoY) - Revenue of $715.057M missing expectations of $751.391M 🔴 (up 3.03% YoY) Q3 outlook: revenue of at least $650M, adjusted EBITDA of approximately $160M

APPLIED OPTOELECTRONICS $AAOI JUST REPORTED Q2 EARNINGS - Revenue of $191.9M, up from $103.0M in the same period last year - Non-GAAP net income of $5.5M, swinging from a non-GAAP net loss of $8.8M in the same period last year - GAAP net loss of $22.8M, compared with a GAAP net loss of $9.1M in the same period last year Q3 outlook: revenue of $255M-$290M

AIRBNB $ABNB JUST REPORTED Q2 EARNINGS - EPS of $1.37 beating expectations of $1.25 🟢 (up 33.01% YoY) - Revenue of $3.608B beating expectations of $3.576B 🟢 (up 16.54% YoY) Q3 guidance: $4.690B-$4.770B vs $4.607B analyst estimate

APPLOVIN $APP JUST REPORTED Q2 EARNINGS - Diluted EPS of $3.76 beating expectations of $3.67 🟢, up 57.32% year over year - Revenue of $1.924B missing expectations of $1.935B 🔴, up 52.94% year over year - Net income of $1.27B, up 55% year over year - Adjusted EBITDA of $1.61B, up 58% year over year - Income from operations of $1.49B, up from $958M a year ago - Free cash flow of $863.3M for the quarter - Net cash from operating activities of $869.0M Repurchased and withheld 1.1 million shares of Class A common stock for $551.3M during the quarter. Ended the quarter with 335 million total shares outstanding across Class A and Class B. Q3 2026 guidance: - Revenue of $2.055B to $2.085B - Adjusted EBITDA of $1.71B to $1.74B - Adjusted EBITDA margin of 83%

SANDISK $SNDK JUST REPORTED FISCAL Q4 EARNINGS, WITH REVENUE UP 372% YEAR OVER YEAR - Revenue of $8.97B, up 51% from last quarter and up 372% from a year ago - GAAP diluted EPS of $43.97 - Non-GAAP diluted EPS of $39.25 - GAAP net income of $6.90B, up 91% from last quarter - Gross margin of 84.6%, up 6.2 points from last quarter and up 58.4 points from a year ago - Operating income of $7.04B, up 71% from last quarter Full fiscal year 2026: - Revenue of $20.25B, up 175% year over year - GAAP diluted EPS of $73.76 - Non-GAAP diluted EPS of $70.88 - GAAP net income of $11.43B - Gross margin of 71.5%, up 41.4 points year over year By end market (fiscal Q4): - Datacenter: $2.98B, up 103% from last quarter (from a near-zero base a year ago) - Edge: $5.43B, up 48% from last quarter, up 392% from a year ago - Consumer: $556M, down 32% from last quarter By end market (full fiscal year): - Datacenter: $5.15B, up 437% year over year - Edge: $12.16B, up 195% year over year - Consumer: $2.94B, up 29% year over year Capital return: Board approved an additional $14B buyback authorization, bringing total remaining authorization to $15.5B. Bought back $4.52B of stock in the quarter alone. Business update: signed five additional New Business Model (NBM) agreements since April, including three with new customers, bringing total NBM agreements to ten. Fiscal Q1 2027 guidance: - Revenue of $10.30B to $10.80B - Non-GAAP diluted EPS of $44.00 to $46.00 CEO David Goeckeler: "We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth pillar, and deepened our customer partnerships. Our technology and products are well positioned to create value for our customers and generate growing and durable free cash flow."

MERCADOLIBRE $MELI JUST REPORTED Q2 EARNINGS - Net revenue & financial income of $10.17B, up 50% YoY (43% FX-neutral), the fastest pace in four years - Income from operations of $683M, a 6.7% margin, down 17% YoY - Net income of $466M, a 4.6% margin, down 11% YoY, driven by lower operating income, partially offset by smaller FX losses ($45M vs $117M a year ago) - Total Payment Volume of $101B, up 56% YoY (56% FX-neutral) - Gross Merchandise Volume of $21.9B, up 44% YoY (36% FX-neutral) - Adjusted free cash flow of $214M, after $441M in capex and $2.1B invested in credit portfolio expansion By segment: - Commerce revenue growth: 40% FX-neutral (50% in USD) - Fintech revenue growth: 47% FX-neutral (49% in USD) By country (FX-neutral net revenue growth): - Brazil: 42% (strongest market) - Mexico: 38% - Argentina: 48% Engagement metrics: - Items per buyer up 14% YoY (19% in Brazil) - Ecosystemic users (using both marketplace and Mercado Pago) up 37% YoY - MELI+ loyalty subscribers up 72% YoY - Fintech MAUs: 88 million - AUM: $23B, up 68% YoY - Credit portfolio: surpassed $16B, up 75% YoY - 15-90 day NPL ratio: 4.6% for credit cards, near all-time lows AI-driven operational gains: code submissions up 110% YoY, merged code up over 100%, deployments up nearly 75%. Product Development expenses fell to 7.2% of net revenue from 8.4% a year ago. Management's framing: the deceleration in operating margin reflects deliberate reinvestment (lower shipping thresholds in Brazil, PIX payment discounts, higher device costs in Acquiring) aimed at deepening engagement, which the company says compounds into higher long-term profitability once users become "ecosystemic."