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Earning beats aren't being rewarded well this quarter.

BoA (who looks just the 1-day post-earnings) similarly sees beats being rewarded much less than historically at "73bps, half of the historical average of +147bps ... Only 50% of companies that beat outperformed the S&P 500 the next day vs 64% last quarter.

Why is that? Well simply compare where most stocks were trading last quarter vs this. Without a massive change to the fundamentals most are up 30% due to Trumps election victory.

This far richer valuation means that the benchmark these stocks have to reach to be rewarded is that much higher. After all, the market has already rewarded them 30% since last earnings!

So it makes sense, it's no surprise at all that earnings beats are a bit harder to see a positive reaction.

Unless of course you knock it out the park like Palantir did.

Earning beats aren't being rewarded well this quarter.

BoA (who looks just the 1-day post-earnings) similarly sees beats being rewarded much less than historically at "73bps, half of the historical average of +147bps ... Only 50% of companies that beat outperformed the S&P 500 the next day vs 64% last quarter.

Why is that? Well simply compare where most stocks were trading last quarter vs this. Without a massive change to the fundamentals most are up 30% due to Trumps election victory.

This far richer valuation means that the benchmark these stocks have to reach to be rewarded is that much higher. After all, the market has already rewarded them 30% since last earnings!

So it makes sense, it's no surprise at all that earnings beats are a bit harder to see a positive reaction.

Unless of course you knock it out the park like Palantir did.

Earning beats aren't being rewarded well this quarter.

BoA (who looks just the 1-day post-earnings) similarly sees beats being rewarded much less than historically at "73bps, half of the historical average of +147bps ... Only 50% of companies that beat outperformed the S&P 500 the next day vs 64% last quarter.

Why is that? Well simply compare where most stocks were trading last quarter vs this. Without a massive change to the fundamentals most are up 30% due to Trumps election victory.

This far richer valuation means that the benchmark these stocks have to reach to be rewarded is that much higher. After all, the market has already rewarded them 30% since last earnings!

So it makes sense, it's no surprise at all that earnings beats are a bit harder to see a positive reaction.

Unless of course you knock it out the park like Palantir did.

Earning beats aren't being rewarded well this quarter.

BoA (who looks just the 1-day post-earnings) similarly sees beats being rewarded much less than historically at "73bps, half of the historical average of +147bps ... Only 50% of companies that beat outperformed the S&P 500 the next day vs 64% last quarter.

Why is that? Well simply compare where most stocks were trading last quarter vs this. Without a massive change to the fundamentals most are up 30% due to Trumps election victory.

This far richer valuation means that the benchmark these stocks have to reach to be rewarded is that much higher. After all, the market has already rewarded them 30% since last earnings!

So it makes sense, it's no surprise at all that earnings beats are a bit harder to see a positive reaction.

Unless of course you knock it out the park like Palantir did.

Sugar can significantly affect hormone balance in several ways:

1. **Insulin Spikes**: Consuming sugar causes a rapid increase in blood sugar levels, prompting the pancreas to release insulin. High insulin levels can lead to insulin resistance over time, which disrupts the balance of other hormones.
2. **Estrogen Levels**: Excess sugar can increase estrogen levels. Fat cells, especially those around the midsection, produce estrogen, and high sugar intake can lead to fat accumulation, further boosting estrogen production.
3. **Testosterone Levels**: High insulin levels can also increase testosterone production, which can be problematic for both men and women.
4. **Hormonal Imbalance**: Elevated insulin can lower levels of sex hormone-binding globulin (SHBG), a protein that binds excess estrogen and testosterone. Lower SHBG levels mean higher free estrogen and testosterone, leading to hormonal imbalances.

Reducing sugar intake can help maintain a healthier hormone balance and reduce symptoms like mood swings, fatigue, and weight gain. Would you like tips on how to reduce sugar in your diet?

stera Labs Q4'24 Earnings Highlights:

🔹 Non-GAAP EPS: $0.37 (Est. $0.26) 🟢
🔹 Revenue: $141.1M (Est. $127.98M) 🟢; UP +179% YoY

Q1;25 Guidance:
🔹 Revenue: $151M-$155M (Est. $134.25M) 🟢
🔹 Non-GAAP Diluted EPS: $0.28-$0.29 (Est. $0.25) 🟢
🔹 GAAP Gross Margin: ~74%

Product and Business Highlights:
🔸 Scorpio Fabric Products: Introduced Scorpio Smart Fabric Switches for AI infrastructure with PCIe Gen 6 and advanced clustering capabilities.
🔸 Aries Product Expansion: Shipped Aries 6 Retimers (PCIe 6.x/CXL 3.x) and Aries Smart Cable Modules for extended reach in GPU clustering.
🔸 Technology Demonstration: Delivered industry’s first end-to-end PCIe optical connectivity and showcased PCIe 6.x interoperability with Micron SSDs.
🔸 UALink Leadership: Joined Ultra Accelerator Link Consortium to enhance scale-up AI connectivity.

Operational Highlights:
🔹 Quarterly Growth Drivers: Aries PCIe Retimer products and Taurus Smart Cable Modules were key contributors.
🔹 Design Milestones: Demonstrated sequential read speeds exceeding 26GB/s with Scorpio P-Series Fabric Switch and PCIe 6.x SSDs.
🔹 R&D Expansion: Continued innovation with multi-generational product roadmaps and technology partnerships.

Executive Commentary:
🔸 CEO Jitendra Mohan:
"Astera Labs achieved exceptional revenue growth in FY24, driven by our Aries Retimers and expanding product portfolio. FY25 is poised to be a breakout year as we scale revenue across all product families."

stera Labs Q4'24 Earnings Highlights:

🔹 Non-GAAP EPS: $0.37 (Est. $0.26) 🟢
🔹 Revenue: $141.1M (Est. $127.98M) 🟢; UP +179% YoY

Q1;25 Guidance:
🔹 Revenue: $151M-$155M (Est. $134.25M) 🟢
🔹 Non-GAAP Diluted EPS: $0.28-$0.29 (Est. $0.25) 🟢
🔹 GAAP Gross Margin: ~74%

Product and Business Highlights:
🔸 Scorpio Fabric Products: Introduced Scorpio Smart Fabric Switches for AI infrastructure with PCIe Gen 6 and advanced clustering capabilities.
🔸 Aries Product Expansion: Shipped Aries 6 Retimers (PCIe 6.x/CXL 3.x) and Aries Smart Cable Modules for extended reach in GPU clustering.
🔸 Technology Demonstration: Delivered industry’s first end-to-end PCIe optical connectivity and showcased PCIe 6.x interoperability with Micron SSDs.
🔸 UALink Leadership: Joined Ultra Accelerator Link Consortium to enhance scale-up AI connectivity.

Operational Highlights:
🔹 Quarterly Growth Drivers: Aries PCIe Retimer products and Taurus Smart Cable Modules were key contributors.
🔹 Design Milestones: Demonstrated sequential read speeds exceeding 26GB/s with Scorpio P-Series Fabric Switch and PCIe 6.x SSDs.
🔹 R&D Expansion: Continued innovation with multi-generational product roadmaps and technology partnerships.

Executive Commentary:
🔸 CEO Jitendra Mohan:
"Astera Labs achieved exceptional revenue growth in FY24, driven by our Aries Retimers and expanding product portfolio. FY25 is poised to be a breakout year as we scale revenue across all product families."

stera Labs Q4'24 Earnings Highlights:

🔹 Non-GAAP EPS: $0.37 (Est. $0.26) 🟢
🔹 Revenue: $141.1M (Est. $127.98M) 🟢; UP +179% YoY

Q1;25 Guidance:
🔹 Revenue: $151M-$155M (Est. $134.25M) 🟢
🔹 Non-GAAP Diluted EPS: $0.28-$0.29 (Est. $0.25) 🟢
🔹 GAAP Gross Margin: ~74%

Product and Business Highlights:
🔸 Scorpio Fabric Products: Introduced Scorpio Smart Fabric Switches for AI infrastructure with PCIe Gen 6 and advanced clustering capabilities.
🔸 Aries Product Expansion: Shipped Aries 6 Retimers (PCIe 6.x/CXL 3.x) and Aries Smart Cable Modules for extended reach in GPU clustering.
🔸 Technology Demonstration: Delivered industry’s first end-to-end PCIe optical connectivity and showcased PCIe 6.x interoperability with Micron SSDs.
🔸 UALink Leadership: Joined Ultra Accelerator Link Consortium to enhance scale-up AI connectivity.

Operational Highlights:
🔹 Quarterly Growth Drivers: Aries PCIe Retimer products and Taurus Smart Cable Modules were key contributors.
🔹 Design Milestones: Demonstrated sequential read speeds exceeding 26GB/s with Scorpio P-Series Fabric Switch and PCIe 6.x SSDs.
🔹 R&D Expansion: Continued innovation with multi-generational product roadmaps and technology partnerships.

Executive Commentary:
🔸 CEO Jitendra Mohan:
"Astera Labs achieved exceptional revenue growth in FY24, driven by our Aries Retimers and expanding product portfolio. FY25 is poised to be a breakout year as we scale revenue across all product families."