SasoEquity
@saso_capital
I like AI & Robotics.
参加 September 2025
344 フォロー中 11.9K ファン
$STRL
LET’S GOOO!
Incredible after-hours performance, especially with Google disappointing on earnings.
$STRL
Earnings drop today after market close (conference call is tomorrow morning at 9 AM ET)
the stock compressed to 18.5x forward adjusted EPS
management already flagged softer Q3 awards and a potential sequential backlog decline last quarter due to lumpiness
so expectations have already been reset
I like the R/R here
もっと見る
