Our Investor Group Discussion AH | $ARM $APP $SEZL $ALB $FSLY $AXON $RDW $BBAI $PLTR $PGY $PURR $JOBY

$ARM

- The company reported earnings beats just above the estimates and guided slightly higher than expectations. This initially led to higher prints after hours but since given those gains back.

$APP

- The company reported earnings with a beat on EPS and sales, and provided guidance higher than estimates. The price has been whipsawing in the after hours on the strong earnings report and the filing of a prospectus for a mixed shelf offering.

$SEZL

- The company reported top and bottom earnings beats and raised guidance. Up near $100 in the after hours, the chart indicates a gap fill could be coming as well as a Golden Cross.

$ALB

- The company shattered earnings expectations with a massive adjusted EPS beat and a significant beat on sales. In addition to lithium, the company also part of a group that produces up to 90% of the world's bromine capacity. Bromine is essential to many industries including lithium-ion battery manufacturing.

DASH - The company reported mixed earnings but smoothed over the sales miss with customer engagement highlights. Up over 10% after hours, the daily chart indicates that the price could go on a run as high as $235 - $240.

$FSLY

- Despite the earnings beats and higher guidance the stock is significantly selling off after hours. The devil may be in the details as positive FCF generation appears to have dropped by 50% YoY and the company is no longer including stock-based compensation in their non-GAAP reporting.

$AXON

- The company reported top and bottom beats and raised their FY2026 guidance, but it did not appear that the slightly higher figure resonated with investors. The Sales beat was significant, and while the price action after hours did provide for some trades, it hasn't not done much since then.

$RDW

- The company reported earnings misses and reaffirmed its guidance with the midpoint above estimates. Though the company achieved record contract backlog and gross margin improvements, the big EPS miss was related to the impact of recognizing equity-based compensation associated with the company's acquisition of Edge Autonomy. The company also entered into an equity distribution agreement to offer up to $350M in common stock through agents sold at at-the-market prices.

$BBAI

- As

$PLTR

continues to weaken, the "next Palantir" appears to be rising. Potentially forming an inverse H&S, the company also recently had a Silver Cross to complement its favorable earnings report yesterday afternoon.

$PGY

- The company reports earnings tomorrow morning and has a very interesting chart that appears to indicate a Cup with Handle breakout could be coming. Combined with the high short interest there's a case to be made that the price could gap fill up to just over the 500 Day SMA on a good earnings print.

$PURR

- Formerly a biotech company, this is now a digital treasury asset company that is accumulating the HYPE token, one of the top performing digital assets. The company also entered into a strategic collaboration with Kalshi to merge decentralized infrastructure with regulated prediction markets. The company reports earnings tomorrow after the close and has been consistently trading inside a rising parallel channel.

$JOBY

- The company rose today off a better than expected earnings report and is on its way to fill a gap from January. Though the price may struggle to recapture the 200 Day SMA, the company reporting that it has achieved full FAA type certification will more likely send the price over that moving average